anchor trust management
Anchor Trust Management is a Tampa-based solo law firm founded in 2017 by Drew J. Daddono, providing probate, trust administration, and estate litigation services to individuals and families in Florida through direct, engagement-based legal counsel.
- Company typePrivate
- Founded2017
- HeadquartersTampa, United States
- Headcount—
- GTM typeB2C
- OfferingServices
What anchor trust management does
Anchor Trust Management is a Florida-based law firm founded in May 2017 by Drew J. Daddono, operating as a solo practice out of a single office at 1227 North Franklin Street in Tampa. The firm provides legal services focused exclusively on trust and probate administration, estate litigation, and related estate planning matters for individuals and families in Florida. Core practice areas include probate administration (guiding families through post-death estate settlement), trust administration (managing and distributing trust assets), estate litigation (resolving beneficiary disputes in and out of court), and ancillary services such as business succession planning for small business owners, special needs trusts, pet trusts, advance care directives, and charitable giving structures.
The business model is professional services-based: the firm generates revenue through legal fees charged on engagement-specific bases to individuals and families navigating estate matters after a loved one's death or planning their own estates. There are no disclosed pricing schedules; the firm offers free consultations, with fees structured per engagement. Anchor Trust Management does not use a technology platform — no proprietary software, API, app, or AI capabilities are present. The firm instead relies on the experience of its principal attorney, who has practiced in trust and probate matters since 2017 following earlier roles in banking industry representation and workers' compensation litigation.
Go-to-market is sales-led through direct client engagement, supported by a content marketing program (a regularly updated blog on estate topics) and organic social media presence on Facebook, Instagram, LinkedIn, and Twitter. Client acquisition is further driven by referrals and inbound website contact. The firm is privately held with no disclosed investors, funding rounds, parent company, subsidiaries, or M&A activity. It holds multiple Avvo Client's Choice Awards (2016, 2019, 2020) as third-party validation of client service.
anchor trust management firmographics
Firmographics- Name
- anchor trust management
- Legal name
- Anchor Trust Management
- Website
- https://anchortrustmanagement.com
- Company type
- Private
- Founded year
- 2017
- Operating status
- Operating
- Short description
- Anchor Trust Management is a Tampa-based solo law firm founded in 2017 by Drew J. Daddono, providing probate, trust administration, and estate litigation services to individuals and families in Florida through direct, engagement-based legal counsel.
- Ownership category
- akta.pro rank
anchor trust management industry classification
Industry- Product category
- Estate Planning and Probate Legal Services
- NAICS
- Trusts, Estates, and Agency Accounts (52592)
- akta.pro primary industry
- Family & Private Client (Trusts & Estates) Law (BPAHAAAK)
- akta.pro secondary industries
- Personal Trust & Fiduciary Administration (FSAEAKAA), Estate Planning & Trust Structuring Advisory (FSAEAKAC)
Keywords
Where anchor trust management is headquartered
LocationHeadquarters
- HQ city
- Tampa
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
anchor trust management business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales
Revenue model
- Legal Services - Professional Fees: The firm generates revenue through legal fees for professional services including probate administration, trust administration, and litigation. Services are provided to individuals and families navigating estate matters after a loved one's death. The firm also offers notary services as an ancillary offering.
Go-to-market motion1 record
Distribution channels1 record
Marketing channels3 records
anchor trust management product offering
Product offeringCore offering
Anchor Trust Management is a Tampa-based law firm that delivers probate administration, trust administration, and estate litigation services to individuals and families in Florida. The firm guides clients through the legal process of settling estates after a death, manages and distributes trust assets, and represents parties in disputes during probate. It also provides estate planning and business succession planning services.
Product overview
Anchor Trust Management is a law firm offering a unified suite of legal services focused on estate planning and administration. The core offerings consist of Probate Services, Trust Administration, and Estate Litigation, which work together to guide individuals and families through the complex proceedings following a loved one's death. The firm also provides succession planning for small business owners. These services are delivered through attorney-led legal counsel rather than a software product platform.
