From Weston Neighbor to Trusted Planner

Featured September 2025 Article | Our City Weston Magazine

Being featured by Our City is a meaningful nod to what matters most here: clear, customized planning. At Andrea L. Jakob, PA, we go beyond documents—designing wills, trusts, powers of attorney, and deeds that protect assets, preserve harmony, and prepare the next generation. Our streamlined process helps you spend less time at the lawyer’s office and more time living your life.

As a neighbor who’s cheered on soccer games at Weston Regional Park, enjoyed date nights in Town Center, and watched July 4th fireworks with my family, I know estate planning is personal. That’s why our bilingual team crafts plans that reflect your wishes, helps you keep your family out of probate, maintain your autonomy as you age, and ease the burden on the people you love.

“My goal is to plan today to keep your family out of probate and avoid government intervention. I also want to help my clients maintain their autonomy as they age and reduce the burden on their families.”

What Our City Highlighted

• Personalized planning, not templates. We listen first and build wills, trusts, powers of attorney, and deeds around your unique goals.
• Beyond documents—real reassurance. Guidance in plain English, with a compassionate ear when life gets complicated.
• Strategies that look ahead. Plans designed for long-term protection, not just today’s to-dos.
• A streamlined process. Spend less time at your lawyer’s office and more time living your life.
• Local roots, real experience. From international relatives to blended families and multiple properties, Weston families face unique challenges—we’re built for them.

Quick Checklist: Start (or Refresh) Your Plan

For young couples

• Health Care Directives & Designations (including a Health Care Surrogate)
• Durable Power of Attorney
• Name temporary and long-term guardians for minor children
• Review beneficiaries on life insurance/retirement accounts

For college students

• HIPAA Release and Health Care Surrogate so the right person can get information and make decisions
• Durable Power of Attorney for finances while they’re away at school
• “In case of emergency” contacts stored on the phone

For blended or international families

• Coordinate beneficiaries carefully (to avoid accidental disinheritance)
• Consider trusts to protect children from prior relationships
• Get tailored guidance for assets or heirs abroad

For homeowners & multiple properties

• Confirm home title and beneficiary strategy (trust funding or deed options that may help avoid probate)
• Align property insurance and homestead planning with your estate plan

For retirees & caregivers

• Update or create incapacity documents (Health Care Surrogate, Durable POA)
• Review your trust/will for clarity on who does what—and when
• Plan for smooth transitions to reduce stress on adult children

Pro tip: Review your plan after major life events—marriage, a new child, buying property, moving states, or retirement.

What to Expect When You Reach Out

1. Warm, brief call to learn your goals and timing.
2. Focused planning session to map choices and design your plan.
3. Customized documents (Wills, Trusts, Powers of Attorney, Deeds) that reflect your wishes.
4. Signing & funding support, plus friendly check-ins as life evolves.