Fortune Law Firm

Name

Fortune Law Firm

Legal name

The Fortune Law Firm, Ltd.

Website

https://fortune.law

Company type

Private

Founded year

2017

Operating status

Operating

Ownership category

akta.pro rank

Product category

Asset Protection and Estate Planning Legal Services

NAICS

Offices of Lawyers (541110), Legal Services (5411), Trust, Fiduciary, and Custody Activities (523991), Trusts, Estates, and Agency Accounts (525920)

SIC

Services-Legal Services (8111), Life Insurance (6311), Investment Advice (6282)

akta.pro primary industry

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

akta.pro secondary industries

Estate, Gift & Trust Valuation (BPAHANAL), Estate Planning & Trust Structuring Advisory (FSAEAKAC), Trust & Estate Tax Planning & Compliance (FSAEAKAE), Private Wealth Planning (Tax, Estate & Succession) (FSAAABAE), Trust, Fiduciary & Estate Planning Services (FSABADAG)

Keywords

• Asset protection
• Estate planning
• Tax strategy
• Trust formation
• Business structuring

Headquarters

HQ city

Las Vegas

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Marketing or Sales, Operations, Technology or R&D

Revenue model

1. Legal Services (Asset Protection, Estate Planning): The firm provides legal services including asset protection structuring (Nevada LLCs, Series LLCs, domestic asset protection trusts), estate planning (revocable and irrevocable living trusts), and tax strategy planning. Revenue is generated through legal fees for structuring business and personal assets.
2. Insurance Product Commissions (OPM, GOLDEN, H.E.L.P.): The firm earns commissions from insurance carriers (Penn Mutual, Mass Mutual, Ameritas) when affiliate agents sell investment-grade insurance contracts under the firm's proprietary concepts (OPM and GOLDEN). Commission splits are defined per product: GOLDEN pays 85% to agent/15% to Zach; OPM pays 50% agent/15% Zach/35% Kirk. The firm also earns overrides from insurance carriers.

Go-to-market motion3 records

Distribution channels3 records

Marketing channels8 records

Core offering

Fortune Law Firm delivers legal services in asset protection (Nevada LLCs, Series LLCs, domestic asset protection trusts), estate planning (revocable and irrevocable living trusts), and tax strategy, primarily for medical and dental professionals, business owners, and entrepreneurs. Layered on top, the firm sells two proprietary software-driven financial concepts—OPM (Open Platform Monetization) and GOLDEN (Growth Over Life in Debt)—which use investment-grade whole life insurance contracts to build tax-free wealth and accelerate debt elimination, distributed through a licensed insurance agent affiliate network.

Product overview

Fortune Law Firm operates as a law firm offering a unified platform of legal services and software tools. The core offerings include two software products: OPM (Open Platform Monetization) for leveraging insurance contracts to build tax-free wealth, and GOLDEN for debt elimination and retirement planning. These are complemented by legal services including asset protection, estate planning, tax strategies, and specialized services for medical/dental professionals. The firm also provides a training platform and affiliate program for licensed insurance agents. The portfolio includes various trust structures (revocable living trusts, irrevocable living trusts, asset protection trusts) and Nevada LLC formation services, all delivered through its main website with additional member-only access through The Fortune Club portal.

Differentiator

Problem solved

Functional benefit

Products and services

• OPM (Open Platform Monetization) Software Software tool that enables users to leverage other people's money through insurance contracts to supercharge tax-free growth. Uses a strategy involving life insurance contracts as collateral for bank loans. Targets high-income professionals and business owners pursuing tax-free wealth building.
• GOLDEN (Growth Over Life in Debt, Earn Now) Software Debt elimination program software that helps clients pay off all debts including mortgage in 7-9 years without additional spending, while building tax-free retirement savings through insurance contracts. Designed for individuals with significant debt loads including mortgage and student loans.
• Revocable Living Trust Legal trust arrangement allowing grantors to maintain control and change terms during their lifetime while providing rules for asset distribution upon death, avoiding probate. Designed for individuals and families seeking estate planning.
• Asset Protection Trust (Nevada DAPT) Domestic asset protection trust (DAPT) that allows settlors to shield assets from creditors while still benefiting from those assets. Available only in Nevada, leveraging the state's shortest-in-U.S. 2-year seasoning period.
• Irrevocable Living Trust Trust arrangement where grantor relinquishes ownership and control of assets, providing estate tax benefits and creditor protection. Designed for clients seeking stronger asset shielding and estate tax reduction.
• Nevada LLC Formation Services Services to form Nevada LLCs and Series LLCs for real estate and business asset protection, separating personal assets from investment properties under one LLC with liability isolation per property and one annual fee.
• Asset Protection Services Legal services focused on protecting liquid assets, real estate, business entities, and wealth from creditors, predators, and government. For high-net-worth individuals and business owners.
• Tax Strategy Services Legal services helping clients navigate tax codes for planning ahead and investing money in advantageous ways to minimize tax liability.
• Estate Planning Services Legal services ensuring future security, heir care, asset protection, and lifestyle maintenance, including trust creation and wealth transfer planning.
• Medical/Dental Professional Services Specialized legal services for medical and dental professionals including malpractice protection, NPDB reporting guidance, and business structure optimization.
• Law Firm Financing Service enabling law firms to leverage investments for low-interest loans using asset-protected structures, eliminating the expense of funding client cases. The firm manages loan tracking and administration.
• Affiliate Program Program allowing licensed insurance agents to earn commissions 3.5x-7x higher by selling GOLDEN and OPM concepts to their existing clients, with tiered commission splits and access to the firm's training, marketing, and software tools.
• Agent Training Training modules and resources for agents including GOLDEN and OPM training, webinars, and sales concept materials to support selling the firm's proprietary financial concepts.
• Marketing Services Marketing plan and resources for affiliate agents including website setup, Google Business Profile, blog, YouTube, lead magnets, email campaigns, and social media calendar with weekly content plans.
• The Fortune Club Members-Only Portal Exclusive members-only online portal providing access to additional resources, training, documents, video, software, and member benefits for enrolled clients and agents.

