58C
Sophistication Index

AmeriEstate Legal Plan Inc.

Established in 1996, AmeriEstate Legal Plan, with over 30,000 members to date, is best known for delivering affordable, high quality estate planning services. With a specialty in the areas of Estate P…

HQ Costa Mesa, CA#7 of 36 Attorneys 1 ameriestate.com Tel 7148811360 Est. 1996
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AmeriEstate Legal Plan Inc. is a Costa Mesa, California-based personal injury firm running 13 technologies across 11 categories. Key investments include Google Analytics for analytics, ActiveCampaign for email marketing & Gravity Forms for forms. Within the Retention Innovators segment (1,852 firms), AmeriEstate Legal Plan Inc. ranks #747 and outperforms 60% of peers on technology adoption.

Market Segment View segment →
Retention Innovators 1852 firms
59.6% Percentile
#747 Rank in segment
52.3 Segment avg SI

Firms with a strong toolset supporting retention, alongside moderate awareness and engagement.

Technology Stack 13 tools detected
Analytics 1
Google Analytics
CMS 1
WordPress
Email Infrastructure 2
Google Workspace Rackspace Email
Email Marketing 1
ActiveCampaign
Forms 1
Gravity Forms
JS Framework 1
React
JS Library 1
jQuery
Programming Language 1
PHP
Security 1
Google reCAPTCHA
Structured Data 1
Schema.org (LegalService)
UI Framework 2
Bootstrap Tailwind CSS
Tech Investment Profile vs. peer average
Analytics Advertising Intake CRM / Case SEO Email Content Platform This firmPeer avg
Gap Analysis vs. segment centroid
Analytics
behind
Advertising
behind
Intake
behind
CRM / Case
behind
SEO
ahead
Email
ahead
Content
ahead
Platform
ahead
Your firm Segment avg
True Competitors by tech DNA similarity
FirmScoreSimilaritySegment
McCune Law Group 47.0 100.0% Retention Innovators
Atticus Administration LLC 27.0 100.0% Retention Innovators
Ballin Ballin & Fishman 44.0 100.0% Basic Tech Adopters
Waranch & Brown, LLC 64.0 98.2% Retention Innovators
SUGARMAN 69.0 98.1% Retention Innovators
Levin Sitcoff 34.5 98.0% Engagement Specialists
Berriz Law Group 17.5 98.0% Awareness-Only Firms
The Finn Law Firm 28.0 98.0% Engagement Specialists
Funnel Coverage 3/4 stages
Awareness
40%
Google Analytics
Engagement
40%
Gravity Forms
Conversion
0%
Retention
40%
ActiveCampaign
retention stack (ActiveCampaign)
Technology Opportunities used by peers
Microsoft 365
64.4% of Retention Innovators
Google Tag Manager
48.3% of Retention Innovators
Facebook Pixel
29.0% of Retention Innovators
SendGrid
26.6% of Retention Innovators
Mailchimp
20.3% of Retention Innovators
Local Competitors same state, similar size
FirmScoreGradeAttysCity
AmeriEstate Legal Plan Inc. 57.5 C 1 Costa Mesa you
Law Ofc Kim James Kakadelas 13.5 F 10 Carlsbad
Foldenauer Law Group, Aplc 20.0 F 10 San Diego
Raymond E. Frost & Associates 0.0 F 10 Fremont
DP Injury Attorneys 55.5 C 10 San Diego
Singleton Schreiber 68.3 B- 10 Tustin
Office Locations 1 offices
Headquarters
Costa Mesa, CA
3525 Hyland Ave, 92626

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Misty
Misty Firm Data Analyst Top Law Dog