Expertise in Estate Planning Jeffrey Burr specializes exclusively in estate planning, probate, and elder law, serving high-net-worth clients who require sophisticated and customized legal solutions. This focus presents opportunities to introduce premium legal technology, compliance tools, or client management solutions tailored for elite legal practices.

Highly Skilled Staff All attorneys are either CPAs or possess advanced taxation degrees, indicating a high level of expertise and complexity in their client cases. This suggests a need for advanced legal software, tax planning tools, or educational resources to support their specialized service offerings.

Mid-sized Firm Scalability With a team of 11 to 50 employees and revenue between 10 and 25 million dollars, the firm is positioned for growth. Opportunities exist to provide scalable technology solutions, client acquisition platforms, or process automation tools to support expansion.

Tech Stack & Online Engagement Utilizing digital marketing tools like Nextdoor Ads, Google Analytics, and SEO plugins indicates a focus on online client outreach. There is potential to offer targeted digital marketing services, analytics enhancements, or website optimization solutions to boost lead generation.

Market Position & Opportunities Competing with larger firms such as Snell & Wilmer and Dickinson Wright suggests a niche positioning with specialization in estate and elder law. Opportunities exist in delivering competitive legal technology, practice management systems, or client engagement platforms to strengthen their market share.