Estate Planning and Legacy Law Center, PLC

What Estate Planning and Legacy Law Center, PLC does

Estate Planning and Legacy Law Center, PLC is a Florida-based professional law firm headquartered at 711 Ballard Street, Altamonte Springs, operating as a Professional Limited Liability Company. The firm specializes in estate planning, probate administration, trust administration, asset protection, elder law, Medicaid crisis planning, special needs planning, business planning, guardianships, estate and income tax planning, charitable gift planning, and gun trusts. It is staffed by three attorneys — Charles D. Wilder, Melissa K. Moses Parker, and Nicholas J. Rubino — and an office administrator (Debra L. Mulligan), serving individuals, families, and small business owners primarily in Central Florida.

The firm's offering extends beyond traditional legal services to include proprietary technology-enabled client engagement tools: the trademarked EPLLC Client Portal™ provides secure online document storage with controlled access for advisors and family members; the EPLLC iOS App allows mobile access to documents and attorney contact; the trademarked Legacy Protection Plan™ offers annual membership-based ongoing plan maintenance ($300/individual, $400/couple); and the Business Legacy Protection Program delivers recurring corporate compliance services. These tools function as client service enhancements layered atop the core professional services practice rather than a standalone product business.

Revenue is generated predominantly through professional service fees for estate planning engagements, with fee quotes provided after an initial consultation and questionnaire. Recurring revenue is anchored by the Legacy Protection Plan™ and Business Legacy Protection Program subscriptions, which are offered complimentary to new estate planning clients in their first year. The go-to-market relies on a team approach leveraging referral partnerships with Certified Financial Planners, CPAs, tax advisors, and insurance professionals, supplemented by content marketing (blog, quarterly seminars, monthly e-newsletter for advisors) and virtual consultations. No public revenue, funding, or headcount growth data is disclosed.

Name

Estate Planning and Legacy Law Center, PLC

Legal name

Estate Planning and Legacy Law Center, PLC

Website

https://epllc-plc.com

Company type

Private

Founded year

1984

Operating status

Operating

Headcount range

1–10 employees

Short description

Estate Planning and Legacy Law Center, PLC is a small Altamonte Springs, Florida law firm offering estate planning, probate, trust administration, asset protection, and elder law services to individuals, families, and business owners in Central Florida, supplemented by proprietary client portal and membership programs.

Ownership category

akta.pro rank

Product category

Estate Planning Legal Services

NAICS

Offices of Lawyers (541110)

SIC

Services-Legal Services (8111)

akta.pro industry

PRIMARYBPAHAAAK

Family & Private Client (Trusts & Estates) Law

Business & Public Services/Professional Services (Legal, Accounting, Consulting)/Legal Services

SECONDARYFSAEAKAC

Estate Planning & Trust Structuring Advisory

Financial & Insurance/Financial Advisory, Brokerage & Intermediation/Fiduciary, Trust & Estate Advisory

SECONDARYFSAEAKAD

Estate & Probate Administration Services

Financial & Insurance/Financial Advisory, Brokerage & Intermediation/Fiduciary, Trust & Estate Advisory

SECONDARYFSAEAKAE

Trust & Estate Tax Planning & Compliance

Financial & Insurance/Financial Advisory, Brokerage & Intermediation/Fiduciary, Trust & Estate Advisory

Keywords

• Estate planning services
• Probate administration
• Trust administration
• Asset protection planning
• Elder law services

Headquarters

HQ city

Altamonte Springs

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, Technology or R&D, Infrastructure

Revenue model

1. Legal Services - Estate Planning: Professional legal services for estate planning including will preparation, trust creation, and comprehensive estate plans. Initial consultation with short-form questionnaire followed by implementation.
2. Probate Administration: Legal representation and administration services for probate and trust settlement processes.
3. Legacy Protection Plan™ Membership: Annual subscription program offering ongoing reviews, document updates, notary services, and client portal access. Per Couple $400/year, Per Individual $300/year.
4. Business Legacy Protection Program: Business entity compliance services including document review, notices preparation, registered agent services, and annual legal checkups for business entities.

Pricing tiers

Go-to-market motion2 records

Distribution channels2 records

Marketing channels6 records

Core offering

Estate Planning and Legacy Law Center, PLC is a Florida-based law firm that provides comprehensive estate planning, probate administration, trust administration, asset protection, elder law, Medicaid planning, special needs planning, and business succession legal services to individuals, families, and business owners. The firm delivers these legal services through a team-based approach that coordinates with Certified Financial Planners, CPAs, tax advisors, and insurance professionals to serve clients primarily in Central Florida.

