Family Legal Partners, PC

What Family Legal Partners, PC does

Family Legal Partners, P.C. is a privately held Massachusetts Professional Corporation that operates a boutique estate planning law practice headquartered at 2 Master Drive, Suite 4, Franklin, MA, with a secondary Medway location. Founded in 2004 by Jason M. Carrozza (originally as Carrozza Law Office, P.C.) and rebranded to its current name in 2014 upon partnership with Amy M. Antonellis, the firm employs approximately six people, of whom two are practicing attorneys. Its practice is narrowly focused on four interconnected service lines: estate planning (wills, revocable and irrevocable trusts, medical proxies, durable powers of attorney, special/supplemental needs planning, and asset protection), trust administration, probate and estate administration, and small business formation and structuring. Clients are individuals, families, and small business owners across Franklin, Medway, Medfield, Mansfield, Norfolk, Milford, Hopkinton, and surrounding Massachusetts communities.

The firm generates revenue exclusively through professional services fees billed per engagement, with pricing quoted on a case-by-case basis and not publicly disclosed. It does not sell or license any technology product, platform, or proprietary tool; its core 'technology' is the legal expertise of its two partners, supported by a standard WordPress-based marketing website and Facebook social presence. Customer acquisition is community-led and event-driven: the firm runs estate planning workshops at public libraries, teaches Estate Planning Basics through Tri-County Continuing Adult Education, sponsors and attends community events such as Norfolk Day, the Franklin Harvest Festival, Norfolk Lions functions, and Franklin Recreation Department activities, and maintains an active blog (50+ posts) plus a newsletter subscription funnel.

The firm holds no external funding, operates as a founder-owned entity with no parent company or institutional investors, and shows no disclosed mergers, acquisitions, or restructuring events beyond the 2014 rebranding and 2015 office relocation. It is a member of Wealth Counsel and participates in pro bono panels with Senior Partners For Justice, South Middlesex Legal Services, and The New Center for Legal Advocacy. Recognition includes Jason Carrozza's 2024 Super Lawyers selection, Amy Antonellis's 2014-2016 Super Lawyers Rising Star designations, an Avvo 10.0 top attorney rating, and a 2016 Avvo Client's Choice Award in estate planning.

Name

Family Legal Partners, PC

Legal name

Family Legal Partners, P.C.

Website

https://familylegalpartners.com

Company type

Private

Founded year

2004

Operating status

Operating

Headcount range

1–10 employees

Short description

Family Legal Partners, P.C. is a Franklin, Massachusetts boutique law firm specializing in estate planning, trust administration, probate, and small business formation, serving individuals, families, and small business owners across suburban Massachusetts communities.

Ownership category

akta.pro rank

Product category

Estate Planning Legal Services

NAICS

Offices of Lawyers (541110), Trust, Fiduciary, and Custody Activities (523991)

SIC

Services-Legal Services (8111)

akta.pro primary industry

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

akta.pro secondary industries

Personal & Family Trust Services (FSAAANAA), Personal Trust & Fiduciary Administration (FSAEAKAA)

Keywords

• Estate planning services
• Trust administration
• Probate administration
• Business formation law
• Wills and trusts

Headquarters

HQ city

Franklin

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 - Professional Fees: Revenue generated from providing legal services including estate planning consultations, trust administration, probate representation, and business formation. Services are billed through consultations and ongoing legal representation.

Go-to-market motion2 records

Distribution channels1 record

Marketing channels4 records

Core offering

Family Legal Partners, P.C. is a boutique Massachusetts law firm that provides estate planning, trust administration, probate administration, and small business formation legal services to individuals, families, and small business owners. Its core deliverable is personalized legal counsel — including wills, revocable and irrevocable trusts, medical proxies, durable powers of attorney, and asset protection structures — delivered through scheduled consultations with its named partners, Jason M. Carrozza and Amy M. Antonellis, at its Franklin, MA office.

Product overview

Family Legal Partners, P.C. is a law firm offering a unified suite of legal services focused on estate planning and administration. The core practice comprises four interconnected services: Estate Planning (wills, trusts, medical directives, asset protection), Trust Administration (managing and distributing trust assets), Probate Administration (court-supervised estate administration), and Business Formation (entity selection and small business structuring). These services work together to provide comprehensive legal solutions for families and small business owners throughout Franklin, MA and surrounding communities.

