LifeFocus Planning
LifeFocus Planning is a Michigan-based estate planning and elder law firm founded in 2008, serving individuals, families, and small business owners from offices in Bloomfield Hills and Shelby Township. The founder-led practice delivers fee-for-service legal services including wills, trusts, Medicaid planning, asset protection, and probate.
- Company typePrivate
- Founded2008
- HeadquartersBloomfield Hills, Michigan, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
What LifeFocus Planning does
LifeFocus Planning is a Michigan-based estate planning law firm founded in 2008 and operated as Law Office of Matthew A. Ferri, PLLC, a Professional Limited Liability Company. The firm specializes exclusively in estate planning and elder law, rejecting the general-practice law firm model in favor of a single-domain focus. Its core service lines are Estate Planning, Asset Protection, ProActive Elder Law and Long-Term Care (including Medicaid planning), Trust and Estate Administration, Probate, and Advanced Estate Planning. The firm operates from two physical offices in Bloomfield Hills (headquarters) and Shelby Township, Michigan, and supports clients with a client portal powered by DocuBank for document storage and access.
The firm's go-to-market is relationship-led and content-driven: complimentary initial consultations serve as the entry point, followed by quote-based fee-for-service engagements with upfront pricing transparency and no surprise fees. A client maintenance program provides yearly plan follow-ups to keep estate plans current. Top-of-funnel demand generation runs through an active estate-planning blog, downloadable checklists and resources, an email newsletter, social media presence, and a free educational book authored by the founder. Customer segments span life stages — newlyweds, young families, empty nesters, retirees, and caregivers — plus small business owners needing succession planning and blended families with complex inheritance situations.
Revenue is generated solely from professional legal services on a fee-for-service basis; no revenue figures are publicly disclosed. The technology stack is standard for a small law firm (WordPress, Google tools, DocuBank, social media integrations) with no proprietary platform, no AI/ML capabilities, no funding rounds, and no external investors. The firm is entirely founder-owned and operates with 1–10 employees, making it a classic founder-led boutique professional services practice.
LifeFocus Planning firmographics
Firmographics- Name
- LifeFocus Planning
- Legal name
- Law Office of Matthew A. Ferri, PLLC
- Website
- https://lifefocusplanning.com
- Company type
- Private
- Founded year
- 2008
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- LifeFocus Planning is a Michigan-based estate planning and elder law firm founded in 2008, serving individuals, families, and small business owners from offices in Bloomfield Hills and Shelby Township. The founder-led practice delivers fee-for-service legal services including wills, trusts, Medicaid planning, asset protection, and probate.
- Ownership category
- akta.pro rank
LifeFocus Planning industry classification
Industry- Product category
- Estate Planning Legal Services
- NAICS
- Legal Services (5411)
- SIC
- Services-Legal Services (8111)
- akta.pro primary industry
- Estate & Legacy Planning Advisory (FSAEAAAG)
- akta.pro secondary industries
- Benefits, Insurance & Long-Term Care Planning Navigation (Medicare/Medicaid/LTC) (HLADALAI), End-of-Life Planning & Hospice/Palliative Care Coordination (HLADALAL)
Keywords
Where LifeFocus Planning is headquartered
LocationHeadquarters
- HQ city
- Bloomfield Hills, Michigan
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
LifeFocus Planning business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Legal Services - Estate Planning: Professional legal services for estate planning, elder law, asset protection, trust administration, and probate. Services provided on a fee-for-service basis with upfront pricing transparency. The firm offers complimentary initial consultations followed by paid legal service engagements.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Multi-year contract | Initial complimentary consultation followed by custom estate planning services with transparent pricing |
Go-to-market motion1 record
Distribution channels4 records
Marketing channels5 records
LifeFocus Planning product offering
Product offeringCore offering
LifeFocus Planning is a Michigan-based estate planning law firm that delivers professional legal services across six practice areas: Estate Planning, Asset Protection, ProActive Elder Law and Long-Term Care (including Medicaid planning), Trust and Estate Administration, Probate, and Advanced Estate Planning. Services are sold as fee-for-service legal engagements, beginning with a complimentary initial consultation and followed by upfront, transparent pricing. The firm serves individuals, families, and small business owners in Michigan through two physical office locations and a secure online client portal.
