Resources
Simplified Estate Planning: spend more time living and less of your life worrying.
Our unique law firm experience is a proven process you will be 100% thrilled with.
We have streamlined the process so you can spend less time at your lawyer's office and more time living.
Downloadable Resources
My Trustee Manual
Download the first three chapters of our book on how living trusts work. What to do and more importantly, what not to do. If you would like more than just the first few chapters, you can read it on Kindle Unlimited for free, or receive a copy!
Ultimate Life & Legacy Organizer
Estate planning is about more than signing documents. It is also about making sure your loved ones know where to find the important information they may need if something happens to you.
Many families are left searching for account information, passwords, insurance details, medical contacts, final wishes, and other personal instructions during an already difficult time. Much of that information may be known only to you.
The Ultimate Life & Legacy Organizer was created to help you put everything in one place, so your family and trusted decision-makers have the guidance they need when it matters most.
You can start today by downloading our free 17-page Complete Life Organizer.
For a more detailed planning tool, the full 80-page My Life & Legacy Organizer is available for purchase on Amazon.
A little organization today can provide tremendous peace of mind for the people you love.
Steps To Take When A Loved One Passes Away
When a loved one passes away, it's hard to know what to do next. Take it step by step with our free guide.
Request Your Resource
New Client Forms
- The JakobLegal Difference
- What to Expect and Bring to first meeting
- JakobLegal Estate Plan Process
- What We Ask From You
- Our Family's Concerns
- Directions to our Office
- Married Risk Assessment (external site)
- Health Care and Power of Attorney Questions (external site)
- Other Persons or Advisors (external site)
- Our Home and Maintenance
- Important Family Questions
- Video and Guide: How to complete our Estate Plan Questionnaire
Are Estate Plans Necessary For Everybody?
Get The Ultimate Life Organizer
Download the free 17 page version by filling out our form below. For a more detailed planning tool, the full 80-page My Life & Legacy Organizer is available for purchase on Amazon.