Beck, Lenox & Stolzer Estate Planning and Elder Law

What Beck, Lenox & Stolzer Estate Planning and Elder Law does

Beck, Lenox & Stolzer Estate Planning and Elder Law, LLC is a privately-held law firm headquartered in St. Charles, Missouri, that provides specialized estate planning and elder law services to individuals and families across East Central Missouri and West Central Illinois. Founded by Rudy D. Beck in December 1974 as Rudy D. Beck and Associates, the firm has operated continuously for more than 50 years under a small partnership model and currently fields four attorneys (Rudy D. Beck in a senior counsel role, Jayson B. Lenox, Caroline Daiker Stolzer, and Matthew Fuhr) supported by seven paralegal and administrative staff. Practice areas span wills and trusts (revocable and irrevocable living trusts, the co-created Heritage Trust), powers of attorney, asset protection, special needs planning, guardianships, Medicaid planning, Veterans Aid & Attendance benefits, and probate and trust administration, with cumulative case volumes of 3,300+ Medicaid applications and 2,900+ VA pension applications filed.

Name

Beck, Lenox & Stolzer Estate Planning and Elder Law

Legal name

Beck, Lenox & Stolzer Estate Planning and Elder Law, LLC

Website

https://beckelderlaw.com

Company type

Private

Founded year

1974

Operating status

Operating

Headcount range

11–50 employees

Short description

Beck, Lenox & Stolzer Estate Planning and Elder Law, LLC is a privately-held St. Charles, Missouri law firm serving individuals and families across East Central Missouri and West Central Illinois with estate planning, elder law, Medicaid planning, VA benefits, probate, and asset protection services.

Ownership category

akta.pro rank

Product category

Estate Planning and Elder Law Legal Services

NAICS

Offices of Lawyers (54111), All Other Legal Services (541199)

SIC

Services-Legal Services (8111)

akta.pro primary industry

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

akta.pro secondary industries

Estate Planning & Trust Structuring Advisory (FSAEAKAC), Estate & Legacy Planning Advisory (FSAEAAAG), Guardianship, POA & Legal/Advance Care Planning Coordination (HSABAIAJ)

Keywords

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

Headquarters

HQ city

Charles

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, Infrastructure

Revenue model

1. Legal Services - Estate Planning: The firm provides legal services for estate planning, elder law, Medicaid planning, VA benefits applications, probate administration, and trust administration. Revenue is generated through professional legal fees for consultations, document preparation, and legal representation.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels6 records

Core offering

Beck, Lenox & Stolzer Estate Planning and Elder Law is a private law firm that provides estate planning and elder law legal services to individuals and families in St. Charles County, East Central Missouri, and West Central Illinois. The firm's core offerings include wills and trusts (revocable and irrevocable living trusts, including the proprietary Heritage Trust), powers of attorney, asset protection, special needs planning, guardianships, Medicaid planning, VA Aid & Attendance benefits assistance, and probate and trust administration. Revenue is generated through professional legal fees for consultations, document preparation, and legal representation, with an initial free phone consultation followed by fee-based engagement.

Product overview

Beck, Lenox & Stolzer Estate Planning and Elder Law offers a comprehensive suite of legal services centered around estate planning and elder law. The core offering includes Wills and Trusts, Revocable and Irrevocable Living Trusts (encompassing Family Trust, Heritage Trust, Investment Trust, Residence Trust, Farm Trust, and Special Needs Trust), Powers of Attorney, Asset Protection, and Guardianships. The firm provides specialized elder law services including Medicaid Planning (Vendor Medicaid, Home and Community Based Services, Supplemental Nursing Care) and VA Aid & Attendance Benefits assistance for veterans. Additional services include Probate and Trust Administration, a Beneficiary Liquidity Plan for immediate fund access, and educational programs like the Nursing Home Masterclass. The Heritage Trusts for Heirs is a proprietary trust co-created by the firm that protects inherited assets from creditors and divorce.

Differentiator

Problem solved

Functional benefit

Products and services

• Estate Planning Comprehensive legal services for arranging the management and distribution of assets at and after death, including minimizing taxes, preparing for incapacity, and ensuring wishes are honored, for individuals and families.
• Wills and Trusts Legal documents including Last Will and Testament, Revocable Trusts, and Irrevocable Trusts that control how assets are distributed after death and help avoid probate, for individuals and families.
• Revocable and Irrevocable Living Trusts Living trusts including Family Trust, Heritage Trust, Investment Trust, Residence Trust, Farm Trust, and Special Needs Trust that manage and protect assets during lifetime and after death, for individuals and families.
• Powers of Attorney (Financial & Healthcare) Durable Power of Attorney documents that authorize someone to make financial or healthcare decisions on behalf of an individual if they become incapacitated, for individuals planning for potential incapacity.
• Asset Protection Legal strategies to preserve a portion or all of an individual's or couple's assets from long-term care costs, including Medicaid and VA qualification planning.
• Heritage Trusts for Heirs Co-created special trust by Beck, Lenox & Stolzer that protects inherited assets from creditors, bankruptcy, and divorce proceedings for beneficiaries, for clients planning multi-generational wealth transfer.
• Special Needs Planning Planning services for individuals with disabilities including Special Needs Trusts to provide care while preserving eligibility for government benefits like Medicaid and SSI.
• Guardianships Legal representation for obtaining court-appointed guardianship or conservatorship when an elderly or incapacitated loved one can no longer manage their own affairs, for families of incapacitated individuals.
• Elder Law Legal services covering public benefits, veterans' benefits, special needs trusts, Medicaid, retirement planning, and asset protection for older adults and disabled individuals.
• Medicaid Planning Assistance with Vendor Medicaid (MO HealthNet), Home and Community Based Services, Supplemental Nursing Care, and asset protection strategies for nursing home care qualification, for individuals needing long-term care.
• Veterans Benefits (VA Aid & Attendance) Accredited VA attorney assistance with Non-Service Connected Pension applications, Aid and Attendance benefits for wartime veterans and surviving spouses to pay for long-term care.
• Probate & Trust Administration Legal services for administering estates through probate court or trust administration, including executor/trustee guidance and asset distribution, for families of deceased individuals.
• Beneficiary Liquidity Plan Financial planning tool allowing beneficiaries to access critical funds within 24-48 hours of death without waiting on probate or death certificate.
• Nursing Home Masterclass Free educational masterclass teaching how to protect money and assets from nursing home expenses while avoiding probate, for prospective clients and the general public.

