The Cicero Law Firm Llp

What The Cicero Law Firm Llp does

The Cicero Law Firm LLP is a boutique limited liability partnership founded in 1990 by Jill M. Cicero and headquartered at 290 Linden Oaks in Rochester, New York. The firm practices exclusively in estate planning, trust and estate administration, and related federal and New York gift and estate tax matters, serving a client base of nearly 1,500 high-net-worth individuals requiring sophisticated tax and planning strategies. The firm's three-attorney team (Managing Partner Jill M. Cicero, Partner Amanda C. Agins, and Senior Associate Mackenzie Glaze Kellermeyer) is supported by four staff members including a paralegal and administrative personnel.

The firm's service offering spans six core practice areas: estate planning (Wills, trusts, powers of attorney, and health care proxies); gift tax planning and preparation of federal gift tax returns; estate administration including probate pleadings, federal and New York estate tax returns, and fiduciary income tax returns; trust administration and settlement; estate and trust closure services; and planning for lifetime incapacity. Revenue is generated through professional service fees (hourly rates or fixed fees for defined engagements), with no public pricing and direct client engagement via the firm's Rochester office.

The firm has sustained a Best Lawyers Tier 1 ranking for Trusts and Estates Law in Rochester continuously since 2011 through 2026, and its attorneys hold peer-recognized credentials including ACTEC Fellowship, Super Lawyers, and multiple Lawyer of the Year designations. The firm is founder-owned, with no external investors, parent company, or disclosed funding rounds, and operates from a single Rochester location serving the local and regional high-net-worth market.

Name

The Cicero Law Firm Llp

Legal name

The Cicero Law Firm LLP

Website

https://thecicerolawfirm.com

Company type

Private

Founded year

1990

Operating status

Operating

Headcount range

1–10 employees

Short description

The Cicero Law Firm LLP is a Rochester, New York-based boutique law firm founded in 1990 that practices exclusively in estate planning, trust and estate administration, and federal and New York gift and estate tax matters, serving nearly 1,500 high-net-worth individuals through a three-attorney team.

Ownership category

akta.pro rank

Product category

Estate Planning Law Services

NAICS

Offices of Lawyers (541110), Legal Services (5411), Trust, Fiduciary, and Custody Activities (523991), Trusts, Estates, and Agency Accounts (52592)

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 Administration & Probate Services (FSAAANAE), Estate & Probate Administration Services (FSAEAKAD), Estate & Legacy Planning Advisory (FSAEAAAG)

Keywords

• Estate planning
• Trust administration
• Estate tax planning
• Wills and trusts
• Fiduciary services

Headquarters

HQ city

Rochester

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations

Revenue model

1. Legal Services - Estate Planning: Professional legal services for estate planning including preparation of Wills, trusts, powers of attorney, and health care proxies. Fee structure based on legal professional services, typically hourly rates or fixed fees for specific services.
2. Estate and Trust Administration: Comprehensive fiduciary services including preparing probate pleadings, federal and New York estate tax returns, inventory of assets, fiduciary income tax returns, and documents required to close estates and trusts.
3. Gift Tax Planning and Related Tax Services: Federal and New York estate tax planning, federal gift tax planning, and preparation of federal gift tax returns for current planning clients.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels1 record

Core offering

The Cicero Law Firm LLP provides legal services focused exclusively on estate planning, gift tax planning, and estate and trust administration for high-net-worth individuals. Services include preparation of Wills, trusts, powers of attorney, and health care proxies; counsel on federal and New York estate and gift taxes; preparation of estate, gift, and fiduciary income tax returns; and fiduciary representation for executors, administrators, trustees, and trust beneficiaries.

Product overview

The Cicero Law Firm LLP is a traditional law firm offering legal services in estate planning, trust and estate administration, and related gift and estate tax matters. The firm provides a unified set of legal services centered on comprehensive estate planning (Wills, trusts, powers of attorney, health care proxies), estate and trust administration and settlement, trust administration, and planning for incapacity. Services also include federal and New York estate tax planning, gift tax planning, and fiduciary income tax return preparation. The practice serves high-net-worth individuals requiring sophisticated estate and tax planning strategies.

