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McCarthy & Akers

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Namestring
McCarthy & Akers
Legal namestring
McCarthy & Akers, PLC
Company typeenum
Private
Founded yearint
2013
Descriptiontext

McCarthy & Akers, PLC is a Virginia-based professional law firm founded in 2013 by J. Douglas McCarthy and Matthew S. Akers, headquartered in Winchester with additional offices in Manassas, Front Royal, Strasburg, and Great Falls. The firm delivers trust-based estate planning services — wills, revocable and irrevocable trusts, powers of attorney, healthcare directives, elder law, and business succession planning — to individuals, families, business owners, blended families, and seniors across Northern Virginia and the Shenandoah Valley. In November–December 2025 the firm strategically ceased probate and real estate work to concentrate exclusively on estate planning, sharpening its single-practice positioning.

The firm operates a traditional, sales-led professional services model: free initial comprehensive consultations followed by quote-based engagements, with client acquisition driven by educational blog content, location-targeted SEO, paid search and social (Google, Microsoft, YouTube, Facebook/Instagram, LinkedIn), remarketing, community sponsorships, and PR. Document preparation follows a defined process with multilevel attorney review and a stated four-week delivery target from intake to signed plan. Supporting roles include a COO/Director of Estate Planning, an Of Counsel attorney (Anna Freska, joined June 2026 via practice merger), an estate planning coordinator, and a legal assistant.

Revenue mechanics are professional services fees — hourly or flat-fee billing per engagement — with no disclosed enterprise contracts, technology platforms, or proprietary software. The firm does not advertise a proprietary technology stack; its only digital product is a free online Estate Planning Checklist lead-magnet tool launched February 2026. The company is private, founder-controlled, and has no disclosed outside investment. It has accumulated more than 20,000 clients over 13 years and was ranked No. 96 on Inc. 5000 Regionals: Mid-Atlantic with 115% two-year revenue growth, with 11–50 employees.

Short descriptiontext

McCarthy & Akers, PLC is a Virginia-based estate planning law firm serving individuals, families, business owners, and seniors across Northern Virginia and the Shenandoah Valley from five offices, focused exclusively on wills, trusts, elder law, and business succession planning.

Operating statusenum
Operating
Ownership categoryenum
Headcount rangeband
11–50
akta.pro rankint
HeadquartersWinchester, United States
HQ citystring
Winchester
HQ countrystring
United States
HQ regionstring
North America
Markets served

Serves global market

Offices5 records

Each record includes

City, Country, Type, Description, Source

Keyword5 values
estate planning services, wills and trusts, elder law, business succession planning, estate administration
Industry4 codes
1Family & Private Client (Trusts & Estates) Law
CodeBPAHAAAKPrimaryYes
2Estate Planning, Trust Structuring & Governance
CodeFSAAADAFPrimaryNo
3Estate & Legacy Planning Advisory
CodeFSAEAAAGPrimaryNo
4Family Business & Succession Advisory
CodeFSAAADALPrimaryNo
NAICS code2 codes
  • Offices of Lawyers541110
  • Legal Services5411
SIC code1 code
  • Services-Legal Services8111
Product category
Estate Planning Legal Services
GTM motion1 record

Each record includes

Type, Description, Source

Revenue model1 record
1Legal Services - Estate Planning
TypeProfessional Services
Description

The firm generates revenue through legal service fees for estate planning services including trust creation, will drafting, probate administration, elder law, and business succession planning. As a law firm, services are likely billed on hourly rates or flat fees depending on service type. The firm recently narrowed focus exclusively to estate planning services.

mccarthyakers.com
Marketing channels14 records

Each record includes

Title, Type, Stage, Description, Source

Distribution channels2 records

Each record includes

Title, Type, Scope, Target buyer, Description, Source

Cost components4 values
Personnel, Operations, Marketing or Sales, Others
Pricing details1 tier
1Free initial consultation
ModelOtherBilling cadencePay-as-you-go
Notes

Free comprehensive consultation offered to prospective clients to discuss needs and goals.

mccarthyakers.com
GTM typeB2C
B2C
Offering typeServices
Services
Core offering1 text field

McCarthy & Akers is a Virginia-based law firm that provides estate planning legal services to individuals, families, and business owners. The firm drafts wills, revocable living trusts, irrevocable trusts, special needs trusts, powers of attorney, healthcare directives, and offers elder law, Medicaid/long-term care planning, and business succession planning. As of late 2025, the firm ceased probate and real estate matters to focus exclusively on estate planning across five Virginia offices.

