Heritage Law Firm

What Heritage Law Firm does

Heritage Law Firm is a Florida-based estate planning and probate law practice founded in 2017 by Chris Leddy and headquartered in Jacksonville. The firm delivers a comprehensive portfolio of legal services centered on wealth preservation and estate administration, including wills, trusts, financial and health care powers of attorney, probate, asset protection, elder law, trust administration, VA pension benefits planning, business formation and succession planning, fiduciary litigation, trustee removal, will contests, and guardianship services. The practice serves two primary client segments: individuals and families seeking estate planning and legacy preservation, and business owners requiring entity formation and succession planning support.

Operationally, Heritage Law Firm maintains four physical office locations across Florida (Jacksonville, Fernandina Beach, Palm Beach Gardens, and Ponte Vedra/Nocatee) and leverages Calendly for consultation scheduling. The go-to-market model is consultation-based, with free 15-minute consultations offered as a courtesy for general legal matters (estate planning and family law consultations are fee-based). Founder Chris Leddy holds multi-state bar licensure in Florida, North Carolina, and South Carolina. The firm operates with approximately 15 employees and generates revenue entirely through professional service fees on a pay-as-you-go basis.

A material structural consideration is that Chris Leddy's biography, contact details, and Calendly scheduling link now appear on Heekin Law's website (heekinlaw.com), with general firm contact routed through heekinlaw.com email and phone. This indicates the founder's operational affiliation has shifted to Heekin Law, raising a question about whether Heritage Law Firm continues as an independent operating entity or has been integrated into Heekin Law. The data does not definitively resolve Heritage's current independent operational status, and the firm's listed heritage.law domain and four physical Florida office addresses suggest it retains some form of independent brand presence.

Name

Heritage Law Firm

Legal name

Heritage Law Firm

Website

https://heritage.law

Company type

Private

Founded year

2017

Operating status

Operating

Headcount range

11–50 employees

Short description

Heritage Law Firm is a Jacksonville, Florida-based estate planning and probate law practice founded in 2017 by Chris Leddy, serving individuals, families, and small business owners across four Florida offices with wills, trusts, probate, elder law, and related wealth preservation services.

Ownership category

akta.pro rank

Product category

Legal Services — Estate Planning

NAICS

Offices of Lawyers (541110)

SIC

Services-Legal Services (8111)

akta.pro primary industry

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

akta.pro secondary industries

Estate & Legacy Planning Advisory (FSAEAAAG), Estate Planning & Trust Structuring Advisory (FSAEAKAC), Estate & Probate Administration Services (FSAEAKAD), Estate Administration & Probate Services (FSAAANAE)

Keywords

• Estate planning services
• Wills and trusts
• Probate administration
• Asset protection law
• Elder law practice

Headquarters

HQ city

Jacksonville

HQ country

United States

HQ region

North America

Offices4 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D

Revenue model

1. Legal Services: Heritage Law Firm generates revenue through professional legal services, including estate planning, wills, trusts, probate, guardianship, asset protection, elder law, trust administration, VA pension benefits planning, business formation and succession planning, fiduciary litigation, and trustee removal services.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

Heritage Law Firm provides professional legal services focused on estate planning and probate, including drafting wills and trusts, preparing financial and health care powers of attorney, administering probate proceedings, managing ongoing trust administration, and advising on asset protection, elder law, VA pension benefits, and business formation and succession. The firm also handles fiduciary litigation, trustee removal, and will contests for contested matters, serving individuals, families, and small business owners across Florida.

Product overview

Heritage Law Firm is a single-lawyer practice founded in 2017 by Chris Leddy, offering a unified portfolio of legal services centered on estate planning, probate, trust administration, and guardianship. The firm's services span the full lifecycle of wealth preservation—from initial estate planning and will/trust creation through asset protection, business succession planning, and fiduciary litigation. The integrated service model allows clients to access wills, trusts, powers of attorney, probate proceedings, and elder law guidance from a single provider, supported by VA pension benefits planning and will challenge services for contested matters.

Differentiator

Problem solved

Functional benefit

Products and services

• Estate Planning Comprehensive estate planning services designed to help clients preserve their legacy and maximize wealth transfer to future generations, including strategy, document drafting, and ongoing plan review.
• Wills Legal preparation of wills to ensure proper distribution of a client's assets upon death.
• Trusts Creation and structuring of trusts, including living trusts, to support asset protection, probate avoidance, and controlled distribution of wealth.
• Powers of Attorney Preparation of financial powers of attorney and health care powers of attorney, designating representatives to manage financial affairs and make healthcare decisions on behalf of clients.
• Probate Legal assistance with the probate process, including validating wills, administering estates, and distributing assets to beneficiaries.
• Asset Protection Legal strategies and structures designed to protect client wealth from creditors, lawsuits, and other threats.
• Elder Law Legal services addressing issues affecting older adults, including long-term care planning, Medicaid planning, and protection of aging clients' interests.
• Trust Administration Ongoing management and administration of trusts after creation, including beneficiary communications, asset management, and distribution oversight.
• VA Pension Benefits Planning Assistance with Veterans Affairs pension applications and benefits planning for eligible veterans and their families.
• Business Formation and Succession Planning Corporate entity formation, ownership structuring, and succession planning to support business continuity and leadership transitions.
• Fiduciary Litigation and Trustee Removal
• Will Contests, Challenges, and Caveats Legal representation in disputes over the validity of wills, inheritance claims, caveats, and other estate challenges.
• Guardianship Services Legal assistance with establishing guardianships for minors or incapacitated adults, and related guardianship proceedings.
• Estate Planning Checkup Review and assessment of existing estate plans to ensure documents remain current, legally valid, and aligned with the client's goals.

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators1 record

Recent moves4 records

Expansion highlights4 records

Emerging players

• Trust & Will: Online estate planning platform specializing in wills, living trusts, and probate avoidance. Targets the same do-it-yourself customer that Heritage's entry-level estate clients represent, providing a low-cost substitute for traditional firm-prepared documents.
• FreeWill: Online will and estate planning platform widely adopted by nonprofits and employers. Competes at the simplest tier of Heritage's product offering and shapes consumer expectations around zero-cost online will creation.
• LawDepot: Online legal document template service with will, trust, and power of attorney forms. Provides a low-cost alternative for consumers who would otherwise engage a firm like Heritage for basic estate documents.
• Wealth.com: Estate planning technology platform built for financial advisors to deliver wills, trusts, and related documents to their clients. Represents the technology-enabled channel that threatens traditional estate law firms by intermediating advisor-client relationships.

Broad incumbents

• LegalZoom: Largest online legal services platform in the US offering wills, trusts, LLC formation, and a broad legal document catalog. It competes with Heritage's core will/trust offerings from a scaled, technology-enabled model that pressures traditional firms on price and convenience.
• Nolo: Long-standing publisher of do-it-yourself legal guides, books, and software across many practice areas including wills, trusts, and probate. Targets the same self-help consumer segment as Heritage's entry-level estate planning offerings.
• Rocket Lawyer: Subscription-based online legal services platform with document generation and on-demand attorney consultations across many practice areas. Adjacent competitor to Heritage for entry-level estate documents and small-business formation services.

Direct peers

• Heekin Law: Jacksonville, Florida-based full-service law firm where Heritage Law's founder Chris Leddy now practices. Heekin offers overlapping estate planning, probate, real estate, business, and construction law services from a similar regional multi-office footprint, making it the most directly comparable peer.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights5 records

Customer concentration

• LinkedInlinkedin.com/company/heritagelawfirm

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 Heritage Law Firm