About Us

About Estate Genius

Our mission is to make it easy to create best-of-breed estate planning documents. Estate Genius™ is an alternative to outdated software, redundant documents, and expensive licensing commitments. We are leading a movement of attorneys who seek smarter estate planning.

We utilize cutting edge technology to support comprehensive estate planning. We offer an effortless, streamlined, and error-free solution. Estate Genius documents are robust, state-specific, and cover over ninety percent of estate plans.

No two states, nor two clients are alike. Our software is designed to provide optimally individualized estate planning for both the client, and the states we serve. Estate Genius works with legal experts in Florida, California, Texas, New York, Pennsylvania, Illinois, Michigan, and Colorado, to ensure that documents capture the nuances and rules of each state, site state code, and that they are the most updated on the market. We track the changes in the law and ensure that each document is carefully curated.

Estate Genius™ is proud to be a ProfitSolv company. ProfitSolv is a collection of best-in-class software solutions for professional service firms, utilizing a product-centric and customer-first approach. ProfitSolv solutions have been highlighted in Forbes, placing number one and two in legal software solutions respectively.

Our Team

Larry Port

CHIEF SOFTWARE ARCHITECT

Larry Port has worked with thousands of law firms worldwide since 2008 when he started the first cloud-based legal practice management software company, Rocket Matter. Since then, he has introduced two more brands into the legal technology marketplace, LexCharge and Estate Genius. His experience running a technology company and insight into law firm operations led to his co-authoring of the The Lean Law Firm.

In Larry’s role as founder and CEO of Rocket Matter, he became a speaker and award-winning writer at the crossroads of the legal profession, cutting edge technology, and law firm marketing. Larryspeaks to an international audience on technology, productivity, cybersecurity, and the business of law. He was recognized by Fastcase as one of the 50 top innovators in the field of law.

Prior to founding Rocket Matter, Larry built software applications for finance industry, the Defense Advanced Research Projects Agency (DARPA), and the human resources industry. Larry is a graduate of Northwestern University, where he received his Bachelor of Science in Radio, Television & Film and New York University, where he completed his Master of Science in Computer Science from the Courant Institute of Mathematical Sciences.

Larry is married with two kids, two dogs, and one cat. He loves to ski and hike as much as possible —not an easy feat when you live in Florida.

Lauren Barkan, Esq.

CHIEF COUNSEL

Lauren Barkan is an expert in preparing comprehensive, detailed, and thoughtful documents. She’s committed to building a robust drafting platform for attorneys to readily create thorough estate plans. She works with attorneys across the country to ensure all documents are state specific and of the highest caliber.

Lauren is currently completing her LL.M., in taxation from Georgetown University Law School with a certification in State and Local Tax (SALT) and is writing for a national publication about the convergence of estate planning and state and local taxes.

Lauren previously worked at Redgrave and Rosenthal LLP., a boutique estate planning firm where she worked directly for the firm’s Senior Partner. Lauren met with clients to identify their personal and financial objectives and carefully explained and created a range of estate planning documents.

Lauren served as General Counsel for Strategic Solutions Network, a boutique executive conference company. Lauren helped launch the business that now hosts over twenty-five senior-level events for leaders nationwide in the fields of healthcare, finance, and mobile payment technologies. She drafted all agreements, managed and directed federal and state cases regarding T.R.O. and non-competes, and supervised depositions, litigation, and mediation and prevailed in these cases.

Lauren launched her career at Advanstar Communications, the nation’s largest producer of trade shows and trade publications. She reported directly to the company’s Chairman and CEO. Lauren negotiated, drafted, and reviewed all labor, venue, and vendor contracts. Lauren was responsible for negotiating rates per square foot, securing key dates, and reducing liquidated damages with major venues. She served as the senior liaison between Advanstar and all major convention and visitors bureaus, including Las Vegas, New York, Chicago, and Miami. Lauren managed all legal activities for internet subsidiary from June 2000 to August 2002 including software agreements regarding proprietary coding and website development.

Lauren clerked for the Hon. Judge Edwin Neil at the United States Board of Contract Appeals and interned at the United States Department of Justice in the Constitutional Torts Division.

Lauren is completing her LL.M. from Georgetown Law School, and earned her J.D. from the American University, Washington D.C., where she served as Note and Comment Editor of the Administrative Law Review. She earned her B.A. in Political Science from the University of Rochester.

Lauren is admitted to practice in Florida and has been previously admitted to practice in New York and New Jersey.

Bryan Doznes

DIRECTOR

Bryan Droznes is a General Manager at ProfitSolv & Estate Genius, focused on building and offering great products and services to our more than +21,000 law firms throughout North America. At Estate Genius, Bryan works on coordinating our sales & marketing efforts as well as our go-to-market strategy as we continue to provide best-in-class estate planning software to more and more estate planners throughout the country.

With a background in entrepreneurship and general management, over last +20yrs he’s started and ran businesses in both the for-profit and non-for-profit sectors. His industry expertise spans such diverse businesses as software, recruiting, offshoring, executive coaching, publishing, and industrials.

Bryan has a corporate background, with experience in management consulting and investment banking through his work at Arthur D. Little and Citigroup/Salomon Smith Barney respectively. Born in Canada but raised in California, Bryan currently lives in Park City, Utah. He’s and Industrial Engineer and MBA graduate from Stanford Business School.

Christina Traub

ACCOUNT EXECUTIVE

Christina Traub is a paralegal with years of experience in estate planning. Christina enjoys assisting clients create a legacy or close a difficult chapter after a family member has passed away. Christina brings her passion and experience to Estate Genius.

Christina works with Estate Genius clients to bring them an optimal, stream-lined, and comprehensive approach to estate planning. She is vivacious, a great listener, and pays meticulous attention to detail. Christina also has expertise in legal software applications. Her experience gives her a unique perspective when advising clients.

Christina teaches at the Paralegal Program at Madison College, in Madison Wisconsin where she gained her post-baccalaureate degree, magna cum laude in 2018. She is an active in her local legal community where she participates in volunteer outreach and is a member in paralegal organizations.