How a typical engagement is scoped
We start with a no-cost discovery call to understand your situation, goals, and constraints.
PricingLegacy Counsel
Pricing
We price work on a fixed-fee basis wherever the scope can be defined.
Key Points
- ◆Fixed-fee for foundational estate plans, trusts, and routine administration
- ◆Bundled pricing for couples and families with coordinated planning
- ◆Retainer-based for ongoing advisory and complex multi-entity work
- ◆Free 20-minute discovery call before any engagement quote
- ◆Quotes provided in writing before any work begins
What drives the fee
Estate complexity (number of entities, real properties, jurisdictions), tax exposure (federal estate, NY estate, NJ inheritance), trust structure (revocable only vs. multiple irrevocable trusts), and administrative scope (funding, beneficiary review, ongoing maintenance).
Frequently Asked
Do you publish a price list?+
We do not publish fixed numbers because the right plan depends on your situation.
What if my situation changes mid-engagement?+
If scope expands materially, we issue a written change order with a defined incremental fee before the additional work begins.
Next Step
Talk to Legacy Counsel.
Fixed-fee estate planning for clients in New York, New Jersey, and Ohio.
Drew Jacobs is licensed in New York, New Jersey, and Ohio. Nothing on this page constitutes legal advice or an offer to represent you in a jurisdiction in which we are not licensed.
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.