Differentiator
Functional benefit
Problem solved
Quantifiable outcome1 of 3 values shown
  • Document delivery within 4 weeks of receiving all relevant information
+2 more records
Product overview1 text field

McCarthy & Akers, PLC is a dedicated estate planning law firm that operates as a single-practice law firm offering a unified set of legal services centered exclusively on estate planning. The firm's core offerings center on Estate Planning as the primary service, supported by specialized areas including Will and Trust Services, Elder Law, and Business Succession Planning. The firm also offers a free Estate Planning Checklist tool as a lead magnet/resource. In late 2025, the firm strategically ceased handling probate and real estate matters to focus entirely on estate planning. The practice serves individuals, families, and business owners throughout Northern Virginia and the Shenandoah Valley from multiple office locations including Winchester, Manassas, Front Royal, Strasburg, and Great Falls.

Product and service6 records
1Estate Planning
CategoryCore Service
Description

Comprehensive estate planning services including customized plans with trusts, wills, powers of attorney, and healthcare directives for individuals and families throughout Northern Virginia and the Shenandoah Valley.

2Will and Trust Services
CategoryCore Service
Description

Legal services for drafting wills and establishing various types of trusts including revocable living trusts, irrevocable trusts, testamentary trusts, and special needs trusts to help clients manage and distribute assets.

3Elder Law
CategoryCore Service
Description

Elder law services addressing long-term care planning, Medicare/Medicaid planning, incapacity planning, and other legal matters affecting seniors and their families.

4Business Succession Planning
CategoryCore Service
Description

Business succession planning services for business owners to ensure smooth transition of ownership and management, including planning for business interests, retirement accounts, and IRA beneficiary designations.

5Estate Administration
CategoryCore Service
Description

Estate administration and probate services to guide families through the judicial process of validating wills and distributing deceased's estates. The firm ceased handling probate matters in late 2025 as part of its strategic focus on estate planning.

6Estate Planning Checklist
CategoryFree Resource/Tool
Description

A free online resource tool designed to help individuals and families organize key information and begin the estate planning process. The checklist guides users through considerations including family structure, asset organization, guardianship planning, and long-term goals.

Scale indicator5 records

Each record includes

Type, Value, Description, Source

Partnership4 partners
1Anna Freska, Esq.
Strategic tierMinorTypeStrategic or Co-development PartnerAnnounced on2026-06-01
Description

Anna Freska, Esq. joined McCarthy & Akers as 'Of Counsel' on June 1, 2026. Her existing law practice in Great Falls merged with the firm, bringing her client base and expertise in estate planning. This union extends McCarthy & Akers' personalized estate planning approach to more families in Northern Virginia while providing continuity for Anna's existing clients.

mccarthyakers.com
Strategic tierMinorTypeOthersAnnounced on2025-10-04
Description

McCarthy & Akers served as Platinum Sponsor for the Front Royal Pregnancy Center's annual Walk for Life fundraiser on October 4, 2025. The event supports the Center's mission of providing counseling, education, and material support to women, children, and families. This reflects the firm's commitment to community involvement and supporting organizations dedicated to compassionate care.

3Thomas S. (Golf Tournament)
Strategic tierMinorTypeOthersAnnounced on2025-09-01
Description

Firm continued sponsorship of Thomas S. golf tournament in September 2025 as part of community engagement activities.

mccarthyakers.com
Strategic tierMinorTypeOthersAnnounced on2024-11-01
Description

McCarthy & Akers sponsored Seton High School's 50th anniversary gala as part of the firm's community involvement efforts in Northern Virginia.

