ResourcesLegacy Counsel
Resources
Plain-English material to help you decide what you need before you ever talk to a lawyer. Everything here is general guidance, not legal advice — but it is the same framework we use inside the engagement.
Key Points
- ◆The Legacy Journal — long-form articles on estate planning topics
- ◆FAQ — the questions we get asked most often
- ◆Estate Planning Quiz — a 5-minute self-assessment
- ◆Estate Planning Checklist — what to gather before your first meeting
- ◆State Guides — NY, NJ, and OH-specific overviews
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.