The Heritage Law Center Llc

What The Heritage Law Center Llc does

The Heritage Law Center LLC is a boutique Massachusetts law firm specializing in estate planning, elder law, MassHealth (Medicaid) planning, and probate services. The firm operates from a single office in Woburn, MA and serves individual clients — primarily families, retirees, and seniors navigating long-horizon planning decisions such as will drafting, trust creation, long-term care qualification, and estate administration. The firm is led by founder and principal attorney Matthew G. Karr, who brings more than 16 years of experience in these practice areas and maintains professional affiliations with the National Academy of Elder Law Attorneys (NAELA) and the Massachusetts Bar.

The firm's business model is differentiated by a flat-fee billing structure applied across its core service lines, in contrast to the hourly billing that dominates traditional legal services. This pricing approach reduces client cost uncertainty for matters such as Medicaid qualification and comprehensive estate plans, and aligns the firm's revenue per matter with the value delivered rather than time invested. Service delivery has expanded modestly beyond the Woburn base to include communities along the New Hampshire border, and the firm sustains an inbound marketing presence via a blog containing 53+ pages dating back to 2011 covering estate planning, elder law, MassHealth, and probate topics.

As a single-attorney boutique practice with support staff, the firm's scale and growth ceiling are inherently constrained relative to multi-partner estate planning practices. There is no indication of outside funding, M&A activity, partnership expansions, or technology-platform development in the available data. The practice competes in a fragmented regional market alongside other solo and small-firm elder law attorneys, as well as increasingly automated online legal services platforms targeting the lower-complexity segment of the estate planning market.

Name

The Heritage Law Center Llc

Legal name

The Heritage Law Center LLC

Website

https://maheritagelawcenter.com

Company type

Private

Founded year

2011

Operating status

Operating

Headcount range

1–10 employees

Short description

Boutique Massachusetts law firm specializing in estate planning, elder law, MassHealth planning, and probate services for individuals and families, operating from Woburn, MA under founder Matthew G. Karr on a flat-fee billing model.

Ownership category

akta.pro rank

Product category

Estate Planning Legal Services

NAICS

Offices of Lawyers (541110), Offices of Lawyers (54111), Legal Services (5411)

SIC

Services-Legal Services (8111)

akta.pro primary industry

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

akta.pro secondary industries

Trust & Estate Tax Planning & Compliance (FSAEAKAE), Estate & Probate Administration Services (FSAEAKAD)

Keywords

• Estate planning services
• Elder law services
• MassHealth planning
• Probate administration
• Wills and trusts

Headquarters

HQ city

Woburn

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

Revenue model

1. Legal Services - Estate Planning and Elder Law: Flat-fee legal services for estate planning documents, elder law matters, MassHealth planning, and probate representation. Billing is on a flat-fee basis, agreed to in advance, allowing clients to call without watching the clock. Also offers complimentary 3-year review of documents drafted.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels5 records

Core offering

The Heritage Law Center LLC is a Massachusetts law firm that drafts wills, trusts, powers of attorney, health care proxies, and related estate planning documents; provides MassHealth (Medicaid) long-term care planning and elder law services; and represents clients in probate administration. Engagements are billed on a flat-fee basis agreed in advance, with complimentary 3-year reviews of documents drafted, and services are delivered via phone, video, or in-person consultations.

Product overview

The Heritage Law Center LLC is a law firm offering comprehensive legal services in estate planning, elder law, and probate. The firm provides a unified service portfolio centered around protecting assets, planning for incapacity, and ensuring smooth wealth transfer. Core services include Estate Planning (encompassing wills, trusts, asset protection, and estate tax planning), Elder Law & MassHealth (for long-term care planning and Medicaid eligibility), and Probate administration. The firm also offers specialized services including Child Protection Planning, Special Needs Planning, and Incapacity Planning through documents like Powers of Attorney and Health Care Proxies. The firm bills on a flat-fee basis and serves clients throughout Massachusetts including Boston, Essex County, and Middlesex County.

