What boswell pllc does

Boswell PLLC is a privately-held Professional Limited Liability Company based in Dallas, Texas, operating as a boutique estate planning and probate law firm. Founded by Aubrey P. Boswell, who holds both a law license and CPA license, the firm is organized around five integrated practice areas: Estate Planning, Probate Administration, Trust Administration, Business Succession Planning, and Family Office Services. The firm serves individuals, families, business owners, trustees, and high-net-worth clients throughout Dallas and the State of Texas from a single office at 4925 Greenville Avenue, Suite 720.

The firm is staffed by 13 personnel, comprising 7 attorneys (including the founder) and 6 support staff spanning a legal assistant, client liaison, paralegal, executive assistant, staff accountant, and office manager. Technology consists of conventional legal practice management software and online client intake forms segmented by practice area, supplemented by a client portal and a content-marketing blog. There are no proprietary technology products, AI/ML capabilities, or patent-protected assets disclosed; the firm's intellectual differentiation rests on professional credentials rather than technology.

Revenue is generated through professional services fees billed on a quote-based, complexity-driven basis for estate plans, probate proceedings, trust administration, business succession engagements, and family office mandates, with free initial consultations offered to prospective clients. The go-to-market motion is direct sales via phone, online intake, and in-person consultations, supported by content marketing, earned media (Good Morning Texas), directory listings (Super Lawyers, D Magazine), and review platforms (Facebook, Top Rated Local). The firm has no disclosed funding, no parent company, no subsidiaries, and no acquisition history.

Name

boswell pllc

Legal name

Boswell PLLC

Website

https://boswellpllc.com

Company type

Private

Operating status

Operating

Short description

Boswell PLLC is a Dallas-based boutique law firm providing estate planning, probate, trust administration, business succession, and family office services to individuals, families, business owners, and high-net-worth clients throughout Texas, led by a dual-credentialed CPA-attorney founder and a team of 7 attorneys.

Ownership category

akta.pro rank

Product category

Estate Planning and Probate Legal Services

NAICS

Offices of Lawyers (541110), Legal Services (5411), Trusts, Estates, and Agency Accounts (52592)

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), Family Business & Succession Advisory (FSAAADAL), Estate & Legacy Planning Advisory (FSAEAAAG)

Keywords

• Estate planning services
• Probate administration
• Trust administration
• Business succession planning
• Family office services

Headquarters

HQ city

Dallas

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, Others

Revenue model

1. Legal Services Fees: Professional legal services billed for estate planning, probate administration, trust administration, business succession planning, and family office services. Services are provided to individuals and business owners in Dallas, Texas and throughout the State of Texas.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels5 records

Core offering

Boswell PLLC is a Dallas-based estate planning and probate law firm that provides legal services across five practice areas: Estate Planning (drafting wills, trusts, and comprehensive estate plans), Probate Administration (court-supervised validation of wills and distribution of assets), Trust Administration (fiduciary management of trust assets), Business Succession Planning (ownership transition and exit strategies), and Family Office Services (wealth and legacy management for high-net-worth families). Services are delivered by a team of 7 attorneys and 6 support staff to individuals, families, and business owners in Dallas and across Texas.

Product overview

Boswell PLLC is a specialized estate planning and probate law firm offering legal services in five practice areas: Estate Planning (drafting wills, establishing trusts, and comprehensive estate plans), Probate Administration (court-supervised estate validation and distribution), Trust Administration (fiduciary management of trust assets), Business Succession Planning (exit strategies and ownership transitions for business owners), and Family Office Services (comprehensive wealth management for high-net-worth families). The firm operates as a unified legal practice rather than a platform with separate products, where these services are integrated to provide comprehensive end-of-life and generational wealth planning for clients.

Differentiator

Problem solved

Functional benefit

Products and services

• Estate Planning Legal services for drafting wills, establishing trusts, and creating comprehensive estate plans to ensure assets are distributed according to client wishes. Targeted at individuals and families in Texas seeking to plan for the transfer of assets and care of loved ones.
• Probate Administration Legal assistance with the court-supervised process of validating wills, inventorying assets, paying debts, and distributing property to beneficiaries after a person's death. Targeted at families and estates in Texas navigating probate following a death.
• Trust Administration Legal guidance for trustees managing and distributing trust assets according to the terms of the trust document, including fiduciary duties, compliance, and ongoing administration. Targeted at individuals serving as trustees and beneficiaries of trusts in Texas.
• Business Succession Planning Strategic legal planning for business owners to ensure smooth transition of ownership and leadership, including exit strategies, ownership transfer, and wealth transfer. Targeted at Texas business owners planning for retirement, sale, or generational transfer of their company.
• Family Office Services Comprehensive wealth management and legacy preservation services combining legal expertise with familial management for high-net-worth clients, coordinating estate planning, trust, and fiduciary matters across generations. Targeted at high-net-worth individuals and families in Texas with multi-generational wealth planning needs.

Quantifiable outcome

• Board Certified in Estate Planning and Probate Law
• +3 more outcomes

Named customers4 records

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• Good Morning TexasminorGTM or Marketing PartnerManaging Attorney Aubrey Boswell and Senior Attorney Elizabeth Drabinski appeared on Good Morning Texas television program to discuss estate planning importance and firm services.

Scale indicators1 record

Recent moves1 record

Expansion highlights4 records

Broad incumbents

• LegalZoom: Large online legal services platform offering DIY wills, trusts, and business formation at low cost. Competes with Boswell PLLC in the entry-level estate planning segment but lacks personalized counsel and high-touch fiduciary representation.
• Rocket Lawyer: Subscription-based online legal services platform with document templates including wills and estate planning forms. Broader legal offering that overlaps with Boswell's entry-level estate planning use cases.
• Bessemer Trust: Leading multi-family office providing wealth management, trust administration, and estate planning services to ultra-HNW families. Direct overlap with Boswell's Family Office Services practice for clients requiring comprehensive legacy and fiduciary management.

Emerging players

• Trust & Will: Online estate planning platform targeting Millennials and Gen X with templated wills, trusts, and estate plans. Direct competitor in the mass-affluent DIY segment where Boswell's boutique model offers less price-elastic personalized service.
• Wealth.com: Modern estate planning technology platform enabling financial advisors and attorneys to deliver estate plans digitally. Represents the technology-enabled channel that may eventually disrupt traditional boutique firms like Boswell.
• FreeWill: Online will and estate planning platform used by nonprofits and individuals. Competes in the commoditized entry-level segment where Boswell offers paid personalized services.

Regional players

• Thompson & Knight LLP: Major Dallas-headquartered full-service law firm with a substantial private clients and estates practice serving HNW individuals and family-owned businesses. Competes for high-net-worth estate and business succession work in the same Texas market.
• Norton Rose Fulbright US LLP: Major global law firm with significant Dallas presence and a robust private wealth and estate planning practice. Direct competitor for large HNW estates, business succession, and cross-border planning matters.

Direct peers

• McCathern, PLLC: Texas-based full-service law firm with offices in Dallas and other cities, providing estate planning, probate, and business services. Operates in the same regional market with comparable boutique-style client service for individuals and business owners.
• Shackelford, Bowen, McKinley & Norton, LLP: Dallas-based full-service law firm offering estate planning, probate, trusts, and business law services. Operates in the same North Texas market with comparable service breadth for individuals and family businesses.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/EstatePlanningAndProbateLawyer/reviews
• LinkedInlinkedin.com/company/boswell-pllc

Revenue estimate

Valuation estimate

Number of profiles

Profiles13 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 boswell pllc