Law Offices of Philip M. Flanigan

What Law Offices of Philip M. Flanigan does

The Law Office of Philip M. Flanigan, P.C. is a solo professional law corporation founded in 1998 by Philip M. Flanigan and headquartered at 4082 N. Cedar Ave. #104, Fresno, California. The firm serves individuals and families across Fresno County and the greater Central Valley and has devoted its practice exclusively for over 27 years to estate planning, elder law, and probate and trust administration. Services are organized around three practice pillars — Elder Law (Medi-Cal planning, conservatorships, long-term care planning), Estate Planning (wills, revocable and irrevocable trusts, durable powers of attorney, advance health care directives, and estate tax planning), and Probate and Trust Administration (executor and trustee representation) — delivered through scheduled in-person consultations at the Fresno office, supplemented by phone intake (559-282-0232) and a PDF-based online application.

The firm operates a classic professional services revenue model. Fees are determined through direct consultation rather than via published pricing, and engagement scope varies by complexity from single-document drafting to multi-year estate and life-care plans. A VIP Membership Program layers a recurring annual review and amendment service on top of one-time plan drafting, creating a retention mechanism and a partial annuity revenue stream. Marketing and client acquisition rely on the firm's website (pmflaw.com), recurring public speaking/educational seminars, professional directory listings, and third-party credentials including Super Lawyers, Martindale-Hubbell AV Preeminent, Martindale-Hubbell Client Champion Silver, Expertise.com Best Probate Lawyers in Fresno 2024, and BBB accreditation.

There is no proprietary technology platform; the firm's infrastructure consists of standard firm website (hosted by FindLaw), downloadable brochures, and a simple intake form. The business is founder-owned with no external investors, parent company, or holding structure, and no funding rounds or M&A activity have been disclosed. Growth signals are limited to deepening the existing practice (VIP membership, seminars), with no observed geographic expansion, hiring, or new practice area additions.

Name

Law Offices of Philip M. Flanigan

Legal name

The Law Office of Philip M. Flanigan, P.C.

Website

https://pmflaw.com

Company type

Private

Founded year

1998

Operating status

Operating

Headcount range

1–10 employees

Short description

The Law Office of Philip M. Flanigan, P.C. is a Fresno-based solo professional law corporation founded in 1998 that exclusively practices estate planning, elder law (including Medi-Cal planning and conservatorships), and probate/trust administration for individuals and families across Fresno County and California's Central Valley.

Ownership category

akta.pro rank

Product category

Estate Planning Legal Services

NAICS

Offices of Lawyers (541110), Trusts, Estates, and Agency Accounts (52592)

SIC

Services-Legal Services (8111)

akta.pro industry

PRIMARYBPAHAAAK

Family & Private Client (Trusts & Estates) Law

Business & Public Services/Professional Services (Legal, Accounting, Consulting)/Legal Services

SECONDARYFSAEAKAC

Estate Planning & Trust Structuring Advisory

Financial & Insurance/Financial Advisory, Brokerage & Intermediation/Fiduciary, Trust & Estate Advisory

SECONDARYFSAEAKAA

Personal Trust & Fiduciary Administration

Financial & Insurance/Financial Advisory, Brokerage & Intermediation/Fiduciary, Trust & Estate Advisory

SECONDARYFSAEAKAE

Trust & Estate Tax Planning & Compliance

Financial & Insurance/Financial Advisory, Brokerage & Intermediation/Fiduciary, Trust & Estate Advisory

Keywords

• Estate planning services
• Elder law services
• Probate administration
• Medi-Cal planning
• Trust administration

Headquarters

HQ city

Fresno

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 Representation: Revenue generated from legal consultation fees and representation services in estate planning, elder law, Medi-Cal planning, conservatorships, wills, trusts, and probate matters. Clients are served through scheduled appointments with fee structures based on service complexity and time required.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

The firm provides legal counsel and representation exclusively in estate planning, elder law, and probate/trust administration for individual and family clients in Fresno County and California's Central Valley. Services include drafting wills, revocable and irrevocable trusts, durable powers of attorney, advance health care directives, Medi-Cal eligibility planning, conservatorship proceedings, and probate/trust administration. Attorney Philip M. Flanigan works directly with clients through scheduled consultations at the Fresno office.

Product overview

The Law Office of Philip M. Flanigan is a legal services firm providing estate planning, elder law, and probate/trust administration services in California. The firm's core service offerings include Elder Law (encompassing Medi-Cal planning, conservatorships, and long-term care planning), Estate Planning (including wills, various trust structures, powers of attorney, and advance health care directives), and Probate and Trust Administration. These services are provided through individual legal consultations and document preparation, not as a software product platform.

