Callister & Broberg

Name

Callister & Broberg

Legal name

Callister Broberg & Becker

Website

https://callisterlawfirm.com

Company type

Private

Founded year

1929

Operating status

Operating

Headcount range

1–10 employees

Ownership category

akta.pro rank

Product category

Legal 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 Planning, Trust Structuring & Governance (FSAAADAF)

Keywords

• Estate planning services
• Probate administration
• Trust administration
• Tax planning
• Business entity planning

Headquarters

HQ city

Glendale

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Others

Revenue model

1. Legal Services Billing: Professional services revenue generated through legal fee arrangements for estate planning, business planning, tax planning, probate, and trust administration services for professional clients and individuals.

Go-to-market motion1 record

Distribution channels1 record

Core offering

Callister & Broberg is a family law firm providing estate planning (wills, living trusts, irrevocable trusts), healthcare and professional organization business planning for physicians and dentists, probate and trust administration, and business and tax planning. The firm represents approximately 400 healthcare professionals and medical groups, plus businesses and individuals requiring estate and tax-related legal services across California and neighboring states.

Product overview

Callister & Broberg is a family law firm established in 1929 offering a portfolio of legal services organized into five practice areas: Estate Planning (wills, living trusts, irrevocable trusts, family limited partnerships, charitable planning), Health Care and Professional Organization Business Planning (representation of physicians, medical groups, dentists, and professional organizations), Probate and Trust Administration (executor and trustee representation), Business & Tax Planning (entity planning, tax strategy, transactional work), and Restricted Litigation Practice (limited to estate, gift tax, and probate matters). The firm does not offer general litigation services.

Differentiator

Problem solved

Functional benefit

Products and services

• Estate Planning
• Health Care and Professional Organization Business Planning
• Probate and Trust Administration
• Business & Tax Planning
• Restricted Litigation Practice

Named customers4 records

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 moves3 records

Expansion highlights2 records

Broad incumbents

• Northern Trust: Major wealth management and trust services firm with a personal trust, estate administration, and fiduciary practice. Overlaps with Callister & Broberg in estate administration and trust services but serves much larger institutional clients.
• Bessemer Trust: Large multi-family office providing estate planning, trust administration, and wealth management services to ultra-high-net-worth families. Operates in the same fiduciary/estate services space but at significantly larger scale and with broader wealth management capabilities.
• Polsinelli PC: Large national law firm with a private wealth and estate planning practice serving closely held businesses, professionals, and high-net-worth individuals — a comparable healthcare-adjacent professional client base at greater scale.
• Day Pitney LLP: National law firm with a prominent private client and trust and estates practice serving high-net-worth individuals and families. Comparable practice areas but significantly broader geographic and service scope.

Direct peers

• Brown & Streza LLP: California-based boutique estate planning, trust administration, and probate law firm serving individuals, families, and businesses. Comparable in size, structure, and narrow practice focus to Callister & Broberg.
• Schomer Law Group: Southern California boutique law firm focused on estate planning, trust administration, and probate matters, serving a similar client demographic with comparable practice scope.
• Leven & Brown LLP: Small California law firm providing estate planning, trust, and probate services to individuals and families. Closely comparable in size, niche focus, and professional services model.
• Fitzgerald & Campbell: Small California-based estate planning and business law firm with similar boutique structure and multi-state bar admission strategy serving individuals and small businesses.
• Boutwell Fay LLP: California-based boutique law firm specializing in estate planning, trust administration, probate, and tax planning for high-net-worth individuals and families, with a comparable professional services model and similar practice focus to Callister & Broberg.

Emerging players

• Trust & Will: Digital estate planning platform offering online wills, trusts, and estate planning services to consumers. Represents the legal tech/AI-driven disruption to traditional estate planning practices like Callister & Broberg's.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 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 Callister & Broberg