Trusted Estate Planning Attorneys

What Trusted Estate Planning Attorneys does

Trusted Estate Planning Attorneys is a privately held boutique law firm specializing in estate planning, business law, and elder law services across Nevada and Utah. Founded in 1998 as the Law Office of Kurt A. Johnson, Esq. and rebranded in 2018, the firm operates from two offices — a headquarters in Las Vegas, NV and a regional office in Lehi, UT — with a team of approximately eight personnel including Managing Partner Blake B. Johnson and additional attorneys McCall Harris (Utah) and Morgan Fashtchi (Las Vegas). The firm serves three primary customer segments: individuals and families seeking wills, trusts, and asset protection; business owners needing formation, buy-sell agreements, and succession planning; and seniors/elderly clients requiring Medicaid and long-term care planning.

The firm's core products center on a packaged estate planning service (living trust, last will and testament, healthcare and financial powers of attorney, and deed for primary residence), alongside revocable and irrevocable trusts, Nevada Asset Protection Trusts, probate administration, business law services, and the productized 'Legacy Experience' 2-week estate planning program. The underlying technology is non-software service delivery; there is no disclosed API, SDK, or proprietary platform. The firm's competitive positioning leverages Nevada's favorable asset protection and trust statutes as a structural advantage, supplemented by cross-state service capability and a 20-year operating history.

Revenue is generated on a flat-fee, one-time-payment basis per legal engagement (e.g., $250 per power of attorney, with complete estate packages quoted after a complimentary 30-minute consultation). The go-to-market motion is sales-led, combining free consultations (in-person, phone, or video), content marketing through the Trusted Podcast and blog, organic social, and a Trusted Network of reciprocal referral relationships with financial advisors, CPAs, real estate professionals, banking partners, and complementary legal specialists in both Nevada and Utah. The firm is founder-owned with no external institutional investment, parent company, or public listing evidenced.

Name

Trusted Estate Planning Attorneys

Legal name

Trusted Estate Planning Attorneys

Website

https://trustedepa.com

Company type

Private

Founded year

1998

Operating status

Operating

Headcount range

1–10 employees

Short description

Trusted Estate Planning Attorneys is a privately held boutique law firm offering flat-fee estate planning, trust creation, probate, asset protection, and elder law services from offices in Las Vegas, NV and Lehi, UT, serving individuals, families, business owners, and seniors across Nevada and Utah.

Ownership category

akta.pro rank

Product category

Estate Planning Legal Services

NAICS

Offices of Lawyers (541110), 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

Estate Planning & Trust Structuring Advisory (FSAEAKAC), Estate Administration & Probate Services (FSAAANAE), Guardianship, Conservatorship & Special Needs Trust Services (FSAEAKAG), Trust & Estate Tax Planning & Compliance (FSAEAKAE)

Keywords

• Estate planning services
• Living trust creation
• Asset protection law
• Elder law services
• Business succession planning

Headquarters

HQ city

Las Vegas

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Others

Revenue model

1. Legal Services Fees: Flat fee basis for estate planning legal services including living trusts, wills, powers of attorney, and other estate planning documents. Services are priced upfront with quoted prices that don't change unless additional work is added.
2. Consultation Fees: Free 30-minute initial consultations to evaluate client situations and provide quotes for services.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels5 records

Core offering

Trusted Estate Planning Attorneys is a boutique law firm providing estate planning, wills, revocable and irrevocable trusts (including Nevada Asset Protection Trusts), asset protection strategies, probate administration, powers of attorney, healthcare directives, elder law services (Medicaid and long-term care planning), and business law services (LLC/corporation formation, buy-sell agreements, business succession planning). Services are delivered on a flat-fee basis with a free 30-minute initial consultation and a commitment to complete estate plans within two weeks, from offices in Las Vegas, NV and Lehi, UT.

Product overview

Trusted Estate Planning Attorneys is a boutique law firm offering a comprehensive suite of estate planning and business law legal services. Their core offerings include living trust packages (living trust, will, healthcare and financial POA, and property deeds), trust administration (revocable, irrevocable, asset protection, and NAPT trusts), wills with guardianship designation, asset protection strategies, probate administration, power of attorney documents, elder law services including Medicaid/VA planning, and business formation services (LLC, corporation, buy-sell agreements). They operate from offices in Las Vegas, NV and Lehi, UT, serving clients across Nevada, Utah, and nationally via Nevada trust law.

Differentiator

Problem solved

Functional benefit

Brands

• Trusted Podcast: Podcast hosted by Managing Partner Blake Johnson covering estate planning, financial literacy, family wealth, and related topics.
• Legacy Experience

Products and services

• Estate Planning Services

Named customers4 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Seven partnerships are on record, tiered core and minor.

