Sowerby & Moustakis Law, PLLC

What Sowerby & Moustakis Law, PLLC does

Sowerby & Moustakis Law, PLLC is a boutique professional services law firm headquartered in Amherst, New Hampshire, with three additional appointment-only offices in Concord, NH, Dedham, MA, and Woburn, MA. The firm operates as a privately held Professional Limited Liability Company and is staffed by three attorneys (Peter A. Moustakis, Lindsay Buckley, and Dwight Sowerby as Emeritus) supported by three staff members. Its practice spans seven areas: Estate Planning, Elder Law, Probate & Trust Administration, Probate & Trust Litigation, Small Business Law, Equine Law, and Personal Injury, with a primary emphasis on estate planning that integrates family meetings, trust funding, and flexibility-oriented trust design for individuals and families across New Hampshire and Massachusetts.

The firm differentiates itself through a comprehensive, personalized approach to estate planning that goes beyond basic probate avoidance, including asset protection strategies, trusts addressing special needs, marital issues, and substance abuse concerns, and full family meetings to explain plans to loved ones. Smaller practice lines (equine law, personal injury, probate litigation) round out the offering. The firm holds professional affiliations with the New Hampshire Bar Association, Massachusetts Bar Association, and the National Academy of Elder Law Attorneys (NAELA), signaling credibility in its core practice areas. It has adopted Clio legal practice management software with a client portal, but otherwise operates as a traditional legal services practice with no proprietary technology platforms.

The firm's revenue model is professional services fees, likely billed on hourly, flat-fee, or contingency structures depending on practice area. Client acquisition is driven by referrals, local reputation (5-star Google reviews), and an active digital content marketing presence including a website, blog, educational videos, YouTube channel, and social media profiles on Facebook, Instagram, and LinkedIn. Geographic reach is limited to two states with no external investment, subsidiaries, or disclosed financial data.

Name

Sowerby & Moustakis Law, PLLC

Legal name

Sowerby & Moustakis Law, PLLC

Website

https://smlpllc.com

Company type

Private

Founded year

2019

Operating status

Operating

Short description

Sowerby & Moustakis Law, PLLC is a boutique New Hampshire law firm offering estate planning, elder law, probate, small business, equine law, and personal injury services to individuals, families, and small businesses across New Hampshire and Massachusetts through four office locations.

Ownership category

akta.pro rank

Product category

Legal Services

NAICS

Legal Services (5411), Offices of Lawyers (54111)

SIC

Services-Legal Services (8111)

akta.pro primary industry

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

Keywords

• Estate planning services
• Elder law practice
• Probate administration
• Small business law
• Personal injury law

Headquarters

HQ city

Amherst

HQ country

United States

HQ region

North America

Offices4 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Infrastructure

Revenue model

1. Legal Services Fees: The firm generates revenue through professional legal fees for estate planning, elder law, probate, trust administration, litigation, personal injury, small business law, and equine law services. Services are likely billed on an hourly, flat fee, or contingency basis depending on practice area.

Pricing tiers

Go-to-market motion1 record

Distribution channels4 records

Marketing channels9 records

Core offering

Sowerby & Moustakis Law, PLLC is a boutique law firm providing personalized legal services across estate planning, elder law, probate and trust administration, probate and trust litigation, small business law, equine law, and personal injury representation. The firm serves individuals, families, and small business owners in New Hampshire and Massachusetts through office-based consultations, phone, email, and a client portal.

Product overview

Sowerby & Moustakis Law, PLLC is a law firm offering personalized legal services rather than a software product. The firm operates as a unified service practice with multiple specialized practice areas: Estate Planning (including trusts with flexibility and asset protection), Elder Law, Probate & Trust Administration (with trust funding services), Probate & Trust Litigation, Small Business Law (entity formation, contracts, succession planning), Equine Law, and Personal Injury. The firm emphasizes comprehensive, client-focused planning and serves clients in New Hampshire and Massachusetts.

