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
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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