Estate Planning Counsel for Advisors.
We design wills, trusts, and generational plans for the clients you already serve — you stay the primary relationship.
Drew Jacobs — Admitted in NY, NJ, OH
Why advisors refer to Legacy Counsel.
We protect the relationship you built. No poaching, no hourly meters.
Protect the client relationship
Your client stays your client — we don't solicit financial or investment work.
Seamless coordination
We work from your client's existing financials and tax returns, with no redundant data collection.
Fixed-fee clarity
Clients receive a written scope and flat fee before any work begins.
Responsive, senior-led service
Clients speak directly with Drew Jacobs, with turnaround measured in days.
Multi-state coverage
Licensed in New York, New Jersey, and Ohio — one contact across jurisdictions.
Built for your advisory team.
We serve the professionals who sit at the center of a family’s financial life. Whether you are a solo CPA, a multi-family office, or a wealth management team, we adapt our process to your workflow and communicate in the language of your practice.
CPAs & Tax Advisors
We draft the legal structures that make your tax planning durable.
Registered Investment Advisors (RIAs)
We design trusts and beneficiary structures aligned with your investment strategy.
Wealth Managers & Private Bankers
We handle trust formation and funding so legal keeps pace with wealth.
Insurance Advisors
We structure ILITs and align policy ownership with the estate plan.
Trust Officers
We draft directed-trust instruments and trust protector powers.
Family Offices
We serve as outside estate planning counsel for single- and multi-family offices.
Legal design for complex lives.
We handle the full spectrum of estate planning and fiduciary work, coordinated with your team.
Revocable & Irrevocable Trusts
Living trusts, ILITs, SLATs, GRATs, and dynasty trusts.
Wills & Powers of Attorney
Pour-over wills, powers of attorney, and healthcare proxies tailored to NY, NJ, and OH law.
Business Succession
Buy-sell agreements and founder estate planning aligned with the wealth plan.
Estate & Trust Administration
Administration support for executors and trustees.
Asset Protection
Ohio Legacy Trusts and coordinated liability shields for HNW families.
Digital Asset Planning
Cryptocurrency, NFT, and creator income integrated into wills and trusts.
A referral process that respects your relationship.
We treat every referral as a reflection on the advisor who made it. Our process is transparent, collaborative, and designed to keep you informed without burdening you with legal minutiae.
Introduce
Share our contact details or a brief introduction email.
Client Intake
The client completes secure intake or schedules a strategy call.
Scoping & Proposal
We provide a fixed-fee proposal and coordination points with your team.
Design & Execution
We draft and execute documents, looping in your team as needed.
Ongoing Updates
We remain available for plan updates and generational transitions.
What your clients experience.
Your clients receive senior-attorney attention and fixed-fee transparency, reflecting well on your introduction.
White-glove intake
Clients complete secure intake before the first call.
Strategy call with Drew Jacobs
A working session to map options and align priorities.
Fixed-fee proposal in writing
A clear scope and flat fee, no surprises.
Drafting & coordination
Documents drafted around the client's actual assets, coordinated with your team.
Signing & funding
Execution followed by trust funding and account retitling.
Annual review rhythm
We reach out when laws or circumstances change.
Working alongside your CPA, RIA, and insurance team.
We review tax returns, illustrations, and operating agreements before drafting.
For family offices, we serve as outside estate planning counsel, adapting to your internal cadence.
Fixed-fee scoping.
Every engagement begins with a written scope and flat fee — no surprise hourly bills.
Scoping is based on complexity and coordination needs. We provide the proposal within 48 hours of the strategy call.
Discretion, responsiveness, direct attorney involvement.
Every engagement is led by Drew Jacobs — not handed off to an associate. Questions are answered in plain English.
We operate with discretion and do not publish client names or case studies.
Questions advisors ask us.
Do you compete with our advisory services?+
No. We provide legal counsel only — we don't manage investments, sell insurance, or prepare tax returns.
How do you coordinate with our team during an engagement?+
With client consent, we share scope and coordination checklists with the advisor, CPA, and insurance professional.
Is there a referral fee or fee-splitting arrangement?+
No. Any referral relationship is handled only where permitted by professional conduct rules and documented in writing.
What states do you serve?+
Drew Jacobs is licensed in New York, New Jersey, and Ohio; we coordinate with local counsel elsewhere.
Can you handle complex or high-net-worth situations?+
Yes — ILITs, SLATs, GRATs, dynasty trusts, and business succession for multi-generational families.
How quickly can a referred client get started?+
Most complete intake and have a strategy call within one to two weeks; urgent matters can be expedited.
Business, IP, NIL & gaming counsel for your clients.
For corporate, IP, NIL, or gaming matters, those are handled by our sister firm, Jacobs Counsel LLC — same attorney, same fixed-fee philosophy. See how Jacobs Counsel LLC works with advisors →
Refer a client or schedule an advisor introduction.
Introductory calls are confidential and carry no obligation.
Attorney Advertising. Prior results do not guarantee a similar outcome. Nothing on this page constitutes legal advice or an offer to represent you. Drew Jacobs is licensed in New York, New Jersey, and Ohio. For matters outside these jurisdictions, we coordinate with qualified local counsel.