The family or the ownership changed
A marriage, a divorce, a new child, a move to another state, or newly acquired property usually means the documents and the titling no longer match the intent. Planning for families.
For advisory teams
Estate counsel that works with your advisory team.
We handle the legal side of a client's plan — the documents, the structures, and the jurisdictional requirements — while tax, investment, and insurance advice stay with you.
When to involve us
A business transition is coming
A sale, a buy-in, a new operating agreement, or a succession question — where the company documents and the estate documents have to be read together. Planning for business owners.
A trust is being implemented or administered
Drafting a new trust, transferring assets into an existing one, or supporting a trustee or executor who has taken on the role. Probate & trust administration.
How coordination works
Coordination runs on the client's permission. Once the client tells us who we may speak with, we run our conflicts check and confirm the legal scope in writing with them.
Then we get specific about roles: who drafts, who reviews, who changes titling or beneficiary designations, and who files what. Ambiguity there is where plans stall. We also agree how the team communicates and how often, and Drew leads strategy and oversees the legal work throughout. Timing is set in the engagement scope rather than promised in advance.
Fees are fixed for the estate planning scope agreed in writing. Fees & engagement.
Making a first introduction
Send contact information and a sentence on the general need — for example, "New Jersey family, second marriage, wants to revisit an old will." That is enough to route it and start a conflicts check.
Please do not send confidential documents, statements, or account numbers with a first inquiry. No attorney-client relationship exists until we sign an engagement agreement, so wait for that before sharing anything sensitive.
We do not split fees or pay for referrals.
Have a client situation in mind?
Send the general need and we will tell you what the legal work would involve.
Advisor questions
Do you take over the client relationship?
No. We are engaged for legal work on a defined scope. Investment management, insurance, and tax return preparation stay with you.
How is coordination authorized?
The client tells us who we may speak with. Once that permission is in place we can share scope, drafts where appropriate, and the list of implementation steps with your team.
Is there a referral fee?
No. We do not split fees or pay for referrals.
Legacy Counsel is the estate planning practice of Jacobs Counsel LLC; corporate, IP, NIL, and gaming matters are handled by Jacobs Counsel LLC under a separately agreed scope and fee.