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Call today:561.834.PLANContact UsCall today:561.834.PLAN
Florida Estate Planning Lawyer
Your Lawyers for Life…and After™
 * About us.
 * Our process.
 * Pricing.
 * Learn.
 * Probate.
 * Blog.
 * Podcast.
 * Events.

Get Started
Get Started


 * About us.
 * Our process.
 * Pricing.
 * Learn.
 * Probate.
 * Blog.
 * Podcast.
 * Events.

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Contact Us
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561.834.PLANContact UsGet Started


FLORIDA ESTATE PLANNING.


PROTECT YOUR KIDS. LEGACY. HOME. HEALTH. MONEY. THINGS. BUSINESS.

Are You Prepared?

Schedule a Meeting


TRUSTS.


WILLS.


PROBATE.


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.

Get started


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!


JORDAN W. JACOB

Founder/Partner
+ Learn more



MICHAEL A. GREENFIELD

Founder/Partner
+ Learn more
Learn more.



LAWYERS YOU CAN RELATE TO.

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.

reviews
5.0

Review us on Google
Martenna Gates

Posted on

It has been a pleasure working with Jacob and Greenfield on my estate plan.
Jordan walked my husband and I through the planning process with patience and
care during the initial consultation. After the consultation, he always made his
assistance available when we needed help or clarification through email or text,
and his response time was always prompt. With Jordan's diligent attention to the
details of our estate plan, I am confident that my husband's and my wishes will
be carried out, and our legacy will influence many lives to come.
Read more
mixanik

Posted on

Michael and his team are phenomenal. They made an otherwise difficult process
extremely easy. I can’t recommend them enough.
Read more
Monica Mastrangelo

Posted on

Michael was wonderful to work with. Made the process very easy and efficient.
Walked me through the different options and provided clear explanations and
guidance when needed. I highly recommend him!
Read more
Dr. Hadar Sophia Elbaz

Posted on

Excellent Trust attorney and services!! The best! So grateful!
Marc Leonard Susskind

Posted on

Easy to work with, super helpful, informative, and honest!
Ann Casper

Posted on

When my mother passed away last year there were some legal issues as it related
to her estate. After trying to do the work myself and finding it all very
confusing I began looking for an attorney to help me navigate the legal system.
After reaching out to several attorneys I was lucky enough to find Michael. He
personally answered my call, answered my questions and gave an all inclusive
price that was half what other lawyers had quoted. Working with Michael has been
so easy during a very difficult time. He answers my emails promptly, updates me
on the progress of my case and has given me advice on other non related legal
matters. He even came to my home so that my 98 year old father didn’t have to
travel to sign documents. Michael is a one-of-a kind professional that cares
about his clients and goes above and beyond to provide excellent, personalized
legal help for a fair fee. I HIGHLY RECOMMEND ATTORNEY MICHAEL GREENFIELD.
Read more
Robert Kramer

Posted on

When others couldn’t make it happen. Jordan was there to help and get things
done in a timely and professional manner!
Read more
Jesse Morse

Posted on

Jordan did a fantastic job helping with the sale of my condo. Everything was
handled timely and professionally. Highly recommended!
Read more




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

“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-BASED PLANNING.

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

Start My Trust
Learn more


WILL-BASED PLANNING.

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

Start My Will
Learn more


FOR THE KIDS PLAN™

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

Pick Guardians
Learn more
Compare all plans


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.

Let's talk


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YOUR LAWYERS FOR LIFE... AND AFTER.™

LET'S CHAT.

561.834.PLAN

EMAIL US.

CONTACT US.

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Powered by:




YOUR LAWYERS FOR LIFE... AND AFTER.™

561.834.PLAN

EMAIL US.

CONTACT US.

Facebook Instagram Linkedin Youtube Apple Spotify

LET'S CHAT.

© 2024 | Jacob & Greenfield, PLLC | All Rights Reserved.

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