At the mouth of Provo Canyon in Orem, Utah, a small legal firm is helping professionals across the country avoid one of the most financially devastating events of their lives: a lawsuit. The company is called Legally Mine, and since 2007, it has served over 15,000 members.
With a full-time team of about 50 employees—including attorneys, paralegals, client coordinators, and education specialists—Legally Mine focuses on protecting its clients’ personal and professional assets before they become targets.
While most of their work centers around physicians and medical professionals, their strategies also apply to others with similar financial risk. Beyond simply providing legal advice, Legally Mine prioritizes building long-term legal strategies that allow clients to feel secure in their careers, finances, and futures.
How the Business Began
Legally Mine traces its roots back to attorney Jay Mitton, who created the first asset protection business in the country. Daniel McNeff, Legally Mine’s current CEO, began working under Mitton before purchasing the company in 2007.
After the acquisition, McNeff redesigned the company’s approach. The original structure emphasized education—showing clients how to protect themselves. McNeff implemented a fulfillment model, where a dedicated team would manage the legal workload directly. This shift allowed clients to work with in-house experts rather than having to figure out the complex legal systems on their own.
McNeff brought 20 years of experience in leadership and financial services to the position, having served as Senior Vice President at one of the largest financial companies in the country. He’s published a book and several articles, and has led hundreds of seminars focused on wealth protection and tax liability.
Asset Protection, Tax Strategy, and Estate Planning
Legallymine focuses on three primary services: wealth protection, tax savings, and estate planning. Each member receives a customized strategy based on their personal financial situation and liability exposure.
The firm structures personal and business assets in a way that reduces the likelihood of a successful lawsuit. This includes creating legal entities—like LLCs and family limited partnerships—with specific language and jurisdictional advantages. These structures are prepared by Legally Mine’s attorneys and filed with the appropriate state and federal agencies.
Alongside legal structuring, the company identifies tax benefits that result from the new startup. Many of the strategies used are unfamiliar to traditional tax preparers, and the company works directly with clients’ CPAs to ensure accurate implementation. Members often realize significant reductions in their tax burden as a result.
Estate planning is another core component. The legal team drafts living trusts and related documents to ensure that a client’s property can be passed on smoothly and without going through probate. This service allows members to maintain control over their legacy while reducing legal complications for their families.
An Uncommon Legal Specialty Few Can Navigate
According to the American Bar Association, fewer than 0.05% of attorneys in the United States identify asset protection as their area of expertise. That represents fewer than 800 attorneys nationwide practicing in this complex and highly specialized field, which requires knowledge of multi-state laws and the ability to construct layered legal defenses.
While most general attorneys don’t receive this training and aren’t equipped to manage the complexities involved, Legally Mine’s entire team is trained specifically for this type of work. Their attorneys, paralegals, and specialists focus on legal structures designed to reduce liability, manage tax impact, and ensure long-term control over wealth. By serving a large number of clients each year, the firm maintains a high-volume practice that allows them to operate at a lower cost than traditional firms offering similar services.
Their base of operations is also strategic. Utah’s laws support cost-effective business structuring, and Legally Mine’s additional physical address in Alaska enables them to serve as Registered Agent in both states. This flexibility supports clients who need to conduct business across jurisdictions.
How Legally Mine Is Structured
Legally Mine’s team is divided into departments that each handle a different part of the client experience. The Client Coordination Department is often the first point of contact. These coordinators gather essential information, answer questions, and guide members through the full process.
Handling the paperwork, the Entity Creation Department works directly with both the IRS and individual state governments to set up protective business structures for members. They also manage updates or changes to those structures as needed.
Attorneys in the Legal Department meet one-on-one with clients to explain protection plans, address legal concerns, and finalize documents. Outreach is led by the Executive Director Department, which builds partnerships with medical associations across the country. They organize speaking engagements and educational seminars to inform doctors and specialists about the legal risks they face—and how to guard against them.
Traveling year-round, the Speakers and Away Sales Team (AST) delivers live presentations at conferences, connects with attendees, and enrolls new clients. For many, these team members offer the first introduction to Legally Mine and the concept of safeguarding their wealth. All departments run out of the same office, keeping the process centralized, streamlined, and efficient.
Experiences from Clients and Staff
Legally Mine reviews consistently show the firm’s follow-through and attention to detail. One client, Edward Bickmeyer, signed on with Legally Mine six months ago. He said he was initially skeptical, but his experience turned out to be “outstanding.” The team helped him set up an asset protection plan and a family trust, walking him through each step of the process. “I would without hesitation recommend this company,” he said.
Vlad Gendelman, a doctor who discovered the company at a medical conference, said he’s already saved more in taxes than what he paid for his membership. Jacob Haiavy said the firm is “always part of our team with every important decision,” and Larry Nelson, a client of three years, said he finally has “peace of mind” about his finances.
Some clients mention how the firm helped with new business ventures, answered seemingly “dumb” questions without judgment, or helped them work through out-of-state legal issues.
The feedback from employees is also notable. One employee wrote, “It is by far the best job I’ve ever had!” describing the workplace as friendly and supportive. Another praised the company’s flexibility, internal promotions, and leadership accessibility, calling it the best company he has ever worked for.
Expanding Access Nationally Through Education
Legally Mine’s work reaches across the United States, helping professionals in every state feel reassured about their financial security. Each year, the company hosts more than 250 events, providing legal education to professionals at conferences, association meetings, and seminars. Many of these presentations qualify for Continuing Education (CE) and Continuing Legal Education (CLE) credits.
According to Legallymine reviews, these events are often where clients first hear about the company and its services. Dr. Leo Hastings, a veterinarian, said that after attending one of the firm’s talks, he realized his personal financial exposure was much greater than he’d assumed. He worked with the company to put several protective frameworks in place and now feels certain that his assets will be secure for his family.
Dr. Mac, another member, had his accountant review the company’s tax plan and came away impressed. “In the end,” he wrote, “we are saving more than TWICE the cost of the program in tax savings.” Satisfied with the outcome, he also shared that he’s since recommended Legally Mine to his colleagues.
These events introduce legal strategies that are often unfamiliar to attendees—even those who already work with attorneys or financial advisors. The presentations serve as a starting point for many clients who decide to move forward with the firm’s full services.
Preparation That Starts Before the Problem
Lawsuits are far from rare—especially for doctors, dentists, and business owners. On average, business owners face five lawsuits in their lifetime, and medical professionals often encounter even more. For professionals building a legacy through their income, the legal system can be both confusing and risky.
Legally Mine takes a preventive approach, offering legal solutions that safeguard what clients have built long before any threat appears. Their model is proactive, thorough, and uniquely tailored to each client’s needs.
For many members, the true value lies not only in legal protection but in the confidence that comes with knowing their financial future is secure. It’s about making intentional moves today to preserve everything they’ve worked for tomorrow.
By: Chris Bates
