Estate Planning Counsel for Advisors.
Legacy Counsel designs wills, trusts, and generational plans for the clients you already serve. You remain the primary financial and tax relationship. We handle legal design, document execution, and ongoing coordination — so your advice survives incapacity, death, and generational transfer.
Drew Jacobs — Admitted in NY, NJ, OH
Why advisors refer to Legacy Counsel.
Advisors refer to us because we protect the relationship they built. We do not poach financial or tax work. We do not upsell competing products. We draft the legal infrastructure that makes your financial plan durable — and we do it with fixed-fee clarity, senior-attorney attention, and a responsiveness your clients will notice.
Protect the client relationship
Your client stays your client. We do not solicit ongoing financial or investment work. Our role is legal design and execution — we reinforce the value of your advice, not replace it.
Seamless coordination
We work from your client’s financials, tax returns, and insurance illustrations so the estate plan maps to the balance sheet you already built. No redundant data collection.
Fixed-fee clarity
Advisors can refer with confidence knowing the client receives a written scope and flat fee before any work begins. No runaway hourly bills that strain the advisor-client dynamic.
Responsive, senior-led service
Clients speak directly with Drew Jacobs — not a rotating associate. Turnaround is measured in days, not quarters. Your client’s experience reflects well on the introduction.
Multi-state coverage
Licensed in New York, New Jersey, and Ohio with experience coordinating across state lines. One legal contact for clients with residences, businesses, or property in multiple 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
You see the full tax picture. We draft the legal structures — trusts, powers of attorney, and business succession documents — that make your tax planning durable across generations and incapacity.
Registered Investment Advisors (RIAs)
You manage the portfolio. We design trusts, directed trust provisions, and beneficiary structures that align with your investment strategy and the family’s governance goals.
Wealth Managers & Private Bankers
You coordinate the balance sheet. We handle trust formation, ILIT funding, SLAT execution, and GRAT creation so your client’s legal architecture keeps pace with their wealth.
Insurance Advisors
You place the coverage. We structure ILITs, coordinate Crummey notices, and ensure policy ownership and beneficiary designations match the broader estate plan rather than contradicting it.
Trust Officers
You administer trusts. We draft directed-trust instruments, decanting provisions, and trust protector powers that give you clear authority and protect the family’s intent.
Family Offices
You run the operating system. We serve as outside estate planning counsel for single- and multi-family offices, handling document updates, generational transfers, and state-specific compliance.
Legal design for complex lives.
From foundational wills to advanced irrevocable trusts, we handle the full spectrum of estate planning and fiduciary work — always coordinating with the advisor team so the legal plan reinforces the financial one.
Revocable & Irrevocable Trusts
Living trusts, ILITs, SLATs, GRATs, dynasty trusts, and trusts for minor children — drafted to coordinate with the advisory team’s tax and investment strategy.
Wills & Powers of Attorney
Pour-over wills, statutory and durable financial powers of attorney, healthcare proxies, and living wills tailored to NY, NJ, and OH law.
Business Succession
Buy-sell agreements, operating agreement updates, shareholder restrictions, and founder estate planning that aligns equity transfers with the family’s wealth plan.
Estate & Trust Administration
Post-death probate and trust administration for executors and trustees, including sub-trust funding, tax coordination, and beneficiary communications.
Asset Protection
Ohio Legacy Trusts, domestic asset protection structures, and coordinated liability shields for professionals, founders, and high-net-worth families.
Digital Asset Planning
Cryptocurrency, NFT, creator income, and online business interests integrated into wills and trusts with proper access, custody, and succession language.
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 send a brief introduction email. No formal agreement is required to make the first introduction.
Client Intake
The client completes our secure intake or schedules a strategy call. We copy you on communications if the client consents, so you remain in the loop.
Scoping & Proposal
We scope the engagement, provide a fixed-fee proposal, and outline coordination points with your team — tax, insurance, and investment.
Design & Execution
We draft, revise, and execute documents, looping in your team for beneficiary designations, account retitling, and policy ownership updates as needed.
Ongoing Updates
Life changes. We remain available for plan updates, new asset classes, and generational transitions — always coordinating with you as the primary financial relationship.
What your clients experience.
Your clients receive senior-attorney attention, fixed-fee transparency, and a process designed around busy founders, executives, and multi-generational families. The experience reinforces the quality of your introduction.
