Successful Estate Planning Firm in California with Loyal Client Base.


Asking Price




Practice Areas

Business/Corporate, Estate Law

Gross Revenues


Owner's Cash Flows


Real Estate Value

Lease Rate




Non-Attorney or Other Staff


When Was Firm Started?


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California law firm focusing on Estate Law in a strategic location. With over 25 years in its incredible marketplace this firm has positioned itself as the “go to” law firm for estate work. Their scope of work includes estate planning, trust, estate administration and probate work, as well as business formation and real estate law.

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  • Estate Planning
  • Probate Litigation
  • Small Business Formation
  • Real Estate


The firm strategically established itself in an affluent and growing community. The firm has built an extensive client base, referral network, and trusted relationships with key community members including bankers, realtors, title companies, business owners and community leaders. The firm has a Martindale Hubbell AV rating and established an incredible reputation, core referral relationships, and extensive client base which drive new lead generation and new business, creating demand for services which exceeds current capacity.

The firm also boasts a tenured and knowledgeable staff. This incredible staff, along with well-refined written workflows, help to drive the client process and business operations.

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      Through community efforts and long history of client satisfaction, this firm has cultivated an unmatched reputation in its marketplace and beyond. The firm has an impeccable reputation and high client satisfaction and retention with AV rating on Martindale Hubbell. Currently, demand significantly exceeds the capacity of the firm, providing great opportunity for growth simply by capturing current demand. .


      The firm has a steady base of many repeat clients for estate related matters that provide consistent year-to-year practice revenues and additional referrals. Demand continues to grow and the firm is primed for continued success and growth under a developed transition plan to new ownership. This is the perfect opportunity for an attorney or law firm looking for proven revenues and a long-established reputation to continue to profit for years to come. The firm has over 3,500 client files.


      Well-developed and documented processes, including proprietary intakes, checklists, and workflows that both help drive the overall client matter process and provide the framework for consistent production of high-quality legal services. Tenured, committed and highly-trained staff drive the firm’s operational process in support of clients and attorneys. The defined processes and well-trained staff assist in driving key firm day-to-day operations.


      Ownership is focused on finding the right successor to carry forward the firm culture, reputation, and high-quality legal services.


With strong reputation, knowledgeable staff, and documented firm operations this firm is transition ready for continued success and growth under a developed transition plan to new ownership. This is the perfect opportunity for an attorney or law firm looking for proven revenues and a tremendous marketplace from which to profit for years to come.

If you are an attorney or law firm seeking a CA based estate firm then this is the perfect opportunity. Reach out today to learn more.