Product overview
LifeFocus Planning is a Michigan-based estate planning law firm offering a comprehensive suite of legal services. The core offering consists of six interconnected service areas: Estate Planning (foundational wills, trusts, and directives), Asset Protection, ProActive Elder Law and Long-Term Care (including Medicaid planning), Trust and Estate Administration, Probate, and Advanced Estate Planning. The firm supplements its legal services with a client portal for document access and distributes a free educational book titled 'Keeping Control' as a client education resource. The practice specializes in serving individuals and families across all life stages, from young couples to retirees, with particular expertise in elder law and multi-generational planning.
Differentiator
Problem solved
Functional benefit
Products and services
- Estate Planning Foundational estate planning legal services for individuals and families, covering wills, living trusts, powers of attorney, healthcare directives, and other core estate documents; positioned as a planning process rather than a one-time document purchase.
- Asset Protection Legal strategies designed to protect clients' assets from creditors, lawsuits, and other threats while preserving wealth for intended beneficiaries.
- ProActive Elder Law and Long-Term Care Elder law planning services addressing long-term care challenges, including life care plans, Medicaid planning, and care coordination in the least restrictive environment, targeted at seniors, individuals with long-term illness or disability, and their caregivers.
- Trust and Estate Administration Administration services that counsel, settle, and administer trust and estate plans according to the client's wishes upon death or disability, easing the burden on surviving family members.
- Probate Legal representation and assistance navigating the probate process for clients whose estates must be distributed under court supervision.
- Advanced Estate Planning
Quantifiable outcome
- Living trust allows estate to bypass probate court entirely
- +1 more outcomes
Companies that use LifeFocus Planning
Customer profileNamed customers3 records
Segments4 records
Ideal customer profiles4 records
LifeFocus Planning technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature1 record
LifeFocus Planning partnerships and signals
Strategic signalPartnerships
Five partnerships are on record, tiered minor.
- State Bar of MichiganminorProfessional membership organization for Michigan attorneys. The firm is operated by licensed Michigan attorneys.
- WealthCounselminorNational organization of estate planning attorneys. Matthew Ferri is listed as a member attorney.
- ElderCounselminorProfessional organization for elder law attorneys. Matthew Ferri is listed as a member.
- Michigan Forum of Estate PlannersminorMichigan-specific professional organization for estate planning practitioners. Matthew Ferri is a member.
- US Department of Veterans AffairsminorMatthew Ferri is a VA-accredited attorney, authorized to assist veterans with their claims and benefits.
Scale indicators1 record
Expansion highlights4 records
LifeFocus Planning competitors and assessment
Company assessmentBroad incumbents
- LegalZoom: LegalZoom is a leading online legal services platform offering wills, living trusts, business formation, and a wide range of legal documents and attorney services. It is comparable to LifeFocus as a broad incumbent in the same end-customer estate planning category, providing an alternative, lower-cost channel that competes for entry-level LifeFocus clients.
- Rocket Lawyer: Rocket Lawyer is an online legal technology platform offering affordable legal documents, attorney consultations, and subscription-based legal services. It is comparable to LifeFocus as a broad incumbent competing for the same small-business and individual consumer estate planning and basic legal services market with a tech-driven model.
Others
- American Academy of Estate Planning Attorneys: The American Academy of Estate Planning Attorneys is a national organization of estate planning attorneys providing member education and consumer-facing attorney referrals. It is comparable to LifeFocus as an industry ecosystem player — both the Academy and LifeFocus serve the same estate planning consumer market and compete for the same pool of clients through professional credentials and referral channels.
- WealthCounsel: WealthCounsel is a national membership organization of estate planning attorneys that provides collaborative resources, education, and a community for member firms. It is comparable to LifeFocus as an enabling ecosystem player — LifeFocus's founder is a WealthCounsel member, and the organization shapes the competitive standards and tools available to estate planning firms like LifeFocus.
