Estate planning niche Boutique law practice focused on estate planning, wills, trusts, and probate with complementary expertise in real estate, tax, and business law, indicating opportunities to cross-sell family wealth strategies and asset protection services to high-net-worth clients and business owners in the East Bay.

Leadership credibility Led by Doug Bohne, a certified legal specialist with over 30 years of experience, presenting a strong selling point for referrals and partnerships with financial advisors, fiduciaries, and CPA firms seeking trusted estate planning counsel.

SMB and family focus Small team (2-10 employees) suggests agility and personalized service, but also potential capacity constraints; sales plays can emphasize bespoke service, while exploring scalable workflow solutions or strategic alliances to handle larger or more complex client matters.

Digital presence Active online footprint with Google Workspace, analytics, search tooling, and a Cloudflare security setup; opportunities exist to leverage content marketing, SEO, and targeted ads to attract affluent East Bay households and business owners seeking estate planning and related legal services.

Revenue signal Revenue in the range of one to ten million dollars indicates a healthy mid-market niche with room to grow; sales conversations can explore expanded service packages (trust administration, real estate and tax planning, business succession) and strategic partnerships to scale client acquisition.