Jm Law, Pllc

What Jm Law, Pllc does

JM Law, PLLC is a private estate and legacy planning law firm founded in 2019 and headquartered in McLean, Virginia, with a secondary office on International Drive. The firm delivers a consolidated suite of estate planning services centered on wills, revocable and irrevocable trusts, durable powers of attorney, and advance healthcare directives, supplemented by specialized practices in asset protection, Medicaid planning, charitable planning, and estate and trust administration. Attorneys are licensed in Virginia, Maryland, Washington D.C., and Florida, allowing cross-state planning coverage for clients with property or family ties across these jurisdictions.

Name

Jm Law, Pllc

Legal name

JM Law, PLLC

Website

https://jmlegacyplanning.com

Company type

Private

Founded year

2019

Operating status

Operating

Headcount range

1–10 employees

Short description

JM Law, PLLC is a McLean, Virginia-based estate and legacy planning law firm serving families and individuals across Virginia, Maryland, DC, and Florida through wills, trusts, asset protection, and ongoing maintenance services.

Ownership category

akta.pro rank

Product category

Estate Planning Legal Services

NAICS

Legal Services (5411), Offices of Lawyers (54111), Offices of Lawyers (541110)

SIC

Services-Legal Services (8111)

akta.pro primary industry

Family & Private Client (Trusts & Estates) Law (BPAHAAAK)

akta.pro secondary industries

Estate Administration & Probate Services (FSAAANAE), Estate Planning, Trust Structuring & Governance (FSAAADAF)

Keywords

• Estate planning services
• Wills and trusts
• Asset protection
• Trust administration
• Medicaid planning

Headquarters

HQ city

Mclean

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Estate Planning Legal Services: Professional legal services for estate planning including trust-based plans, wills, powers of attorney, healthcare directives, and related documents. Priced using flat fee structure.
2. Estate and Trust Administration: Legal guidance through the legal and financial steps required to settle a loved one's estate or administer a trust.
3. JM Law Cares Ongoing Maintenance: Annual review and maintenance program for existing estate plans to keep documents current with life and law changes.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels5 records

Core offering

JM Law, PLLC is a Virginia-based estate and legacy planning law firm that drafts wills, revocable and irrevocable trusts, durable powers of attorney, and advance healthcare directives for individuals and families. The firm also provides estate and trust administration guidance after death or incapacity, plus specialized asset protection, Medicaid planning, and charitable planning strategies. Its JM Law CARES program delivers ongoing annual plan maintenance, trust amendments, family meetings, and trustee consultations on a subscription basis.

Product overview

JM Law, PLLC is an estate and legacy planning law firm that provides a coordinated suite of legal services centered on wills, trusts, and comprehensive asset protection strategies. The firm's core offering consists of foundational estate planning documents (wills, revocable and irrevocable trusts, powers of attorney, and advance healthcare directives) supported by specialized services including asset protection, Medicaid planning, charitable planning, and estate/trust administration. The firm supplements its core legal services with the JM Law CARES ongoing maintenance program for annual plan reviews and updates, entity creation for business succession planning, and young adult planning documents for clients' family members.

Differentiator

Problem solved

Functional benefit

Brands

• JM Law CARES: JM Law CARES is the firm's estate and legacy planning maintenance program that provides annual reviews, trust amendments, updated documents, family meetings, and trustee consultations to keep estate plans current and effective.

Products and services

• Wills
• Trusts
• Powers of Attorney
• Advance Healthcare Directives
• Foundational Planning
• Asset Protection
• Medicaid Planning
• Charitable Planning

Quantifiable outcome

• Predictable costs instead of probate expenses that can reach $2,500 to $5,000 per person
• +1 more outcomes

Named customers1 record

Segments5 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration1 record

Feature2 records

Partnerships

One partnership is on record.

• Cassaday & CompanycoreStrategic or Co-development PartnerJM Law, PLLC attorneys form the core of Cassaday & Company's estate planning department. While they collaborate with financial advisors when appropriate, JM Law attorneys provide a full slate of estate and legacy planning services directly to JM Law clients. The firms work together on client estate planning matters.

Scale indicators2 records

Recent moves5 records

Expansion highlights5 records

Broad incumbents

• Bessemer Trust: Multi-family office serving ultra-high-net-worth households with integrated estate planning, wealth structuring, and trust services. Represents the larger incumbent peer that competes for the high-complexity tail of JM Law's generational wealth segment.
• Rocket Lawyer: Subscription-based online legal service providing document templates including wills and powers of attorney, plus on-demand attorney consultations. Overlaps with JM Law's foundational planning product for budget-conscious clients.
• Nolo: Long-standing publisher of do-it-yourself legal guides and forms, including estate planning. Provides a lower-cost alternative for self-directed clients in JM Law's target geographies.
• LegalZoom: Large online legal services provider offering wills, trusts, LLC formation, and business documents. Competes with JM Law on price and convenience for foundational estate planning while serving a national audience that overlaps with JM Law's Virginia-to-Florida corridor.
• Northern Trust: Large wealth management and fiduciary firm offering estate administration, trust services, and family office capabilities. Overlaps with JM Law's estate and trust administration services for higher-net-worth clients in Northern Virginia.
• Wealthspire Advisors: National RIA offering estate, tax, and financial planning for high-net-worth households, including coordination with estate attorneys. Adjacent incumbent competing for some of the same affluent Northern Virginia/DC Metro clientele.

Others

• Cassaday & Company: Independent wealth management firm based in the DC metro area whose estate planning department is staffed by JM Law attorneys. Functions as a referral partner and complementary financial advisor channel for JM Law clients.

Direct peers

• FreeWill: Online will and estate planning platform offering free or low-cost templated documents. Competes with JM Law for simple estates and increasingly for charitable planning integrations where JM Law also serves clients.
• Trust & Will: Digital-first estate planning platform offering wills, trusts, and related documents online. Directly competes with JM Law for foundational estate planning clients, particularly younger and lower-complexity households in the same Virginia/Florida footprint.

Emerging players

• Wealth.com: Modern estate planning platform serving financial advisors and their clients with interactive wills, trusts, and beneficiary planning. Comparable to JM Law's Cassaday partnership model and overlaps on the multi-generational wealth planning use case.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/jm-law

Revenue estimate

Valuation estimate

Number of profiles

Profiles9 records

Funding overview

Funding rounds

Investors

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

M&A

Investments

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

Frequently asked questions about Jm Law, Pllc