Levine, Furman & Rubin, LLC

What Levine, Furman & Rubin, LLC does

Levine, Furman & Rubin, LLC is a privately held estate planning and elder law firm organized as a New Jersey LLC, founded in 1981/1982 by Roger Levine and Leonard Furman (1940-2017). The firm is currently led by Adam D. Rubin (Partner) and Roger Levine, supported by a team of approximately 9-11 staff including attorneys, client liaisons, estate administration paralegals, an onboarding specialist, and a director of operations and business development. The office is located at 1116 Campus Dr, Morganville, NJ, having relocated there in 2022 from East Brunswick.

The firm's core offering is a comprehensive suite of estate planning legal services, including wills, living trusts, incapacity planning, IRA and retirement planning, legacy wealth planning, trust administration and probate, Medicaid planning, elder law, LGBTQ estate planning, special needs planning, veterans benefits, charity planning, business succession, pet planning, blended family planning, and SECURE Act planning. Client engagement is anchored by free initial consultations and a free Living Trusts and Wills seminar program delivered by attorney Adam D. Rubin, supported by a speaker bureau, email newsletters, blog content, and active social media presence across six platforms. The firm bundles DocuBank membership with estate plans, giving clients 24/7 access to advance directives via emergency wallet card and document faxing.

The revenue model is professional services-based: clients pay for estate planning engagements on a quote basis, with fees generated through attorney consultations and ongoing legal service billing. The firm is a member of the American Academy of Estate Planning Attorneys and the National Academy of Elder Law Attorneys, providing access to nationwide research, peer networks, and continuing legal education. The client base is entirely individual consumers and families across multiple New Jersey counties (Mercer, Monmouth, Middlesex, Ocean) and New York, with no enterprise or institutional clients referenced. Revenue is not publicly disclosed.

Name

Levine, Furman & Rubin, LLC

Legal name

Levine, Furman & Rubin, LLC

Website

https://levinefurman.com

Company type

Private

Founded year

1981

Operating status

Operating

Headcount range

1–10 employees

Short description

Levine, Furman & Rubin, LLC is a New Jersey-based estate planning and elder law firm that has created over 8,000 estate plans for families across New Jersey and New York since 1981, offering wills, trusts, Medicaid planning, special needs planning, and related legal services through attorney-led seminars and consultations.

Ownership category

akta.pro rank

Product category

Estate Planning Law Services

NAICS

Trusts, Estates, and Agency Accounts (525920)

SIC

Investment Advice (6282)

akta.pro primary industry

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

akta.pro secondary industries

Estate Planning & Trust Structuring Advisory (FSAEAKAC), Personal & Family Trust Services (FSAAANAA), Special Needs & Supplemental Needs Trust Services (FSAAANAJ)

Keywords

• Estate planning services
• Elder law services
• Trust administration
• Medicaid planning
• Probate services

Headquarters

HQ city

Morganville

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 Consultation and Planning Services: Professional legal services for estate planning, trust administration, probate, elder law, and related matters. Revenue generated through attorney consultation fees and ongoing legal service billing.

Pricing tiers

Go-to-market motion2 records

Distribution channels4 records

Marketing channels7 records

Core offering

Levine, Furman & Rubin, LLC is a full-service estate planning law firm that creates wills, trusts, and other legal documents to manage and protect client assets during life and after death. The firm provides specialized legal services across estate planning, incapacity planning, IRA and retirement planning, legacy wealth planning, LGBTQ estate planning, special needs planning, Medicaid planning, elder law, charitable planning, business succession planning, and trust administration and probate. Services are delivered through in-person consultations, telephone support, and educational seminars to families throughout New Jersey and New York.

Product overview

Levine, Furman & Rubin, LLC is a full-service estate planning law firm offering a comprehensive suite of legal services. The firm's portfolio includes core estate planning services (wills, trusts), incapacity planning, and specialized planning areas such as LGBTQ estate planning, special needs planning, and Medicaid/elder law. The firm also provides business succession planning, charitable planning, and trust administration and probate services. The individual service offerings operate as interconnected legal practice areas rather than a software product platform, with clients typically engaging multiple services as their planning needs evolve.

Differentiator

Problem solved

Functional benefit

Products and services

• Estate Planning Services Comprehensive legal services for creating wills, trusts, and other documents to manage and protect assets during life and after death, for individuals and families.

Quantifiable outcome

• Created over 8,000 Estate Plans helping families preserve wealth for future generations
• +1 more outcomes

Named customers4 records

Segments5 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Partnerships

Two partnerships are on record, tiered core.

• American Academy of Estate Planning AttorneyscoreOthersThe firm is a member of the American Academy of Estate Planning Attorneys, a national organization dedicated to promoting excellence in Estate Planning. Membership provides access to up-to-date research on Estate and Tax Planning, educational materials, and other important resources. The Academy also provides substantial legal, technical and practice management support to ensure high quality estate planning service.
• National Academy of Elder Law AttorneyscoreOthersThe firm is a member of the National Academy of Elder Law Attorneys. The Academy provides over 40 hours of continuing legal education each year in Estate, Tax, Probate, and Elder Law issues which exceed most states required continuing education.

Scale indicators3 records

Recent moves7 records

Expansion highlights10 records

Broad incumbents

• Rocket Lawyer: Subscription-based online legal services platform providing wills, business documents, and on-demand attorney access. A broad-portfolio incumbent competing with the firm for small-business and consumer estate planning clients.
• LegalZoom: National online legal services incumbent offering wills, trusts, LLC formation, and broader legal products at scale. Represents the mass-market, lower-touch competitor against which the firm's personalized, attorney-led estate planning practice must differentiate.

Emerging players

• Wealth.com: Estate planning software platform for financial advisors that generates wills, trusts, and beneficiary documents at scale; an emerging tech-enabled channel that could disintermediate traditional estate planning attorneys in the advisor-referred segment.
• Cake (joincake.com): End-of-life planning platform offering wills, advance directives, and post-death planning tools, increasingly embedded in healthcare and senior-living channels — an emerging competitor targeting some of the same aging NJ/NY demographics.

Others

• Nolo: Long-standing publisher of do-it-yourself legal information, forms, and attorney directories; indirectly competes by enabling consumers to handle simple wills/trusts without retaining a firm like Levine, Furman & Rubin.

Direct peers

• FreeWill: Free online will-writing platform that has become a leading consumer entry point for basic estate planning documents, particularly for younger and middle-income households — directly overlapping with the firm's lower-end will/living trust seminar funnel.
• Trust & Will: Online estate planning platform offering wills, living trusts, and related documents directly to consumers. Competes for the same NJ/NY families seeking affordable, modern estate planning that the firm serves through traditional attorney-led engagements.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/LevineFurmanLaw
• YouTubeyoutube.com/user/LevineFurmanLaw
• Facebookfacebook.com/109591139085687
• LinkedInlinkedin.com/company/levine-&-furman-llc
• Instagraminstagram.com/levine_furman_rubin
• Pinterestpinterest.com/levinefurman

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 Levine, Furman & Rubin, LLC