Succession +

Name

Succession +

Legal name

Succession Plus

Website

https://succession-plus.com

Company type

Private

Founded year

2017

Operating status

Operating

Headcount range

1–10 employees

Ownership category

akta.pro rank

Product category

Estate Planning Legal Services

NAICS

Trusts, Estates, and Agency Accounts (52592)

akta.pro primary industry

Private Wealth Planning (Tax, Estate & Succession) (FSAAABAE)

akta.pro secondary industries

Estate & Legacy Planning Advisory (FSAEAAAG), Family Business & Succession Advisory (FSAAADAL), Estate & Probate Administration Services (FSAEAKAD)

Keywords

• Estate planning
• Business succession planning
• Living trusts
• Special needs planning
• Estate administration

Headquarters

HQ city

Mcpherson

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. Estate Planning Legal Services: One-time and recurring legal service fees for estate planning documents including wills, trusts, powers of attorney, and guardianship designations. Services are customized to client needs and complexity.
2. Business Succession Planning Services: Legal advisory services for business owners planning ownership and leadership transitions, including ownership transfer planning, exit strategy development, and family business succession guidance.
3. Trust & Estate Administration: Legal services to help trustees and executors administer trusts and estates after death, including asset collection, debt payment, and distribution to beneficiaries.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels5 records

Core offering

Succession + is a boutique estate planning and business succession law firm that drafts wills, revocable and irrevocable trusts, powers of attorney, guardianship designations, special needs trusts, and estate tax planning documents for individuals and families. The firm also provides business succession planning, ownership transfer advisory, exit strategy development, and business formation and corporate governance services for Kansas-based farmers, ranchers, and small business owners.

Product overview

Succession + is an estate and succession planning law firm offering a unified suite of legal services rather than a technology product. The core offerings include Living Wills, Revocable Living Trusts, Power of Attorney, Guardianships & Conservatorships, Estate Tax Protection & Planning, Kids Protection Plan, Special Needs Planning, and Trust & Estate Administration. On the business side, they provide Succession Planning (including Ownership Transfer, Exit Strategy Development, and Family Business Succession Guidance) and Business Formation & Corporate Governance. Related trust products include Revocable Living Trusts, Irrevocable Trusts, Testamentary Trusts, Special Needs Trusts, Charitable Remainder Trusts, and Trust Funding & Asset Titling. These services are designed to work together as a comprehensive planning approach, with wills and trusts often used in combination to achieve goals of privacy, probate avoidance, and controlled asset distribution.

Differentiator

Problem solved

Functional benefit

Products and services

• Estate Planning Services Comprehensive estate planning for Kansas individuals and families, including wills, living wills, durable powers of attorney, and guardianship designations to ensure wishes are documented and assets pass without court battles.
• Will Writing & Revision Drafting and updating of legally compliant wills that reflect individual wishes, including will preparation, revision triggered by major life events, and executor appointment services.
• Trust Creation Services Design and execution of revocable living trusts, irrevocable trusts, testamentary trusts, charitable remainder trusts, and trust funding and asset titling services to enable private, efficient transfer of assets outside of probate.
• Kids Protection Plan A packaged set of instructions, legal documents, and ID cards designed to ensure children are cared for by designated guardians and never placed with Child Protective Services or unsuitable caregivers if parents become incapacitated or die.
• Special Needs Planning Comprehensive estate planning for families with special needs children or dependents, including special needs trusts that preserve eligibility for government benefits such as Medicaid and Supplemental Security Income while providing supplemental financial resources.
• Estate Tax Protection & Planning Legal strategies to minimize federal estate tax burden, including use of irrevocable trusts, charitable remainder trusts, and other vehicles to maximize the inheritance passed to family members.
• Trust & Estate Administration Post-death legal services that help trustees and executors administer trusts and estates, including asset collection, debt payment, beneficiary notification, and distribution of remaining assets to named beneficiaries.
• Business Succession Planning Legal advisory and planning for business owners on ownership transfer, exit strategy development, and family business succession guidance to ensure smooth leadership transitions whether passing to children, partners, or key employees.
• Business Formation & Corporate Governance Business setup and ongoing governance services including LLC and S-Corp formation, maintenance of corporate formalities, equity partnership negotiations, and continuing business legal advice.

Quantifiable outcome

• Probate can cost approximately 5% of total estate value
• +2 more outcomes

Named customers7 records

Segments6 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators1 record

Recent moves6 records

Expansion highlights4 records

Broad incumbents

• LegalZoom: Large national online legal services platform offering wills, LLC formation, and business services alongside many other legal product categories. Represents a broader incumbent competitor for commoditized estate planning and business formation work that Succession+ also performs.
• Rocket Lawyer: Subscription-based online legal services platform offering wills, business formation, and attorney consultations. A broader incumbent competing for the same small business and family estate planning demand that Succession+ addresses.

Emerging players

• FreeWill: Online will-writing platform offering free or low-cost basic estate planning documents. Competes for the entry-level will segment of Succession+'s market, though it does not directly handle complex trust, succession, or business planning matters.
• Wealth.com: Estate planning platform that enables financial advisors and attorneys to deliver wills, trusts, and estate documents digitally. An emerging technology-enabled competitor to traditional estate planning law firms like Succession+, focused on advisor-led delivery rather than direct-to-consumer.

Direct peers

• Trust & Will: Online estate planning platform offering wills, trusts, and estate plans directly to consumers at lower price points than traditional law firms. Competes with Succession+ for the same end customers seeking wills, revocable living trusts, and basic estate planning, particularly for the under-65 digital-first segment.
• Foulston Siefkin LLP: Largest Kansas-based law firm with a robust trust, estate, and business succession practice serving Wichita and statewide clients. A more resourced competitor for Succession+'s agricultural and small business estate planning work in the same geography.
• Hinkle Law Firm LLC: Wichita, Kansas-based full-service law firm with an established estate planning, trust administration, and business succession practice. Operates in the same regional market as Succession+ and serves overlapping client segments, including agricultural families and small business owners in Central Kansas.
• Martin Pringle Law Firm: Wichita-based law firm with a trust and estate planning practice serving Kansas families and business owners. Competes head-to-head with Succession+ for estate planning and business succession mandates in the McPherson/Wichita corridor.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/successionplusllc

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 Succession +