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Heard & Smith

Full company profile

uuid002gngu

Namestring
Heard & Smith
Legal namestring
Heard & Smith LLP
Company typeenum
Private
Founded yearint
1976
Descriptiontext

Heard & Smith LLP is a Texas-based law firm founded in 1976 by John R. Heard in San Antonio, specializing in two practice areas: Social Security disability law (SSDI, SSI, and VA disability benefits) and estate planning/probate law (probate, wills, trusts, guardianship, inheritance, and fiduciary litigation). The firm operates with more than 150 professionals — attorneys, paralegals, and support staff — across eight Texas offices, including the San Antonio headquarters at 10715 Gulfdale St. plus branch locations in El Paso, Harlingen, Longview, Lubbock, McAllen, Victoria, and a dedicated San Antonio probate division. Its customer base is composed entirely of individual consumers: disabled individuals seeking federal benefits, veterans pursuing VA claims, and elderly clients and families needing estate administration or guardianship services.

The firm generates revenue through two distinct streams with different economic structures. Disability representation operates on a contingency model statutorily capped at the lesser of 25% of the back award or $9,200 per case, with no fee charged if benefits are not awarded; this structurally limits per-case revenue but aligns incentives and eliminates barriers to client acquisition. Estate planning and probate services are billed on a professional-services basis with fees quoted in advance and the firm accepting major credit cards, providing higher-margin work that is not subject to the federal fee cap. Technology is limited to standard law firm practice management software and an encrypted client portal; the firm has no mobile app, no public API, no disclosed integrations, and no proprietary technology assets.

Client acquisition is sales-led and direct-to-consumer: free initial consultations, a downloadable disability guidebook, Spanish-language services, monthly email newsletters, TV commercials, referral programs, and organic SEO content drive inbound leads across Texas. The firm's competitive position rests on founder expertise (Heard as Past President of NOSSCR, Mark Stanton Smith as two-term President of the National Guardianship Association), a 30+ year operating history, multi-office physical distribution, and peer-review credentials (Martindale-Hubbell, Texas Super Lawyers, BBB accreditation). Ownership remains with the founding partners as a Texas Limited Liability Partnership with no external institutional investment.

Short descriptiontext

Heard & Smith LLP is a Texas-based law firm with 150+ professionals operating eight offices statewide, specializing in Social Security disability (SSDI/SSI/VA) representation and estate planning, probate, guardianship, and fiduciary litigation for individual clients across Texas.

Operating statusenum
Operating
Ownership categoryenum
Headcount rangeband
51–100
akta.pro rankint
HeadquartersSan Antonio, United States
HQ citystring
San Antonio
HQ countrystring
United States
HQ regionstring
North America
Markets served

Serves global market

Offices8 records

Each record includes

City, Country, Type, Description, Source

Keyword5 values
social security disability law, estate planning services, probate administration, guardianship representation, disability benefits appeals
Industry1 code
1Family & Private Client (Trusts & Estates) Law
CodeBPAHAAAKPrimaryYes
NAICS code2 codes
  • Offices of Lawyers54111
  • Other Legal Services54119
SIC code1 code
  • Services-Legal Services8111
Product category
Legal Services
Social media profiles2 records
GTM motion1 record

Each record includes

Type, Description, Source

Revenue model2 records
1Social Security Disability Legal Fees
TypeTransaction Fee
Description

Attorney fees for disability cases are contingency-based: limited to 25% of the back award or $9,200, whichever is less. No fees are charged if no benefits are received. Fees are capped and quoted in advance.

heardandsmith.com
2Estate Planning and Probate Legal Services
TypeProfessional Services
Description

Fees for probate, estate planning, guardianship, and inheritance legal services. All fees are quoted in advance and disclosed on the firm's website. Accepts major credit cards.

heardandsmith.com
Marketing channels5 records

Each record includes

Title, Type, Stage, Description, Source

Distribution channels2 records

Each record includes

Title, Type, Scope, Target buyer, Description, Source

Cost components5 values
Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Pricing details2 tiers
1Social Security Disability — contingency fee with statutory cap
ModelOutcome Based/ PerformanceBilling cadencePay-as-you-go
Notes

25% of back award, capped at $9,200, whichever is less. No fee charged if no benefits received or no back award.