Differentiator

Problem solved

Functional benefit

Products and services

• Elder Law Services Legal services protecting aging community members through life care planning, including Medi-Cal planning, conservatorships, nursing home care, and assisted living planning for seniors and their families.
• Estate Planning Services Comprehensive estate planning including wills, revocable and irrevocable trusts, durable powers of attorney, advance health care directives, and estate planning tax strategies for individuals and families.
• Probate and Trust Administration Legal representation and guidance for executors, administrators, and beneficiaries navigating the California probate process and trust administration after the loss of a loved one.
• Conservatorship Services Legal assistance with California conservatorship proceedings including general conservatorship, limited conservatorship, temporary conservatorship, and LPS conservatorship.
• Medi-Cal Planning Guidance on California's Medicaid program for long-term care, including eligibility requirements, share of cost planning, and asset protection strategies for nursing home care.
• Estate Planning and Tax Services Tax planning strategies to minimize federal estate taxes, income taxes on inherited retirement accounts, and property tax reassessments.
• VIP Membership Program Ongoing annual review program providing participants the tools, knowledge and services to maintain and improve their estate plan, with amendments made as needed.

Quantifiable outcome

• Helped hundreds of families protect their assets and provide for their loved ones

Named customers7 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• FindLawsupportingGTM or Marketing PartnerFindLaw provides business development solutions and website hosting for the firm. The firm's website is hosted on FindLaw's platform, and a link to the firm appears in FindLaw's California/Fresno attorney directory.

Scale indicators3 records

Recent moves5 records

Expansion highlights3 records

Emerging players

• FreeWill: Online will and estate planning platform often offered through nonprofits, financial institutions, and employers. Comparable to the subject company in serving individuals and families needing basic estate plans, and increasingly embedded in financial advisor workflows, putting competitive pressure on traditional estate planning firms.
• Trust & Will: Online estate planning platform offering wills, trusts, and related documents directly to consumers. Comparable because it targets the same end clients (individuals and families seeking basic to moderate-complexity estate plans) at significantly lower price points, representing the primary digital competitive threat to traditional firms like the subject company.
• Wealth.com: Estate planning technology platform purpose-built for financial advisors. Comparable to the subject company because it brings estate planning into the financial advisory channel, which is increasingly capturing clients before they reach traditional estate planning attorneys like the subject firm.

Direct peers

• Weintraub Tobin: California-based law firm with a substantial trusts and estates practice serving clients across the state. Comparable to Law Offices of Philip M. Flanigan as a competitor in the same estate planning, probate, and trust administration practice area within California, but operating at significantly larger scale and broader geographic reach.
• Sacks, Glazier, Franklin & Lodise: California trust and estate litigation and administration firm. Comparable to the subject company in core service area (trusts, estates, probate) and California jurisdiction, but focused more heavily on contested matters and serving a higher-net-worth client base.

Broad incumbents

• LegalZoom: Large consumer legal services platform offering wills, trusts, business formation, and a wide range of other legal products. Comparable to the subject company as a competitor for the wills/trusts portion of the firm's work, but operating as a broad, scaled, technology-enabled incumbent with very different unit economics.
• Rocket Lawyer: Online legal services platform with subscription-based access to legal documents and attorney consultations. Comparable to the subject company in addressing the same consumer legal needs (estate planning, healthcare directives) at lower price points, and relevant for competitive benchmarking of digital delivery models.

Others

• FindLaw: Legal marketing and directory platform that is already a GTM partner of the subject firm (hosting its website and listing in the California/Fresno attorney directory). Comparable as the marketing infrastructure layer that drives the firm's top-of-funnel lead generation alongside organic content and seminars.
• Justia: Legal information, marketing, and directory platform providing attorney websites, blog content distribution, and lead generation. Comparable to the subject company's digital marketing model, and relevant as an alternative or supplementary marketing channel for solo estate planning practices seeking to compete for online-intent clients.
• Clio: Leading cloud-based legal practice management software used by thousands of law firms for case management, billing, and client intake. Comparable as enabling infrastructure that the subject firm could leverage to scale beyond its current paper/phone-based intake and operations, and as a benchmark for technology adoption in similar solo/small law practices.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks4 records

Key highlights5 records

Customer concentration

• Facebookfacebook.com/tr
• LinkedInlinkedin.com/company/law-offices-of-philip-m-flanigan

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 Law Offices of Philip M. Flanigan