Boutique practice Target small to mid-sized estate planning firms and law practices seeking boutique, personalized services in life and estate planning, offering partnership or referral arrangements to expand client reach.

Industry expertise Leverage Dagmar's involvement with Wealth Counsel LLC and NAELA and contribution to a leading estate planning book to position as a trusted thought leader for referrals, co-hosted webinars, and guest speaking engagements.

Tech leverage Highlight modern tech stack and cloud-based capabilities to appeal to prospects aiming to modernize operations, data security, and client experience with scalable solutions.

Growth potential With revenue in the modest range and a small team, there is opportunity for growth partnerships, process outsourcing, or joint marketing to expand service lines and client acquisition.

Market position Position against larger firms by emphasizing personalized service, family-focused planning, and local Boston-area presence to attract clients seeking approachable expertise and regional familiarity.