For Financial Advisors
Build your clients’ estate plans with Jay.
Experienced trusts and estates counsel your clients will thank you for, with plans in weeks, seamless coordination, and transparency at every step.
Partner with Jay
Why advisors partner with Jay
Speed
Plans developed within weeks.
Visibility
You’re kept informed at every milestone.
Fixed fees
Clear, simple pricing.
Client satisfaction
We support growing your client relationship.
What We Plan For
Estate and gift tax
Planning around the federal exemption, lifetime gifting, and portability for surviving spouses.
Income tax and basis
Step-up in basis and California community property treatment.
Founder and equity wealth
QSBS, pre-liquidity planning, and equity held in trust.
Advanced trusts
Irrevocable, charitable, and dynasty trusts.
Probate avoidance
Revocable living trusts that keep California families out of probate.