Estate Planning Focus Boutique estate planning practice led by a certified specialist with over 30 years of experience, offering wills, trusts, probate, real estate, tax, and business law. Potential sales opportunity: cross-sell comprehensive wealth preservation services and advisory packages to high-net-worth clients and family offices.

East Bay Presence Located in Walnut Creek with a personalized, family-legacy approach. Potential sales opportunity: partner with local financial advisors, CPA firms, and real estate professionals to create referral programs targeting local affluent families and business owners.

Moderate Firm Size Small team (2-10 employees) suggests agility but limited internal capacity. Potential sales opportunity: offer scalable support services, outsourced compliance, or technology solutions to streamline practice management and client onboarding as the firm grows.

Tech Stack & Security Uses Google Workspace, Google Sites, Cloudflare Bot Management, and analytics tools. Potential sales opportunity: propose cybersecurity, client portal, and data privacy enhancements, plus Google Workspace optimization and website modernization for better client experience.

Revenue Window Reported revenue in the $1–10M range, indicating a solid revenue base with room to expand services. Potential sales opportunity: introduce premium estate planning packages, retainer models, and marketing automation to amplify client acquisition and cross-sell opportunities into real estate and tax advisory.