Estate Information Services, Inc
Estate Information Services, Inc is a private estate and financial planning firm in Troy, Michigan serving individual consumers and families with revocable living trusts, irrevocable trusts, estate tax planning, and related professional services. The five-person practice uses content marketing and a free guide to attract clients in Michigan.
- Company typePrivate
- Founded-
- HeadquartersTroy, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
What Estate Information Services, Inc does
Estate Information Services, Inc (d/b/a EstateInfo.org) is a private professional services firm headquartered at 2565 W Maple Road, Troy, Michigan, specializing in estate and financial planning for individual consumers and families. The company employs approximately five people, including a lead Estate Planning Attorney (Phil McPherson), and delivers an integrated suite of services: revocable living trusts, irrevocable trusts, estate tax planning, financial planning, risk analysis, trustee services, and durable power of attorney documentation (financial and healthcare). The firm's core product architecture is service-based rather than technology-based — there is no proprietary platform, software, or AI component disclosed; value is delivered through professional consultations and customized legal/financial planning deliverables.
The business operates on a direct-to-consumer go-to-market model, attracting individual clients in Michigan through educational content marketing (blog posts, news articles, events) and a free lead-generation guide titled "9 Estate Planning Mistakes to Avoid." A secondary channel targets estate planning attorneys, financial advisors, and related professionals through a dedicated referral landing page, creating a small B2B referral stream in addition to consumer demand. Pricing is not publicly disclosed and appears quote-based, tailored to the scope of each client's planning engagement.
The company is a small, locally-focused practice. Its sole operational geography is Michigan, it maintains a single office, and it has no disclosed parent company, institutional investors, funding rounds, partnerships, patents, awards, or regulatory actions. The website is operated under the legal name "Estate Planning Services, Inc." with branding "Estate Info / EstateInfo.org," and the website footer credits Younic as the site development vendor, which does not indicate a corporate parent.
Estate Information Services, Inc firmographics
Firmographics- Name
- Estate Information Services, Inc
- Legal name
- Estate Planning Services, Inc.
- Website
- https://estateinfo.org
- Company type
- Private
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Estate Information Services, Inc is a private estate and financial planning firm in Troy, Michigan serving individual consumers and families with revocable living trusts, irrevocable trusts, estate tax planning, and related professional services. The five-person practice uses content marketing and a free guide to attract clients in Michigan.
- Ownership category
- akta.pro rank
Estate Information Services, Inc industry classification
Industry- Product category
- Estate Planning Services
- NAICS
- Trusts, Estates, and Agency Accounts (52592), Portfolio Management and Investment Advice (523940)
- SIC
- Services-Legal Services (8111), Investment Advice (6282)
- akta.pro primary industry
- Estate Planning & Trust Structuring Advisory (FSAEAKAC)
- akta.pro secondary industry
- Estate & Probate Administration Services (FSAEAKAD)
Keywords
Where Estate Information Services, Inc is headquartered
LocationHeadquarters
- HQ city
- Troy
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Estate Information Services, Inc business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales
Revenue model
- Professional Services: The company generates revenue through professional estate planning services, including living trusts, wills, estate tax planning, and financial planning consultations. Services are tailored to individual client needs through their integrated client services model.
Go-to-market motion1 record
Distribution channels1 record
Marketing channels5 records
Estate Information Services, Inc product offering
Product offeringCore offering
Estate Information Services, Inc. is a Michigan-based estate planning firm that delivers personalized estate, financial, risk, and tax planning solutions for individuals and families. Core offerings include revocable living trusts, irrevocable trusts, wills, estate tax planning strategies, financial planning, risk analysis, trustee services, and durable power of attorney documentation. Services are delivered through an integrated client services model that combines in-house expertise with referrals to a network of seasoned professionals in estate planning, financial planning, risk analysis, and accounting/taxation.
Product overview
Estate Information Services, Inc is a well-established estate planning firm offering a comprehensive suite of services centered around legacy and financial planning. The core offering consists of Revocable Living Trusts and Irrevocable Trusts, which serve as the legal framework for asset protection and probate avoidance. These are supported by complementary services including Estate Tax Planning, Financial Planning, Risk Analysis, and Trustee Services. The company also provides Durable Power of Attorney documentation (both financial and healthcare) and educational resources through its blog and news section. Their integrated client services model connects clients with a network of seasoned professionals in estate planning, financial planning, risk analysis, and accounting/taxation to address all aspects of legacy planning under one roof.
