Trusts and Estate Planning

How We
Can Help

We do Trusts and Estate Planning as well as develop personalized Wills, Powers of Attorney and Health Care Directives and Estate Plans to meet your individual needs and goals. We will help you develop the strategy that best protects your assets and your family’s future; while maintaining family privacy and keeping control of your wishes.

Protecting your Family and your Future

What does a Trusts and Estate Planning Attorney do?

Simply put, we develop a plan to cover everything you and your family will need during your life and beyond.

We develop personalized Wills, Trusts, Powers of Attorney and Estate Plans to meet your individual needs and goals. We will help you develop the plan that best protects your assets and your family’s future; while maintaining family privacy and keeping control of your wishes.

What is a Trust?

A trust is a vehicle that is created to hold money or property in a way that is contractual and agreed upon by those involved. A Revocable Living Trust is usually known as an instrument to avoid probate, but it is also a powerful tool to keep your estate plan a private family matter and to protect you, your family and your assets during life and its challenges now and in the future.

Types of Trusts

Revocable Living Trust
Living Trust
Joint Trust
Irrevocable Trust
Medicaid Trust
Land Trust
Testamentary Trust

Effective Trusts and Estate Planning Services

A trust may offer you a variety of advantages, such as:

Avoiding Probate
Minimizing or Avoiding Tax Consequences
Keeping Financial Information Private
Setting Money Aside for Your Children and Grand Children
Setting Aside Money for Potential Disability or Long-Term Care
Assisting with Supplemental Needs or Special Needs
Obtaining Medicaid for yourself or a loved one

Are Estate Plans Necessary for Everybody?

We help clients untangle their complications and concerns and help build paths to stable futures. Assisting clients throughout South Florida, we maintain flexible appointment options and reasonable legal fees. Take a look at what previous clients have to say about us here!

Schedule a consultation at our law office to discuss your:

Last Will and Testament
Healthcare Directives
Designation of Health Care Surrogate
Health Care Advanced Directives
Durable Power of Attorney
Revocable Living Trusts
Probate Avoidance Strategies
Disability Protection
Special Needs Trusts
Probate Estate Administration
Probate Summary Administration
Florida Trust Administration

Why Jakob Legal

We are committed to providing you with personalized, creative and cost-effective Estate Planning, Wills And Trusts, Asset Protection, Probate and Elder Law Needs.

Centrally located in Davie, Florida in Broward County, we are within minutes from Cooper City, Southwest Ranches, Sunrise, Plantation, Pembroke Pines and Weston.

Also easily accessible from Hollywood, Miramar, Coconut Creek, Delray Beach and anywhere else in the Tri-County area in this South Florida vicinity.

See what our clients are saying!

Andrea was prepared, thorough in her explanation of the documents and very professional. Her knowledge and kindness made me feel very comfortable. I know I made the right decision for her to handle my legal matter.

Excellent AttorneyPosted by anonymous, December 7, 2017

Andrea set up a will, health care directives and a trust for the family. She spent the time explaining the positives and negatives of the process. We felt comfortable with her and she made us feel at ease during this process. I highly recommend her and will be using her for any other attorney needs I might have.

Outstanding & Trusted AttorneyPosted by Kevin, August 1, 2017

5.0 / 5.0 Review for Andrea Rochlin Jakob Esq. on 11/17/17 in Estate Planning I was very intimidated about the entire process because I was not familiar with all of the laws related to Estate Planning. Andrea made it very simple and was able to communicate and explain everything to me so that it made sense. My plan could have been complicated since I am in a “blended” family, but Andrea made it very user friendly and thorough. While I know she has my best interest, she also demonstrates fairness and doing the right thing which is also important to me!

John DoeCEO

Legal Knowledge, Human Wisdom:
Helping you plan today,
so you can sleep better tonight

Andrea L. Jakob, P.A.

5.0

Based on 27 reviews

dennis

01:14 26 Jan 20

I chose Andrea Jacob to prepare our Estate Plan based on the very positive social media reviews. I must say, the... reviews were spot on!!! My wife and I found Andrea to be very knowledgeable, kind, personable and patient. She listened to our needs and came up with an estate plan that made sense for us and immediately put us at ease that we had chosen the right lawyer to guide us thru this sensitive task. Thank you, Andrea, for making such a daunting process so reassuring!!!read more

David Polyak

04:03 07 Jan 20

Andrea was absolutely wonderful in helping set up my parents' estate as they were going through several health issues. ... She accommodated my family as I was in town for only a few days to help my parents and she made sure that the entire estate planning process was completed. Her caring and personable attitude made this difficult time a little easier. She even spent additional time answering follow up questions over several different phone calls. I highly recommend Andrea to anyone seeking a thoughtful professional estate attorney who truly cares about the families she works with.read more

Lisa Hunt

14:12 17 Dec 19

I highly recommend Andrea for your legal needs! Our family has used her service for over 15 years!!! She's very... personable, friendly, caring and takes the time to guide you through the process. Andrea and her legal assistant are available and in constant contact. You are able to access your records through an online secure site at any time. She makes seemingly difficult steps to estate planning easy peasy!! She's the best!read more

Norma Vesey

19:19 03 Oct 19

Andrea Jakob was great in helping us work through our health care surrogacy, will and trust. Ours was well overdue, we... hadn't done our will since our children were small and now they have their own children. She helped us think through every aspect. She listened to our ideas, gave us her opinion and recommendations and created what was best for us and our family. Andrea is smart, very knowledgeable about estate planning, she is funny and quite personable. She truly wants to do what is best for you at the time you are with her and for the future. We highly recommend her!read more

Maritza Espinal

21:42 20 Sep 19

It has been a pleasure working with Andrea. From the very beginning, she made it comfortable and relatively easy to... talk about challenging topics such as wills, estates, and trusts. She laid out the plan in an organized and friendly manner, explaining things "at my level" so that I could understand, and I never felt rushed. Not only is she very smart and professional, she also has a warm customer service approach, taking care to offer treats such as hot tea. I recommend her highly and I look forward to our continued relationship.read more

Larry Spegele

23:51 10 Sep 19

Let me start by saying that I normally am not one to write a review. But Andrea Jakob help and expertise definitely... deserve high praise! She was so helpful in getting my wife and my wills and trust set up. Something that we really appreciated was just how down to earth she was. There was absolutely no stuffiness in her manner. In fact, after our first couple of visits, I pretty much regarded her as a very knowledgeable friend. She really knows her business and helped us feel comfortable when speaking with her. I appreciated that she was more than willing to explained something to me more than once and helped to clarify any questions I had. My wife and I are very happy and impressed with her work and dedication. We strongly recommend her to any one seeking help with setting up their wills and trusts.read more

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