Differentiator

Problem solved

Functional benefit

Products and services

• Estate Planning Comprehensive estate planning service for individuals and families covering wills, trusts, asset protection, estate tax planning, special needs planning, incapacity planning, and powers of attorney to protect assets, distribute wealth, and plan for end-of-life care. Delivered on a flat-fee basis with a complimentary 3-year review.
• Elder Law & MassHealth Planning Elder law services focused on MassHealth (Massachusetts Medicaid) long-term care planning for seniors, including eligibility planning, applications, and asset protection strategies such as irrevocable trusts and strategic gifting to preserve assets against nursing home costs.
• Probate Administration Legal representation guiding families through the court-supervised probate process to administer a deceased person's estate, including strategies to avoid probate when feasible through trusts and beneficiary designations.
• Asset Protection Proactive legal strategies to shield client assets from future creditors, judgments, and long-term care costs, including irrevocable trust structures and other legal entities.
• Wills Drafting of Last Will and Testament documents that direct who inherits assets, name guardians for minor children, and appoint personal representatives.
• Trusts (Revocable and Irrevocable) Creation of Revocable Living Trusts to manage assets during lifetime and avoid probate while retaining control, and Irrevocable Trusts for asset protection, MassHealth planning, and estate tax reduction that cannot be modified once established.
• Incapacity Planning Legal planning package for potential incapacity, including Durable Power of Attorney for finances, Health Care Proxy for medical decisions, and Living Will documents, allowing trusted individuals to act if the client cannot.
• Child Protection Planning Guardianship planning and Children's Trusts to protect minor children, including standby guardianship documents and detailed letters of instruction naming chosen caregivers and managing inheritance for minors.
• Estate Tax Planning Planning strategies to minimize or eliminate Massachusetts estate taxes, including lifetime gifting, irrevocable trusts, charitable donations, and spousal planning techniques such as A/B trusts.
• Special Needs Planning Planning for families with members who have disabilities, including Supplemental Needs Trusts (d4a trusts) structured to protect eligibility for public benefits.

Quantifiable outcome

• Massachusetts estate tax can be reduced or eliminated with proper planning using strategies such as A/B trusts, lifetime gifting, and irrevocable trusts
• +1 more outcomes

Named customers6 records

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators1 record

Recent moves5 records

Expansion highlights4 records

Emerging players

• Trust & Will: Tech-enabled online estate planning platform targeting consumers with streamlined wills and trust products; an emerging digital competitor threatening the lower-complexity end of Heritage's service mix.
• Wealth.com: Estate planning software platform serving financial advisors and their clients; an emerging ecosystem player that could divert referral flow that Heritage currently captures from CFP relationships.

Broad incumbents

• LegalZoom: Large national online legal services platform offering DIY and attorney-assisted wills, trusts, and business formation; represents the broader incumbent competing for the same consumer estate planning category at lower price points.

Direct peers

• Nauset Legal: Massachusetts estate planning firm providing wills, trusts, and elder law services; overlaps with Heritage's core offerings in a similar regional Massachusetts market.
• Cushing & Dolan: Massachusetts-based estate planning and elder law firm offering wills, trusts, MassHealth planning, and probate services with multiple attorneys — the most directly comparable regional peer in terms of practice mix and geography.
• Kozlowski Law: Estate planning and elder law firm serving Massachusetts clients with comparable flat-fee style offerings and similar focus on MassHealth/long-term care planning.
• The Bell & Gora Law Firm: Massachusetts estate planning, elder law, and probate practice serving clients in the Greater Boston area; comparable size, service portfolio, and regional focus.
• Law Office of David M. Landry: Solo Massachusetts estate planning and elder law attorney practice with similar size, geographic footprint, and service-line concentration.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/145854045469300
• Instagraminstagram.com/heritagelawctr
• LinkedInlinkedin.com/company/ma-heritage-law-center

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 The Heritage Law Center Llc