Scheier Katin & Epstein

What Scheier Katin & Epstein does

Scheier Katin & Epstein, PC is a private professional law corporation founded in 1990 and headquartered in the historic Wetherbee House in Acton, Massachusetts. The firm delivers transactional legal services across three integrated practice areas: estate planning (wills, trusts, probate administration), real estate law (residential and commercial closings, mortgage lender representation, refinancing, short sales, condominium conversions), and business law (entity formation and contracts). It serves individuals, families, and small businesses primarily across Acton, Bedford, Concord, Littleton, Maynard, Westford, and surrounding eastern Massachusetts communities. The firm operates with approximately 16 staff including five attorneys (two shareholders, one Of Counsel, two associates) supported by multiple paralegals and administrative personnel, with over a century of combined attorney experience.

The business model is straightforward professional services billing: hourly rates and flat fees quoted upon consultation for specific matters, with a complimentary 30-minute short sale consultation as the only disclosed lead-generation concession. There is no productized offering, no subscription, no proprietary technology platform, and no disclosed pricing. The go-to-market motion is sales-led and almost entirely referral-driven: client word-of-mouth, realtor and mortgage broker referrals, and community involvement through the Middlesex West Chamber of Commerce and local nonprofit boards. Marketing channels are passive — the firm's website and listings on Redfin/Google reviews — with no active digital campaigns, paid acquisition, or partnerships. The firm has accumulated multiple regional recognitions including Chamber of Commerce Business of the Year (2005) and Lifetime Achievement (2018) for Mark Scheier, and "America's Most Honored Lawyers" listings from 2018-2021, which serve as credibility anchors rather than growth catalysts.

Ownership is concentrated among attorney-shareholders (Mark L. Scheier as founder, Barbara J. Epstein as co-shareholder since 2010) with Michael E. Katin in retired Of Counsel status; the firm has no parent company, no institutional backing, and no disclosed funding rounds. The customer base is highly fragmented individual and small business clients, making revenue vulnerable to local real estate transaction volume and referral network strength, while the absence of any technology adoption posture leaves the practice exposed to margin compression as legal tech tools mature.

Name

Scheier Katin & Epstein

Legal name

Scheier Katin & Epstein, PC

Website

https://skactonlaw.com

Company type

Private

Founded year

1990

Operating status

Operating

Headcount range

11–50 employees

Short description

Scheier Katin & Epstein, PC is a private Massachusetts law firm founded in 1990 that provides transactional legal services in estate planning, real estate, and business law to individuals, families, and small businesses in Acton and surrounding eastern Massachusetts communities, operating primarily through attorney referrals and local reputation.

Ownership category

akta.pro rank

Product category

Legal Services

NAICS

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

SIC

Services-Legal Services (8111)

akta.pro primary industry

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

Keywords

• Estate planning services
• Probate administration
• Real estate law
• Wills and trusts
• Business law formation

Headquarters

HQ city

Acton

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Others

Revenue model

1. Legal Services: Professional legal services billed primarily through hourly rates or flat fees for specific legal matters including real estate closings, estate planning, probate administration, and business formation services.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

Scheier Katin & Epstein, PC is a private law firm founded in 1990 in Acton, Massachusetts, providing legal services across three core practice areas: estate planning and probate administration, residential and commercial real estate law (including closings, mortgage refinancing, short sales, and condominium conversions), and business law services (business formation and contract drafting/review). The firm maintains five attorneys supported by paralegals and administrative staff, serving individual clients and small businesses primarily in the greater Acton/Middlesex County area.

Product overview

Scheier Katin & Epstein, PC is a transactional law firm offering three integrated practice areas: Estate Planning (probate, wills, and trusts), Real Estate Law (residential, commercial, mortgage/refinancing, short sales, and condominium conversion), and Business Law (formation and contracts). The firm provides comprehensive legal services primarily for individuals and small businesses in Massachusetts, with attorneys offering specialized expertise across these interconnected practice areas.

Differentiator

Problem solved

Functional benefit

Products and services

• Probate & Estate Administration

Named customers3 records

Segments3 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators2 records

Recent moves6 records

Expansion highlights3 records

Broad incumbents

• Nutter McClennen & Fish LLP: Established Boston firm with real estate, private client, and business law practices. Comparable as a broader incumbent that competes for the same high-net-worth estate planning and real estate clients in Greater Boston.
• Burns & Levinson LLP: Full-service Boston law firm with established real estate, estate planning, and business law groups. Provides a broader incumbent benchmark operating in the same Massachusetts market with overlapping services.
• Tarlow Breed Hart & Rodgers, P.C. Mid-sized Boston-area law firm with real estate, corporate, and trusts & estates practices. Comparable in overlapping practice areas but materially larger and serving broader institutional clients.

Direct peers

• McDermott & Quigley, LLP: Small Massachusetts firm focusing on real estate closings, estate planning, and small business matters. Direct peer in size, geographic focus, and practice area mix.
• Hale Law Group: Massachusetts-based transactional law firm practicing real estate, estate planning, and small business law. Direct peer in practice area mix, customer base (individuals and small business), and billing model.

Regional players

• Blumer & Associates, LLC: Small Massachusetts estate planning and elder law firm serving the western suburbs. Comparable as a regional competitor focused on wills, trusts, and probate with a similar client profile of suburban Massachusetts households.
• Witmer, Karp, Warner & Ryan: Small Massachusetts estate planning and elder law firm. Comparable in narrow focus on trusts, estates, and probate administration for individuals in Eastern Massachusetts.
• Krokidas & Bluestein LLP: Boston-area law firm concentrating in real estate, estate planning, and nonprofit/business law. Comparable in transactional focus and Massachusetts client base, though serving more institutional clients.

Others

• Lawyers Clearinghouse on Affordable Housing: Massachusetts nonprofit providing real estate and transactional legal services. Adjacent comparator illustrating the broader ecosystem of real estate legal services in the Massachusetts market.

Emerging players

• Legacy Legal Planning, LLC: Newer virtual/digital estate planning practice. Comparable as an emerging competitor targeting the same estate planning client base with technology-enabled delivery, contrasting Scheier Katin & Epstein's traditional model.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/skactonlaw

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 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 Scheier Katin & Epstein