Walser Law Firm

What Walser Law Firm does

Walser Law Firm, operating as Walser Law, PLLC, is a Florida-based boutique law firm founded in 1983 by Thomas C. Walser and headquartered in Boca Raton. The firm practices exclusively in estate planning, probate administration, trust administration, and elder law, offering eight integrated service lines: wills and estate planning, probate administration, trust administration, Medicaid and long-term care planning, special needs planning, guardianship, cohabitating/LGBT partner planning, and Medicaid asset protection. Its stated service coverage extends across all 67 Florida counties, with a primary concentration in Palm Beach and Broward Counties, supported by virtual consultation, virtual notary, and electronic court filing capabilities that allow remote representation statewide.

The firm is led by founder and partner Thomas C. Walser (JD, University of Minnesota Law School; LLM in Estate Planning, University of Miami School of Law; former CPA), with Of Counsel Kenneth B. Wheeler (former IRS Chief Counsel tax-trial attorney) handling tax and estate-preservation matters and attorney Jay L. Kauffman specializing in probate litigation. Service delivery is built around fee-for-service professional engagements — including a free 30-minute initial consultation, hourly legal work, and specialized document preparation — with a complementary pricing model and pay-as-you-go billing. There are no disclosed institutional clients; all matter work is for individuals and families.

Commercially, the firm runs a sales-led, content-driven go-to-market motion: SEO-optimized blog articles, FAQ videos, downloadable checklists (such as 'What to Do When Someone Dies in Florida'), Google Reviews, and client referrals feed a top-of-funnel awareness engine that converts through direct phone and in-person consultations. Marketing channels are exclusively organic and educational, with no paid acquisition, no technology platform or product, no AI tooling, and no disclosed partnerships or external capital. The firm is privately held, BBB accredited, and operates without subsidiaries, parent companies, or documented M&A activity.

Name

Walser Law Firm

Legal name

Walser Law, PLLC

Website

https://walserlaw.com

Company type

Private

Founded year

1983

Operating status

Operating

Headcount range

11–50 employees

Short description

Walser Law Firm is a Boca Raton-based boutique law firm founded in 1983 that provides estate planning, probate, trust administration, and elder law services to individuals and families across all 67 Florida counties.

Ownership category

akta.pro rank

Product category

Legal Services - Estate Planning and Probate

NAICS

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

SIC

Services-Legal Services (8111)

akta.pro primary industry

Family & Private Client (Trusts & Estates) Law (BPAHAAAK)

akta.pro secondary industries

Corporate Trust Services (Trustee, Agent & Escrow Roles) (FSAEAKAB), Fiduciary Agency & Trustee-for-Hire Services (FSAAANAL)

Keywords

• Estate planning services
• Probate administration
• Trust administration
• Elder law services
• Guardianship services

Headquarters

HQ city

Boca Raton

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Infrastructure

Revenue model

1. Legal Professional Services: The firm generates revenue through fee-for-service legal consultations and ongoing legal representation for estate planning, probate administration, trust administration, elder law, guardianship, and special needs planning matters. Services include initial free consultations, hourly legal work, and specialized legal document preparation.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels5 records

Core offering

Walser Law Firm is a Florida-based law firm that prepares wills, revocable living trusts, and asset protection plans; administers probate estates and trusts; and represents families in Medicaid planning, special needs planning, and guardianship matters. The firm serves individuals and families throughout all 67 Florida counties, with primary concentration in Palm Beach and Broward Counties from its Boca Raton headquarters.

Product overview

Walser Law Firm is a Florida-based law firm offering a comprehensive suite of estate planning and probate legal services. The firm's core offerings center around wills and estate planning as the foundational service, complemented by probate administration, trust administration, special needs planning, elder law, guardianship, and cohabitating partner planning services. The practice serves clients throughout all 67 Florida counties from its Boca Raton location, with over 40 years of experience since its founding in 1983.

Differentiator

Problem solved

Functional benefit

Named customers5 records

Segments7 records

Ideal customer profiles7 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators2 records

Recent moves7 records

Expansion highlights5 records

Emerging players

• FreeWill: Online will and estate planning tool frequently used by nonprofits and consumers for low-cost wills. Emerging player whose model overlaps with the entry tier of Walser's practice.
• Wealth.com: Estate planning platform serving financial advisors and RIAs, providing software to build, manage, and store estate plans. Adjacent competitor that could redirect estate planning flows away from law firms like Walser.
• Trust & Will: Online estate planning platform offering wills, trusts, and related documents at lower price points. An emerging disruptor whose commoditization pressure on the basic estate planning tier is a relevant competitive signal for Walser.
• LawDepot: Online legal document provider offering wills, power of attorney, and other estate planning templates. Low-cost online alternative that pressures the lower end of the estate planning market Walser addresses.

Broad incumbents

• LegalZoom: Mass-market online legal services platform offering wills, trusts, and business formations. Broad incumbent in the same end-market, competing mostly on price and convenience for low-complexity matters.

Direct peers

• Law Offices of Steven M. Zelkowitz: Florida estate planning and probate boutique serving Palm Beach and Broward counties. Comparable in scope, region, and target client (individuals and families planning estates).
• Kitroser Law Firm: Florida-based estate planning, probate, and elder law firm serving the Boca Raton and Broward County area. Directly comparable in niche, geography, and service mix to Walser Law Firm.
• Morgan Legal Group: Estate planning, probate, and elder law firm headquartered in New York with a Florida office. Directly comparable in service lines and - unlike pure-Florida boutiques - has multi-state presence, which makes it a relevant peer for benchmarking growth.
• The Karp Law Firm: Boca Raton-based law firm focused on estate planning, probate, elder law, and trust administration. Comparable boutique competitor serving the same primary South Florida market.

Regional players

• America Elder Law & Estate Planning: Multi-state estate planning and elder law firm with physical offices in several U.S. states including Florida. Comparable in service mix but operates with a broader geographic footprint than Walser.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/whlawfl
• Xx.com/WHLawFL
• Facebookfacebook.com/WalserLaw

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

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 Walser Law Firm