Leonard Legal Group, P.c.

What Leonard Legal Group, P.c. does

Leonard Legal Group, P.C. is a privately-held professional corporation organized under Rhode Island law and headquartered in Downtown Providence, with additional offices in South Kingstown, RI and Sarasota, FL. Founded in 2024 and operating with between one and ten staff, the firm delivers specialized legal services across two interconnected practice areas: Business, Corporate & Tax Planning (entity formation, mergers and acquisitions, business succession, U.S. and multinational income tax planning, asset protection, and deferred compensation) and Estate Planning, Probate & Elder Law (wills, trusts, living wills, powers of attorney, Medicaid planning and applications, and probate administration). Attorneys are admitted to practice in Rhode Island, Massachusetts, Connecticut, and Florida, and the firm targets two primary segments — individuals and families needing estate, probate, Medicaid, and elder law services, and owners of closely-held businesses needing corporate, tax, and succession planning.

The firm's revenue model is professional-services billing on a quote-based arrangement, with no publicly disclosed fee schedule. Client acquisition is sales-led and driven by partner reputation, peer referrals, directory presence on Martindale-Hubbell, and a content marketing footprint spanning the firm website (including FAQs on estate planning and revocable trusts), LinkedIn, Facebook, Instagram, and X. A secondary web property, Rhode Island Medicaid Planning (rimedicaidplanning.com), functions as a focused sub-brand for elder-law and Medicaid content and lead generation. The firm holds no patents, trademarks, technology products, or disclosed funding; it is independently owned by its principals with no parent company or institutional investors.

The competitive positioning rests on an unusually credentialed bench for a sub-10-person practice: a sitting Rhode Island Probate Judge, a former Fortune 500-segment general counsel, a published tax-law author and columnist, and the President of the Rhode Island Probate Judges Association. The firm carries AV/AV-Preeminent peer ratings from Martindale-Hubbell and consecutive Professional Excellence in Law recognitions in 2024 and 2025. There is no proprietary technology platform — service delivery is in-person consultation-driven through the three offices — and no disclosed AI/ML capabilities.

Name

Leonard Legal Group, P.c.

Legal name

Leonard Legal Group, P.C.

Website

https://leonardlegalgroup.com

Company type

Private

Founded year

2024

Operating status

Operating

Headcount range

1–10 employees

Short description

Leonard Legal Group, P.C. is a Providence-based law firm providing business, corporate, tax, estate planning, probate, and elder law services to individuals and closely-held businesses across Rhode Island, Massachusetts, Connecticut, and Florida.

Ownership category

akta.pro rank

Headquarters

HQ city

Providence

HQ country

United States

HQ region

North America

Offices3 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Others

Revenue model

1. Legal Services - Professional Fees: The firm generates revenue through billing for legal services including estate planning, business law, tax planning, probate administration, and elder law matters. Services are provided to individuals and closely-held businesses.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels6 records

Core offering

Leonard Legal Group, P.C. is a traditional law firm offering two core practice areas: (1) Business, Corporate & Tax Planning Services covering entity formation, mergers and acquisitions, business succession, and U.S./multinational income tax planning for closely-held businesses; and (2) Estate Planning, Probate & Elder Law Services covering wills, trusts, probate administration, Medicaid planning, and estate tax planning for individuals and families. Services are delivered by attorneys admitted in Rhode Island, Massachusetts, Connecticut, and Florida through offices in Providence, Wakefield (South Kingstown), RI, and Sarasota, FL.

Product overview

Leonard Legal Group, P.C. is a traditional law firm offering two interconnected core practice areas: Business, Corporate & Tax Planning Services and Estate Planning, Probate & Elder Law Services. The firm also operates a secondary web presence called Rhode Island Medicaid Planning (rimedicaidplanning.com) focused on elder law and Medicaid-related news and information. Services span entity formation, tax planning, mergers and acquisitions, estate administration, Medicaid applications, and probate proceedings across Rhode Island, Massachusetts, Connecticut, and Florida.

Differentiator

Problem solved

Functional benefit

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Recent moves6 records

Expansion highlights4 records

Regional players

• Pierce Atwood LLP: New England-based law firm with offices in RI, MA, ME, and NH, with a trusts and estates practice alongside business advisory work. Comparable as a multi-state New England firm serving individuals and closely-held businesses, particularly in RI/MA.
• Partridge Snow & Hahn LLP: Providence-based business and tax law firm serving closely-held businesses, with related estate planning capability. Comparable in Rhode Island market overlap and in serving the same closely-held business owner segment, though with a broader general business orientation.
• Adler Pollock & Sheehan P.C. Providence, RI-based full-service law firm with a corporate/transactional practice, trusts and estates practice, and a deep Rhode Island bench. Comparable in geography and in serving closely-held RI businesses and wealthy families, though broader in scope than Leonard Legal's two-pillar focus.
• Williams Parker Harrison Dietz & Getzen: Sarasota-based Florida law firm with a strong trusts and estates / closely-held business practice serving the Gulf Coast region. Directly comparable as a competitor for the same Florida estate planning and closely-held business clientele that Leonard Legal targets through its Sarasota office.
• Icard Merrill Cullis & Timm LLP: Florida-based law firm with a significant trusts and estates, elder law, and closely-held business practice serving the Gulf Coast including the Sarasota market. Comparable as a Florida-centric competitor for estate planning, Medicaid planning, and closely-held business clients in the same geographic turf as the firm's Sarasota presence.

Broad incumbents

• McCarter & English LLP: Large multi-office law firm with strong trusts and estates, tax, and business practices across the Northeast including CT, MA, NY, and NJ. Comparable in serving high-net-worth clients and closely-held businesses across multiple Northeast jurisdictions, albeit at significantly greater scale and breadth than Leonard Legal Group.
• Robinson+Cole LLP: Multi-office full-service law firm with offices across New England and Florida, including RI and CT, with trusts and estates and corporate practices. Comparable as a multi-state full-service competitor covering many of the same geographies (RI/MA/FL) with overlapping estate and business capabilities, though broader in scope.

Direct peers

• Day Pitney LLP: Multi-state law firm with deep private client / trusts & estates and closely-held business practices across CT, MA, NY, NJ, and FL. Directly comparable in the integration of estate planning with closely-held business advisory work and in its multi-jurisdictional bar admissions aligned to snowbird/dual-state clients.
• Hemenway & Barnes LLP: Providence-based boutique law firm whose practice centers on estate planning, trust and estate administration, fiduciary services, and closely-held business representation. Highly comparable as a small, talent-led Providence boutique serving high-net-worth individuals and family enterprises with a closely analogous mix of estate and business work.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/leonardleg26301
• Facebookfacebook.com/profile.php
• LinkedInlinkedin.com/company/leonard-legal-group-p-c
• Instagraminstagram.com/leonardlegalgroup

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 Leonard Legal Group, P.c.