Crisafulli Estate Planning & Elder Law, PC

What Crisafulli Estate Planning & Elder Law, PC does

Crisafulli Estate Planning & Elder Law, P.C. is a privately held professional corporation and law firm headquartered in Fayetteville, New York, serving individuals and families across Central New York. The firm was founded in 2024 by Timothy P. Crisafulli and operates with a 1-10 employee team across two attorneys (Crisafulli and Melissa R. Marshall, Esq.) and approximately five support staff. Its practice is concentrated in six interrelated areas: estate planning (wills, trusts, powers of attorney, advance directives, digital asset planning), elder law and Medicaid planning (eligibility, long-term care planning, applications and recertifications), probate and trust administration, asset protection (irrevocable trusts, creditor and tax shielding), special needs planning, and guardianship/conservatorship.

The firm's technology footprint is modest and operational rather than differentiating: it uses Actionstep-powered client portal software to handle secure document exchange, intake (Personal and Financial Information) forms, and case management. Beyond the portal, it offers an Online Legal Documents service line for lower-touch digital delivery, supplementing its traditional in-person and virtual consultations. No APIs, SDKs, proprietary AI/ML capabilities, or integrations are disclosed.

Commercially, the firm runs a sales-led, education-driven go-to-market. Client acquisition is fueled by a multi-channel local marketing stack: regular blog content, downloadable guides (Estate Planning Basics, Probate Guide, Understanding Medicaid), email newsletters, organic social (Facebook, Instagram, LinkedIn), recurring appearances on WSYR-TV Bridge Street, and free in-person and virtual educational workshops that feed into a consultation and intake pipeline. Pricing is fee-based and quote-driven (not publicly disclosed), with complimentary consultations and free workshops as the top-of-funnel offer. Revenue streams are exclusively professional service fees across the six practice areas, with no disclosed pricing tiers, subscription or retainer structures, technology licensing, or funding events.

Name

Crisafulli Estate Planning & Elder Law, PC

Legal name

Crisafulli Estate Planning & Elder Law, P.C.

Website

https://cepelaw.com

Company type

Private

Founded year

2024

Operating status

Operating

Headcount range

1–10 employees

Short description

Crisafulli Estate Planning & Elder Law, P.C. is a privately held Fayetteville, New York law firm founded in 2024 that provides estate planning, elder law/Medicaid planning, probate, asset protection, and special needs planning services to individuals, families, and seniors in Central New York.

Ownership category

akta.pro rank

Product category

Estate Planning and Elder Law Legal Services

NAICS

Offices of Lawyers (541110)

SIC

Services-Legal Services (8111)

akta.pro primary industry

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

Keywords

• Estate planning services
• Elder law services
• Medicaid planning
• Probate administration
• Asset protection

Headquarters

HQ city

Fayetteville, New York

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, Infrastructure

Revenue model

1. Legal Services - Estate Planning: Professional legal services for estate planning including wills, trusts, powers of attorney, and advance directives. Services provided to individuals and families in Central New York.
2. Legal Services - Elder Law: Elder law services including Medicaid planning, crisis management, nursing home care planning, and Medicaid applications and recertifications.
3. Legal Services - Asset Protection: Asset protection strategies including irrevocable trusts, Medicaid planning, and protection against creditors, taxes, and divorce.
4. Probate and Trust Administration: Court-supervised probate and trust administration services for estates after death.

Go-to-market motion1 record

Distribution channels4 records

Marketing channels6 records

Core offering

Crisafulli Estate Planning & Elder Law, P.C. is a Fayetteville, New York law firm that provides consumer-facing legal services in estate planning, elder law/Medicaid planning, probate and trust administration, asset protection, special needs planning, and guardianship/conservatorship. Services are delivered to individuals and families in Central New York through personalized consultations (in-person and remote), supported by an Actionstep-powered client portal and a program of free educational workshops and content marketing.

