Estate Planning

How We Can Help

We help create your Trust and comprehensive Estate Planning solutions tailored to your specific needs and goals. Our dedicated team is here to support you in developing personalized Living Wills, Powers of Attorney, Health Care Directives, and robust Trusts and Estate Plans.

You’re Unique, So Your Plan Should Be Too.

We listen carefully to what you need. We work closely with you to create a strategy that effectively protects your assets and ensures the future well-being of your family. With our guidance, we help you develop and maintain family privacy and fulfillment of your wishes.

Protecting Your Family And Your Future

What is an “Estate Plan”?

You don’t need a mansion in Beverly Hills to need an Estate Plan. Your greatest asset is your independence and autonomy. An “Estate Plan” allows us to prepare a variety of documents to make sure the state or county doesn’t step in to control your wishes during your lifetime and following your life.

Estate Planning is the planning of your estate for after your life. Your estate includes all of your money (savings, investments, etc.), your life insurance, your house, other real estate, your business, all of your personal property, and even your pets.

By planning what you want to happen to these things before your death, you can guarantee that your life’s work will garner the respect it deserves after your death by having your wishes honored. Your estate plan will also protect you as you get older, making sure you are safe and taken care of. Estate planning also helps protect your children, family members, and pets amid a hard time, helping them avoid the stress of planning your estate after you are gone.

Our team can help you achieve all that you want to with your legacy and protect it.

What is a Will?

I often describe a will as a “Dear Judge” letter. A will is not self-executing and must go through a legal process called probate. Working with an experienced attorney for a will can help ensure everything is properly prepared. Your Last Will and Testament outlines how you want your affairs handled and how your assets should be distributed, but it only takes effect through the probate process after your death.

What is a Trust?

I hear clients ask “Why do I Need a Trust” every day. A Trust holds your money or property in a special way. It helps you avoid probate and keeps your plans private. It’s a strong tool to help you and your family.

Think of a Trust as a “bucket” to hold your assets. Take a look at our Why a Trust Matters diagram to see how it works.

You may also find this helpful: What to Expect at an Estate Plan Consultation.

What Can Our Team Do for You?

We develop your personalized plan using a variety of documents such as Wills, Trusts, Health Care Directives, and Powers of Attorney to meet your individual needs and goals. We help develop the plan that best protects your assets and your family’s future, while maintaining family privacy and keeping control of your wishes.

We discuss what your values are, what your needs are, and how the needs of you and your family can be protected and represented in your Estate Plan.

Our unique law firm experience is a 5-step proven process you will be 100% thrilled with. Unlike other firms, we don’t just sell documents, we deliver peace of mind. We communicate with you, listen to you, and we treat you with the same care and respect we’d want for our own family. We have streamlined the estate plan process, so you can spend less time at your lawyer’s office and more time living your life.

The JakobLegal Difference: Our 5-Step Process

1. We Get to Know Each Other

You will be assigned a Client Coordinator who will immediately begin helping you prepare for your appointment. You will chat with us about your goals, concerns, and your family. We will schedule your signing date so you’ll know your goal is in sight.

2. Meet with Your Estate Planning Attorney

At your attorney meeting, once our client agreement is signed, we will begin our promised attorney/customer service experience. We will curate the best plan to achieve your goals and ease your concerns at this comprehensive appointment.

3. Personalized Plan Developed

Our team will roll up their sleeves to begin your personalized and detailed plan design. It will be developed and tailored to your exact needs, and the appropriate documents will be drafted.

4. Signing Meeting

At the signing, we’ll go over every detail and ensure you fully comprehend your plan. We simplify complex legal jargon, making it accessible to you and your family, so you don’t need legal expertise to understand how it benefits you.

5. Life Happens

We are all human and life has its unexpected twists and turns. Our promise to you is that we will help you along the way and be here for your family when you need it the most.

Client Resources

Effective Trusts & Estate Planning Services

A trust may offer you a variety of advantages, including:

  • Avoiding Probate
  • Protecting Adult Children from Their Potential Mistakes
  • Minimizing or Avoiding Tax Consequences
  • Keeping Financial Information Private
  • Setting Money Aside for Your Children and Grandchildren
  • Setting Aside Money for Potential Disability or Long-Term Care
  • Assisting with Supplemental Needs or Special Needs
  • Obtaining Medicaid for Yourself or a Loved One

Types of Trusts

  • Revocable Living Trust
  • Living Trust
  • Joint Trust
  • Spendthrift Trust
  • Irrevocable Trust
  • Medicaid Trust
  • Land Trust
  • Testamentary Trust

Get “My Trustee Manual” Today

Not sure where to start as a trustee? Our guide walks you through what you need to know. Request the Guide.

Get the Ultimate Life Organizer

There’s a lot to think about when collecting information for your estate plan. Download our free 17-page Complete Life Organizer and make sure you have everything covered.

Download the Organizer

Helping You Plan Today, So You Can Sleep Better Tonight

We help clients untangle their complications and concerns and build paths to stable futures. Schedule a consultation at our law office to discuss your estate planning needs.

Request a Consultation

Links and Resources