Recent move7 records

Each record includes

Date, Type, Title, Description, Source

Expansion highlight6 records

Each record includes

Type, Description

Market position
Competitive moat4 records

Each record includes

Type, Details

Key risks5 records

Each record includes

Headline, Details, Source

Key highlights7 records

Each record includes

Headline, Details, Source

Customer concentration

Classification, Details

Segment4 records

Each record includes

Title, Type, Primary, Description, Pain point addressed, Use case, Source

Ideal customer profile4 records

Each record includes

Profile, Firmographic size, Sales motion, Sales cycle length, Buying structure, Purchase trigger, Buyer persona, Geography, Industry vertical, Primary use case, Description, Pain points, Evidence proof points, Target buyer

Technology focused
No
API detail
Has APIbool
No

Docs URL, Description

AI maturity
App detail

Has app

Core technology
Revenue estimate
Valuation estimate
Number of profiles
Profiles6 records

Each record includes

Name, Designation, Designation category, Overview, Profile commentary, Source

No data
No data
Funding overview

Funding stage, Last funding date, Total funding USD

Funding rounds

Each record includes

Round, Amount USD, Date, Pre money valuation, Total investors, Investors, News

Investors

Each record includes

Name, Type, Date of entry, Rounds participated, Website

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Each record includes

Name, Acquisition type, Announced date, Completed date, Status, Website, News

Investment

Each record includes

Name, Round, Announced date, Lead investor, Website, News

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

McCarthy & Akers

Estate Planning Legal Servicesmccarthyakers.com

McCarthy & Akers, PLC is a Virginia-based estate planning law firm serving individuals, families, business owners, and seniors across Northern Virginia and the Shenandoah Valley from five offices, focused exclusively on wills, trusts, elder law, and business succession planning.

What McCarthy & Akers does

McCarthy & Akers, PLC is a Virginia-based professional law firm founded in 2013 by J. Douglas McCarthy and Matthew S. Akers, headquartered in Winchester with additional offices in Manassas, Front Royal, Strasburg, and Great Falls. The firm delivers trust-based estate planning services — wills, revocable and irrevocable trusts, powers of attorney, healthcare directives, elder law, and business succession planning — to individuals, families, business owners, blended families, and seniors across Northern Virginia and the Shenandoah Valley. In November–December 2025 the firm strategically ceased probate and real estate work to concentrate exclusively on estate planning, sharpening its single-practice positioning.

The firm operates a traditional, sales-led professional services model: free initial comprehensive consultations followed by quote-based engagements, with client acquisition driven by educational blog content, location-targeted SEO, paid search and social (Google, Microsoft, YouTube, Facebook/Instagram, LinkedIn), remarketing, community sponsorships, and PR. Document preparation follows a defined process with multilevel attorney review and a stated four-week delivery target from intake to signed plan. Supporting roles include a COO/Director of Estate Planning, an Of Counsel attorney (Anna Freska, joined June 2026 via practice merger), an estate planning coordinator, and a legal assistant.

Revenue mechanics are professional services fees — hourly or flat-fee billing per engagement — with no disclosed enterprise contracts, technology platforms, or proprietary software. The firm does not advertise a proprietary technology stack; its only digital product is a free online Estate Planning Checklist lead-magnet tool launched February 2026. The company is private, founder-controlled, and has no disclosed outside investment. It has accumulated more than 20,000 clients over 13 years and was ranked No. 96 on Inc. 5000 Regionals: Mid-Atlantic with 115% two-year revenue growth, with 11–50 employees.

McCarthy & Akers firmographics

Firmographics
Name
McCarthy & Akers
Legal name
McCarthy & Akers, PLC
Website
https://mccarthyakers.com
Company type
Private
Founded year
2013
Operating status
Operating
Headcount range
11–50 employees
Short description
McCarthy & Akers, PLC is a Virginia-based estate planning law firm serving individuals, families, business owners, and seniors across Northern Virginia and the Shenandoah Valley from five offices, focused exclusively on wills, trusts, elder law, and business succession planning.
Ownership category
akta.pro rank

McCarthy & Akers industry classification

Industry
Product category
Estate Planning Legal Services
NAICS
Offices of Lawyers (541110), Legal Services (5411)
SIC
Services-Legal Services (8111)
akta.pro primary industry
Family & Private Client (Trusts & Estates) Law (BPAHAAAK)
akta.pro secondary industries
Estate Planning, Trust Structuring & Governance (FSAAADAF), Estate & Legacy Planning Advisory (FSAEAAAG), Family Business & Succession Advisory (FSAAADAL)

Keywords

  • Estate planning services
  • Wills and trusts
  • Elder law
  • Business succession planning
  • Estate administration

Where McCarthy & Akers is headquartered

Location

Headquarters

HQ city
Winchester
HQ country
United States
HQ region
North America

Offices5 records

Markets served

McCarthy & Akers business model

Business model
GTM type
B2C
Offering type
Services
Cost components
Personnel, Operations, Marketing or Sales, Others

Revenue model

  1. Legal Services - Estate Planning: The firm generates revenue through legal service fees for estate planning services including trust creation, will drafting, probate administration, elder law, and business succession planning. As a law firm, services are likely billed on hourly rates or flat fees depending on service type. The firm recently narrowed focus exclusively to estate planning services.

