Build Legacies

Estate Planning & Wealth Transfer for what you have built.

You built it. Now protect it. Trusts, asset protection, and wealth transfer strategies that ensure what you create transfers to the people you care about — on your terms.

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Where we practice: New York, New Jersey & Ohio

Estate planning is highly jurisdictional. Wills, trust validity, probate procedure, spousal elective shares, state estate and inheritance tax, and asset-protection statutes differ materially between states. Drew Jacobs is licensed in New York, New Jersey, and Ohio and represents clients whose primary residence, real estate, business, or family beneficiaries are located in one or more of these states. For multi-state estates with assets or beneficiaries outside NY, NJ, or OH, we coordinate with qualified local counsel in those jurisdictions.

Read the NY · NJ · OH jurisdiction guide →

Who needs an estate plan right now?

You have kids but no will

You own a business and your family has no access plan if something happens to you

You have assets in multiple states

You are a high earner without a trust

You recently got married, had a child, or went through a major life change

What estate planning with us looks like

Fixed-fee engagements scoped to your situation. Trusts, asset protection, and tax-efficient wealth transfer — without the hourly meter running.

Asset Protection

Trusts, LLCs, and structures that shield wealth from lawsuits, creditors, and divorce.

Tax Minimization

Strategic gifting, GRATs, and dynasty trusts that reduce estate tax exposure across generations.

Wealth Transfer

Private, probate-free transfer to the next generation on your terms — not the state's defaults.

Estate Planning Packages

Fixed-fee pricing based on complexity. Every engagement is scoped and quoted upfront — book a call for your personalized quote.

Foundation

Fixed Fee — get a quote

For individuals and young families getting their first estate plan in place.

✓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

Best for: Assets under $500K, simple family structure

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Protection

Fixed Fee — get a quote

For professionals and families who want to 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

Best for: Homeowners, professionals, growing families. Assets $500K–$2M.

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Enterprise

Fixed Fee — get a quote

For business owners, high earners, and athletes who need asset protection and succession planning.

✓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)

Best for: Business owners, founders, athletes. Assets $2M–$10M.

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Custom / Dynasty

Fixed Fee — get a quote

For high-net-worth families building multi-generational wealth.

✓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

Best for: Assets $10M+, family offices, legacy planning. Scoped individually.

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Go Deeper

Cornerstone guides for your situation

Cornerstone Guide

Estate Planning for Founders, Execs & Athletes

Pre-exit equity transfer, QSBS stacking, GRATs, dynasty trusts, athlete asset protection, and multi-state residency planning.

Read the guide →

Cornerstone Guide

Estate Planning in NY, NJ & OH

Multi-state estate planning, wills, trusts, and probate avoidance across New York, New Jersey, and Ohio.

Read the guide →

Assess Your Estate Planning Needs

Take our free 8-question assessment to discover which estate planning strategies you need based on your assets, family situation, and goals.

Take the Quiz →

Frequently Asked Questions

When should I create an estate plan?

As soon as you have assets, dependents, or specific wishes about healthcare decisions. Life events like marriage, having children, buying property, or starting a business are common triggers.

What is included in a basic estate plan?

A comprehensive estate plan typically includes a will, power of attorney, healthcare proxy, and potentially a trust depending on your assets and goals.

Do I need an estate plan for cryptocurrency or digital assets?

Absolutely. Digital assets like cryptocurrency, NFTs, and online accounts require specific planning because access credentials can be lost permanently. Traditional estate documents often do not cover digital asset transfer.

How much does estate planning cost?

It depends on the complexity of your estate. A straightforward will and power of attorney is a different scope than a trust-based plan with business interests and digital assets. We scope every engagement upfront so there are no surprises. Fixed-fee pricing — get a quote.

What happens if I die without an estate plan?

Your state's intestacy laws determine who inherits your assets, which may not align with your wishes. Courts appoint administrators, the process takes longer, and costs more for your family.

Ready to Protect Your Wealth for Generations?

Book a free strategy call and we'll create a custom estate plan that protects your assets, minimizes taxes, and preserves wealth for your family.

Book a Call →Start Your Estate Plan →