heardandsmith.com
2Estate Planning, Probate, and Guardianship — fee arrangements quoted in advance
ModelOtherBilling cadenceMulti-year contract
Notes

Fees quoted in advance; accepts major credit cards.

heardandsmith.com
GTM typeB2C
B2C
Offering typeServices
Services
Core offering1 text field

Heard & Smith is a Texas-based law firm that provides legal representation for Social Security Disability Insurance (SSDI) and Supplemental Security Income (SSI) claims and appeals, as well as VA disability benefits claims. The firm also provides estate planning, probate, inheritance, guardianship, and fiduciary litigation services through a separate probate/inheritance division. Disability cases are handled on a contingency basis capped at 25% of the back award or $9,200, whichever is less, with no fees if no benefits are awarded.

Differentiator
Functional benefit
Problem solved
Product overview1 text field

Heard & Smith is a Texas-based law firm offering legal services across two primary practice areas: Social Security Disability Law and Estate Planning/Probate Law. The firm provides representation for Social Security Disability Insurance (SSDI), Supplemental Security Income (SSI), and VA Disability Benefits claims, as well as comprehensive estate planning services including probate, inheritance, guardianship, and fiduciary litigation. The firm operates as a unified legal practice rather than a platform-plus-modules architecture, with attorneys specializing in disability law and probate/estate matters serving clients throughout Texas.

Product and service6 records
1Social Security Disability Law (SSDI/SSI) Representation
CategoryDisability Law
Description

Legal representation for Social Security Disability Insurance (SSDI) and Supplemental Security Income (SSI) claims and appeals, including application assistance, gathering medical documentation, and representation at Social Security Administrative Law Judge hearings. Targeted at individuals unable to work due to illness, injury, or emotional problems.

2VA Disability Benefits Representation
CategoryVeterans Benefits Law
Description

Legal services for veterans seeking VA disability benefits and survivors' benefits, including claims and appeals. Targeted at qualifying disabled veterans.

3Probate and Estate Planning
CategoryEstate Planning Law
Description

Legal services for estate administration, will drafting, probate proceedings, and estate tax planning. Targeted at families and elderly individuals in Texas needing to transfer property upon death and avoid probate delays.

4Inheritance Law
CategoryEstate Planning Law
Description

Legal representation for inheritance matters, including will contests, heir rights, and estate dispute resolution. Targeted at Texas families and beneficiaries involved in inheritance disputes.

5Guardianship Law
CategoryGuardianship Law
Description

Legal services for establishing guardianships for incapacitated individuals, including guardian of person and guardian of estate matters. Targeted at families of incapacitated adults and minors in Texas.

6Fiduciary Litigation
CategoryEstate Litigation
Description

Legal representation in fiduciary disputes including breach of fiduciary duty claims, will contests, and guardianship litigation. Targeted at parties to estate and guardianship disputes in Texas.

Scale indicator4 records

Each record includes

Type, Value, Description, Source

Recent move6 records

Each record includes

Date, Type, Title, Description, Source

Expansion highlight5 records

Each record includes

Type, Description

Peers10 records
TypeDirect peer
Description

SSDI/SSI-focused disability law firm with national intake. Comparable contingency model and specialization in the same disability representation niche.

TypeDirect peer
Description

National SSDI/SSI/Medicare representation firm using a similar contingency-fee model across multiple states. Closest direct competitor to Heard & Smith's disability practice in scale and go-to-market approach.

TypeOthers
Description

Legal information and self-help publisher (wills, probate, disability). Adjacent competitor on the DIY/self-help side rather than full-service representation.

TypeOthers
Description

Online lawyer directory and Q&A platform. Provides marketing channel and competitive intelligence for disability and estate planning attorneys.

TypeRegional player
Description

Texas-based family law firm with multi-office presence across the state. Comparable in scale, multi-office Texas footprint, and client-facing law firm marketing approach, though family-law focused.

TypeDirect peer
Description

VA disability and Social Security disability law firm with national intake. Directly comparable in practice mix (SSDI + VA) and contingency-fee positioning.

TypeDirect peer
Description

Texas-based disability law firm focusing on Social Security disability representation. Competes with Heard & Smith in the same Texas geography for the same claimant pool.

