ALBREKTSON & SHUMATE LLP

What ALBREKTSON & SHUMATE LLP does

Albrektson & Shumate LLP is a California-licensed estate planning and business law firm headquartered at 508 Cajon St, Suite A, Redlands, California, structured as a Limited Liability Partnership and privately held by its two partners. Founded in 1994 by Kathleen B. Albrektson (J.D. La Verne, honors; former CRU corporate attorney) and joined in 2008 by partner Christopher A. Shumate (J.D. Chapman cum laude with tax emphasis; former Riverside County Deputy District Attorney with 21 jury trials), the firm delivers a full suite of estate planning services including revocable living trusts, wills, pour-over wills, durable and healthcare powers of attorney, physician directives, probate and trust administration, estate litigation, planned giving, small business formation (corporations, LLCs, partnerships), and bankruptcy. The defining operating model is that every client meets directly with a licensed attorney — explicitly contrasted with paralegal-only "trust mills" — supported by pre-appointment questionnaires to tailor matters.

The firm operates on a professional services, pay-as-you-go pricing model with individually quoted fees per matter and no publicly disclosed pricing tiers or subscription products. Distribution is exclusively regional (Inland Empire and San Bernardino County), delivered via face-to-face consultations at the Redlands office. Client acquisition relies on community involvement (board service with Family Service Association, Kiwanis, Redlands Chamber, UC Riverside Gift Planning Advisory Board, Redlands Community Foundation), pastoral and client referrals, free educational seminars, articles, videos, and a testimonials page. The firm has been repeatedly recognized as Best Attorneys in San Bernardino County by the San Bernardino Sun and Redlands Daily Facts readers, with Kathleen Albrektson honored in six years including 2017, and has received a Kiwanis Outstanding Business Award. There is no evidence of external investment, technology platform, app, or AI tooling; revenue figures and current headcount are not disclosed.

Name

ALBREKTSON & SHUMATE LLP

Legal name

Albrektson & Shumate LLP

Website

https://albrektson-law.com

Company type

Private

Founded year

1994

Operating status

Operating

Headcount range

1–10 employees

Short description

Albrektson & Shumate LLP is a two-attorney California estate planning and business law firm in Redlands serving individuals, families, and small businesses in the Inland Empire region with living trusts, probate, estate litigation, and business formation services delivered through direct attorney consultations.

Ownership category

akta.pro rank

Product category

Estate Planning Legal Services

NAICS

Offices of Lawyers (541110), Offices of Lawyers (54111)

SIC

Services-Legal Services (8111)

akta.pro primary industry

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

akta.pro secondary industries

Estate Planning, Trust Structuring & Governance (FSAAADAF), Estate & Probate Administration Services (FSAEAKAD), Trust & Estate Tax Planning & Compliance (FSAEAKAE), Estate Administration & Probate Services (FSAAANAE)

Keywords

• Estate planning services
• Living trust attorney
• Probate administration
• Trust administration
• Small business law

Headquarters

HQ city

Redlands

HQ country

United States

HQ region

North America

Offices2 records

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 - Estate Planning: Attorney fees for estate planning services including living trusts, wills, and related documents. Consultation-based pricing with quotes provided for each service.
2. Legal Services - Probate and Trust Administration: Legal representation and assistance in probate proceedings and trust administration following death of a loved one.
3. Legal Services - Business Law: Business formation services for small businesses including corporations, LLCs, and partnerships setup assistance.
4. Legal Services - Estate Litigation: Legal representation in will and trust contests, serving executors, trustees, or beneficiaries.
5. Legal Services - Bankruptcy: Bankruptcy legal services.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels6 records

Core offering

Albrektson & Shumate LLP is a Redlands, California-based law firm that provides estate planning, probate, trust administration, estate litigation, business law, and bankruptcy legal services to individuals, families, and small businesses. The firm centers its practice on personalized attorney-led consultations, drafting living trusts, wills, powers of attorney, and related estate documents to help clients avoid probate, protect assets, and preserve privacy.

Product overview

Albrektson & Shumate LLP is a law firm offering estate planning and administration legal services. The firm provides a suite of interconnected legal services centered on estate planning, including Living Trusts as the primary document offering, complemented by Estate Planning, Probate and Estate Administration, Estate Litigation, Planned Giving, Business Law, and Bankruptcy services. The firm also offers Educational Living Trust Seminars as an outreach and client education initiative.

Differentiator

Problem solved

Functional benefit

Products and services

• Living Trusts Revocable living trusts that allow clients to avoid probate, maintain control of assets during their lifetime, protect assets from creditors, and keep affairs private without public court filings.
• Estate Planning Comprehensive estate planning services ranging from simple wills to complex estate plans, including living trusts, pour-over wills, durable power of attorney, healthcare power of attorney, and physician directives.
• Probate and Estate Administration Legal assistance with winding down affairs after a loved one dies, including court-supervised probate proceedings and trust administration for clients with living trusts.
• Estate Litigation Legal representation for executors, trustees, or beneficiaries in will and trust contests when a family member dies without proper estate documents or with poorly drafted wills or trusts.
• Planned Giving Advanced estate planning for charitable giving, including strategic planned gifts that may preserve assets for heirs while avoiding estate and capital gains taxes through charitable gifts or trusts.
• Business Law Small business legal services including assistance with setting up corporations, LLCs, or partnerships to limit liability, produce tax savings, or provide better benefits to owners and employees.
• Bankruptcy Legal assistance with bankruptcy proceedings as part of comprehensive financial and estate planning services.

Quantifiable outcome

• Avoidance of probate process through proper living trust setup
• +2 more outcomes

Named customers3 records

Segments5 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators2 records

Recent moves5 records

Expansion highlights3 records

Direct peers

• Trust & Will: Online estate planning service focused on wills, living trusts, and related documents. Competes head-to-head with the firm's living trust and estate planning products, particularly with price-sensitive consumers in the same California market.
• Rocket Lawyer: Subscription-based online legal platform offering wills, business formation, and attorney consultations. Overlaps directly with the firm's estate planning and small business law services and offers an attorney-access tier that mirrors Albrektson & Shumate's positioning.
• LegalZoom: Online legal services platform offering wills, living trusts, business formation, and probate-related documents. Directly substitutes for the firm's core estate planning and business formation offerings and competes for the same SMB and consumer customers on price and convenience.

Emerging players

• FreeWill: Free online will-creation platform with paid estate planning upgrades and partnerships with nonprofits. Targets the entry-level estate planning consumer and represents a partial substitute for the firm's basic will offerings.
• Wealth.com: Estate planning platform serving financial advisors and wealth managers with digital estate planning workflows. Adjacent competitor that could capture some of the firm's referral pipeline as advisor-led planning channels expand.
• Nolo: Long-standing DIY legal information and document service covering wills, trusts, and small business formation. Provides a lower-cost alternative for self-directed consumers who might otherwise engage a firm like Albrektson & Shumate.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/albrektson-&-shumate-llp

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 ALBREKTSON & SHUMATE LLP