BHR Law Group, PC

What BHR Law Group, PC does

BHR Law Group, PC is a privately held professional corporation law firm headquartered at 130 Vantis, Suite 150, Aliso Viejo, California. The firm was founded by Blaine J. Burch in 2010 (with firmographics also referencing 2019) and operates with a small team of approximately five staff, anchored by Managing Partner Blaine J. Burch (a California State Bar Board Certified Specialist in Estate Planning, Trust & Probate) and Director of Marketing Paige Cartwright. Its practice is concentrated in estate planning, business succession planning, trust and probate administration, and advanced tax and protection planning.

The firm offers four core service lines: Comprehensive Foundational Estate Planning (wills, wealth maximization, tax minimization, beneficiary protection), Business Succession Planning (entity selection, succession tax planning, LLC and corporate entity formation), Trust and Probate Administration (probate court support and successor trustee guidance), and Advanced Tax and Protection Planning (strategies for valuable, taxable estates). The firm does not develop proprietary technology; its technology footprint is limited to standard productivity, marketing, and scheduling tools (Microsoft Bookings for consultation scheduling, Constant Contact for email newsletters, Google Analytics for site analytics). There are no APIs, SDKs, integrations, or patents disclosed.

BHR Law Group generates revenue through professional services engagements — consultation-based legal work billed on individualized engagement agreements. Pricing is not publicly disclosed. Go-to-market is sales-led: clients are acquired through direct consultation (office, phone, online booking) supplemented by content marketing (blog, YouTube videos, webinars), email newsletters, organic social media (Facebook, Instagram), local SEO via Google Business Profile, and peer attorney endorsements. Target segments are families, business owners, professionals, and philanthropists located primarily in Orange County, California.

Name

BHR Law Group, PC

Legal name

BHR Law Group, PC

Website

https://bhrlawgroup.com

Company type

Private

Operating status

Operating

Headcount range

1–10 employees

Short description

BHR Law Group, PC is a boutique Orange County, California law firm providing estate planning, business succession, trust and probate administration, and advanced tax planning services to families, business owners, professionals, and philanthropists, led by a Board Certified Specialist in Estate Planning, Trust & Probate.

Ownership category

akta.pro rank

Product category

Estate Planning Legal Services

NAICS

Offices of Lawyers (541110), Trusts, Estates, and Agency Accounts (52592)

SIC

Services-Legal Services (8111)

akta.pro primary industry

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

Keywords

• Estate planning services
• Business succession planning
• Trust administration
• Probate administration
• Advanced tax planning

Headquarters

HQ city

Aliso Viejo

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, Technology or R&D, Others

Revenue model

1. Legal Services: BHR Law Group generates revenue through professional legal services including estate planning, business succession planning, trust and probate administration, and advanced tax and protection planning. Services are provided on a consultation basis with individualized engagement.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels8 records

Core offering

BHR Law Group is an Orange County, California estate planning and business succession law firm that provides personalized legal counsel to families, business owners, professionals, and philanthropists. Its practice covers four integrated service lines: Comprehensive Foundational Estate Planning, Business Succession Planning, Trust and Probate Administration, and Advanced Tax and Protection Planning for valuable, taxable estates. Services are delivered through consultation-based engagements scheduled by phone, in person, or via online booking.

Product overview

BHR Law Group is a law firm offering a unified suite of estate planning and business succession services. The core offerings include Comprehensive Foundational Estate Planning, Business Succession Planning, Trust and Probate Administration, and Advanced Tax and Protection Planning. These services are designed to work together as an integrated legal practice, providing personal counsel to families, business owners, professionals, and philanthropists with tailored strategies for wealth protection, tax minimization, and legacy planning.

Differentiator

Problem solved

Functional benefit

Products and services

• Comprehensive Foundational Estate Planning Foundational estate planning services including will creation, wealth maximization, tax minimization strategies, and beneficiary protection for families, professionals, and business owners in Orange County, California.
• Business Succession Planning Business succession planning services including entity selection, succession tax planning, and LLC and corporate entity formation to help business owners transfer enterprises to future generations.
• Trust and Probate Administration Support and guidance through the probate court process and trust administration for successor trustees, helping clients navigate legal requirements after a death or incapacity.
• Advanced Tax and Protection Planning Advanced estate planning strategies for valuable, taxable estates providing options for minimizing or eliminating estate taxes and protecting family wealth.

Segments4 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators1 record

Recent moves5 records

Expansion highlights4 records

Emerging players

• Trust & Will: Online estate planning platform offering digitally delivered wills, trusts, and estate plans at lower price points than traditional law firms. Comparable because it targets the same estate planning customer need BHR serves, though via a self-serve technology model rather than personalized legal counsel.
• Wealth.com: Technology platform serving estate planning attorneys with digital intake, document automation, and estate planning software infrastructure. Comparable because it targets the same estate planning market and increasingly enables both consumers and advisors to bypass traditional law firm workflows.
• FreeWill: Technology-enabled estate planning platform offering free and low-cost online will and estate planning tools, often in partnership with nonprofits. Comparable as a disruptive alternative channel for basic estate planning services that competes for BHR's mass-affluent segment.

Broad incumbents

• Holland & Knight LLP: Large national law firm with a significant Private Wealth Services practice covering estate planning, trust administration, and tax planning for high-net-worth clients. Comparable for its trust and estate capabilities and similar target clients, though operating nationally rather than locally.
• Day Pitney LLP: Large East Coast-based law firm with a substantial Private Client and Trust and Estates practice serving high-net-worth individuals and families. Comparable because it offers the same estate planning, tax, and trust administration services BHR provides, but at much greater scale and across multiple geographies.
• Loeb & Loeb LLP: National full-service law firm with a dedicated Trusts and Estates practice handling estate planning, wealth transfer, and probate for affluent families and business owners. Comparable because its service offering and target clients overlap with BHR's, but with significantly broader geographic reach.
• Withersworldwide: International law firm with a renowned global private client and trusts and estates practice serving wealthy individuals and family offices. Comparable because its core trust and estate planning offering closely mirrors BHR's, though at a multi-jurisdictional scale.

Direct peers

• Pacific Crest Estate Planning: California estate planning boutique providing wills, trusts, probate, and business succession services to families and small business owners. Comparable as a small, specialized California estate planning firm with similar client segments and service mix.
• Leven & Brown, LLP: California-based estate planning and elder law firm serving families and business owners with wills, trusts, probate, and business succession services. Highly comparable in scale, geographic market, and service offerings to BHR Law Group.
• Brown and Streza, LLP: Orange County, California-based estate planning law firm focused on wealth transfer, tax planning, and trust administration for high-net-worth families. Directly comparable because founder Blaine Burch previously practiced there and the firm's service mix closely mirrors BHR's estate planning, trust, and tax practice.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat2 records

Key risks4 records

Key highlights5 records

Customer concentration

• YouTubeyoutube.com/@bhrlawgroup4883/videos
• Facebookfacebook.com/BHRlawgroup
• Instagraminstagram.com/bhrlaw
• LinkedInlinkedin.com/company/bhr-law-group-pc

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 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 BHR Law Group, PC