Florida Estate Planning.

Protect your kids. legacy. home. health. money. things. business.

Are You Prepared?

Trusts.

Wills.

Probate.

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!

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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.

Bespoke planning

Using customized strategies and documents to meet each client's unique objectives.

Cutting-edge technology

Efficient, reliable and modern applications give clients the confidence that their plan will work now and in the future.

Fixed flat fees

Straight-forward, fair and honest pricing means clients never have to worry about unknown and unexplained fees.

Familial bond

Thoughtful and personalized service makes us feel like part of the family and not just your lawyer.

Availability

Easy scheduling, responsiveness, and extended working hours so you won't have to wait for answers or service.

Funding toolkit

A trust is just pieces of paper if not funded. Specific instructions help guide clients to fund their trust.

Virtual services

What can be done in person can be done over Zoom (except signing your documents)!

Legacy planning

Leave behind your intellectual, spiritual and human legacy to your loved ones. (Most) want more than just money and things.

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.

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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.

kids protection plan
“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 Estate Plan

Trust-Based Planning.

The most comprehensive and complete plan to avoid probate and protect your assets and loved ones.

Will Estate Plan

Will-Based Planning.

A basic plan that covers management of assets, health care directives, and your final wishes.

Guardianship of Minor

For The Kids Plan™

A plan to ensure your minor children are cared for and protected by people you know and trust.

Not sure where to start

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.

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Lawyers you can relate to.