PASD - Probate Attorneys of San Diego

Name

PASD - Probate Attorneys of San Diego

Legal name

Probate Attorneys of San Diego

Website

https://sdprobateattorneys.com

Company type

Private

Operating status

Operating

Headcount range

1–10 employees

Ownership category

akta.pro rank

Product category

Legal Professional Association

NAICS

Business Associations (813910)

SIC

Services-Membership Organizations (8600)

akta.pro primary industry

Legal & Compliance (CLE, Paralegal CE) (EDAAALAB)

Keywords

• Legal professional association
• Continuing legal education
• Probate law membership
• Estate planning community
• Attorney networking services

Headquarters

HQ city

San Diego

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, Technology or R&D, Others

Revenue model

1. Membership Dues: Annual membership fees provide access to member pricing at CLE events, previous CLE materials, the Probate Handbook, and networking opportunities with the San Diego probate practitioner community.
2. CLE Event Registration: Revenue generated from registration fees for monthly MCLE (Minimum Continuing Legal Education) events and programs, with member and non-member pricing tiers.
3. Sponsorships: Corporate sponsors pay for recognition and visibility at events and throughout the year. Sponsorships are offered on a first-come, first-served basis for the annual season.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels4 records

Core offering

PASD is a regional professional membership association that sells annual memberships to probate and estate-planning attorneys practicing in the San Diego area. The core offering bundles membership in the association, access to monthly MCLE (Minimum Continuing Legal Education) programs and an annual symposium, member pricing on those CLE events, access to a Probate Handbook reference and an archive of prior CLE materials, and in-person networking with the local probate practitioner community.

Product overview

PASD (Probate Attorneys of San Diego) is a professional membership association for probate attorneys, offering a suite of products and services including membership with benefits such as networking, professional development, and access to the Probate Handbook; CLE and events programming featuring monthly educational sessions and annual events; and sponsorship opportunities for financial services partners. The organization operates as a unified membership platform with member-only resources and event access, powered by the MemberClicks platform.

Differentiator

Problem solved

Functional benefit

Products and services

• PASD Membership Annual professional membership in the Probate Attorneys of San Diego association for probate and estate-planning attorneys in the San Diego area, providing networking opportunities, member-only CLE pricing, access to the Probate Handbook, access to previous CLE materials, and community connection with the local probate practitioner community.
• CLE & Events Continuing Legal Education programming for members, including monthly MCLE (Minimum Continuing Legal Education) sessions held at San Diego venues such as the Handlery Hotel, an annual symposium (e.g., December 2026 Annual Symposium / CAA Training), and PROMO 2026, with member and non-member pricing tiers.
• Probate Handbook Comprehensive practitioner reference resource available to PASD members, providing guidance on probate practice procedures and documentation for probate and estate-planning attorneys.
• PASD Sponsorship Program Annual sponsorship program allowing financial services firms and other businesses to support PASD CLE events and programs in exchange for tiered visibility, event signage, website logo placement, and access to the PASD membership base.

Segments1 record

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Three partnerships are on record, tiered minor.

• AspiriantminorGTM or Marketing PartnerAspiriant served as the August MCLE & Networking Reception Sponsor for PASD in 2026, providing financial support for the monthly educational and networking event in exchange for sponsor recognition and visibility among San Diego probate attorneys.
• Prudent InvestorsminorGTM or Marketing PartnerPrudent Investors is the 2026 Season MCLE Sponsor for PASD, sponsoring all monthly CLE programs throughout the membership year (July 2026 - June 2027) in exchange for ongoing visibility with the organization's membership base.
• FA Trust Wealth Management ServicesminorGTM or Marketing PartnerFA Trust Wealth Management Services appears as a sponsor on the PASD website, providing financial support and sponsorship recognition in exchange for visibility among the probate attorney membership community.

Recent moves5 records

Expansion highlights3 records

Regional players

• Probate Section of the Los Angeles County Bar Association: Section within the largest local bar in California serving probate and trust attorneys in the LA metro. Represents a larger-scale analog of PASD's model in a neighboring geography, illustrating both the replicability and the competitive threat.
• Orange County Bar Association (Trusts and Estates Section): Regional peer bar association in neighboring Southern California with a dedicated Trusts and Estates section. Operates a structurally similar model of section-level CLE and networking for local probate practitioners.

Broad incumbents

• American College of Trust and Estate Counsel (ACTEC): Invitational professional organization of trust and estate lawyers. While more selective and academic than PASD, it competes for the attention of high-end probate and estate planning practitioners with CLE programming and networking.
• National Association of Elder Law Attorneys (NAELA): National membership association for attorneys practicing in elder law, estate planning, and related fields. Serves a substantively overlapping professional population as PASD, though at a national level.
• California Lawyers Association (Trusts and Estates Section): Statewide bar-affiliated organization that offers specialized sections, including Trusts and Estates, providing CLE and networking for California probate and estate planning attorneys — directly overlapping PASD's member base and value proposition.
• San Diego County Bar Association: The principal local bar association serving the San Diego legal community. Operates a broader scope but hosts trusts/estates and probate sections that directly compete with PASD for CLE attendance and member mindshare in the same geography.
• Continuing Education of the Bar (CEB): California's flagship CLE provider for attorneys, offering probate and estate planning content at scale. Directly competes with PASD's CLE events as a content source for the same San Diego member audience.
• Society of Trust and Estate Practitioners (STEP) US: International professional association for trust and estate practitioners. Provides CLE, credentials, and networking that overlap with PASD's offering, particularly for cross-border probate practitioners in San Diego.

Emerging players

• WealthCounsel: National membership and CLE community focused on estate planning attorneys. Competes with PASD for the time and CLE dollars of San Diego-area estate planning and probate practitioners.

Direct peers

• Estate Planning Council of San Diego: San Diego-based interdisciplinary organization for estate planning professionals including attorneys, CPAs, and financial planners. Closest direct geographic peer to PASD, serving overlapping local practitioners with similar networking and educational programming.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/probate-attorneys-of-san-diego

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 PASD - Probate Attorneys of San Diego