TypeDirect peer
Description

Social Security disability law firm with similar contingency pricing and claimant-focused GTM. Direct overlap in core service line.

TypeBroad incumbent
Description

Online legal services platform offering DIY estate planning, wills, and trusts. Competes with Heard & Smith's estate planning division on price-sensitive, simpler matters.

TypeDirect peer
Description

Disability and VA disability law firm with multi-state SSDI/VA appeals practice. Comparable contingency-fee structure and target client base of disabled individuals and veterans.

Market position
Strengths4 records

Each record includes

Headline, Details, Source

Weaknesses4 records

Each record includes

Headline, Details, Source

Competitive moat5 records

Each record includes

Type, Details

Key risks6 records

Each record includes

Headline, Details, Source

Key highlights6 records

Each record includes

Headline, Details, Source

Customer concentration

Classification, Details

Named customers2 records

Each record includes

Name, Industry, Type, Use case, Source, UUID

Segment3 records

Each record includes

Title, Type, Primary, Description, Pain point addressed, Use case, Source

Ideal customer profile3 records

Each record includes

Profile, Firmographic size, Sales motion, Sales cycle length, Buying structure, Purchase trigger, Buyer persona, Geography, Industry vertical, Primary use case, Description, Pain points, Evidence proof points, Target buyer

Technology focused
No
API detail
Has APIbool
No

Docs URL, Description

AI maturity
App detail

Has app

Core technology
Revenue estimate
Valuation estimate
Number of profiles
Profiles3 records

Each record includes

Name, Designation, Designation category, Overview, Profile commentary, Source

No data
No data
Funding overview

Funding stage, Last funding date, Total funding USD

Funding rounds

Each record includes

Round, Amount USD, Date, Pre money valuation, Total investors, Investors, News

Investors

Each record includes

Name, Type, Date of entry, Rounds participated, Website

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

M&A

Each record includes

Name, Acquisition type, Announced date, Completed date, Status, Website, News

Investment

Each record includes

Name, Round, Announced date, Lead investor, Website, News

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

Heard & Smith

Legal Servicesheardandsmith.com

Heard & Smith LLP is a Texas-based law firm with 150+ professionals operating eight offices statewide, specializing in Social Security disability (SSDI/SSI/VA) representation and estate planning, probate, guardianship, and fiduciary litigation for individual clients across Texas.

What Heard & Smith does

Heard & Smith LLP is a Texas-based law firm founded in 1976 by John R. Heard in San Antonio, specializing in two practice areas: Social Security disability law (SSDI, SSI, and VA disability benefits) and estate planning/probate law (probate, wills, trusts, guardianship, inheritance, and fiduciary litigation). The firm operates with more than 150 professionals — attorneys, paralegals, and support staff — across eight Texas offices, including the San Antonio headquarters at 10715 Gulfdale St. plus branch locations in El Paso, Harlingen, Longview, Lubbock, McAllen, Victoria, and a dedicated San Antonio probate division. Its customer base is composed entirely of individual consumers: disabled individuals seeking federal benefits, veterans pursuing VA claims, and elderly clients and families needing estate administration or guardianship services.

The firm generates revenue through two distinct streams with different economic structures. Disability representation operates on a contingency model statutorily capped at the lesser of 25% of the back award or $9,200 per case, with no fee charged if benefits are not awarded; this structurally limits per-case revenue but aligns incentives and eliminates barriers to client acquisition. Estate planning and probate services are billed on a professional-services basis with fees quoted in advance and the firm accepting major credit cards, providing higher-margin work that is not subject to the federal fee cap. Technology is limited to standard law firm practice management software and an encrypted client portal; the firm has no mobile app, no public API, no disclosed integrations, and no proprietary technology assets.

Client acquisition is sales-led and direct-to-consumer: free initial consultations, a downloadable disability guidebook, Spanish-language services, monthly email newsletters, TV commercials, referral programs, and organic SEO content drive inbound leads across Texas. The firm's competitive position rests on founder expertise (Heard as Past President of NOSSCR, Mark Stanton Smith as two-term President of the National Guardianship Association), a 30+ year operating history, multi-office physical distribution, and peer-review credentials (Martindale-Hubbell, Texas Super Lawyers, BBB accreditation). Ownership remains with the founding partners as a Texas Limited Liability Partnership with no external institutional investment.