Product overview

Crisafulli Estate Planning & Elder Law, PC is a law firm offering a comprehensive suite of legal services centered on estate planning and elder law. The firm operates as a service-based practice with multiple practice areas including Estate Planning, Elder Law/Medicaid Planning, Probate/Trust Administration, Asset Protection, Special Needs Planning, and Guardianship/Conservatorship. The firm also offers a Client Portal powered by Actionstep for client document management and hosts free educational workshops. Services are delivered through in-person consultations and a client portal, not a software platform architecture.

Differentiator

Problem solved

Functional benefit

Products and services

• Estate Planning Comprehensive estate planning services for individuals and families, including wills, trusts, powers of attorney, advance directives, and digital asset planning to ensure assets pass to intended beneficiaries and proper decision-making authority is in place if the client becomes incapacitated.
• Elder Law / Medicaid Planning Legal guidance and representation for seniors and their families on Medicaid eligibility, long-term care planning, crisis Medicaid planning, nursing home care planning, and Medicaid applications and recertifications to protect assets while securing needed care.
• Probate and Trust Administration Court-supervised probate and trust administration services to settle and distribute estates after a loved one's death, guiding families through the legal process, filings, and asset transfer.
• Asset Protection Strategies and structures such as irrevocable trusts and Medicaid planning to safeguard client assets from creditors, lawsuits, divorce, and other potential threats.
• Special Needs Planning Planning services for families with children or dependents with special needs, including special needs trusts and guardianship arrangements that ensure quality lifetime care while preserving eligibility for public benefits.
• Guardianship and Conservatorship Legal representation for establishing or challenging guardianship and conservatorship arrangements for incapacitated adults or minors.
• Online Legal Documents Digital legal document preparation services for clients with straightforward estate planning needs who prefer an online self-service option rather than full-scope representation.
• Client Portal (Powered by Actionstep) Secure online portal powered by Actionstep legal practice management software that enables clients to upload and exchange documents, complete the Personal and Financial Information (PIF) intake form, and manage case communications.
• Free Educational Workshops Complimentary in-person and virtual educational workshops covering estate planning, Medicaid, trusts, and related topics, used to educate Central New York consumers and introduce them to its practice areas.

Quantifiable outcome

• Average nursing home costs in NY: $13,900/month (semi-private) to $14,800/month (private room)
• +2 more outcomes

Named customers4 records

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Recent moves5 records

Expansion highlights5 records

Broad incumbents

• LegalZoom: Large national online legal services platform offering wills, business formation, and other legal documents. Competes with the firm on commoditized estate planning products while operating at much broader scale.
• Rocket Lawyer: Subscription-based online legal platform providing document generation and on-demand attorney access. Overlaps with the firm's estate planning and online legal documents offerings as a broader incumbent in consumer legal services.

Emerging players

• Wealth.com: Estate planning software platform serving financial advisors and wealth management firms. Indirectly competes by enabling advisor-channel delivery of estate plans similar to the firm's, but through a B2B2C distribution model.
• Vanilla: Digital estate planning platform for financial advisors that automates wills, trusts, and beneficiary documents. Addresses the same planning workflows as the firm but targets advisors rather than end consumers directly.

Regional players

• Barclay Damon: Syracuse-headquartered full-service law firm with trusts and estates, elder law, and fiduciary litigation capabilities. Competes with the firm across multiple practice areas within the same Central NY market.
• Bond, Schoeneck & King: Syracuse-based full-service law firm with a substantial trusts and estates practice serving Central NY. Overlaps with Crisafulli's service area and competes for estate planning, elder law, and probate matters from a broader platform.

Direct peers

• Trust & Will: Digital-first estate planning platform offering wills, trusts, and related documents online. Directly competes with Crisafulli's estate planning and online legal documents offerings for the same consumer segment at a national scale.
• FreeWill: Online estate planning platform that provides wills and related documents at no cost, monetizing through nonprofit and partner referrals. Targets the same consumer estate planning use cases as the firm's core practice.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/cepelpc
• LinkedInlinkedin.com/company/cepelaw
• Instagraminstagram.com/cepelaw

Revenue estimate

Valuation estimate

Number of profiles

Profiles7 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 Crisafulli Estate Planning & Elder Law, PC