Simplified Estate Planning: spend more time living and less of your life worrying.
We explain each step in plain language, so you know what's happening and why.
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
The first three chapters of my manual for anyone named to take over a living trust, with do's, don'ts, and a checklist of first steps.
My Life & Legacy Organizer
A sample of my fill-in workbook for recording your contacts, accounts, passwords, bills, and final wishes, so your family won't have to guess or search.
Steps to Take When a Loved One Passes Away
A checklist of practical and legal first steps for the person named as executor or personal representative in the first weeks after a loss.
Request Your Resource
Before Our First Meeting
- 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)
- Important Family Questions
- Video and Guide: How to complete our Estate Plan Questionnaire
- Initial Client Questionnaire (external site)
For Our Current Clients
Funding Your Trust
If You've Had a Loss
Additional Information
Books by Andrea L. Jakob
My Life and Legacy Organizer
A Guide for the People Who Matter
Paperback, 117 pages
Many families are left searching for account information, passwords, insurance details, medical contacts, and final wishes during an already difficult time. This organizer helps you put everything in one place, so your family has the guidance they need when it matters most.
Don't Touch Anything Yet
The Successor Trustee's Guide to Avoiding Mistakes, Protecting Assets, and Administering a Trust
Paperback, hardcover, and Kindle
Our book on how living trusts work: what to do, and more importantly, what not to do, when you're the one left in charge. Kindle Unlimited members can read it for free.
Are Estate Plans Necessary For Everybody?
Get The Ultimate Life Organizer
Download the free 21 page version by filling out our form below. For a more detailed planning tool, the full 117-page My Life & Legacy Organizer is available for purchase on Amazon.