Differentiator

Problem solved

Functional benefit

Products and services

• Estate Planning, Gift Tax Planning and Related Tax Services Comprehensive estate planning services to clients, including preparation of Wills, trusts, powers of attorney, and health care proxies; counsel regarding federal and New York estate taxes and federal gift taxes; development and implementation of tax planning strategies; preparation of federal gift tax returns; and counsel on asset titling and beneficiary designations. Services are directed at high-net-worth individuals requiring sophisticated estate and tax planning.
• Estate and Trust Administration and Settlement Comprehensive fiduciary services provided to Executors and Administrators of estates and to Trustees of trusts. Includes preparation of probate pleadings, federal and New York estate tax returns, inventory of assets, fiduciary income tax returns, and documents required to close the estate and/or trust; counsel regarding funding, distributions of income and principal, record keeping, and trust settlement; and representation of trust beneficiaries.

Named customers1 record

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Five partnerships are on record, tiered core and minor.

• American College of Trust and Estate Counsel (ACTEC)coreOthersJill M. Cicero is a Fellow of the American College of Trust and Estate Counsel, a prestigious professional organization for attorneys specializing in trust and estate law.
• Monroe County Bar AssociationcoreOthersJill M. Cicero has served as Chair of the Trusts and Estates Section and Past President of the Monroe County Bar Association. Mackenzie Kellermeyer serves on the MCBA's Executive Council of the Trusts & Estates Section and Board of Directors of its Young Lawyers Section.
• Estate Planning Council of RochestercoreOthersJill M. Cicero has served as President of the Estate Planning Council of Rochester. Mackenzie Kellermeyer is also a member.
• New York State Bar AssociationcoreOthersJill M. Cicero has authored articles and lectured for New York bar associations. She received the NYSBA 2009 Attorney Professionalism Award.
• Rochester Area Community FoundationminorOthersJill M. Cicero has served as Past Chair of the Board of Directors for the Rochester Area Community Foundation.

Scale indicators3 records

Recent moves4 records

Expansion highlights2 records

Broad incumbents

• Nixon Peabody LLP: Large national law firm with a substantial private clients, trusts and estates practice. Represents a broader-incumbent alternative for HNW clients in New York seeking estate planning with integrated tax, corporate, and litigation capabilities.

Regional players

• Phillips Lytle LLP: Upstate New York full-service law firm with a substantial private clients, trusts and estates practice. Competes for HNW estate planning and trust administration work across the Rochester/Buffalo corridor.
• Barclay Damon LLP: Upstate New York full-service firm with a trusts and estates practice. Competes for sophisticated estate planning and fiduciary work in the Rochester and broader Upstate HNW market.
• Trusts & Estates boutique at Lumsden & McCormick LLP: Buffalo-based CPA and advisory firm with trust and estate services. Adjacent provider in the Upstate New York market that occasionally competes for the same HNW estate planning and administration engagements.
• Harris Beach Murtha Cullina (formerly Harris Beach PLLC): New York full-service law firm with a Wills, Trusts & Estates group. Directly comparable as a T&E competitor; Partner Amanda Agins previously practiced in this group at the firm.
• Hodgson Russ LLP: Western New York full-service law firm with a trusts and estates practice. Competes for estate planning and administration work in the broader Upstate New York HNW market.
• Woods Oviatt Gilman LLP: Rochester-based full-service law firm with a trusts and estates and elder law practice. Competes in the same Rochester HNW estate planning market as Cicero.
• Harter Secrest & Emery LLP: Full-service Rochester-based law firm with a Trusts & Estates practice. Directly comparable as a competing T&E provider in the same metro market; Senior Associate Mackenzie Kellermeyer was previously an associate at this firm.
• Bond, Schoeneck & King PLLC: Upstate New York full-service firm with a recognized Trusts and Estates practice group. Competes for sophisticated HNW estate planning and administration work in the Rochester/Syracuse region.

Direct peers

• Pullano & Farrow PLLC: Rochester-based boutique law firm with a focus on trusts and estates, estate planning, and elder law. Closest direct peer — small specialty firm in the same metro competing for the same HNW clients; Senior Associate Mackenzie Kellermeyer previously practiced here.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/the-cicero-law-firm-llp

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 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 The Cicero Law Firm Llp