Legally Mine

What Legally Mine does

Legally Mine is a private U.S. professional services firm headquartered in Orem, Utah that provides integrated asset protection, tax strategy, estate planning, and medical lawsuit defense services to licensed medical professionals — physicians, dentists, veterinarians, and specialists such as rheumatologists. The firm was founded in 1978, employs between 11 and 50 people, and delivers services nationally through a sales-led, consultative model that begins with a free initial consultation and culminates in the establishment of legally protective entities (LLCs, trusts) tailored to each client's litigation exposure and financial position. Under CEO Daniel McNeff, the firm positions itself as a specialist alternative to generalist attorneys and CPAs for a demographic it characterizes as "one of the highest litigated demographic in the United States."

The company's product surface comprises four core offerings: Asset Protection (legal entity structuring to shield assets from lawsuits), Tax Strategies (planning to reduce tax burden), Estate Planning (Living Trusts replacing wills, described as "undisputable"), and Medical Lawsuits (defense support for medical professionals facing litigation). Legally Mine does not operate a technology platform; service delivery is advisory-led, with a client portal providing document and account access for existing clients. The firm relies on educational presentations at state medical, dental, and veterinary association conferences as its primary lead generation channel, supplemented by client testimonials and referrals within professional associations such as the ALVMA and the American Osteopathic College of Rheumatology.

Revenue is generated through professional services fees for entity setup and likely ongoing advisory retainers, with no publicly disclosed pricing. The customer base is concentrated in mid-market individual practitioners rather than enterprise accounts, and testimonials indicate material client outcomes — one client reported tax savings exceeding twice the cost of the program. The firm maintains no disclosed subsidiaries, no funding rounds, no M&A activity, and no patents, trademarks, or AI/ML capabilities, reflecting a mature, boutique advisory model rather than a venture-backed growth business.

Name

Legally Mine

Legal name

Legally Mine

Website

https://legallymineusa.com

Company type

Private

Founded year

1978

Operating status

Operating

Headcount range

11–50 employees

Short description

Legally Mine is a private U.S. professional services firm that provides asset protection, tax strategy, estate planning, and medical lawsuit defense advisory services to licensed medical professionals (physicians, dentists, veterinarians) nationwide from its Orem, Utah headquarters.

Ownership category

akta.pro rank

Product category

Asset Protection and Legal Advisory Services

NAICS

Legal Services (5411), Offices of Lawyers (541110)

SIC

Services-Legal Services (8111)

akta.pro industry

PRIMARYBPAHAAAM

Personal Injury & Insurance Defense

Business & Public Services/Professional Services (Legal, Accounting, Consulting)/Legal Services

Keywords

• Asset protection services
• Tax planning strategies
• Estate planning services
• Medical lawsuit defense
• Wealth management advisory

Headquarters

HQ city

Orem

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Marketing or Sales, Operations, Technology or R&D

Revenue model

1. Professional Advisory Services: Legally Mine generates revenue through professional consulting and advisory services focused on asset protection, tax strategies, estate planning, and medical lawsuit defense. The services involve creating legally protective entities and providing ongoing financial/legal guidance. Revenue appears to be generated through service fees for setup of protective entities and potentially ongoing advisory retainer arrangements.

Go-to-market motion2 records

Distribution channels2 records

Marketing channels4 records

Core offering

Legally Mine is a professional advisory firm that designs legally protective entity structures, tax strategies, estate plans, and medical lawsuit defense support for medical professionals in the United States. The firm establishes protective legal entities to shield physicians, dentists, veterinarians, and other practitioners from litigation exposure, and provides ongoing financial and legal guidance to preserve and transfer their wealth.

Product overview

Legally Mine is a client-first wealth management company offering a suite of four integrated legal and financial protection services for medical professionals. The core offerings include Asset Protection (legal entity structuring to shield assets from lawsuits), Tax Strategies (tax planning to minimize tax burden), Estate Planning (Living Trusts and asset distribution planning), and Medical Lawsuits support. These services are designed to work together to protect medical professionals from the high litigation risk they face in the United States.

Differentiator

Problem solved

Functional benefit

Products and services

• Asset Protection Legal entity structuring service that creates protective entities to shield medical professionals' professional and personal assets from lawsuits and litigation exposure.
• Tax Strategies Tax planning and optimization service aimed at reducing tax burden for medical professionals in order to preserve more of their income.
• Estate Planning Estate planning service providing Living Trusts that supersede and replace a Will, designed to be undisputable, ensuring assets transfer according to the client's wishes.
• Medical Lawsuits Specialized legal support and advisory service for medical professionals facing malpractice or other lawsuits, providing guidance and protective strategies during litigation matters.

Quantifiable outcome

• Clients report saving more than twice the cost of the program in tax savings

Named customers4 records

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators1 record

Broad incumbents

• LegalZoom: Mass-market online legal services platform that productizes entity formation, estate planning, and related legal documents. Indirect competitor and potential disintermediator for the simpler end of Legally Mine's entity-formation work.
• Rocket Lawyer: Online legal services subscription platform covering contracts, business formation, and estate planning. Comparable as a broad incumbent in the same legal-services category, though at much lower price points and self-serve delivery.

Direct peers

• Ed Slott and Company: Nationally recognized IRA and estate-tax planning education/advisory firm widely used by financial professionals and high-income individuals. Comparable to Legally Mine's tax-and-estate planning motion, especially for high-earning professionals.
• Anderson Advisors: Asset protection and estate planning firm serving high-net-worth individuals and business owners with legal entity structuring, tax strategy, and living trust services. Most directly comparable peer to Legally Mine because of its overlapping service bundle and similar wealth-protection positioning.
• Physicians Thrive: Financial advisory and asset protection practice built specifically around U.S. physicians. Highly relevant peer because it targets the same medical-professional demographic with overlapping wealth, tax, and protection offerings.
• Anchor Planning: Asset protection and estate planning firm offering living trusts and entity structuring for professionals and business owners. Directly comparable in service mix (protection + estate planning) and consultative delivery model.

Emerging players

• Wealth.com: Estate planning platform designed for financial advisors to deliver wills, trusts, and asset protection workflows to their clients. Adjacent competitor whose technology-enabled delivery model contrasts with Legally Mine's manual advisory approach.
• Trust & Will: Online estate planning platform offering wills and living trusts directly to consumers. Comparable in the estate-planning slice of Legally Mine's offering and a leading productized threat to traditional advisory delivery.
• White Coat Investor: Physician-focused financial education and services platform covering investing, insurance, asset protection, and practice ownership. Comparable in addressing the same medical-professional demographic, albeit primarily through content and referral rather than direct advisory services.

Regional players

• Bressler, Amery & Ross (and similar healthcare-law defense boutiques): Healthcare-focused law firm with malpractice defense and physician advisory practices. Representative of regional law firms with overlapping medical-professional defense and advisory capabilities that compete for portions of Legally Mine's mandate.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/LegallyMine
• Facebookfacebook.com/LegallyMineUSA
• LinkedInlinkedin.com/company/legally-mine-llc

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Legally Mine