White-glove intake
Clients complete a secure online intake before the first call. We review assets, family structure, and goals so the strategy call is productive from minute one.
Strategy call with Drew Jacobs
A working session — not a sales pitch — to map options, answer questions, and align the legal plan with the family’s financial and personal priorities.
Fixed-fee proposal in writing
A clear scope and flat fee covering drafting, revisions, signing, and funding guidance. No surprises, no hourly anxiety.
Drafting & coordination
Documents are drafted around the client’s actual assets and the advisor’s existing structures. We coordinate with CPAs on tax elections and RIAs on trust investment authority.
Signing & funding
Execution under state-specific formalities, followed by trust funding, beneficiary designation updates, and account retitling — handled end-to-end.
Annual review rhythm
We proactively reach out when laws change, family circumstances shift, or new assets enter the picture. The plan stays current without the client having to ask.
Working alongside your CPA, RIA, and insurance team.
The best estate plans are built collaboratively. We do not draft trusts in a vacuum. We ask for tax returns to calibrate credit-shelter and marital trust formulas. We review insurance illustrations to confirm ILIT premiums and Crummey timing. We read operating agreements before drafting buy-sell provisions. And we coordinate with RIAs to ensure directed-trust language matches the investment mandate.
For family offices, we serve as outside estate planning counsel — available for quarterly governance calls, emergency document updates, and generational transition planning. We adapt our communication rhythm to your internal cadence.
Fixed-fee scoping.
Every engagement begins with a written scope and flat fee. There are no surprise hourly bills, no open-ended retainers, and no nickel-and-diming for phone calls. The client knows the full cost before any work begins — and you know your client will not blame you for an unpredictable legal bill.
Scoping is based on document complexity, asset diversity, state-specific requirements, and coordination needs with the advisory team. We provide the proposal within 48 hours of the strategy call.
Discretion, responsiveness, direct attorney involvement.
Your clients expect white-glove service. They get it. Every engagement is led by Drew Jacobs — not handed off to an associate you have never met. Phone calls and emails are returned promptly. Drafts move quickly. Questions are answered in plain English, not legalese.
We also operate with discretion. We do not publish client names, case studies, or specific transaction details. Your high-net-worth clients and family office principals can engage without exposure to public marketing or press.
Questions advisors ask us.
Do you compete with our advisory services?+
No. Legacy Counsel provides legal counsel only — wills, trusts, estate planning, and fiduciary administration. We do not manage investments, sell insurance, or prepare tax returns. Our role is to make your financial and tax planning legally durable.
How do you coordinate with our team during an engagement?+
With the client’s consent, we share the scope of work, document summaries, and coordination checklists with the advisor, CPA, and insurance professional. We align trust provisions with investment strategy, coordinate beneficiary designations with portfolio accounts, and ensure tax elections are consistent with the estate plan.
Is there a referral fee or fee-splitting arrangement?+
We do not engage in fee-splitting or paid referral arrangements. Any referral relationship is handled only where permitted by the rules of professional conduct and documented in writing. Our priority is protecting the client’s interests and the integrity of your advisory relationship.
What states do you serve?+
Drew Jacobs is licensed in New York, New Jersey, and Ohio. We represent clients whose residence, primary assets, or business interests are in those states. For matters involving other jurisdictions, we coordinate with qualified local counsel.
Can you handle complex or high-net-worth situations?+
Yes. We routinely design ILITs, SLATs, GRATs, dynasty trusts, and business succession structures for founders, executives, and multi-generational families. We also administer complex trusts and estates post-death.
How quickly can a referred client get started?+
Most referred clients complete intake and have a strategy call within one to two weeks. Urgent matters — pre-transaction, travel, or health concerns — can be expedited.
Business, IP, NIL & gaming counsel for your clients.
Estate planning is our lane here. When your clients need corporate formation, contracts, intellectual property, NIL deals, sports and entertainment representation, or gaming and skill-game compliance, those matters are handled by our sister firm, Jacobs Counsel LLC. Same senior attorney, same fixed-fee philosophy, different practice. See how Jacobs Counsel LLC works with advisors →
Refer a client or schedule an advisor introduction.
Whether you have a client ready to engage or you simply want to understand how we work with advisory teams, we are happy to connect. 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.