- ElderCounsel: ElderCounsel is a national membership organization for elder law attorneys that provides member resources, education, and practice tools. It is comparable to LifeFocus as an enabling ecosystem player — LifeFocus's founder is an ElderCounsel member, and the organization represents the same elder law specialization LifeFocus practices, defining the standards and competitive set in this niche.
Emerging players
- Wealth.com: Wealth.com is a tech-enabled estate planning platform that partners with financial advisors and law firms to deliver modern estate planning software and services. It is comparable to LifeFocus because it operates in the same estate planning category with a tech-enabled approach, and even partners with estate planning attorney practices, making it both a potential channel and a competitive threat.
- FreeWill: FreeWill is an online estate planning tool that helps individuals create wills for free, with paid add-on services and a network of attorney partners. It is comparable to LifeFocus because it serves the same end customer — individuals needing basic wills and estate plans — through a digital, low-friction model that competes directly for entry-level LifeFocus clients.
- Snug: Snug is a digital end-of-life planning platform offering wills, trusts, and estate planning tools online, often in partnership with financial advisors. It is comparable to LifeFocus as an emerging digital estate planning competitor targeting the same consumer segment with a lower-friction, lower-cost alternative.
- Trust & Will: Trust & Will is an online estate planning platform that offers wills, trusts, and other estate planning documents at lower price points than traditional law firms. It is comparable to LifeFocus because it directly targets the same end customer (individuals and families needing estate planning) with a streamlined, modern delivery model — putting pricing pressure on traditional firms like LifeFocus.
- Cake (by Palinode): Cake is a digital end-of-life planning platform offering online wills, advance directives, and end-of-life planning resources. It is comparable to LifeFocus as an emerging player in the end-of-life and elder care planning space, providing a digital alternative for basic estate planning documents.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat3 records
Key risks5 records
Key highlights7 records
Customer concentration
LifeFocus Planning social profiles
Digital presenceLifeFocus Planning financial estimates
Financial estimateRevenue estimate
Valuation estimate
LifeFocus Planning leadership team
Management profileNumber of profiles
Profiles1 record
LifeFocus Planning funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
LifeFocus Planning 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 LifeFocus Planning
What does LifeFocus Planning do?
LifeFocus Planning is a Michigan-based estate planning law firm that delivers professional legal services across six practice areas: Estate Planning, Asset Protection, ProActive Elder Law and Long-Term Care (including Medicaid planning), Trust and Estate Administration, Probate, and Advanced Estate Planning. Services are sold as fee-for-service legal engagements, beginning with a complimentary initial consultation and followed by upfront, transparent pricing. The firm serves individuals, families, and small business owners in Michigan through two physical office locations and a secure online client portal.
Is LifeFocus Planning a public or private company?
LifeFocus Planning is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was LifeFocus Planning founded?
LifeFocus Planning was founded in 2008. It employs 1 to 10 people.
Where is LifeFocus Planning based?
LifeFocus Planning is headquartered in Bloomfield Hills, Michigan, United States, in the North America region.
How does LifeFocus Planning make money?
One revenue line is on record: legal Services - Estate Planning.
Who are LifeFocus Planning's main competitors?
Broad incumbents on record are LegalZoom and Rocket Lawyer. Others are American Academy of Estate Planning Attorneys, WealthCounsel and ElderCounsel. Emerging players are Wealth.com, FreeWill, Snug, Trust & Will and Cake (by Palinode).
Does LifeFocus Planning have an API?
No public API is recorded for LifeFocus Planning.
What industry is LifeFocus Planning in?
LifeFocus Planning's product category is Estate Planning Legal Services. Its primary akta.pro industry code is FSAEAAAG, Estate & Legacy Planning Advisory, with a secondary code of HLADALAI, Benefits, Insurance & Long-Term Care Planning Navigation (Medicare/Medicaid/LTC). Its NAICS code is 5411 and its SIC code is 8111.