Differentiator
Problem solved
Functional benefit
Companies that use anchor trust management
Customer profileSegments1 record
Ideal customer profiles1 record
anchor trust management technology and API
TechnologyAPI detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
anchor trust management partnerships and signals
Strategic signalRecent moves4 records
Expansion highlights3 records
anchor trust management competitors and assessment
Company assessmentBroad incumbents
- Holland & Knight: Major U.S. law firm with significant Florida roots and a substantial Private Wealth Services / Trusts & Estates group. Represents the large-firm incumbent that competes for complex Florida estate, probate, and trust litigation work.
- Akerman LLP: Large Florida-headquartered full-service law firm with a dedicated Trusts & Estates practice. Competes for higher-end estate planning and probate matters and can absorb referrals from its corporate and private wealth clients.
- LegalZoom: National online legal services platform offering templated wills, trusts, and estate planning products. Competes with Anchor at the lower-complexity end of the estate planning funnel.
- Northern Trust: Large wealth management and trust services firm with a Florida presence, offering corporate trustee, estate administration, and fiduciary services. Represents the institutional incumbent competing for higher-asset estate administration work.
Direct peers
- Berlin Patten Ebling PLLC: Florida-based estate planning, probate, and trust law firm serving clients across the Tampa Bay region. Closely comparable in service mix (planning, administration, litigation) and regional focus to Anchor Trust Management.
- Farr Law Firm: Florida estate planning, probate, and elder law firm with a similar boutique, relationship-driven approach. Competes with Anchor for the same mid-market Florida families needing trust and estate services.
- Sterling Lawyers: Estate planning, probate, and family law firm serving Florida clients with a similar solo-to-mid-size structure and free consultation positioning. Comparable in practice scope and target segment to Anchor.
- Karp Law Firm: Florida-based estate planning and elder law firm focused on wills, trusts, probate, and Medicaid planning. Direct competitor in the same mid-market Florida estate planning niche as Anchor Trust Management.
Emerging players
- Trust & Will: Online estate planning platform offering wills, trusts, and related services with a digital-first model. Represents the tech-enabled emerging competitor that could erode demand for simple Anchor engagements.
- Wealth.com: Estate planning software platform serving financial advisors and their clients, with planning, beneficiary management, and document tools. A tech-enabled emerging competitor focused on the estate planning workflow.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat3 records
Key risks6 records
Key highlights6 records
Customer concentration
anchor trust management social profiles
Digital presenceanchor trust management financial estimates
Financial estimateRevenue estimate
Valuation estimate
anchor trust management leadership team
Management profileNumber of profiles
Profiles1 record
anchor trust management funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
anchor trust management M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about anchor trust management
What does anchor trust management do?
Anchor Trust Management is a Tampa-based law firm that delivers probate administration, trust administration, and estate litigation services to individuals and families in Florida. The firm guides clients through the legal process of settling estates after a death, manages and distributes trust assets, and represents parties in disputes during probate. It also provides estate planning and business succession planning services.
Is anchor trust management a public or private company?
anchor trust management is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was anchor trust management founded?
anchor trust management was founded in 2017.
Where is anchor trust management based?
anchor trust management is headquartered in Tampa, United States, in the North America region.
How does anchor trust management make money?
One revenue line is on record: legal Services - Professional Fees.
Who are anchor trust management's main competitors?
Broad incumbents on record are Holland & Knight, Akerman LLP, LegalZoom and Northern Trust. Direct peers are Berlin Patten Ebling PLLC, Farr Law Firm, Sterling Lawyers and Karp Law Firm. Emerging players are Trust & Will and Wealth.com.
Does anchor trust management have an API?
No public API is recorded for anchor trust management.
What industry is anchor trust management in?
anchor trust management's product category is Estate Planning and Probate Legal Services. Its primary akta.pro industry code is BPAHAAAK, Family & Private Client (Trusts & Estates) Law, with a secondary code of FSAEAKAA, Personal Trust & Fiduciary Administration. Its NAICS code is 52592.