Protect Your Legacy
You built it. Now protect it. Trusts, asset protection, and wealth transfer strategies that ensure what you create transfers to the people you care about—on your terms.
Who needs an estate plan right now?
What is legacy planning and why does it matter?
Legacy planning isnt just "what happens when you die." Its a comprehensive strategy to protect your assets during your lifetime and transfer wealth to the next generation efficiently, privately, and tax-optimized—so what you built lasts beyond you.
Asset Protection
Shield your wealth from lawsuits, creditors, and divorce through trusts, LLCs, and strategic legal structures that make your assets judgment-proof.
Tax Minimization
Estate taxes can take 40%+ of your wealth. Strategic planning reduces that to near-zero through trusts, gifting strategies, and proper structuring.
Wealth Transfer
Ensure your wealth transfers to the next generation according to YOUR wishes—not the government's default rules—while maintaining privacy and control.
Why Traditional Estate Planning Fails High Performers
❌ Generic Estate Plans
- • One-size-fits-all wills and basic trusts
- • No asset protection for high-risk careers
- • Minimal tax planning (costly mistakes)
- • No business succession strategy
- • Public probate process (no privacy)
- • Estate pays 40%+ in taxes unnecessarily
✅ Strategic Wealth Preservation
- • Custom trust structures for your situation
- • Multi-layered asset protection strategies
- • Tax-optimized wealth transfer (minimize estate tax)
- • Business succession and exit planning
- • Private trust administration (no probate)
- • Generational wealth that lasts 100+ years
How much does estate planning cost?
Transparent, fixed-fee pricing based on complexity. No hourly billing surprises.
Foundation
For individuals and young families getting their first estate plan in place.
Protection
For professionals and families who want to avoid probate and protect assets.
Enterprise
For business owners, high earners, and athletes who need asset protection and succession planning.
Custom / Dynasty
For high-net-worth families building multi-generational wealth.
Not Sure Which Package You Need?
Every estate is unique. Book a free strategy call and we'll recommend the right package based on your assets, family situation, and long-term goals.
Book Free Strategy CallWhat does every estate plan include?
Trust Structures & Wealth Transfer
Strategic trust design that avoids probate, maintains privacy, and transfers wealth efficiently to the next generation.
- • Revocable living trusts (probate avoidance)
- • Irrevocable life insurance trusts (ILITs)
- • Dynasty trusts (perpetual wealth protection)
- • Asset protection trusts (creditor shielding)
Asset Protection Strategies
Multi-layered legal structures that shield your wealth from lawsuits, creditors, and divorces while maintaining access.
- • Multi-entity LLC structures (liability separation)
- • Domestic asset protection trusts (DAPTs)
- • Family limited partnerships (FLPs)
- • Homestead and retirement optimization
Business Succession Planning
Ensure your business survives beyond you—with clear ownership transfer, management succession, and exit strategies.
- • Buy-sell agreements (death/disability triggers)
- • Key person life insurance structures
- • Management transition frameworks
- • Tax-efficient exit and sale strategies
Essential Legal Documents
The foundational documents every estate plan needs—powers of attorney, healthcare directives, and guardianship provisions.
- • Durable financial power of attorney
- • Healthcare power of attorney
- • Living will and advance directive
- • Guardianship designations for minor children
How does the estate planning process work?
Our proven 5-step process for comprehensive estate planning:
Intake Questionnaire
Complete our guided questionnaire covering family, assets, and goals. Takes about 20 minutes.
Strategy Session
30-minute call to review your situation and recommend the right plan.
Drafting & Review
Documents are drafted within 7-10 business days. We walk you through every page.
Execution & Storage
We coordinate signing, notarization, and secure storage guidance.
Who needs estate planning?
🏈 Professional Athletes
Short earning window, high income, lawsuit exposure. You need asset protection + wealth preservation before your career ends—not after.
How we help:
- • Protect earnings from lawsuits and creditors
- • Structure trusts for long-term wealth preservation
- • Minimize estate and income taxes
- • Plan for life after sports (business ventures, family)
💼 Business Owners & Founders
Your business is your largest asset. Without succession planning, it dies with you or gets sold for nothing in a fire sale.
How we help:
- • Create business succession and exit plans
- • Structure buy-sell agreements and key person insurance
- • Protect business assets from personal liability
- • Maximize value in sale or transfer to family
👨👩👧 High-Net-Worth Families
Estate taxes can take 40%+ of your wealth. Strategic planning cuts that to near-zero while protecting assets from creditors and lawsuits.
How we help:
- • Minimize estate and gift taxes (40% federal rate)
- • Create dynasty trusts for generational wealth
- • Protect assets from divorces and creditors
- • Maintain family privacy (avoid public probate)
🎨 Creators & Entertainers
Your brand, content, and IP are valuable assets. Proper estate planning ensures they're protected and transferred efficiently.
How we help:
- • Protect intellectual property and brand assets
- • Structure trusts for content monetization
- • Plan for ongoing royalties and licensing income
- • Ensure brand control after death (estate of rights)
Assess Your Estate Planning Needs
Take our free 5-minute assessment to discover which estate planning strategies you need based on your assets, family situation, and goals.
Estate Planning Assessment
Get personalized recommendations for wills, trusts, asset protection, and wealth transfer strategies based on your unique situation.
Free Estate Planning Checklist
High Earner's Estate Planning Checklist
Protect what you've built with wills, trusts, and asset protection strategies.
For Financial Advisors
Jacobs Counsel partners with RIAs, wealth managers, and CPAs to deliver estate planning for your high-net-worth clients. You stay the primary relationship. We handle the legal execution.
Frequently Asked Questions
How long does the process take?
Most plans are completed within 2-3 weeks from intake to execution.
Do I need a trust or just a will?
It depends on your asset level and family structure. We will advise during the strategy session.
Can you update an existing estate plan?
Yes. We review and update existing plans at an hourly rate or can re-draft under our package pricing.
AI-Native Advantage
AI-assisted document drafting and asset inventory analysis accelerates the planning process. More time for the conversations that matter — your goals, your family, your legacy.
Learn how we workReady to Protect Your Wealth for Generations?
Book a free strategy call and we'll create a custom estate plan that protects your assets, minimizes taxes, and preserves wealth for your family.