Voelz Reed & Mount LLC

What Voelz Reed & Mount LLC does

Voelz, Reed & Mount LLC is a privately-held regional law firm headquartered at 2751 Brentwood Drive, Columbus, Indiana, specializing in estate planning, elder law, long-term care and Medicaid planning, estate and trust settlement, guardianships, VA Aid and Attendance benefits, and special needs trust planning. The firm was founded in 2009 and operates with approximately 14 team members, including three attorneys: Owner-Partners Blake C. Reed and Lora R. Mount, and Associate Attorney Elizabeth E. James. The practice serves individuals and families across south central and southern Indiana, with particular focus on Bartholomew, Jackson, Jennings, Johnson, and Decatur counties. Clients are primarily seniors, elderly individuals and their families, special needs populations, and regional Indiana residents needing estate and disability planning services.

The firm's go-to-market is community-led rather than digital: attorneys deliver presentations to organizations, churches, and professional groups, hold leadership positions in the National Academy of Elder Law Attorneys (Indiana Chapter), Indiana State Bar Association, and Hoosier Hills Estate Planning Council, and accept clients through in-office, off-site, or teleconference consultations. Revenue is generated entirely through professional legal fees on a quote-based, per-engagement basis across its seven practice areas; pricing is not publicly disclosed. The firm also operates the VRM Foundation in partnership with Heritage Fund Community Foundation, issuing small grants ($500-$1,000) to nonprofits serving senior and special-needs populations in the same five-county footprint.

The technology posture is conventional: there is no proprietary platform, public API, or mobile product, and the firm operates exclusively as a traditional legal services practice. Strategic positioning relies on credentialed expertise (e.g., Blake C. Reed's VA accreditation), community embeddedness, and cross-referral relationships with financial advisors, accountants, and care facilities. Ownership is consistent with a traditional partnership model: Blake C. Reed and Lora R. Mount are the active owner-partners following the 2016 retirement of founding member James K. Voelz, and no external institutional investor or parent entity is involved.

Name

Voelz Reed & Mount LLC

Legal name

Voelz, Reed, & Mount LLC

Website

https://voelzlaw.com

Company type

Private

Founded year

2009

Operating status

Operating

Headcount range

1–10 employees

Short description

Voelz, Reed & Mount LLC is a privately-held Columbus, Indiana law firm specializing in estate planning, elder law, Medicaid and VA benefits, guardianships, and special needs trust planning for individuals and families across south central and southern Indiana.

Ownership category

akta.pro rank

Product category

Elder Law and Estate Planning Services

NAICS

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

SIC

Services-Legal Services (8111)

akta.pro primary industry

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

akta.pro secondary industries

Estate & Probate Administration Services (FSAEAKAD), Estate & Legacy Planning Advisory (FSAEAAAG), Guardianship, Conservatorship & Special Needs Trust Services (FSAEAKAG), Benefits, Insurance & Long-Term Care Planning Navigation (Medicare/Medicaid/LTC) (HLADALAI)

Keywords

• Estate planning
• Elder law
• Long-term care planning
• Trust settlement
• Special needs planning

Headquarters

HQ city

Columbus

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 - Professional Fees: The firm provides legal services in estate planning, elder law, long-term care planning, Medicaid qualification, VA benefits assistance, special needs trust planning, and guardianship matters. Revenue is generated through professional legal fees for consultations, document preparation, legal representation, and estate settlement services.

Go-to-market motion1 record

Distribution channels3 records

Marketing channels4 records

Core offering

The firm provides estate and disability planning, will and trust settlement, and elder law services for individuals and families. Its practice areas include long-term care and Medicaid planning, VA Aid and Attendance assistance, guardianships, and special needs trust planning.

Product overview

Voelz, Reed & Mount LLC is a regional elder law and estate planning practice serving south central and southern Indiana. The firm's core offering consists of seven distinct legal service practice areas: Long Term Care and Medicaid Planning, Estate Planning, Estate and Trust Settlement, Guardianships, VA Aid and Attendance, Special Needs Trust Planning, and Other Ways We Can Help (encompassing counseling, community resources, and professional education). These services are designed to address the full spectrum of elder law and estate planning needs, from proactive planning for incapacity and asset protection through to post-death estate administration. The firm also operates the VRM Foundation, a separate grant-giving program that supports community organizations serving senior and special needs populations.