Differentiator

Problem solved

Functional benefit

Products and services

• Estate Planning Comprehensive estate planning services including wills, trusts with flexibility to address special needs, marital issues, and substance abuse, asset protection strategies, and full family meetings to explain the estate plan to loved ones. Designed for individuals and families seeking to protect assets and ensure smooth wealth transition.
• Elder Law Legal services addressing issues affecting older adults and their families, including long-term care planning, Medicaid eligibility planning, guardianship, and healthcare decision-making. Targeted at seniors and their families navigating aging-related legal matters.
• Probate & Trust Administration Guides executors, trustees, and beneficiaries through administering estates and managing trust assets after a death, including trust funding services to ensure plans work as intended. For clients handling estate settlement and trust management responsibilities.
• Probate & Trust Litigation Handles disputes involving wills, trusts, and estate matters in court proceedings. For clients involved in probate litigation or trust-related disputes.
• Small Business Law Business planning services including entity formation, contract review and drafting, succession planning, and business dispute resolution. Designed for entrepreneurs and small business owners in New Hampshire and Massachusetts needing legal support for business operations and transitions.
• Equine Law Specialized legal services for the equine industry addressing horse-related legal matters, equine business planning, equine liability issues, and equine contracts. Targeted at horse owners and equine businesses requiring industry-specific legal expertise.
• Personal Injury Legal representation for clients who have been injured due to negligence, seeking compensation for damages through personal injury claims and accident representation. For individuals seeking legal recovery for injuries.

Quantifiable outcome

• 5 Star Google Reviews rating from clients

Named customers3 records

Segments6 records

Ideal customer profiles6 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.

• New Hampshire Bar AssociationminorOthersProfessional membership association for attorneys in New Hampshire. Displayed as a professional affiliation badge on the firm's website, indicating the firm's attorneys maintain good standing with the state bar.
• Massachusetts Bar AssociationminorOthersProfessional membership association for attorneys in Massachusetts. Displayed as a professional affiliation badge, indicating the firm's attorneys maintain good standing with the state bar and are authorized to practice in Massachusetts.
• National Academy of Elder Law Attorneys (NAELA)minorOthersProfessional association for attorneys specializing in elder law. Displayed as a professional affiliation badge, indicating the firm has expertise in elder law matters including Medicaid planning and long-term care.

Scale indicators3 records

Recent moves6 records

Expansion highlights4 records

Emerging players

• Trust & Will: Trust & Will is a digital estate planning platform offering online wills, trusts, and related documents. It targets the same end client (individuals/families doing estate planning) as Sowerby & Moustakis but competes via self-serve technology rather than bespoke attorney-led service, increasingly squeezing the entry-level end of the firm's funnel.
• FreeWill: FreeWill is a free online estate planning platform partnering with nonprofits and financial institutions. It directly targets the same will/trust planning audience as Sowerby & Moustakis, particularly for straightforward planning, and could redirect demand away from paid attorney-led planning.
• Wealth.com: Wealth.com is a digital estate planning platform serving financial advisors and their clients with interactive estate plans. It competes with traditional estate planning law firms by enabling advisor-led planning workflows, potentially disintermediating firms like Sowerby & Moustakis at the integrated wealth/estate planning stage.

Broad incumbents

• LegalZoom: LegalZoom is a national online legal services platform providing wills, business formation, and other legal documents across the U.S. It competes with the firm's estate planning and small business practices at the low-cost, do-it-yourself end of the market and serves as a substitute for price-sensitive consumers in NH and MA.
• Rocket Lawyer: Rocket Lawyer is an online legal technology company offering subscription-based legal documents and attorney access. It overlaps with Sowerby & Moustakis on wills, business formation, and basic estate documents, providing a lower-friction alternative to traditional law firm engagement for individuals and small businesses.

Regional players

• McLane Middleton, Professional Association: McLane Middleton is a full-service regional law firm based in New Hampshire with offices across the state, practicing in estate planning, trust and estate administration, and business law. It competes with Sowerby & Moustakis for higher-end estate, probate, and small business engagements across the same New Hampshire geography.
• Verrill Dana, LLP: Verrill Dana is a New England regional law firm with offices in New Hampshire and Massachusetts, providing estate planning, probate, and business law services. It is comparable to Sowerby & Moustakis in its geographic focus on NH/MA and overlapping practice areas, though at significantly larger scale.

Others

• U.S. Legal Forms: U.S. Legal Forms is an online provider of downloadable legal forms including wills, trusts, and estate documents. It is thematically adjacent to Sowerby & Moustakis's estate planning and small business practices as a low-cost form alternative serving the same consumer segment.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• YouTubeyoutube.com/@sowerbymoustakislawpllc6422
• Facebookfacebook.com/SMLPLLC
• LinkedInlinkedin.com/company/sowerby-moustakis-law-pllc
• Instagraminstagram.com/sowerbyandmoustakislaw

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 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 Sowerby & Moustakis Law, PLLC