We are your lawyers for life—providing discreet, high-touch counsel to individuals, family offices, private businesses, and financial institutions on complex estate-related matters.

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A former business consultant and Yale-educated lawyer, Jason combines a knowledge of advanced financial and legal strategies with a genuine care for those he serves. At Smith Legacy Law, he brings those qualities together for clients seeking to plan, preserve, and protect substantial wealth.


Estate and Trust Administration

For nominated executors, administrators, and personal representatives of high-net-worth families or individuals, we assist them in navigating the probate and estate administration process. 

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Estate Planning

For clients with significant, complex, and diverse assets, we develop estate plans that execute their wishes efficiently and keep them current through a regular maintenance program.  

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Estate and Trust LITIGATION

For fiduciaries, beneficiaries, and other parties, we provide representation in contested matters including estate and trust litigation, disputed fiduciary accountings, and federal and state tax audits and controversies. 

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Smith Legacy Law opens in Greenwich; offers trust and estate planning and litigation

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In Messy Family Trust Dispute, Smith Legacy Law Sets Boundaries

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Smith Legacy Law is also proud to support underserved populations with pro bono estate planning services.