Differentiator

Problem solved

Functional benefit

Products and services

• Estate Planning

Named customers2 records

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Ten partnerships are on record, tiered minor.

• AdCare HospitalminorStrategic or Co-development Partner · 7 May 2014Family Legal Partners teamed up with AdCare Hospital to present an intimate dinner discussion on 'Addiction and Estate Planning.' AdCare Hospital's Community Services Representative addressed addiction treatment, counseling, and family support while Jason Carrozza covered estate planning tools for incentivizing sober lifestyles.
• Wealth CounselminorOthersFirm is a member of Wealth Counsel, a national organization of estate planning attorneys that provides resources, education, and support for estate planning practitioners.
• Senior Partners For JusticeminorOthersJason Carrozza volunteers for pro bono panels with Senior Partners For Justice, providing legal services to those in need.
• South Middlesex Legal ServicesminorOthersJason Carrozza volunteers for South Middlesex Legal Services pro bono panels.
• The New Center for Legal AdvocacyminorOthersJason Carrozza volunteers for pro bono panels with The New Center for Legal Advocacy.
• Newton-Wellesley Hospital Vernon Cancer CenterminorOthersFirm actively supports Newton-Wellesley Hospital's Vernon Cancer Center through participation in HOPEWalks fundraising events. Firm has personal connection to the center as it has treated family members of firm principals.
• Tri-County Continuing Adult EducationminorChannel Partner/ Reseller/ DistributorJason Carrozza teaches Estate Planning Basics at Tri-County Continuing Adult Education program as part of firm's educational outreach.
• Norfolk LionsminorOthersFirm participates in Norfolk Lions events including Norfolk Day at the Holmes Complex.
• Franklin Recreation DepartmentminorOthersFirm partnered with Franklin Recreation Department for community events including free movie nights and community activities.
• Franklin Downtown PartnershipminorOthersFirm co-sponsored free movie night event with Franklin Downtown Partnership.

Scale indicators2 records

Recent moves6 records

Expansion highlights3 records

Direct peers

• Rackemann, Sawyer & Brewster: Boston-based law firm with a significant trusts and estates practice serving Massachusetts families and small business owners. Matches Family Legal Partners in estate planning, trust, and probate administration offerings within the same geographic market.
• Heritage Estate Planning: Dedicated estate planning firm serving individuals and families with wills, trusts, and probate services. Comparable in niche focus, small-firm operational model, and family-oriented client base, with similar reliance on community-driven marketing.
• Bluestone Estate Planning: Specialized estate planning law firm focused on wills, trusts, and probate services for families and individuals. Closely comparable to Family Legal Partners in niche specialization, target client (families), and service mix, though operating in a different regional market.
• Day Pitney LLP: East Coast law firm with a dedicated Trusts and Estates practice serving individuals, families, and business owners in Massachusetts and beyond. Directly comparable in estate planning, trust administration, and probate services, though operating at a much larger institutional scale.
• Hemenway & Barnes: Boston-based law firm with a long-standing trust and estate practice serving high-net-worth individuals and families in Massachusetts. Highly comparable to Family Legal Partners in service focus (estate planning, trust and probate administration) but operating at a meaningfully larger scale in the same Massachusetts market.

Emerging players

• Wealth.com: Technology platform providing estate planning and digital asset management tools to financial advisors and estate planning attorneys. Adjacent to Family Legal Partners' practice area, targeting the same end-customer need through a SaaS-enabled model rather than traditional legal services.
• LegalZoom: Online legal services platform offering DIY wills, trusts, and business formation products at low price points. Represents a digitally-enabled alternative channel that competes for the same end-client need (basic estate planning) but does not offer bespoke counsel like Family Legal Partners.
• Trust & Will: Online estate planning platform offering wills, trusts, and related services directly to consumers. Competes with boutique estate planning firms for the basic-plan segment of the same target market (families and individuals).

Broad incumbents

• Withersworldwide: International law firm with a substantial private client and trust and estates practice serving high-net-worth individuals and families. Comparable in estate, trust, and succession planning services, though operating at a much larger scale with an international footprint.
• Choate, Hall & Stewart: Boston-based law firm with a private client and trust and estates group serving affluent families in Massachusetts. Comparable in estate planning services and regional client base, but operating as part of a much larger full-service law firm.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/Page
• LinkedInlinkedin.com/company/family-legal-partners-pc

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 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 Family Legal Partners, PC