Heard & Smith firmographics

Firmographics
Name
Heard & Smith
Legal name
Heard & Smith LLP
Website
https://heardandsmith.com
Company type
Private
Founded year
1976
Operating status
Operating
Headcount range
51–100 employees
Short description
Heard & Smith LLP is a Texas-based law firm with 150+ professionals operating eight offices statewide, specializing in Social Security disability (SSDI/SSI/VA) representation and estate planning, probate, guardianship, and fiduciary litigation for individual clients across Texas.
Ownership category
akta.pro rank

Heard & Smith industry classification

Industry
Product category
Legal Services
NAICS
Offices of Lawyers (54111), Other Legal Services (54119)
SIC
Services-Legal Services (8111)
akta.pro primary industry
Family & Private Client (Trusts & Estates) Law (BPAHAAAK)

Keywords

  • Social security disability law
  • Estate planning services
  • Probate administration
  • Guardianship representation
  • Disability benefits appeals

Where Heard & Smith is headquartered

Location

Headquarters

HQ city
San Antonio
HQ country
United States
HQ region
North America

Offices8 records

Markets served

Heard & Smith business model

Business model
GTM type
B2C
Offering type
Services
Cost components
Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

  1. Social Security Disability Legal Fees: Attorney fees for disability cases are contingency-based: limited to 25% of the back award or $9,200, whichever is less. No fees are charged if no benefits are received. Fees are capped and quoted in advance.
  2. Estate Planning and Probate Legal Services: Fees for probate, estate planning, guardianship, and inheritance legal services. All fees are quoted in advance and disclosed on the firm's website. Accepts major credit cards.

Pricing tiers

ModelBillingPrice
Outcome Based/ PerformancePay-as-you-goSocial Security Disability — contingency fee with statutory cap
OtherMulti-year contractEstate Planning, Probate, and Guardianship — fee arrangements quoted in advance

Go-to-market motion1 record

Distribution channels2 records

Marketing channels5 records

Heard & Smith product offering

Product offering

Core offering

Heard & Smith is a Texas-based law firm that provides legal representation for Social Security Disability Insurance (SSDI) and Supplemental Security Income (SSI) claims and appeals, as well as VA disability benefits claims. The firm also provides estate planning, probate, inheritance, guardianship, and fiduciary litigation services through a separate probate/inheritance division. Disability cases are handled on a contingency basis capped at 25% of the back award or $9,200, whichever is less, with no fees if no benefits are awarded.

Product overview

Heard & Smith is a Texas-based law firm offering legal services across two primary practice areas: Social Security Disability Law and Estate Planning/Probate Law. The firm provides representation for Social Security Disability Insurance (SSDI), Supplemental Security Income (SSI), and VA Disability Benefits claims, as well as comprehensive estate planning services including probate, inheritance, guardianship, and fiduciary litigation. The firm operates as a unified legal practice rather than a platform-plus-modules architecture, with attorneys specializing in disability law and probate/estate matters serving clients throughout Texas.

Differentiator

Problem solved

Functional benefit

Products and services

  • Social Security Disability Law (SSDI/SSI) Representation Legal representation for Social Security Disability Insurance (SSDI) and Supplemental Security Income (SSI) claims and appeals, including application assistance, gathering medical documentation, and representation at Social Security Administrative Law Judge hearings. Targeted at individuals unable to work due to illness, injury, or emotional problems.
  • VA Disability Benefits Representation Legal services for veterans seeking VA disability benefits and survivors' benefits, including claims and appeals. Targeted at qualifying disabled veterans.
  • Probate and Estate Planning Legal services for estate administration, will drafting, probate proceedings, and estate tax planning. Targeted at families and elderly individuals in Texas needing to transfer property upon death and avoid probate delays.
  • Inheritance Law Legal representation for inheritance matters, including will contests, heir rights, and estate dispute resolution. Targeted at Texas families and beneficiaries involved in inheritance disputes.
  • Guardianship Law Legal services for establishing guardianships for incapacitated individuals, including guardian of person and guardian of estate matters. Targeted at families of incapacitated adults and minors in Texas.
  • Fiduciary Litigation Legal representation in fiduciary disputes including breach of fiduciary duty claims, will contests, and guardianship litigation. Targeted at parties to estate and guardianship disputes in Texas.

