Summit Estate Planning Group

What Summit Estate Planning Group does

Summit Estate Planning Group, PLLC is a privately held estate planning law firm headquartered in Staten Island, New York, serving clients across New York City's five boroughs (Staten Island, Queens, the Bronx, Manhattan, and Brooklyn). The firm delivers a comprehensive suite of estate planning legal services including living trusts, wills, powers of attorney, irrevocable trusts, charitable gifting strategies, IRA inheritance planning, Medicaid and elder law planning, special needs planning, LGBTQ estate planning, business succession planning, and trust administration and probate support. The firm is led by attorney Cornelius "Neil" J. O'Reilly, a member of the American Academy of Estate Planning Attorneys, and operates with a staff of seven.

The firm's business model is professional services revenue generated through quote-based legal engagements. Client acquisition is driven by a sales-led go-to-market approach centered on free educational workshops and seminars (held at Lorenzo's Restaurant & Cabaret in Staten Island), supported by a Speaker Connection Program that delivers presentations to nonprofits, employers, and community groups, plus content marketing through a newsletter ("Your Estate Matters"), website resources, and an active multi-platform social media presence. The firm offers a free initial consultation valued at $825, and clients receive ongoing engagement benefits including DocuBank subscriptions, Living Trust ID cards, unlimited phone support, and complimentary plan reviews.

The firm does not use proprietary technology to deliver its services and is not a technology company; service delivery is built on human attorney expertise. No public funding, institutional investment, or parent company affiliation is identified. Geographic scope is limited to the NYC metropolitan area, with out-of-state client needs handled through referral arrangements via the American Academy of Estate Planning Attorneys network.

Name

Summit Estate Planning Group

Legal name

Summit Estate Planning Group, PLLC

Website

https://cjorlaw.com

Company type

Private

Operating status

Operating

Short description

Summit Estate Planning Group is a seven-person private estate planning law firm in Staten Island, New York, led by attorney Cornelius "Neil" J. O'Reilly and serving individuals, families, and small businesses across New York City's five boroughs with wills, trusts, Medicaid planning, and elder law services.

Ownership category

akta.pro rank

Product category

Estate Planning and Elder Law Legal Services

NAICS

Trusts, Estates, and Agency Accounts (52592)

akta.pro primary industry

Estate & Legacy Planning Advisory (FSAEAAAG)

akta.pro secondary industry

Estate Planning, Trust Structuring & Governance (FSAAADAF)

Keywords

• Estate planning services
• Elder law planning
• Medicaid planning
• Wills and trusts
• Probate administration

Headquarters

HQ city

Staten Island

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, Others

Revenue model

1. Estate Planning Legal Services: Professional legal services revenue generated through estate planning engagements including living trusts, wills, powers of attorney, Medicaid planning, probate administration, and related legal counsel. Clients are billed for consultations and ongoing legal representation.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels6 records

Core offering

Summit Estate Planning Group is a New York estate planning law firm that drafts wills, revocable living trusts, powers of attorney, healthcare directives, irrevocable trusts, family limited partnerships, and charitable gifting strategies. It also delivers Medicaid and elder law planning, special needs planning, LGBTQ estate planning, asset protection, family business succession, and trust administration and probate services to individuals and families in the NYC metro area.

Product overview

Summit Estate Planning Group is a law firm offering a comprehensive suite of estate planning and elder law legal services. The core offering consists of estate planning services including wills, trusts, powers of attorney, and incapacity planning, supported by specialized practice areas for Medicaid/elder law, special needs planning, LGBTQ planning, and business planning. The firm provides educational workshops and seminars at no cost, DocuBank membership as a free add-on for clients, free digital resources including calculators and reports, and a published book on family legacy planning. The firm operates as a traditional legal services practice rather than a technology platform, with services delivered through attorney consultations and client workshops.