• Trusted Network Nevada - Financial Advisors and Life InsurancecoreOthersExtensive network of trusted professional partners including financial advisors (Reese Gneiting/Merrill Lynch, Cameron Christiansen/Infinite Wealth, Paul Moffat/Arista Wealth Management, Joe Caldera/Caldera Wealth Management, Landon Mance/Mance Wealth Management, Greg Feese/Legacy Wealth Management, David Polatis/Managed Wealth Advantage, Erick Buckley/New York Life) and CPAs (Donovan Thiessan/The Accountant, Aaron Merrill/Heck Wealth Management, David Wilcock/Unique Accounting) to provide comprehensive financial planning services alongside estate planning.
• Trusted Network Nevada - Real Estate ProfessionalsminorOthersNetwork of real estate professionals including residential realtors (Harvey Blankfeld/Brown Blankfeld Group, Zach WalkerLieb/WalkerLieb Group), commercial realtors (Gio Aretos/REIG, Tony Amato/Avision Young, MarySue Simmons/Parker Reakty), and probate specialists for real estate transactions related to estates.
• Trusted Network Nevada - Legal PartnerscoreStrategic or Co-development PartnerStrategic legal partnerships with trust/probate litigation (Kenny Lee/Lee, Kiefer & Park), litigation (Mark Hutchison/Hutchison & Steffen), family law (Shannon Wilson/Hutchison & Steffen), and corporate law (Christopher R. Myers/Holland & Hart) for referrals when cases require specialized expertise outside firm practice areas.
• Trusted Network Nevada - Banking and LendingminorOthersBanking partners including Scott Sellers/City National, George On/Wells Fargo, Ali Moosa/Bank of Nevada, and commercial lending (Devin Lee/Access Commercial Mortgage) for clients needing banking and lending services during estate planning and business transactions.
• Trusted Network Utah - Financial AdvisorscoreOthersNetwork of financial advisors in Utah including Mitch Murphy/Edward Jones, Jeff Johansen/Cambridge Financial, Matt Stewart/New York Life, Eric Smith/Morgan Stanley, Dave Tate/EP Wealth Advisors, Jeffrey Kessler/Paramount Tax, Matt Cluff/Freedom Accounting and Tax, Ronnie Withaeger/RNW CPA, Chase Labrum/Scalar, Ben Powell/Moss Adams for coordinated financial and estate planning services.
• Trusted Network Utah - Insurance ProfessionalsminorOthersUtah insurance network including Benjamin Tate/Allegis Advisor Group, Bret Harding/Blackrock Benefits, Spencer Ellis/Utah Avenue Insurance, Dylan Bakker/Franklin Agency, Ryan Roestenburg/All Risk Managers Insurance for insurance planning related to estate planning and asset protection.
• Trusted Network Utah - Legal and Business PartnersminorStrategic or Co-development PartnerLegal and business partners in Utah including Jordan Bledsoe/Foley and Lardner LLP for business litigation, Lynna Shin/Nelson Jones for family law/guardianship, and business coaches (Chad Willardson/Platinum Elevated, Dan Sullivan/Strategic Coach, Nate Nelson/Nelson Jones, Bret Rawson/Nelson Jones) for comprehensive business succession and planning services.

Scale indicators3 records

Recent moves6 records

Expansion highlights5 records

Emerging players

• Wealth.com: Digital estate planning platform serving financial advisors and their high-net-worth clients with estate planning documents and visualizations; overlaps with Trusted Estate Planning Attorneys' advisory practice and its referral network of financial advisors.
• Trust & Will: Direct-to-consumer digital estate planning platform offering wills, trusts, and related products online; represents the technology-enabled alternative to boutique estate planning firms and a primary disruptor to the firm's core will/trust services.
• FreeWill: Online will-writing platform offering free basic wills with paid premium tiers for trusts and more complex documents; competes with Trusted Estate Planning Attorneys' basic will and Living Trust Package services on price and convenience.

Regional players

• Heritage Wills: Specialty estate planning firm offering will-writing and trust services; comparable as a boutique, services-focused competitor in the same product category (regional/UK-based but conceptually similar).
• Hodgson Law Offices: Multi-office estate planning law firm focused on wills, trusts, probate, and elder law with offices across multiple US states; comparable as a similarly-positioned boutique/mid-size firm offering the same core service lines.

Broad incumbents

• Rocket Lawyer: Subscription-based online legal services platform offering wills, POAs, business documents, and attorney consultations; comparable as a broad-scope provider of legal documents and advisory services overlapping with the firm's service mix.
• Nolo (part of Internet Brands): Long-established consumer legal information and document preparation publisher offering wills, trusts, probate forms, and lawyer directories; comparable as an established player in the consumer estate planning services category.
• LegalZoom: Large online legal services platform offering wills, trusts, business formation, and related legal products to consumers and SMBs nationally; competes with Trusted Estate Planning Attorneys on the commodity end of estate planning while the firm retains the high-touch, customized advisory niche.

Market position

Strengths5 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• YouTubeyoutube.com/@trustedestateplanningattor349
• Facebookfacebook.com/trustedepa
• LinkedInlinkedin.com/company/trustedepa
• Instagraminstagram.com/trusted_e_p_a

Revenue estimate

Valuation estimate

Number of profiles

Profiles8 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 Trusted Estate Planning Attorneys