Differentiator

Problem solved

Functional benefit

Products and services

• Long Term Care and Medicaid Planning Legal and advisory services that help clients plan for long-term nursing home care, protect assets, navigate Medicaid eligibility rules and asset exemptions, complete applications, and address post-eligibility matters.
• Estate Planning Estate planning services covering wills, trusts, powers of attorney, healthcare directives, tax planning, charitable gift planning, and farm or business succession planning.
• Estate and Trust Settlement Legal guidance for families managing and distributing a deceased person's assets, including probate, trust settlement, debt obligations, tax compliance, and beneficiary distributions.
• Guardianships Legal proceedings to establish court-appointed decision-makers for individuals unable to make financial or medical decisions because of dementia, serious illness, developmental disabilities, or financial exploitation.
• VA Aid and Attendance Assistance for eligible veterans and surviving spouses seeking VA Aid and Attendance Pension Benefits to help cover in-home care, assisted living, or nursing home care.
• Special Needs Trust Planning Planning services that safeguard financial resources for individuals with special needs while preserving eligibility for government benefits, including special needs trusts, ABLE accounts, and guardianship establishment.
• Other Ways We Can Help Additional client support involving senior-living facility counseling, community-resource connections, caregiver support, educational presentations, and collaboration with other professionals.

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

One partnership is on record.

• Heritage Fund Community FoundationcoreStrategic or Co-development PartnerVoelz, Reed & Mount partnered with Heritage Fund to establish the VRM Foundation, a charitable initiative to support senior and special needs populations in Bartholomew, Jackson, Jennings, Johnson and Decatur counties. The foundation awards grants typically ranging from $500-$1,000 to not-for-profit organizations serving these populations.

Scale indicators1 record

Recent moves4 records

Expansion highlights3 records

Emerging players

• Trust & Will: Online estate planning platform that offers wills, trusts, and related documents directly to consumers. Comparable to VRM as an estate planning service provider, but differentiated by a tech-enabled, self-service delivery model targeting simpler matters nationally rather than complex elder-law matters regionally.
• FreeWill: Online will and estate planning tool with a nonprofit and consumer focus. Comparable to VRM as a provider of basic estate planning outputs, though its free, digital-first model targets the lower-complexity end of the market that VRM also serves as an entry point into higher-value matters.
• Wealth.com: Estate planning platform built for financial advisors and wealth management firms, offering digital wills, trusts, and estate documents. Comparable to VRM in producing estate planning deliverables, but with a B2B distribution model serving advisors rather than end-consumer families.

Broad incumbents

• LegalZoom: Large online legal services platform offering wills, LLC formation, and other legal documents across many practice areas. Comparable to VRM as a competitor for basic estate planning work, though LegalZoom's broad portfolio and self-service technology model contrasts with VRM's specialized elder-law focus.
• Rocket Lawyer: Online legal services subscription platform offering document preparation and attorney access across multiple practice areas. Comparable to VRM in providing estate planning and legal document services, though at a broader, less specialized level with technology-driven delivery.
• Ice Miller LLP: Major Indiana-based law firm with a significant trusts, estates, and wealth planning practice serving Indiana clients. Comparable to VRM in offering estate planning and elder law services within Indiana, though as part of a much larger full-service firm with institutional clients and a broader geographic reach.
• Polsinelli PC: National law firm with an established trusts, estates, and wealth planning practice serving both individuals and institutional clients. Comparable to VRM in offering estate and elder law services, but as part of a much larger, full-service firm with a national footprint.
• Krieg DeVault LLP: Indiana-based full-service law firm with an active trusts, estates, and elder law practice. Comparable to VRM in serving Indiana clients with estate and elder law needs, though as part of a multi-office, multi-practice firm with significantly broader resources and reach.
• Faegre Drinker Biddle & Reath LLP: National law firm with a substantial trusts, estates, and personal planning practice. Comparable to VRM in delivering estate and elder law services, though at much larger scale with national and international reach and broader corporate clientele.
• Barnes & Thornburg LLP: Large full-service law firm with a national trusts and estates practice and strong Indiana presence. Comparable to VRM in delivering estate planning and trust services, though Barnes & Thornburg serves higher-net-worth and institutional clients across multiple jurisdictions.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/vrmlaw
• Instagraminstagram.com/voelz_reed_mount

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Subsidiaries1 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 Voelz Reed & Mount LLC