Florida Estate Planning.
Protect your kids. legacy. home. health. money. things. business.
Are You Prepared?
Estate planning, made easy .
How it works.
A simple, understandable process to give you confidence in your plan.
1.
Initial Consultation
We get to know each other and you can ask general questions about estate planning.
2.
Inventory & Assessment
You provide us with information about your family, assets and estate planning goals.
3.
Design Session
Together, we design your unique estate plan to meet your specific needs and goals.
4.
Drafting & Review
We draft your estate planning documents and you review and request any changes.
5.
Signing Session
You sign your estate planning documents with our help, so nothing is missed or left behind.
6.
Ongoing Service
We do not charge you for follow up questions or to make minor changes to your plan.
Your Lawyers for Life... and After.™
Our Mission.
We don’t want to be just your lawyers. We want to feel like part of your family.
Planning for death does not need to be stressful.
At Jacob & Greenfield, our mission is to ensure that our clients have the knowledge, tools, and resources they need to make informed decisions and achieve their estate planning goals.
We provide our clients with comprehensive estate planning services that empower them to achieve their unique financial and personal goals. Our lawyers are committed to building lasting relationships with our clients by delivering personalized attention, exceptional service, and custom solutions that meet their individual needs.
We are guided by a commitment to integrity, professionalism, and excellence in all aspects of our practice. We believe in treating our clients with the utmost respect and dignity, and in providing transparent and honest communication throughout the estate planning process.
Everyone deserves peace of mind and financial security during life and after, and we strive to make estate planning accessible and affordable for all.
With the use of virtual communication and mobile services, you do not need to leave your home or office to work with us. Get started today!
Lawyers you can relate to.
You have a lot of choices when it comes to hiring an estate planning lawyer in Florida.
Here is what makes our law office stand out.
Don't take our word for it.
See what our clients have to say.
Your peace of mind starts here.
Let's talk.
No fuss. No fees. Your estate planning with our law office starts with a no-cost initial consultation.
“Someone’s sitting in the shade today because someone planted a tree a long time ago.”
– Warren Buffett
Plans & Pricing.
You have a unique set of needs and goals, requiring a unique set of planning documents.
There is no one-size-fits-all estate plan. No matter your family size or financial situation, your estate plan should meet your current needs and remain flexible if anything changes in the future. We work together with our clients to design fully customized plans with understandable terms and affordable pricing.
Trust-Based Planning.
The most comprehensive and complete plan to avoid probate and protect your assets and loved ones.
Will-Based Planning.
A basic plan that covers management of assets, health care directives, and your final wishes.
For The Kids Plan™
A plan to ensure your minor children are cared for and protected by people you know and trust.
Still not sure how to protect the things you own and the people you love?
Learn about the basics of estate planning and find out which legal documents are right for your unique life situation.
When you fail to plan, your family pays.
Value of unclaimed property in Florida
$
0
+
Americans with no estate plan
0
%
Florida Probate.
When a loved one passes away, the emotional process of sorting out their estate begins. Let us help.
In the event a loved one passes away with no plan at all, or only a Last Will & Testament, their estate may be required to go through the Florida court process called “probate”.
Although Florida probate can be costly, time consuming, and downright overwhelming, our attorneys will help ease your family’s burden during an already stressful time.
We provide personal, compassionate and thorough legal counsel and services to the personal representative of a deceased loved one’s estate.
