Estate planning and wealth transfer for what you have built.
Trusts, asset protection, and tax-aware transfer strategy — fixed fee, quoted before work begins.
Drew Jacobs — Admitted in NY, NJ, OH
State-specific by design.
Wills, trusts, and estate tax rules differ by state. Drew Jacobs is licensed in New York, New Jersey, and Ohio; for multi-state estates we coordinate with local counsel elsewhere.
Read the NY · NJ · OH jurisdiction guide →You have kids but no will
Your family has no access plan for the business if something happens to you
You own assets in more than one state
You are a high earner without a trust
You recently married, had a child, or hit another major life change
You are relying on beneficiary forms instead of an actual plan
Fixed-fee, no hourly meter.
Engagements scoped to your situation — trusts, asset protection, and tax-efficient wealth transfer, built around three pillars.
Asset Protection
Trusts and structures that reduce exposure to lawsuits, creditors, and divorce.
Tax Minimization
Gifting, GRATs, and dynasty trusts that reduce estate tax exposure.
Wealth Transfer
Private, probate-free transfer to the next generation on your terms.
Fixed-fee packages.
Priced on complexity, not the clock — book a call for a quote.
See pricing FAQ →Foundation
A first estate plan for individuals and young families.
- ＋Last will and testament
- ＋Financial power of attorney
- ＋Healthcare power of attorney
- ＋Living will / advance directive
- ＋HIPAA authorization
- ＋Basic guardianship provisions
- ＋Digital asset inventory guidance
Protection
Avoid probate and protect assets.
- ＋Everything in Foundation, plus:
- ＋Revocable living trust (RLT)
- ＋Asset retitling guidance (funding the trust)
- ＋Beneficiary designation review & coordination
- ＋Digital asset planning & access provisions
- ＋Pour-over will
Enterprise
Asset protection and succession planning for owners and athletes.
- ＋Everything in Protection, plus:
- ＋Irrevocable life insurance trust (ILIT)
- ＋Asset protection trust strategies
- ＋LLC/entity structuring for asset shielding
- ＋Business succession planning (buy-sell framework)
- ＋Estate and gift tax minimization strategies
- ＋Key person insurance structuring guidance
- ＋Annual review and updates (12 months)
Custom / Dynasty
Multi-generational wealth planning for HNW families.
- ＋Everything in Enterprise, plus:
- ＋Dynasty trust (multi-generational wealth transfer)
- ＋Family limited partnership (FLP) structures
- ＋Intentionally defective grantor trusts (IDGTs)
- ＋Generation-skipping transfer (GST) planning
- ＋Charitable trust structures (CRTs, CLTs)
- ＋Family governance & wealth education framework
- ＋Ongoing trust administration support
How much does estate planning cost?+
Every engagement is fixed-fee. After a short scoping call we quote a flat fee for the plan level that fits.
What is included in the Foundation plan?+
A will, powers of attorney, healthcare directive, HIPAA authorization, guardianship provisions, and digital asset guidance.
What is included in the Protection plan?+
Everything in Foundation, plus a revocable living trust, asset retitling and funding guidance, and a pour-over will.
Why are fees quoted rather than published?+
Advanced plans involve structures scoped to your situation, so we quote a fixed fee after a scoping call.
Are payment plans available?+
Yes — every plan is a flat fee that can be split across installments.
Do I pay hourly for revisions?+
No. Revisions inside the scope are included; new structures added later are quoted separately.
Cornerstone guides.
Common questions.
When should I create an estate plan?
As soon as you have assets, dependents, or healthcare wishes — marriage, children, and property are common triggers.
What is included in a basic estate plan?
A will, power of attorney, healthcare proxy, and often a trust.
Do I need an estate plan for cryptocurrency or digital assets?
Yes — access credentials can be lost permanently, and traditional documents often don't cover transfer.
How much does estate planning cost?
It depends on complexity. We scope every engagement upfront on a fixed fee.
What happens if I die without an estate plan?
Your state's intestacy laws decide who inherits, and the court process takes longer and costs more.
Ready to protect your wealth for generations?
Book a strategy call — fixed fee, quoted before work begins.
Will or Trust? A Side-by-Side Comparison
The honest comparison — court involvement, privacy, incapacity, out-of-state property, and cost over time — plus when a will alone is genuinely enough in New York, New Jersey, and Ohio.
Educational material only — not legal advice. Requesting the guide does not create an attorney-client relationship. We do not sell or share your email.