New Client 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.
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
Download My Trustee Manual
To receive the first three chapters of my book, “My Trustee Manual” please fill out the form below. This guide covers:
- Brief Overview of How a Living Trust Works
- Before Getting Started: A Few Important “Do’s” & “Don’ts”
- Checklist of Immediate Actions Upon Disability or Incapacity
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!
