obrien legal

What obrien legal does

O'Brien Legal is a private law firm headquartered in Moosic, Pennsylvania, founded approximately 2001 and operating for 25 years as of 2026. The firm serves individuals, families, and households in Northeastern Pennsylvania across seven practice areas: elder law, Medicaid planning, estate planning, probate, trust administration, special needs planning, asset protection, and retirement planning. Its client base is consumer-facing and project-driven, with engagements spanning flat-fee estate plans and hourly trust and probate matters. The firm employs approximately nine people, including three attorneys led by founder Corey O'Brien alongside Joseph G. Price and Stephanie L. Tigue, supported by roughly six staff.

The business model is professional services fees billed per engagement or hourly, with no subscription, transaction, or recurring SaaS revenue. Go-to-market relies on community-based lead generation: free educational seminars held at venues across Northeastern Pennsylvania, paired with free initial consultations to convert attendees into clients. The firm has invested in civic visibility (notably a $2 million commitment to Moosic Little League) and digital conversion infrastructure including Calendly-based online booking and email/SMS marketing automation to reduce friction in the intake funnel.

Operationally, O'Brien Legal has no proprietary technology platform, no AI/ML capabilities, and no external funding. Its core assets are the founder's regional brand and recurring relationships with clients on multi-year estate, trust, and special needs planning matters. Active hiring and service breadth expansion indicate measured organic growth within the regional footprint, with no documented moves toward geographic expansion outside Northeastern Pennsylvania or toward enterprise or institutional client segments.

Name

obrien legal

Legal name

O'Brien Legal

Website

https://4obrien.com

Company type

Private

Founded year

2001

Operating status

Operating

Short description

O'Brien Legal is a private law firm in Moosic, Pennsylvania serving individuals and families in Northeastern Pennsylvania with elder law, estate planning, probate, and special needs planning services. The firm generates leads through community seminars and free consultations, and is led by founder Corey O'Brien with two additional attorneys.

Ownership category

akta.pro rank

NAICS

Offices of Lawyers (541110)

SIC

Services-Legal Services (8111)

akta.pro primary industry

Family & Private Client (Trusts & Estates) Law (BPAHAAAK)

akta.pro secondary industries

Estate Planning & Trust Structuring Advisory (FSAEAKAC), Estate Administration & Probate Services (FSAAANAE), Trust & Estate Tax Planning & Compliance (FSAEAKAE)

Keywords

• Estate planning services
• Elder law services
• Medicaid planning
• Probate administration
• Special needs planning

Headquarters

HQ city

Moosic

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, Others

Revenue model

1. Estate Planning Legal Services: Legal fee revenue from estate planning services including wills, trusts, living trusts, and comprehensive estate plans tailored to client circumstances.
2. Elder Law & Medicaid Planning Services: Legal services focused on long-term care planning, Medicaid eligibility, asset protection strategies, and incapacity planning for seniors and families.
3. Probate & Trust Administration Services: Legal representation and guidance for executors, administrators, trustees, and families navigating estate administration and probate processes in Pennsylvania.
4. Special Needs Estate Planning Services: Specialized legal planning for families with special needs children, including special needs trusts to preserve government benefits eligibility.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels6 records

Core offering

O'Brien Legal is a Pennsylvania estate planning and elder law firm that drafts wills, revocable living trusts, powers of attorney, healthcare directives, and special needs trusts; structures Medicaid and long-term care planning for seniors; guides executors and trustees through probate and trust administration; and designs asset protection strategies to shield homes, savings, and inheritances from nursing home costs, creditors, divorce, and lawsuits. The firm offers free initial consultations and supplements its paid legal services with free educational estate planning seminars held throughout Northeastern Pennsylvania.

Product overview

O'Brien Legal is a Pennsylvania-based estate planning and elder law firm offering a unified suite of legal services. The core offering centers on seven interconnected practice areas: Elder Law & Medicaid Planning, Estate Planning (Will-Based), Probate & Trust Administration, Retirement Planning, Asset Protection, Revocable Living Trusts, and Special Needs Estate Planning. These services are designed to work together as a comprehensive protection strategy, with free educational seminars and a blog as supplementary resources to support client understanding and engagement.

Differentiator

Problem solved

Functional benefit

Quantifiable outcome

• Probate avoidance through proper trust planning
• +2 more outcomes

Named customers4 records

Segments5 records

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators4 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Marshall, Parker & Weber: Northeastern Pennsylvania estate planning and elder law firm serving the Wilkes-Barre/Scranton region; directly comparable practice mix (wills, trusts, Medicaid planning, probate) and regional GTM.
• Fidelity & Burke LLP: Pennsylvania-based estate planning, elder law, and probate firm with similar seminar-driven community outreach and comparable service scope.
• Law Offices of Edward J. Habeltre: Regional PA estate planning and elder law practitioner; comparable solo-to-mid-size firm serving seniors with similar will/trust/Medicaid planning offerings.

Emerging players

• Trust & Will: Online estate planning platform offering wills and trusts direct to consumer; competing for the commoditized entry-level segment that O'Brien Legal also serves.
• FreeWill: Online will-creation platform; represents the digital alternative to traditional estate planning attorneys and a structural threat to will-prep pricing.
• Wealth.com: Estate planning technology platform serving financial advisors; an emerging tech-enabled competitor reshaping how estate plans are delivered and a potential disruptor.

Broad incumbents

• LegalZoom: Large national online legal services platform offering wills, trusts, and business formation; a scaled competitor across O'Brien Legal's commoditized service lines.
• Rocket Lawyer: Subscription-based online legal services platform with wills, trusts, and document review offerings; comparable to O'Brien Legal's entry-level estate planning services.
• Blank Rome LLP: Major full-service law firm with a substantial trusts and estates practice in Pennsylvania; represents scaled competition for higher-end estate planning clients.

Others

• American Academy of Estate Planning Attorneys: National membership organization of estate planning attorneys; O'Brien Legal participates in a comparable professional ecosystem serving the same elder-law client base.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xtwitter.com/obrienlegal
• Facebookfacebook.com/obrienlegal
• LinkedInlinkedin.com/company/obrienlegal

Revenue estimate

Valuation estimate

Number of profiles

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 obrien legal