Differentiator

Problem solved

Functional benefit

Products and services

• Wills and Trusts Drafting of revocable living trusts, simple and complex wills, and related instruments for Staten Island and surrounding-area clients to secure legacy and avoid probate.
• Incapacity Planning Legal arrangements to manage a client's affairs during physical or mental incapacity, including avoiding living probate or guardianship through powers of attorney and healthcare directives.
• IRA & Retirement Plan Inheritance Planning Estate planning services for IRAs and qualified retirement plans employing tax reduction techniques to protect clients and beneficiaries.
• Elder Law and Medicaid Services Counsel to help clients qualify for government medical benefits while preserving estates from high nursing home expenses, including pre-planning and emergency Medicaid work.
• Asset Protection and Business Planning Lawsuit and asset protection, business succession planning, and small business planning using tools such as Family Limited Partnerships, LLCs, and Buy-Sell Agreements.
• Family-Owned Business Planning Business succession planning and protection services for family-owned businesses addressing disability, divorce, departure, and death scenarios.
• Special Needs Planning Specialized estate plans for families with special needs members designed to preserve government benefits (SSI/Medicaid) while ensuring comprehensive supplemental care.
• Trust Administration and Probate Legal guidance for families after the loss of a loved one through probate or trust administration processes.
• LGBTQ Estate Planning Estate planning services providing protections against discrimination for LGBTQ community members, including living trusts and healthcare powers of attorney.
• Remarriage and Blended Families Protection Estate planning for remarried couples and blended families, including prenuptial agreements and living trusts to protect assets for children from prior relationships.
• Minor Children and Young Adult Planning Guardian designation, temporary and permanent guardianship planning, powers of attorney for minor children, and estate planning for young adults.
• Pet Planning Pet trust creation services to set aside funds and specify care instructions for pets in case of owner incapacity or death.
• Hospice Care Planning Legal planning for individuals in hospice care to protect assets and ensure proper care arrangements during terminal illness.
• Caregiver Support Services Resources and legal planning support for caregivers covering Medicaid planning, in-home care options, and nursing home care decisions.

Quantifiable outcome

• Nursing home costs avoided through Medicaid planning (local nursing home costs are $12,927/month)

Segments6 records

Ideal customer profiles6 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• American Academy of Estate Planning AttorneyscoreStrategic or Co-development PartnerAs a member of the American Academy of Estate Planning Attorneys, the firm has access to a nationwide network of qualified attorneys for out-of-state transfers of title, referrals for clients moving to other states, and can provide referrals to out-of-state friends and family members who need estate planning help. The Academy also provides substantial legal, technical, and practice management support to ensure high-quality estate planning service.

Scale indicators1 record

Recent moves6 records

Expansion highlights5 records

Emerging players

• Trust & Will: Online estate planning platform offering wills, trusts, and related documents directly to consumers. Comparable to Summit because it targets the same end-customer need (affordable, accessible estate planning) but competes via a digital, low-cost delivery model rather than in-person attorney-led service.
• FreeWill: Online platform that lets users create legally valid wills for free, originally built for nonprofits and now expanding into broader estate planning. Comparable to Summit as it addresses the same core estate planning need (wills, beneficiary planning) at a much lower price point, exerting competitive pressure on commoditized offerings.
• Wealth.com: Estate planning platform geared toward financial advisors and wealth management firms, providing digital tools to deliver planning to clients. Comparable to Summit as it operates in the same estate planning category but is positioned as a B2B platform for advisors rather than a direct-to-consumer or attorney-led practice.

Broad incumbents

• LegalZoom: Large online legal services company offering wills, trusts, business formation, and a wide range of legal documents. Comparable to Summit as a broad incumbent in the same end-market (estate planning) but competing through a self-service, technology-enabled model rather than localized attorney consultation.
• Rocket Lawyer: Subscription-based online legal services platform with document creation, legal advice, and attorney access. Overlaps with Summit's estate planning, wills, and small business formation use cases, but serves customers through a national, technology-mediated model.
• Avvo: Online legal directory and Q&A platform that connects consumers with attorneys, including estate planning specialists. Comparable to Summit as a marketing/acquisition channel and competitive alternative for consumers seeking estate planning attorneys.
• Nolo: Long-standing publisher of do-it-yourself legal guides, books, and software covering wills, trusts, probate, and elder law. Comparable to Summit because it serves the same educational and self-service estate planning need that Summit's workshops and resources address, often as a substitute rather than a complement.

Direct peers

• American Academy of Estate Planning Attorneys (Member Firms): Network of estate planning law firms that share referrals, practice management support, and technical resources. Summit is a member; the Academy's other member firms are direct peers because they deliver the same attorney-led estate planning services, often using the same marketing playbook (workshops, free consultations).
• Heritage Wealth Planning: Estate planning law firm serving similar clientele (families, small business owners, elderly) with comparable services like wills, trusts, Medicaid planning, and asset protection. Direct peer in the same attorney-led estate planning niche with overlapping services and a similar community-education GTM motion.
• Schomer Law Group: Estate planning and elder law firm offering wills, trusts, probate, and Medicaid planning in a defined regional market. Direct peer comparable to Summit in service mix, target segments, and the use of educational seminars as a client acquisition channel.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/OReillyLaw1
• YouTubeyoutube.com/@summitestateplanninggroup
• Facebookfacebook.com/SummitEstatePlanningGroup
• LinkedInlinkedin.com/company/summitestateplanninggroup
• Instagraminstagram.com/summitestateplanning
• Pinterestpinterest.com/0reillylawny1220

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 Summit Estate Planning Group