Product overview

Estate Planning and Legacy Law Center, PLC is a Florida law firm offering comprehensive estate planning and elder law legal services. The firm provides a portfolio of legal practice areas including estate planning, probate administration, trust administration, asset protection, special needs planning, Medicaid planning, business planning, and elder law. The firm supplements its legal services with client-facing technology tools: the EPLLC Client Portal™ (a secure online document repository), the EPLLC iOS App (mobile application for accessing documents and contacting attorneys), the Legacy Protection Plan™ (an annual membership program for ongoing plan maintenance), and the Business Legacy Protection Program (corporate compliance service). The core offering is legal services, with the technology tools serving as client service enhancements.

Differentiator

Problem solved

Functional benefit

Brands

• EPLLC Client Portal™: Secure online repository for estate planning documents, legal files, and financial documents with access controls for advisors and family members.
• Legacy Protection Plan™
• Business Legacy Protection Program

Products and services

• Estate Planning Services

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

Six partnerships are on record, tiered core and minor.

• Certified Financial Planner PractitionerscoreStrategic or Co-development PartnerWorks with CFP practitioners as part of estate planning team approach to provide comprehensive, realistic and effective estate plans for mutual clients. Joint marketing and client education programs.
• Certified Public AccountantscoreStrategic or Co-development PartnerCollaborates with CPAs as part of team approach for estate planning services. Monthly e-newsletter and joint marketing programs available.
• Tax AdvisorscoreStrategic or Co-development PartnerWorks with tax advisors as part of comprehensive estate planning team. Includes income tax planning, estate tax planning, and charitable giving strategies.
• Insurance ProfessionalsminorStrategic or Co-development PartnerCollaborates with insurance professionals on estate planning matters including life insurance, retirement accounts, and asset protection strategies.
• Investment AdvisorsminorStrategic or Co-development PartnerWorks with investment advisors as part of estate planning team to coordinate comprehensive financial and estate planning for clients.
• Financial ConsultantsminorStrategic or Co-development PartnerCollaborates with financial consultants as part of team approach for estate planning services.

Scale indicators1 record

Recent moves5 records

Expansion highlights4 records

Emerging players

• Wealth.com: Estate planning platform for financial advisors that digitizes document creation and maintenance. Sits at the intersection of EPLLC's advisor-referral channel and could either compete for end-client relationships or serve as a future technology partner for the firm.
• FreeWill: Online will-making platform increasingly partnering with financial advisors and nonprofits. Competes with EPLLC by offering free/low-cost basic estate planning documents, particularly for younger and lower-AUM clients, while also enabling the firm's advisor partners to white-label tools.
• Vanilla: Estate planning software for financial advisors and attorneys enabling digital intake, document generation, and trust funding workflows. Provides technology that EPLLC has built internally (Client Portal, iOS app) but at platform scale, potentially threatening the firm's tech differentiation.
• Snug: Online estate planning marketplace that connects consumers with vetted estate planning attorneys in their state. Could be either a competitor (if it funnels clients to other attorneys) or a partnership channel for EPLLC to acquire digitally-originated clients.

Broad incumbents

• Wealth Enhancement Group: Large RIA offering comprehensive financial planning including estate planning coordination. Competes for the same high-net-worth client relationship that EPLLC serves, often bundling estate planning as part of an AUM-based fee rather than separate legal engagement.
• Holland & Knight: Large Am Law 100 firm with a nationally recognized Private Wealth Services practice covering estate planning, trust administration, and probate. Represents the high-end incumbent that competes with EPLLC for high-net-worth and complex estate planning matters, especially in Florida.
• Fidelity Wealth Management: Major wealth manager offering integrated estate planning services through Fidelity Wealth Services. Represents the bundled financial-services incumbent that captures estate planning as part of a broader AUM-fee relationship, potentially disintermediating specialist law firms.

Direct peers

• Rocket Lawyer: Subscription-based online legal services platform offering wills, business documents, and on-demand attorney consultations. Competes with EPLLC across both consumer estate planning and broader small-business legal services.
• LegalZoom: Large online legal services platform providing wills, living trusts, business formation, and related documents. Competes with EPLLC on price, convenience, and self-service convenience for non-complex estate planning matters.
• Trust & Will: Online consumer estate planning platform offering wills, trusts, and related documents at significantly lower price points. Directly competes with EPLLC's core estate planning service line for entry-level and middle-market clients seeking simpler, faster, cheaper plans.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights5 records

Customer concentration

• LinkedInlinkedin.com/company/estate-planning-and-legacy-law-center

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 Estate Planning and Legacy Law Center, PLC