Tech-Sector Focus Boutique Silicon Valley estate planning firm with deep experience serving tech professionals and major companies like Google, Facebook, and Apple. Potential cross-sell opportunities to tech employees and executives seeking sophisticated estate, tax, and asset protection planning.

High-Value Clientele Revenue in the mid single digits to low tens of millions and a client base that includes high-net-worth individuals and tech executives. Opportunity to expand relationships with existing affluent clients through comprehensive trust, probate avoidance, and wealth preservation services.

Strategic Partnerships Current coverage partnerships (HYATT, ARAG, AARP, Google LegalAccess, Workplace Options) indicate openness to alliance-based referrals. Leverage partnerships to co-market services to employers, insurers, and affiliated networks in Silicon Valley.

Local Presence Located in San Jose and Campbell, CA with a client-facing, personalized attorney model. Potential to target local professional networks, family offices, and high-earning professionals in the Silicon Valley corridor for timely estate planning and trust litigation services.

Digital Enablement Tech stack includes Google Ads, Facebook Pixel, AWS, and analytics tools, suggesting readiness for targeted digital outreach. Opportunity to scale lead generation for estate planning services through focused digital campaigns aimed at tech workers and executives.