Differentiator
Problem solved
Functional benefit
Products and services
- Estate Planning Services
Quantifiable outcome
- Average probate costs 5% to 10% of estate value; living trusts can eliminate these costs
- +2 more outcomes
Companies that use Estate Information Services, Inc
Customer profileSegments2 records
Ideal customer profiles2 records
Estate Information Services, Inc technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Estate Information Services, Inc partnerships and signals
Strategic signalScale indicators1 record
Recent moves5 records
Expansion highlights3 records
Estate Information Services, Inc competitors and assessment
Company assessmentBroad incumbents
- LegalZoom: Large online legal services platform offering wills, living trusts, business formation, and a wide range of other legal products. Overlaps with EIS on estate planning documents but operates at much greater scale and broader service breadth.
- Northwestern Mutual: Large financial services firm offering life insurance, financial planning, and estate planning services through an advisor network. Competes with EIS on integrated financial and estate planning but at much greater scale and through captive advisors.
- Rocket Lawyer: Subscription-based online legal services platform providing document creation, including wills and estate planning, plus access to attorneys. Competes with EIS in the consumer estate planning document space while offering much broader legal services.
Others
- Nolo: Long-standing publisher of do-it-yourself legal guides, forms, and software including estate planning. An enabling/educational peer in the consumer estate planning space rather than a direct service competitor.
- American Academy of Estate Planning Attorneys: Membership organization for estate planning attorneys that provides marketing, education, and practice support. Adjacent peer - reflects the professional ecosystem in which EIS competes and from which it could draw referrals.
Direct peers
- FreeWill: Online will and estate planning platform enabling free will creation with optional upgrades. Overlaps directly with EIS's will and basic estate planning service lines, particularly for cost-sensitive consumer segments.
- Trust & Will: Online estate planning platform offering wills, living trusts, and related documents directly to consumers. Directly competes with Estate Information Services in the core living trust and will market, but delivers via a digital-first model rather than professional consultations.
- Wealth.com: Tech-enabled estate planning platform built for financial advisors to deliver estate plans to their clients. Comparable to EIS's integrated advisory model but distributed through advisor networks rather than direct-to-consumer.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat2 records
Key risks5 records
Key highlights5 records
Customer concentration
Estate Information Services, Inc social profiles
Digital presenceEstate Information Services, Inc financial estimates
Financial estimateRevenue estimate
Valuation estimate
Estate Information Services, Inc leadership team
Management profileNumber of profiles
Profiles4 records
Estate Information Services, Inc funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Estate Information Services, Inc M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Estate Information Services, Inc
What does Estate Information Services, Inc do?
Estate Information Services, Inc. is a Michigan-based estate planning firm that delivers personalized estate, financial, risk, and tax planning solutions for individuals and families. Core offerings include revocable living trusts, irrevocable trusts, wills, estate tax planning strategies, financial planning, risk analysis, trustee services, and durable power of attorney documentation. Services are delivered through an integrated client services model that combines in-house expertise with referrals to a network of seasoned professionals in estate planning, financial planning, risk analysis, and accounting/taxation.
Is Estate Information Services, Inc a public or private company?
Estate Information Services, Inc is a private company. It is classified as unknown and is currently operating.
When was Estate Information Services, Inc founded?
Estate Information Services, Inc was founded in -1. It employs 1 to 10 people.
Where is Estate Information Services, Inc based?
Estate Information Services, Inc is headquartered in Troy, United States, in the North America region.
How does Estate Information Services, Inc make money?
One revenue line is on record: professional Services.
Who are Estate Information Services, Inc's main competitors?
Broad incumbents on record are LegalZoom, Northwestern Mutual and Rocket Lawyer. Others are Nolo and American Academy of Estate Planning Attorneys. Direct peers are FreeWill, Trust & Will and Wealth.com.
Does Estate Information Services, Inc have an API?
No public API is recorded for Estate Information Services, Inc.
What industry is Estate Information Services, Inc in?
Estate Information Services, Inc's product category is Estate Planning Services. Its primary akta.pro industry code is FSAEAKAC, Estate Planning & Trust Structuring Advisory, with a secondary code of FSAEAKAD, Estate & Probate Administration Services. Its NAICS code is 52592 and its SIC code is 8111.