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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 

Legacy Counsel by [Jacobs Counsel LLC](https://jacobscounsellaw.com)

# Estate planning for _high-achieving_ legacies.

Partner-led counsel for founders, athletes, creators, and private families. Complex assets secured through a streamlined, fixed-fee process across New York, New Jersey, and Ohio.

[Book a consultation](https://cal.com/drewjacobs/estate-planning)[Start private intake](/get-started)

Jurisdictions

New York · New Jersey · Ohio

Billing

Fixed fee, quoted before work begins

Timeline

30–60 days to signed & funded

## Strategic focus

Built for the liquidity events, short earning windows, and privacy needs of people operating at the highest level.

### Founders & Executives

Pre-exit equity, concentrated stock, and deferred comp — moved before the liquidity event, not after.

-   Trust structuring
-   Pre-exit transfers

### Athletes & Creators

NIL income, brand and IP succession, and multi-state tax exposure, handled privately.

-   IP succession
-   Privacy by design

### Private Families

Multi-generational transfer, guardianship, and closely held businesses kept in the family.

-   Asset protection
-   Business succession

## A complete estate planning  stack

Everything a plan needs, coordinated under one engagement.

01 

### Wills & Core Documents

Wills, powers of attorney, healthcare directives.

02 

### Revocable Living Trusts

Probate avoidance and incapacity planning.

03 

### Irrevocable & Advanced Trusts

ILITs, SLATs, GRATs, dynasty trusts, IDGTs.

04 

### Asset Protection Planning

Protective trusts, entities, titling strategy.

05 

### Business Succession

Buy-sell agreements and founder transitions.

06 

### Probate & Trust Administration

Quiet guidance for executors and trustees.

[See the full estate planning practice →](/estate-planning)

Why Legacy Counsel

## Senior attorney attention. Modern process.

No associate hand-offs. No hourly meter running in the background.

01 

### Fixed-Fee Engagements

Quoted up front. No hourly meters.

02 

### Direct Attorney Access

One senior attorney, start to finish.

03 

### Modern Process

Secure intake and e-signing where permitted.

04 

### Privacy by Design

Encrypted exchange. Family matters stay private.

## The process — 30 to 60 days 

Four steps, from first form to a funded plan.

1.  ### Confidential Intake
    
    A secure form, reviewed before we speak.
    
2.  ### Strategy Call
    
    A working session on your options.
    
3.  ### Fixed-Fee Proposal
    
    Written scope and flat fee.
    
4.  ### Design, Sign & Fund
    
    Drafted, executed, and funded.
    

## State-specific by design 

Tax and probate rules differ by state. Every plan follows the law that governs you.

[NJ 

### New Jersey Estate Planning

Inheritance tax planning and probate avoidance.

→](/estate-planning/new-jersey) [NY 

### New York Estate Planning

Estate tax cliff planning and Surrogate's Court avoidance.

→](/estate-planning/new-york) [OH 

### Ohio Estate Planning

Transfer-on-death deeds and Ohio Legacy Trusts.

→ ](/estate-planning/ohio)

For Advisors We partner with CPAs, RIAs, and family offices — your client stays yours.

[Advisor partnerships →](/for-advisors)

Free Download 

### The Estate Planning Checklist

A practical checklist covering documents, titling, beneficiary designations, and the funding steps most plans skip. Written for NY, NJ, and OH families.

Send it to me

Educational material only — not legal advice. Requesting the guide does not create an attorney-client relationship. We do not sell or share your email.

Estate Planning Assessment 

### Not sure what you need yet?

A short, private assessment maps your situation to the documents and structures worth discussing — wills, revocable trusts, irrevocable planning, or administration support.

[Take the 2-minute assessment →](/quiz/estate-planning)

Educational only. Completing the assessment does not create an attorney-client relationship.

FAQ 

## Common questions.

### How are fees structured?

Fixed fee, quoted in writing after a scoping call — before any work begins.

### Which states do you serve?

New York, New Jersey, and Ohio. Elsewhere, we coordinate with local counsel.

### Do I need a trust, or just a will?

It depends on your assets and family. We walk through both on the strategy call.

### Do you work with my CPA or advisor?

Yes — routinely, so the legal and tax plans line up.

[Read the full FAQ →](/faq)

## A legacy worth building deserves counsel worth keeping. 

Private consultations, directly with the attorney who designs your plan.

[Start your intake →](/get-started)[Book a consultation](https://cal.com/drewjacobs/estate-planning)

Attorney Advertising. Prior results do not guarantee a similar outcome. Submitting an intake does not create an attorney-client relationship; representation begins only upon a signed engagement letter. Drew Jacobs is licensed in New York, New Jersey, and Ohio.

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.