Pricing tiers

ModelBillingPrice
OtherPay-as-you-goFree initial consultation

Go-to-market motion1 record

Distribution channels2 records

Marketing channels14 records

McCarthy & Akers product offering

Product offering

Core offering

McCarthy & Akers is a Virginia-based law firm that provides estate planning legal services to individuals, families, and business owners. The firm drafts wills, revocable living trusts, irrevocable trusts, special needs trusts, powers of attorney, healthcare directives, and offers elder law, Medicaid/long-term care planning, and business succession planning. As of late 2025, the firm ceased probate and real estate matters to focus exclusively on estate planning across five Virginia offices.

Product overview

McCarthy & Akers, PLC is a dedicated estate planning law firm that operates as a single-practice law firm offering a unified set of legal services centered exclusively on estate planning. The firm's core offerings center on Estate Planning as the primary service, supported by specialized areas including Will and Trust Services, Elder Law, and Business Succession Planning. The firm also offers a free Estate Planning Checklist tool as a lead magnet/resource. In late 2025, the firm strategically ceased handling probate and real estate matters to focus entirely on estate planning. The practice serves individuals, families, and business owners throughout Northern Virginia and the Shenandoah Valley from multiple office locations including Winchester, Manassas, Front Royal, Strasburg, and Great Falls.

Differentiator

Problem solved

Functional benefit

Products and services

  • Estate Planning Comprehensive estate planning services including customized plans with trusts, wills, powers of attorney, and healthcare directives for individuals and families throughout Northern Virginia and the Shenandoah Valley.
  • Will and Trust Services Legal services for drafting wills and establishing various types of trusts including revocable living trusts, irrevocable trusts, testamentary trusts, and special needs trusts to help clients manage and distribute assets.
  • Elder Law Elder law services addressing long-term care planning, Medicare/Medicaid planning, incapacity planning, and other legal matters affecting seniors and their families.
  • Business Succession Planning Business succession planning services for business owners to ensure smooth transition of ownership and management, including planning for business interests, retirement accounts, and IRA beneficiary designations.
  • Estate Administration Estate administration and probate services to guide families through the judicial process of validating wills and distributing deceased's estates. The firm ceased handling probate matters in late 2025 as part of its strategic focus on estate planning.
  • Estate Planning Checklist A free online resource tool designed to help individuals and families organize key information and begin the estate planning process. The checklist guides users through considerations including family structure, asset organization, guardianship planning, and long-term goals.

Quantifiable outcome

  • Document delivery within 4 weeks of receiving all relevant information
  • +2 more outcomes

Companies that use McCarthy & Akers

Customer profile

Segments4 records

Ideal customer profiles4 records

McCarthy & Akers technology and API

Technology

Technology focussed No

API detail

Has API
No
API docs
API detail

Core technology

AI maturity

App detail

McCarthy & Akers partnerships and signals

Strategic signal

Partnerships

Four partnerships are on record, tiered minor.

  • Anna Freska, Esq.minorStrategic or Co-development Partner · 1 June 2026Anna Freska, Esq. joined McCarthy & Akers as 'Of Counsel' on June 1, 2026. Her existing law practice in Great Falls merged with the firm, bringing her client base and expertise in estate planning. This union extends McCarthy & Akers' personalized estate planning approach to more families in Northern Virginia while providing continuity for Anna's existing clients.
  • Front Royal Pregnancy CenterminorOthers · 4 October 2025McCarthy & Akers served as Platinum Sponsor for the Front Royal Pregnancy Center's annual Walk for Life fundraiser on October 4, 2025. The event supports the Center's mission of providing counseling, education, and material support to women, children, and families. This reflects the firm's commitment to community involvement and supporting organizations dedicated to compassionate care.
  • Thomas S. (Golf Tournament)minorOthers · 1 September 2025Firm continued sponsorship of Thomas S. golf tournament in September 2025 as part of community engagement activities.
  • Seton High SchoolminorOthers · 1 November 2024McCarthy & Akers sponsored Seton High School's 50th anniversary gala as part of the firm's community involvement efforts in Northern Virginia.

