Legacy Counsel by Jacobs Counsel LLC
Estate planning for high-achieving legacies.
Partner-led counsel for founders, athletes, creators, and private families. Complex assets secured through a streamlined, fixed-fee process across New York, New Jersey, and Ohio.
- Jurisdictions
- New York · New Jersey · Ohio
- Billing
- Fixed fee, quoted before work begins
- Timeline
- 30–60 days to signed & funded
Strategic focus
Built for the liquidity events, short earning windows, and privacy needs of people operating at the highest level.
Founders & Executives
Pre-exit equity, concentrated stock, and deferred comp — moved before the liquidity event, not after.
- Trust structuring
- Pre-exit transfers
Athletes & Creators
NIL income, brand and IP succession, and multi-state tax exposure, handled privately.
- IP succession
- Privacy by design
Private Families
Multi-generational transfer, guardianship, and closely held businesses kept in the family.
- Asset protection
- Business succession
A complete estate planning stack
Everything a plan needs, coordinated under one engagement.
Wills & Core Documents
Wills, powers of attorney, healthcare directives.
Revocable Living Trusts
Probate avoidance and incapacity planning.
Irrevocable & Advanced Trusts
ILITs, SLATs, GRATs, dynasty trusts, IDGTs.
Asset Protection Planning
Protective trusts, entities, titling strategy.
Business Succession
Buy-sell agreements and founder transitions.
Probate & Trust Administration
Quiet guidance for executors and trustees.
Why Legacy Counsel
Senior attorney attention. Modern process.
No associate hand-offs. No hourly meter running in the background.
Fixed-Fee Engagements
Quoted up front. No hourly meters.
Direct Attorney Access
One senior attorney, start to finish.
Modern Process
Secure intake and e-signing where permitted.
Privacy by Design
Encrypted exchange. Family matters stay private.
The process — 30 to 60 days
Four steps, from first form to a funded plan.
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Confidential Intake
A secure form, reviewed before we speak.
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Strategy Call
A working session on your options.
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Fixed-Fee Proposal
Written scope and flat fee.
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Design, Sign & Fund
Drafted, executed, and funded.
State-specific by design
Tax and probate rules differ by state. Every plan follows the law that governs you.
For AdvisorsWe partner with CPAs, RIAs, and family offices — your client stays yours.
Advisor partnerships →The Estate Planning Checklist
A practical checklist covering documents, titling, beneficiary designations, and the funding steps most plans skip. Written for NY, NJ, and OH families.
Educational material only — not legal advice. Requesting the guide does not create an attorney-client relationship. We do not sell or share your email.
Not sure what you need yet?
A short, private assessment maps your situation to the documents and structures worth discussing — wills, revocable trusts, irrevocable planning, or administration support.
Take the 2-minute assessment →Educational only. Completing the assessment does not create an attorney-client relationship.
Common questions.
How are fees structured?
Fixed fee, quoted in writing after a scoping call — before any work begins.
Which states do you serve?
New York, New Jersey, and Ohio. Elsewhere, we coordinate with local counsel.
Do I need a trust, or just a will?
It depends on your assets and family. We walk through both on the strategy call.
Do you work with my CPA or advisor?
Yes — routinely, so the legal and tax plans line up.
A legacy worth building deserves counsel worth keeping.
Private consultations, directly with the attorney who designs your plan.
Attorney Advertising. Prior results do not guarantee a similar outcome. Submitting an intake does not create an attorney-client relationship; representation begins only upon a signed engagement letter. Drew Jacobs is licensed in New York, New Jersey, and Ohio.