--- title: "Estate Planning Counsel for Advisors | CPAs, RIAs, Family Offices | Legacy Counsel" description: "Estate planning counsel for CPAs, RIAs, wealth managers, insurance advisors, and family offices. Fixed-fee legal design and execution that protects the advisor relationship. NY, NJ, OH." lang: en json-ld: | [ { "@context": "https://schema.org", "@graph": [ { "@type": "LegalService", "@id": "https://jacobslegacycounsel.com/#legalservice", "name": "Jacobs Legacy Counsel", "alternateName": [ "Legacy Counsel by Jacobs Counsel", "Jacobs Legacy" ], "url": "https://jacobslegacycounsel.com", "description": "Fixed-fee estate planning for high-net-worth families, founders, executives, and professional athletes. 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Legal design and execution that protects the advisor relationship.", "provider": { "@type": "LegalService", "name": "Legacy Counsel by Jacobs Counsel LLC", "url": "https://jacobslegacycounsel.com" }, "founder": { "@type": "Person", "name": "Drew Jacobs" } }, { "@context": "https://schema.org", "@type": "FAQPage", "@id": "https://jacobslegacycounsel.com/for-advisors#faq", "mainEntity": [ { "@type": "Question", "name": "Do you compete with our advisory services?", "acceptedAnswer": { "@type": "Answer", "text": "No. We provide legal counsel only — we don't manage investments, sell insurance, or prepare tax returns." } }, { "@type": "Question", "name": "How do you coordinate with our team during an engagement?", "acceptedAnswer": { "@type": "Answer", "text": "With client consent, we share scope and coordination checklists with the advisor, CPA, and insurance professional." } }, { "@type": "Question", "name": "Is there a referral fee or fee-splitting arrangement?", "acceptedAnswer": { "@type": "Answer", "text": "No. Any referral relationship is handled only where permitted by professional conduct rules and documented in writing." } }, { "@type": "Question", "name": "What states do you serve?", "acceptedAnswer": { "@type": "Answer", "text": "Drew Jacobs is licensed in New York, New Jersey, and Ohio; we coordinate with local counsel elsewhere." } }, { "@type": "Question", "name": "Can you handle complex or high-net-worth situations?", "acceptedAnswer": { "@type": "Answer", "text": "Yes — ILITs, SLATs, GRATs, dynasty trusts, and business succession for multi-generational families." } }, { "@type": "Question", "name": "How quickly can a referred client get started?", "acceptedAnswer": { "@type": "Answer", "text": "Most complete intake and have a strategy call within one to two weeks; urgent matters can be expedited." } } ] }, { "@context": "https://schema.org", "@type": "BreadcrumbList", "itemListElement": [ { "@type": "ListItem", "position": 1, "name": "Home", "item": "https://jacobslegacycounsel.com/" }, { "@type": "ListItem", "position": 2, "name": "For Advisors", "item": "https://jacobslegacycounsel.com/for-advisors" } ] } ], { "@context": "https://schema.org", "@type": "BreadcrumbList", "itemListElement": [ { "@type": "ListItem", "position": 1, "name": "Home", "item": "https://jacobslegacycounsel.com/" }, { "@type": "ListItem", "position": 2, "name": "For Advisors", "item": "https://jacobslegacycounsel.com/for-advisors" } ] } ] --- A Practice of [Jacobs Counsel LLC](https://jacobscounsellaw.com) Serving NY · NJ · OH — Vol. 2026 [Legacy Counsel ](/) Firm Resources Estate Planning Trusts [Probate & Admin](/probate-trust-administration)[Pricing](/pricing)[Book Call](https://cal.com/drewjacobs/estate-planning)[Start Intake](/get-started) Menu 1. [Home](/) 2. For Advisors CPAs · RIAs · Wealth Managers · Family Offices Licensed NY · NJ · OH # Estate Planning Counsel for Advisors. We design wills, trusts, and generational plans for the clients you already serve — you stay the primary relationship. [Schedule Advisor Intro](https://cal.com/drewjacobs/estate-planning)[Refer a Client](/contact) Drew Jacobs — Admitted in NY, NJ, OH 01 / WHY ADVISORS REFER ## 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. 02 / WHO WE HELP ## 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. 03 / MATTERS WE HANDLE ## 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. 04 / HOW REFERRALS WORK ## 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. 01 ### Introduce Share our contact details or a brief introduction email. 02 ### Client Intake The client completes secure intake or schedules a strategy call. 03 ### Scoping & Proposal We provide a fixed-fee proposal and coordination points with your team. 04 ### Design & Execution We draft and execute documents, looping in your team as needed. 05 ### Ongoing Updates We remain available for plan updates and generational transitions. **Professional responsibility note.** We do not engage in fee-splitting or paid referral arrangements. Any referral relationship is documented in writing per the rules of professional conduct. 05 / CLIENT EXPERIENCE ## 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. 06 / COORDINATION ## 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. 07 / PRICING ## 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. [View our pricing approach](/pricing). 08 / SERVICE ## 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. 09 / FAQ ## 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. SISTER FIRM ## 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 →](https://jacobscounsellaw.com/clients/financial-advisors) NEXT STEP ## Refer a client or schedule an advisor introduction. Introductory calls are confidential and carry no obligation. [Schedule Advisor Intro](https://cal.com/drewjacobs/estate-planning)[Refer a Client](/contact)[Client Intake Form](/get-started) **Prospective Client Disclaimer.** Submitting this form does not create an attorney-client relationship. Do not send confidential or time-sensitive information until we have signed an engagement letter. We will review your submission and follow up to discuss whether we can represent you. By submitting, you consent to be contacted about your inquiry. **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. Estate Planning & Legacy Counsel Legacy Counsel by Jacobs Counsel. Fixed-fee estate planning, trusts, wills, and generational wealth strategy for high-net-worth families. [← Visit jacobscounsellaw.com](https://jacobscounsellaw.com) [(646) 343-7227](tel:+16463437227)[intake@jacobscounsellaw.com](mailto:intake@jacobscounsellaw.com) 221 River Street, Floor 9 Hoboken, NJ 07030 Practice - [Estate Planning](/estate-planning) - [Trusts](/trusts) - [Probate & Administration](/probate-trust-administration) - [Pricing](/pricing) - [For Advisors](/for-advisors) States - [New Jersey](/estate-planning/new-jersey) - [New York](/estate-planning/new-york) - [Ohio](/estate-planning/ohio) - [State Guides](/resources/state-guides) Resources - [Blog](/blog) - [FAQ](/faq) - [Estate Planning Quiz](/quiz/estate-planning) - [Checklist](/resources/checklist) Firm - [About Drew Jacobs](/about) - [Contact](/contact) - [Start Intake](/get-started) - [Book a Consultation](https://cal.com/drewjacobs/estate-planning) - [Client Questionnaire](/client-questionnaire) Notices - [Privacy Policy](/legal/privacy-policy) - [Legal Disclaimer](/legal/disclaimer) - [Attorney Advertising](/legal/attorney-advertising) © 2026 Legacy Counsel by Jacobs Counsel. All rights reserved. Attorney Advertising. Prior results do not guarantee a similar outcome. **Jurisdiction.** Drew Jacobs is licensed to practice law in New York, New Jersey, and Ohio . Estate planning is highly state-specific — laws governing wills, trusts, probate, estate and inheritance tax, and asset protection vary materially by jurisdiction. We represent clients whose residence, primary assets, or business interests are situated in NY, NJ, or OH. For matters involving other states, we coordinate with qualified local counsel. Nothing on this site constitutes legal advice or an offer to represent you in a jurisdiction in which we are not licensed.