Scale indicators5 records

Recent moves7 records

Expansion highlights6 records

McCarthy & Akers competitors and assessment

Company assessment

Market position

Competitive moat4 records

Key risks5 records

Key highlights7 records

Customer concentration

McCarthy & Akers social profiles

Digital presence

McCarthy & Akers financial estimates

Financial estimate

Revenue estimate

Valuation estimate

McCarthy & Akers leadership team

Management profile

Number of profiles

Profiles6 records

McCarthy & Akers funding detail

Funding detail

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

McCarthy & Akers M&A and investment

M&A and investment

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about McCarthy & Akers

What does McCarthy & Akers do?

McCarthy & Akers is a Virginia-based law firm that provides estate planning legal services to individuals, families, and business owners. The firm drafts wills, revocable living trusts, irrevocable trusts, special needs trusts, powers of attorney, healthcare directives, and offers elder law, Medicaid/long-term care planning, and business succession planning. As of late 2025, the firm ceased probate and real estate matters to focus exclusively on estate planning across five Virginia offices.

Is McCarthy & Akers a public or private company?

McCarthy & Akers is a private company. It is classified as founder individual operated bootstrapped and is currently operating.

When was McCarthy & Akers founded?

McCarthy & Akers was founded in 2013. It employs 11 to 50 people.

Where is McCarthy & Akers based?

McCarthy & Akers is headquartered in Winchester, United States, in the North America region.

How does McCarthy & Akers make money?

One revenue line is on record: legal Services - Estate Planning.

Does McCarthy & Akers have an API?

No public API is recorded for McCarthy & Akers.

What industry is McCarthy & Akers in?

McCarthy & Akers's product category is Estate Planning Legal Services. Its primary akta.pro industry code is BPAHAAAK, Family & Private Client (Trusts & Estates) Law, with a secondary code of FSAAADAF, Estate Planning, Trust Structuring & Governance. Its NAICS code is 541110 and its SIC code is 8111.

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Live signals
EIN PresswireMcCarthy & Akers Opens New Great Falls Office & Welcomes Anna Freska, Esq.McCarthy & Akers opened a new office in Great Falls, Virginia, on June 1, 2026, and merged with attorney Anna Freska, Esq., who joins as Of Counsel. The firm's estate planning services now extend to Northern Virginia, with the Great Falls location previously occupied by Freska's practice.EIN PresswireMcCarthy & Akers, PLC Sharpens Its Sole Focus on Estate PlanningMcCarthy & Akers, PLC announced it will dedicate its practice exclusively to estate planning, having formally ceased handling probate and real estate matters in November-December 2025. The firm, based in Winchester, Virginia, is repositioning to deliver a more focused, client-centered approach for families throughout Northern Virginia. The co-founders stated this strategic shift allows the firm to devote full attention to creating comprehensive, personalized estate plans without competing priorities.EIN PresswireMcCarthy & Akers, PLC Launches Estate Planning Checklist for Virginia FamiliesMcCarthy & Akers, PLC, a Winchester-based estate planning law firm serving Northern Virginia, has launched a free Estate Planning Checklist to help individuals and families organize key information and begin the estate planning process with clarity. The checklist covers essential considerations including family structure, asset organization, guardianship planning, and long-term goals. The firm positions the tool as a practical starting point to address the overwhelm many people feel when approaching estate planning.EIN PresswireMcCarthy & Akers Serves as Platinum Sponsor for 2025 Walk for Life FundraiserMcCarthy & Akers, PLC, a Winchester-based estate planning law firm, participated as a Platinum Sponsor at the Front Royal Pregnancy Center's annual Walk for Life fundraiser held on October 4, 2025, in Front Royal, Virginia. The event gathered families, volunteers, and local organizations to support the Pregnancy Center's mission of providing counseling, education, and material support to women, children, and families. Firm representatives stated the sponsorship reflects their commitment to community involvement and supporting organizations dedicated to compassionate care.