Royal Palm Beach, Florida Estate Planning.

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

Put simply, estate planning is making sure WHAT you own is passed on to WHO you want, WHEN you want, and HOW you want, all while AVOIDING unnecessary legal procedures, MINIMIZING estate taxes, and PREVENTING family disputes.

With the use of virtual communication and mobile services, you do not need to leave your home or office to complete your Florida estate plan.  Get started working with us today!

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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.

Free Consultation
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Lawyers you can relate to.

Our Mission.

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

At Jacob & Greenfield, we provide our clients with comprehensive estate planning services that empower them to achieve their unique financial and personal goals. We are committed to building lasting relationships with our clients by delivering personalized attention, exceptional service, and tailored solutions that meet their individual needs.

We are experienced lawyers who are dedicated to helping clients navigate the complex legal landscape of estate planning, while also providing a compassionate and supportive environment. We believe that everyone deserves peace of mind and financial security, and we strive to make estate planning accessible and affordable for all.

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.

At Jacob & Greenfield, we are passionate about helping clients protect their assets, preserve their legacies, and plan for the future. 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.

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Jordan W. Jacob, Esq.

Founder/Partner
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Michael A. Greenfield, Esq.

Founder/Partner
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Our Story.

Your Lawyers for Life... and After.™

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.

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.

Start My Trust
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Will Estate Plan

Will-Based Planning.

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

Start My Will
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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.

Pick Guardians
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Compare all plans
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.

Learn the basics

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.

probate compassion heart
Let's talk
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Get started planning, today.

Let's work together to plan for your future with confidence.

I'm ready to plan!
florida estate planning design session