Named customers1 record

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Eight partnerships are on record, tiered minor and core.

• Boys and Girls Club of St. Charles CountyminorOthersThe firm has a long-standing relationship with the Boys and Girls Club. Rudy Beck served for over 45 years as a board member and two years as president, was voted Man of the Year for 2002, and was inducted into the Missouri Area Council Hall of Fame in 2023. Caroline Stolzer is a board member and Secretary for the club.
• St. Charles Rotary ClubminorOthersCaroline Stolzer is a member of the St. Charles Rotary Club. Rudy Beck served as chair of the Scholarship Committee for St. Charles Kiwanis Club.
• Veterans Advocates Group of America (VAGA)coreStrategic or Co-development PartnerRudy D. Beck is the co-founder of this national organization focused on veterans' benefits advocacy.
• Enterprise BankminorOthersRudy Beck serves on the Enterprise Bank Advisory Board.
• Sts. Joachim & Ann Care ServiceminorOthersRudy Beck is on the Board of Directors for the Sts. Joachim & Ann Care Service.
• Unlimited PlayminorOthersJayson Lenox is on the Board of Directors for Unlimited Play.
• Show Me AquaticsminorOthersJayson Lenox is on the Board of Directors for Show Me Aquatics.
• Barnes-Jewish St. Peters & Progress West FoundationminorOthersJayson Lenox is on the Board of Directors for the Barnes-Jewish St. Peters & Progress West Foundation.

Scale indicators6 records

Recent moves6 records

Expansion highlights6 records

Emerging players

• Wealth.com: An estate planning platform built for financial advisors, enabling them to deliver wills, trusts and legacy planning digitally. Competes for the same professional advisor referral pipeline that Beck, Lenox & Stolzer relies on, but at a different layer of the stack.
• FreeWill: A free online will-making platform that has become a major top-of-funnel estate planning tool. While not a direct legal advisor, it funnels consumers toward either self-service or paid advisors, directly affecting the firm's addressable entry-level estate planning demand.

Direct peers

• Farr Law Firm: A Utah-based estate planning and elder law firm offering wills, trusts, Medicaid planning, VA benefits, probate and asset protection — a nearly identical practice mix and specialty focus to Beck, Lenox & Stolzer, making it the most directly comparable regional peer.

Broad incumbents

• Hyatt Legal Plans (MetLife): A legal benefits plan provider, part of MetLife, offering estate planning documents as a covered benefit through employers. Reaches the same consumer estate planning use case via a very different distribution channel (employer benefits) and could displace demand for paid individual estate plans.
• LegalZoom: A national online legal services platform offering wills, living trusts and POAs at low price points. Targets the same consumer estate planning need as the firm but at scale and through a self-service digital channel, creating cross-channel competition for entry-level work.
• Rocket Lawyer: A subscription-based online legal service offering wills, POAs and legal consultations. Overlaps with the firm's estate planning offering through a low-friction digital alternative, particularly relevant for younger or price-sensitive prospects.
• Trust & Will: An online estate planning service for wills and trusts. Operates as a broader incumbent in the consumer estate planning market, competing for clients who might otherwise engage a traditional firm for straightforward planning documents.

Others

• American Association of Trust, Estate and Elder Law Attorneys (AATEELA): An industry association for trust, estate and elder law practitioners. Comparable as an enabling/ecosystem organization rather than a competitor; the firm holds membership, which functions as a quality signal and professional network.
• National Academy of Elder Law Attorneys (NAELA): The national membership and credentialing organization for elder law attorneys. Not a commercial competitor but a key industry body whose membership and chapter leadership (including the firm's founder) signals credibility and provides referral flow for member firms.
• Caring.com: A senior care marketplace and resource site that connects families with elder care services and adjacent legal resources. Overlaps thematically with the firm's elder law audience but is an information/referral intermediary rather than a legal services competitor.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/BeckElderLaw
• YouTubeyoutube.com/@becklenoxstolzer
• Facebookfacebook.com/BeckElderLaw
• LinkedInlinkedin.com/company/beck-estate-planning-and-elderlaw-llc

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles11 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 Beck, Lenox & Stolzer Estate Planning and Elder Law