Legal Estate Planning Solutions Pllc

Name

Legal Estate Planning Solutions Pllc

Legal name

Legal Estate Planning Solutions, PLLC

Website

https://legalestatesolutions.com

Company type

Private

Founded year

2012

Operating status

Operating

Headcount range

1–10 employees

Ownership category

akta.pro rank

Product category

Estate Planning Legal Services

NAICS

Legal Services (5411)

SIC

Services-Legal Services (8111)

akta.pro primary industry

Estate Administration & Probate Services (FSAAANAE)

akta.pro secondary industry

Comprehensive Financial Planning (FSAEAAAA)

Keywords

• Estate planning
• Probate avoidance
• Wills and trusts
• Elder law
• Farm succession

Headquarters

HQ city

Marshall

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, Others

Revenue model

1. Estate Planning Legal Services: Professional legal services billed primarily through flat fees for estate planning cases. Single flat fee covers the whole plan with no surprise costs. Payment structure: half payment when agreed to proceed, half when documents are signed. Additional hourly billing for driving time for home visits.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels4 records

Core offering

Legal Estate Planning Solutions, PLLC is a sole-practitioner estate planning law firm that drafts individualized wills, revocable living trusts, and incapacity planning documents (POA, HCD, HIPAA). It also delivers specialized planning services including probate avoidance, farm and business succession, entity planning (FLP, LLC), liability and asset protection, tax savings, Medicaid/Medical Assistance planning, supplemental and special needs planning, and charitable/legacy giving, delivered through flat-fee engagements initiated with a free two-hour consultation.

Product overview

Legal Estate Planning Solutions, PLLC is a sole practitioner law firm offering a comprehensive suite of estate planning services centered around wills, trusts, and incapacity planning documents. The firm's core offerings include Wills (for testamentary distribution requiring probate) and Trusts (Revocable Living Trust for immediate protection and probate avoidance), supplemented by specialized planning services such as Farm and Business Succession, Entity Planning (FLP/LLC), Liability Limitation Strategies, Tax Saving Strategies, Medicaid/Medical Assistance Planning, Supplemental and Special Needs Planning, and Legacy and Charitable Giving. All services are provided through in-person or virtual consultations, with a free initial two-hour consultation and flat-fee pricing structure.

Differentiator

Problem solved

Functional benefit

Products and services

• Wills Legal will documents that specify how a client's assets should be distributed after death. Requires probate for administration. Targeted at individuals and families in Minnesota and South Dakota who want a basic testamentary distribution plan.
• Revocable Living Trusts Revocable Living Trust service that holds title to client assets, provides incapacity planning, avoids probate, and enables private distribution of assets. Targeted at individuals and families seeking probate avoidance and immediate asset protection.
• Probate Avoidance and Transfer on Death Deed (TODD) Strategies and documents to transfer assets without probate, including beneficiary designations, POD/TOD designations, and Minnesota's Transfer on Death Deed. For individuals and families in Minnesota seeking to avoid the costs and delay of probate court administration.
• Incapacity/Disability Planning Comprehensive incapacity planning package including Power of Attorney, Health Care Directive, Living Will, and HIPAA Authorization documents. Targeted at individuals and families seeking protection in case of mental or physical incapacity.
• Farm and Business Succession Planning Planning service for transitioning farming and business operations across generations, including entity formation, ownership transfer, and retirement income strategies. Targeted at agricultural producers and small business owners in Minnesota and South Dakota.
• Entity Planning Strategies (LLC and FLP) Formation and use of Limited Liability Companies (LLC) and Family Limited Partnerships (FLP) for liability limitation, tax savings, and asset protection. Targeted at farm/business owners and individuals with significant assets.
• Liability Limitation and Asset Protection Strategies Strategies to protect personal and business assets from lawsuits, creditors, and nursing home costs through insurance and entity planning. Targeted at individuals, families, and small business owners with liability or long-term care exposure.
• Tax Saving Strategies Tax planning strategies including trust planning for estate taxes, stepped-up basis planning, gifting strategies, and entity planning for self-employment tax reduction. Targeted at individuals, families, and business owners seeking to minimize estate and self-employment taxes.
• Medicaid/Medical Assistance Planning Medicaid/Medical Assistance planning to protect assets from nursing home costs, covering gifting rules, penalty periods, spend-down rules, and asset protection strategies. Targeted at retirees and elderly individuals in Minnesota and South Dakota.
• Supplemental and Special Needs Planning Trust planning services to maintain government assistance eligibility while providing for beneficiaries with disabilities, through Supplemental Needs and Special Needs Trusts. Targeted at families of individuals with disabilities.
• Legacy and Charitable Giving Planning Charitable giving planning strategies including Charitable Remainder Trusts, Charitable Lead Trusts, Grantor Retained Interest Trusts, and charitable foundation establishment. Targeted at individuals and families seeking legacy planning and charitable impact.
• Estate Planning Consultation Services Free two-hour initial consultation to discuss family and business goals, objectives, and estate planning needs, including review of existing planning documents for currency with current law and client wishes. The entry point for all client engagements.

Quantifiable outcome

• Trust administration costs typically less than 1% of total trust estate vs. 2-5% or more for probate
• +2 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

Scale indicators2 records

Recent moves5 records

Expansion highlights4 records

Direct peers

• LegalZoom: Online legal services platform offering wills, trusts, and estate planning documents directly to consumers at lower price points. Directly competes with the firm on the simpler, lower-complexity end of the estate planning market.
• Trust & Will: Online estate planning service offering wills, trusts, and related documents through a streamlined digital experience. Competes with the firm for consumers seeking affordable, self-service estate planning.

Emerging players

• Vanilla: Estate planning software platform serving financial advisors. While not a direct consumer competitor, it represents the technology-enabled approach to estate planning that could erode traditional solo practitioners' value proposition over time.
• Wealth.com: Estate planning platform for financial advisors and wealth management firms. Reflects the broader trend of tech-enabled estate planning delivery that competes with traditional solo attorney models.
• Rocket Lawyer: Subscription-based online legal services platform offering estate planning documents among other legal products. Provides a low-cost alternative for basic will and trust work that competes with the firm's commoditized offerings.
• FreeWill: Free online will-creation tool that partners with nonprofits and financial institutions. Represents a low-cost entry point that funnels some users toward paid estate planning services, partially overlapping with the firm's market.

Broad incumbents

• State Farm: Major insurance and financial services company with estate planning offerings bundled with life insurance and long-term care products. The firm explicitly disclaims selling insurance/annuities, but State Farm represents an alternative channel for similar client outcomes.
• Edward Jones: National financial advisory firm with significant presence in the Midwest that incorporates estate planning into wealth management services. Competes for farm-owner and rural client relationships in MN/SD alongside the firm.
• Northwestern Mutual: Large financial services and insurance company that offers estate planning services as part of a broader wealth management and insurance product portfolio. Overlaps with the firm on estate planning but operates at much larger scale with cross-sold insurance and annuity products.

Others

• Heritage Wealth Counsel: Wealth Counsel is the membership organization Dominic Smith belongs to, representing estate planning attorneys nationwide. Peer firms within this network offer comparable estate planning services and serve as relevant benchmarking references even though they are not direct competitors in the same geography.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/legal-estate-planning-solutions-pllc

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 Legal Estate Planning Solutions Pllc