Quantifiable outcome

• The GOLDEN program claims ability to pay off all debts (including mortgage and student loans totaling ~$522,005) in 7.1 years instead of 29.7 years conventionally, with ~$3.67M in retirement savings after 29.7 years vs. being 'broke' under conventional debt repayment.
• +4 more outcomes

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature6 records

Partnerships

Four partnerships are on record, tiered core and minor.

• Penn MutualcoreChannel Partner/ Reseller/ DistributorPenn Mutual is the primary insurance carrier for the firm's OPM and GOLDEN concepts. The firm distributes Penn Mutual investment-grade whole life insurance contracts through its proprietary frameworks. Agents use Penn Mutual illustration software and agent codes (Zach: Z1Z-1402D; Kirk: N7N-2093E) to submit applications. Commission splits for OPM cases are 50% agent, 15% Zach, 35% Kirk, with Penn Mutual as the underlying carrier.
• Mass MutualminorChannel Partner/ Reseller/ DistributorMass Mutual is an alternative insurance carrier for OPM cases. The firm distributes Mass Mutual products through its OPM framework alongside Penn Mutual. Agent codes are provided for Mass Mutual submissions (Zach: AA684000).
• AmeritasminorChannel Partner/ Reseller/ DistributorAmeritas is an alternative insurance carrier for OPM cases. The firm distributes Ameritas products through its OPM framework. Zach's Ameritas agent code is EN00007029.
• Brook DevincenzicoreImplementation/ SI/ Consulting PartnerBrook Devincenzi handles case design and illustration creation for OPM cases. Agents submit illustration requests through a portal, and Brook ([email protected]) creates custom spreadsheets and coordinates sales review calls with agents before client presentations. Brook also provides closing support and manages illustration delivery.

Scale indicators1 record

Recent moves6 records

Expansion highlights5 records

Emerging players

• Trust & Will: Trust & Will is a digital estate-planning platform providing revocable living trusts and wills via software, competing for similar self-directed/affluent DIY customers who would otherwise hire a firm like Fortune Law.
• Wealth.com: Wealth.com provides estate-planning software and workflows for financial advisors, overlapping with Fortune Law's approach of bundling legal documents with insurance/wealth strategies and targeting advisors and their clients.
• Snug (SnugEstate): Snug is a digital estate-planning service that pairs clients with attorneys to create wills and trusts, competing for digitally native customers who might otherwise retain a boutique firm like Fortune Law.

Others

• Blueprint Income (or similar insurance-linked wealth platforms): Penn Mutual-affiliated or similar insurance-linked wealth platforms distribute participating whole-life and annuity products through agents, overlapping with Fortune Law's OPM/GOLDEN distribution motion and carrier relationships.

Broad incumbents

• LegalZoom: LegalZoom is the largest online legal-services platform offering wills, trusts, and LLC formation at consumer-friendly price points; it competes with Fortune Law's estate-planning and entity-formation services at the lower-cost, lower-customization end of the market.
• Nolo: Nolo is a long-standing legal-information publisher and services platform offering wills, trusts, and small-business legal products, broadly competitive with Fortune Law's consumer-facing legal offerings.
• Rocket Lawyer: Rocket Lawyer is a subscription-based online legal platform offering wills, LLCs, and attorney consultations, competing for the same small-business and individual estate-planning customers as Fortune Law.
• Offit Kurman (Trusts & Estates practice): Offit Kurman and similar mid-market regional firms maintain sizable trusts-and-estates and asset-protection practices serving business owners, competing for the same high-net-worth and entrepreneur segment as Fortune Law.

Direct peers

• Anderson Advisors: Anderson Advisors is a direct competitor offering asset protection, tax strategy, and estate planning for business owners and professionals, including Delaware/Nevada LLCs and DAPTs — closely overlapping Fortune Law's core offering and target market.
• The Weston Firm (Asset Protection Attorneys): The Weston Firm specializes in asset protection trusts, LLC formations, and creditor-protection strategies for business owners and high-net-worth individuals — a near-direct competitor in Fortune Law's primary niche.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights5 records

Customer concentration

• YouTubeyoutube.com/channel/UC7kTHu3Hao9yTmLwY9hGZXg
• LinkedInlinkedin.com/in/zachariahparry

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 Fortune Law Firm