Florida Estate Planning.

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

Stress-free, personalized estate planning with lawyers who care.

Trusts.

Wills.

Probate.

Florida Estate Planning.

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

Stress-free, personalized estate planning with lawyers who care.

Trusts.

Wills.

Probate.

Our Mission.

We help all adults with their Florida estate planning and probate needs because we understand the importance of protecting who you love the most and the pitfalls of not having a plan before you pass away.

Planning for death does not need to be stressful.

Many people feel overwhelmed and uncertain about how to protect their assets and loved ones through estate planning. 

At Jacob & Greenfield, we simplify the process by offering guidance and customized solutions that address each client’s unique concerns, giving you peace of mind and control over your future.

What sets us apart is our personable, approachable style, combining professionalism with genuine care to make estate planning not only easy, but empowering.

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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Lawyers you can relate to.

Meet Jordan & Michael.

“We don’t want to be just your lawyers. We want to feel like part of your family.”

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.

Familial bond

Thoughtful 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.

Fixed flat fees

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

Virtual services

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

Cutting-edge technology

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

Funding toolkit

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

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.

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.

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 Marc Tanzman
Marc Tanzman
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I cannot express enough gratitude for the exceptional service I received from Jordan Jacob in handling my father’s probate estate. Jordan was incredibly knowledgeable and always available to answer my questions. Thanks to Jordan, the entire process went smoothly and quickly. I highly recommend Jordan!
Adam Lippman
Adam Lippman
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Although everyone anticipates that estate planning can be stressful and complicated, we found that working with Michael Greenfield was the best choice we could have made. His process, deep understanding of the options available, and communication style made working through this project fulfilling. Thank you, Michael!
Angel Garcia
Angel Garcia
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I was actually referred to this law firm by lawyer who seemed way too busy to help me or perhaps I was on the wrong income cap. This law office not only helped me but, retained my lost investment with professionalism all the while demonstrating sincere concern and care. I would use this law firm in a heart beat. He definitely stays on top of things and always gets back to you. Hats off to this firm!
Deborah Pace
Deborah Pace
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Jordan is very professional. We are very happy with his work. Jordan did our family planning and explained everything we needed to know. Any time I go to text him about a question he texted me right back. I would reccommend him to any one.
Alan Coffer
Alan Coffer
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Jordan always supplied follow up phone calls to make sure we understood all information recorded in our profile as well as our documents needed for my will set forth in as a trust he explained anything i diid't understand more than once his documentation for me to read accept and sign was with outstanding and it's wording was understandable for me to follow. His sincerity of getting it right the first time shows his concern for his clients and builds with them a personal family attitude. If I have further questions he is there to answer and return any phone calls made to him.
Melissa Knightes
Melissa Knightes
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Michael was wonderful to work with. The estate planning process was very well organized which helped because there were so many details to manage. Highly recommend!
Tanya Fertil
Tanya Fertil
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Michael is great. He is extremely knowledgeable, patient and walks you through the process of estate planning from start to finish. I would definitely recommend Jacob & Greenfield, PLLC.
Andres Reynolds
Andres Reynolds
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Everything was professional, detailed and convenient. Jordan provided guidance and options for our unique scenario and executed what we felt comfortable with. Highly recommended!
Shalini Singh
Shalini Singh
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When my husband and I decided it was time to set up a trust for our family, we thought it would be a very long and complicated process. Michael Greenfield was not only extremely professional and patient with all of our questions and concerns, but made the entire process from beginning to end a very simple one. We would sincerely recommend him to anyone, wishing to get all of their affairs in place for their loved ones.
Ashley Atwood
Ashley Atwood
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My wife and I met with Jordan to get all of our estate planning handled. Our experience couldn’t have gone any better. He was professional but also relaxed enough that we felt very comfortable. He never rushed us or made us feel like we weren’t being heard. He was always on time to any meeting or signing. I would highly recommend him.
Ty Edwards
Ty Edwards
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Michael is extremely knowledgeable, and made my estate planning process less tasking than I assumed it would be. No question was silly or simple to him. He continues to provide me with amazing service and knowledge as it relates to estate planning. I'm grateful I was introduced to him!
William Collins
William Collins
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Jordan is a true professional and is very attentive to the needs and desires of his clients. He helped my elderly father with his life estate and everything went well. Documents were well explained to make it easy for my father to understand. I will be using him in the future for my estate and trust planning.
Wendy Willoughby Carter
Wendy Willoughby Carter
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Jordan Jacob made our estate planning process very easy. He listened to our needs and came up with an appropriate and comprehensive plan. He guided us through the entire process. He was very knowledgeable, thorough, professional and responsive to all of our questions in a timely fashion. I would highly recommend Jordan!
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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.

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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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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