Disability Planning Partners

What Disability Planning Partners does

Disability Planning Partners, Inc. is a privately held boutique law firm founded in 2017 and headquartered in Windsor, Connecticut, with a secondary Hartford phone presence. The firm specializes in four interconnected practice areas: disability planning (life care plans, special needs trusts), elder law (Medicaid planning, long-term care, asset protection), estate planning (wills, trusts, powers of attorney, healthcare directives), and probate (estate administration, conservatorships, guardianships, and litigation). It serves a primarily individual-client base across Connecticut, including parents of children with disabilities, caregivers of aging parents, individuals with chronic illness or catastrophic injury, empty nesters, and retirees. The firm also cultivates a referral channel from CPAs, financial planners, personal injury attorneys, and medical professionals.

The team is small — one attorney-owner (Claudia Englisby, LL.M. in Estate Planning and Elder Law) and three paralegals — delivering services through in-office consultations and ongoing client relationships rather than through any proprietary technology platform. The business model is professional services on a fixed-fee or value-based pricing structure; the firm explicitly states it does not bill hourly for planning services, differentiating it from traditional transactional law practices. No external funding, M&A activity, or technology product roadmap is evidenced. GTM is sales-led, relying on consultative intake, educational content marketing, SEO-optimized Connecticut-specific practice pages, and formalized professional referral partner programs.

Name

Disability Planning Partners

Legal name

Disability Planning Partners, Inc.

Website

https://disabilityplanningpartners.com

Company type

Private

Operating status

Operating

Headcount range

1–10 employees

Short description

Disability Planning Partners is a boutique Connecticut law firm specializing in disability planning, elder law, estate planning, and probate services for individuals and families, delivered by a small attorney-and-paralegal team on a fixed-fee basis.

Ownership category

akta.pro rank

Product category

Elder Law and Estate Planning Legal Services

NAICS

Services for the Elderly and Persons with Disabilities (624120)

SIC

Services-Legal Services (8111)

akta.pro primary industry

Special Needs & Supplemental Needs Trust Services (FSAAANAJ)

Keywords

• Estate planning
• Elder law
• Disability planning
• Medicaid planning
• Probate administration

Headquarters

HQ city

Windsor

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, Others

Revenue model

1. Legal Services - Estate Planning and Asset Preservation: Fee-for-service legal planning including estate plans, trusts, wills, powers of attorney, and healthcare directives. The firm explicitly states they do not bill hourly for planning services, indicating a value-based or fixed-fee approach.
2. Legal Services - Disability and Special Needs Planning: Specialized planning services including special needs trusts, Medicaid planning, and disability care planning for individuals with chronic illness, catastrophic injuries, or intellectual disabilities.
3. Legal Services - Elder Law and Medicaid Planning: Long-term care planning, Medicaid eligibility planning, asset protection strategies, and conservatorship/guardianship services for aging populations.
4. Legal Services - Probate Administration: Probate court representation, estate administration, and probate litigation services for families settling estates.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels5 records

Core offering

Disability Planning Partners is a Connecticut-based law firm offering legal planning services in estate planning, elder law, disability planning, and probate. The firm designs customized life care plans, special needs trusts, Medicaid planning, wills, and asset protection strategies for individuals and families facing aging, disability, chronic illness, or catastrophic injury. The firm uses a non-hourly, fixed-fee billing model for planning services.

Product overview

Disability Planning Partners offers a comprehensive suite of legal services focused on estate planning, elder law, disability planning, and probate matters in Connecticut. The firm's core offerings include Disability Planning (life care plans for individuals facing disability), Elder Law (long-term care and Medicaid planning), Estate Planning and Asset Preservation Planning (wills, trusts, asset protection), and Probate (estate administration, litigation, conservatorships, guardianships). The service portfolio is organized as interconnected practice areas where Special Needs Trusts, Medicaid Planning, and trust administration services serve as foundational planning tools that work alongside wills, powers of attorney, and healthcare directives to create comprehensive, personalized legal plans for families.

Differentiator

Problem solved

Functional benefit

Products and services

• Disability Planning Legal planning solutions for individuals and families facing changes that threaten independent living. Focuses on retaining financial security and obtaining support at home or in community settings through life care plans. Designed for individuals with chronic illness, disability, catastrophic injuries, or aging-related conditions.
• Elder Law in Connecticut Comprehensive legal planning for long-term care, Medicaid eligibility, and maintaining independence while protecting assets. Designed for the aging population in Connecticut and their families.
• Estate Planning and Asset Preservation Planning Custom plans to safeguard assets, minimize taxes, and provide lasting peace of mind through wills, trusts, powers of attorney, and strategic asset structuring. For individuals and families planning their estates and asset preservation.
• Probate Compassionate support through estate administration, conservatorships, guardianships, and probate litigation to ensure loved ones' wishes are honored. For families settling estates and resolving probate disputes.
• Medicaid Planning Strategic process of arranging finances and assets to qualify for Medicaid benefits (including Title 19) while minimizing the impact on financial resources. For individuals requiring long-term care and families seeking asset protection.
• Special Needs Trusts Legal arrangements that hold assets on behalf of persons with disabilities to provide financial support while preserving eligibility for government benefits such as Medicaid and SSI. For families with members who have intellectual disabilities, special needs, or chronic conditions.

Quantifiable outcome

• Asset preservation through Medicaid planning - firm states they have 'saved families millions of dollars over many years'

Named customers3 records

Segments6 records

Ideal customer profiles5 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 highlights4 records

Emerging players

• Wealth.com: Modern estate planning platform built for financial advisors to deliver wills, trusts, and beneficiary planning to their clients. Represents the emerging intersection of estate planning technology and DPP's CPA/financial planner referral network.
• Vanilla: Digital estate planning platform providing wills, trusts, and end-of-life planning with a tech-forward approach. Emerging direct competitor for younger clients who might otherwise engage a traditional law firm like DPP.

Broad incumbents

• Nolo: Long-established legal information and document preparation publisher offering do-it-yourself wills, trusts, and estate planning forms. A broad incumbent that competes for price-sensitive clients who might otherwise retain DPP for basic planning.
• Rocket Lawyer: Broad online legal services platform offering wills, business formation, contracts, and attorney consultations. Overlaps with DPP on estate planning but operates as a much wider portfolio rather than specializing in disability/elder law.

Direct peers

• FreeWill: Free online will and estate planning tool that has become widely adopted by nonprofits and individuals for basic estate documents. Competes with the lower-complexity portion of DPP's service portfolio.
• LegalZoom: Online legal services company offering wills, trusts, and estate planning documents at low price points. Directly competes with DPP's foundational will, trust, and estate planning service lines, particularly for price-sensitive clients.
• Czepiga Daly Pope: Connecticut-based boutique law firm specializing in elder law, estate planning, Medicaid planning, and special needs planning. Closest direct local competitor to DPP, serving the same Connecticut client base with similar specialty focus.
• Trust & Will: Online estate planning platform offering wills, trusts, and healthcare directives with a modern digital experience. Competes directly with DPP's foundational estate planning offerings, especially for younger and middle-market clients.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/disability-planning-partners

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 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 Disability Planning Partners