Trust & Estate Planning for the Digital Age
Serving Millennials, Bitcoiners, & Forward-Thinking Families
We help clients in Colorado, Florida, Ohio, & Pennsylvania prepare for the largest transfer of wealth in history.
Become Futureproof
You're building your future on new foundations. Your assets aren't just a house and a bank account—they're Bitcoin, a thriving online business, viral social media accounts, and thousands of irreplaceable digital memories.
The world has changed. Your estate plan must change with it.
We understand that your digital footprint is part of your new legacy. We can help you build a modern, digitally-native estate plan that adequately protects you and your family long into the future.
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Baby Boomers currently hold more half of the nation’s total wealth. Over the next two decades, however, younger generations - including Millennials and Gen Z - are set to inherit more than $70 trillion in assets as part of the largest inter-generational transfer of wealth in human history. We can help you and your family develop a plan to transfer and protect these assets.
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Traditional estate planning documents were designed for a world of fiat wealth and physical assets. But what about your stake in valuable tokens like Bitcoin? Our team can help to ensure your digital wallets remain accessible to your loved ones - without exposing your private keys - so your wealth can be cherished forever.
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For generations who grew up at the dawn of the internet in traditional neighborhood settings away from screens, there is a general sense of uncertainty about the future that is baked into our identities. This uncertainty is due in no small part to things like rising healthcare costs, declining life expectancy rates, sandwich generation problems, growing divorce rates, and other daily emergencies. Our estate planning techniques can help to mitigate your overall legal risk and restore peace of mind.
Testimonials
“I give Jake my strongest recommendation to anyone seeking an attorney who blends exceptional legal acumen with practical wisdom, genuine integrity, and a personal touch that puts people at ease.”
— Matt H.
“Jake is a fantastic attorney who is both responsive and compassionate. We trust him to serve our family’s evolving legal needs.”
— John S.
“I really enjoyed working with Jake and appreciate his diverse legal skillset. He is a true professional and I often recommend him to friends and family.”
— Taylor R.
Legacy Planning, Reimagined
We provide creative and compassionate estate planning services to help an underserved generation of worried clients.
Plan for major milestones such as marriage, buying a home, raising children, and adopting pets.
Acquire, store, and transfer new types of digital assets, like Bitcoin, in a secure manner and without exposing your keys.
Navigate the sandwich generation phase of life, caring for aging parents while raising young children.
Prepare for the great inter-generational wealth transfer from Baby Boomers to Millennials.
Manage the contingencies of incapacity, divorce, mixed families, emergency preparedness, and more.
Seize better control of your life, obtain peace of mind, and become futureproof.
Tailored Estate Planning Services
Last Will & Testaments
Revocable & Irrevocable Trusts
Probate Administration Trust Administration
Advanced Directives
Powers of Attorney
Living Wills
Releases of Medical Information
Personal Property Memorandums
Digital Asset Memorandums Digital Asset Audits
Emergency Guides
Estate and Gift Tax Avoidance
High Net Worth Planning
Asset Protection Strategies
Life Insurance Planning
Charitable Giving
Business Counseling
The Futureproof Process
In this 60-minute attorney consult, we’ll discuss your goals, the process, and answer any questions you have. To help make this session as productive as possible, a questionnaire will be sent to you in advance of this meeting. Should you choose to move forward, an engagement letter and an initial invoice will be emailed to you.
Futureproof Planning Session
We’ll design an estate plan that meets your specific goals. This will often require a 30-60 minute meeting where we will discuss your concerns at length, ensure we have a sound understanding of your family structure and assets, and have backup plans in place for possible contingency scenarios.
Custom Design Meeting
Next we’ll spend time crafting your estate plan, conducting an intensive legal review, circulating initial drafts, and working with you to incorporate any requested updates or modifications. We’ll review your plan in detail with you to ensure all of your questions are answered. Final drafts of your plan will ultimately be sent to you for approval.
Legal Review
The final step is to attend the Futureproof Signing Ceremony, where you will execute your documents in front of witnesses and a notary. This usually occurs 4-6 weeks after the Futureproof Planning Session. We can have this signing at your home or another preferred location. Following execution of the documents, we are available for free, unlimited lifetime consultations regarding your existing estate plan.
Signing Ceremony
Hi, I’m Jake! I am a JD/MBA, former BigLaw associate, and current Master of Laws (LLM) candidate at the Heckerling Institute on Estate Planning at the University of Miami School of Law. I am a new dad and husband, third-generation attorney, and long-time Colorado and Ohio resident. Like many others, I discovered Bitcoin in 2020 when the world shut down, and I have been obsessed with it ever since. I use my unique, mixed-practice legal background to help sovereign individuals and families plan for life in an uncertain and rapidly-changing world. I believe the estate planning process needs a radical transformation to meet the needs of a modern life built on digital rails and I am proud to serve the next generation of clients on the brink of the largest transfer of wealth in human history.
