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, important things to do and avoid, and a checklist of immediate actions upon disability or incapacity.
Ultimate Life Organizer
There's a lot to think about when you're collecting information for your estate plan. Download our free 17 page Complete Life Organizer and make sure you have everything covered!
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
There's a lot to think about when you're collecting information for your estate plan. Download our free 17 page Complete Life Organizer and make sure you have everything covered!