Companies that use Heard & Smith

Customer profile

Named customers2 records

Segments3 records

Ideal customer profiles3 records

Heard & Smith technology and API

Technology

Technology focussed No

API detail

Has API
No
API docs
API detail

Core technology

AI maturity

App detail

Heard & Smith partnerships and signals

Strategic signal

Scale indicators4 records

Recent moves6 records

Expansion highlights5 records

Heard & Smith competitors and assessment

Company assessment

Direct peers

  • Disability Law Group: SSDI/SSI-focused disability law firm with national intake. Comparable contingency model and specialization in the same disability representation niche.
  • Allsup: National SSDI/SSI/Medicare representation firm using a similar contingency-fee model across multiple states. Closest direct competitor to Heard & Smith's disability practice in scale and go-to-market approach.
  • Hill & Ponton: VA disability and Social Security disability law firm with national intake. Directly comparable in practice mix (SSDI + VA) and contingency-fee positioning.
  • Bemis, Roach & Reed: Texas-based disability law firm focusing on Social Security disability representation. Competes with Heard & Smith in the same Texas geography for the same claimant pool.
  • Disability Advocates Group: Social Security disability law firm with similar contingency pricing and claimant-focused GTM. Direct overlap in core service line.
  • Marcari, Russo, Brandt & Shaffer: Disability and VA disability law firm with multi-state SSDI/VA appeals practice. Comparable contingency-fee structure and target client base of disabled individuals and veterans.

Others

  • Nolo: Legal information and self-help publisher (wills, probate, disability). Adjacent competitor on the DIY/self-help side rather than full-service representation.
  • Avvo: Online lawyer directory and Q&A platform. Provides marketing channel and competitive intelligence for disability and estate planning attorneys.

Regional players

  • Cordell & Cordell: Texas-based family law firm with multi-office presence across the state. Comparable in scale, multi-office Texas footprint, and client-facing law firm marketing approach, though family-law focused.

Broad incumbents

  • LegalZoom: Online legal services platform offering DIY estate planning, wills, and trusts. Competes with Heard & Smith's estate planning division on price-sensitive, simpler matters.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

Heard & Smith social profiles

Digital presence

Heard & Smith financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Heard & Smith leadership team

Management profile

Number of profiles

Profiles3 records

Heard & Smith funding detail

Funding detail

Funding overview

Funding rounds

Investors

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

Heard & Smith M&A and investment

M&A and investment

M&A

Investments

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

Frequently asked questions about Heard & Smith

What does Heard & Smith do?

Heard & Smith is a Texas-based law firm that provides legal representation for Social Security Disability Insurance (SSDI) and Supplemental Security Income (SSI) claims and appeals, as well as VA disability benefits claims. The firm also provides estate planning, probate, inheritance, guardianship, and fiduciary litigation services through a separate probate/inheritance division. Disability cases are handled on a contingency basis capped at 25% of the back award or $9,200, whichever is less, with no fees if no benefits are awarded.

Is Heard & Smith a public or private company?

Heard & Smith is a private company. It is classified as founder individual operated bootstrapped and is currently operating.

When was Heard & Smith founded?

Heard & Smith was founded in 1976. It employs 51 to 100 people.

Where is Heard & Smith based?

Heard & Smith is headquartered in San Antonio, United States, in the North America region.

How does Heard & Smith make money?

Two revenue lines are on record. Social Security Disability Legal Fees are the primary driver. The others are estate Planning and Probate Legal Services.

Who are Heard & Smith's main competitors?

Direct peers on record are Disability Law Group, Allsup, Hill & Ponton, Bemis, Roach & Reed, Disability Advocates Group and Marcari, Russo, Brandt & Shaffer. Others are Nolo and Avvo. Cordell & Cordell is listed as a regional player. LegalZoom is listed as a broad incumbent.

Does Heard & Smith have an API?

No public API is recorded for Heard & Smith.

What industry is Heard & Smith in?

Heard & Smith's product category is Legal Services. Its primary akta.pro industry code is BPAHAAAK, Family & Private Client (Trusts & Estates) Law. Its NAICS code is 54111 and its SIC code is 8111.

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