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Trusts.
Wills.
Probates.
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!
Meet Jordan & Michael.
Lawyers you can relate to.
Jordan W. Jacob
Founder/Partner
Michael A. Greenfield
Founder/Partner
“We don’t want to be just your lawyers. We want to feel like part of your family.”
Why Choose Jacob & Greenfield for your Estate Planning Needs:
Personalized planning
Using customized strategies and documents to meet each client's unique objectives.
Easy scheduling, responsiveness, and extended working hours so you won't have to wait for answers or service.
Availability
What can be done in person can be done over Zoom (except signing your documents)!
Virtual services
Funding toolkit
A trust is just pieces of paper if not funded. Specific instructions help guide clients to fund their trust.
Thoughtful service makes us feel like part of the family and not just your lawyer.
Familial bond
Straight-forward, fair and honest pricing means clients never have to worry about unknown and unexplained fees.
Fixed flat fees
Straight-forward, fair and honest pricing means clients never have to worry about unknown and unexplained fees.
Cutting-edge technology
Legacy planning
Efficient, reliable and modern applications give clients the confidence that their plan will work now and in the future.
Don't take our word for it.
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.
See what our clients have to say.
Deborah Pace
"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 recommend him to anyone."
"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!"
Tania Fertil
"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."
Ty Edwards
Estate planning, made easy.
How it works.
A simple, understandable process to give you confidence in your plan.
Initial Consultation
We get to know each other and you can ask general questions about estate planning.
Together, we design your unique estate plan to meet your specific needs and goals.
Inventory & Assessment
You provide us with information about your family, assets and estate planning goals.
Design & Session
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2
3
Drafting & Review
We draft your estate planning documents and you review and request any changes.
We do not charge you for follow up questions or to make minor changes to your plan.
Signing Session
You sign your estate planning documents with our help, so nothing is missed or left behind.
Ongoing Service
4
5
6
No fuss. No fees. Your estate planning with our law office starts with a no-cost initial consultation.
Let's talk.
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.
For The Kids Plan™
A basic plan that covers management of assets, health care directives, and your final wishes.
A plan to ensure your minor children are cared for and protected by people you know and trust.
Estate Planning is Essential for Peace of Mind and Protecting Your Loved ones.
When you fail to plan, your family pays.
$2,000,000,000+
67%
Value of unclaimed property in Florida
Americans with no estate plan
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.
Florida Probate.
When a loved one passes away, the emotional process of sorting out their estate begins. Let us help.
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