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Jacob A Stewart

Estate planning Attorney at Lindon, UT

5.0   4 reviews
  • State Years
    Wyoming - WY 1 year
    Utah - UT 12 years
  • Licensed for 1 year
    State WY
    Acquired 2023
    Status
    Active No misconduct found
  • Licensed for 12 years
    State UT
    Acquired 2011
    Status
    Active No misconduct found

We have not found any instances of professional misconduct for this lawyer.

About Jacob

Learn Jacob’s areas of practice.

3
Practice areas
  1. Estate planning
    70%
    Reviewing basic estate planning principles with clients and creating wills, trusts, powers of attorney, etc.

    9 years, 1,000 cases

  2. Business
    20%
    LLC, corporation, and partnership formation and asset protection planning for medical professionals, other business owners, and high-net-worth individuals

    12 years, 998 cases

  3. Tax
    10%
    Tax reduction planning for business owners and individuals

    11 years, 1,000 cases

I have worked with thousands of medical professionals and other business owners all over the country to help them lower their taxes and protect their assets. I love helping people make more money and keep more of the money that they earn.

On a more personal note, I grew up in rural Florida. I spent two years in France as a missionary for the Church of Jesus Christ of Latter-day Saints. I then met my wife while attending college at BYU. My beautiful wife and I are the proud parents of six children. We love spending time outdoors. I also love to read, hike, play ultimate frisbee, and spend time with my family. My motto is Excellence and Integrity in all areas of life.

Photos and videos

Location

Inter Vivos, PLLC
100 N State Street, Suite B
Lindon, UT, 84042
Inter Vivos, PLLC
132 N Toquer Blvd
Toquerville, UT, 84774
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Reviews

5.0 / 5.0
  4 customer reviews
5 Star
 
100%
4 Star
 
0%
3 Star
 
0%
2 Star
 
0%
1 Star
 
0%
Posted by Joan | March 28, 2017
This review is from a potential client who consulted with this attorney.
| Consulted Attorney
Caring, well informed advice
Jacob has offered a wide range of advice over the years from reclaiming escrow funds,retirement, tax, Wills and Trusts, to investment opportunities. He is very knowledgeable, trustworthy, and shows a true desire to help others to succeed.
Posted by Natalie | March 25, 2017
This review is from a person who hired this attorney.
| Hired Attorney
Honest and intelligent legal expertise
Mr. Stewart helped with an HOA issue in my neighborhood. After speaking with him, he quickly drafted a professional letter encouraging a neighbor to uphold the HOA contract. Before legal action was taken, they had 30 days to comply. The day after my neighbor received the complaint, they complied. It was because of Mr. Stewart's knowledge of the law and expertise of prose that my neighbor complied so quickly. I not only recommend him, but urge anyone to utilize him for any legal or financial matter.
Read less
Posted by David | February 27, 2017
This review is from a person who hired this attorney.
| Hired Attorney
Great Estate Plan!
Jacob helped us put together a comprehensive estate plan. He guided us every step of the way, and made things really clear for us.
Posted by Heather | June 26, 2016
This review is from a person who hired this attorney.
| Hired Attorney
Excellent care
Jacob helped us set up our estate and will planning. He held our hands and walked us through the whole process. My husband and I were pathetically slow but he kept us going forward. Fantastic follow-up and assistance. He also gave us fantastic tax advice and reviewed our tax returns to help us be smarter in our returns.

Cost

Rates
  • Free Consultation 30 minutes
  • Hourly Rates $ 200-300 per hour
Payment methods
Cash, Check, Credit Card

Resume

AVVO RATING 7.0 (Very Good)

Work Experience

  • Attorney
  • Inter Vivos, PLLC
  • 2016 - Present
  • Attorney/Financial Consultant
  • Stewart Consulting Services, LLC
  • 2014 - Present
  • Chief Tax Consultant/In-House Counsel
  • Legally Mine, LLC
  • 2012 - 2016

Education

  • George Mason University
  • JD - Juris Doctor
  • 2011
  • Brigham Young University
  • BA - Bachelor of Arts
  • 2007

Sample of Legal Cases

  • Advanced Tax Planning
  • The client saved approximately $300k in taxes

Associations

  • Utah State Bar
  • Member
  • 2012 - Present
  • Boy Scouts of America
  • Eagle Scout
  • 1995 - Present

Languages Spoken

  • English
  • French
  • Spanish

Honors and Awards

  • Member
  • George Mason Law Review
  • 2009
  • Eagle Scout
  • Boy Scouts of America
  • 2000

Speaking Engagements

  • Transamerica/Word Financial Group Advisers
  • Estate Planning Presentation for Transamerica/Word Financial Group Advisers
  • 2017
  • Transamerica/Word Financial Group Advisers
  • Estate Planning Presentation for Transamerica/Word Financial Group Advisers
  • 2017
View all speaking engagements

Attorney endorsements

Received (5)
Given (20)
Endorse Jacob
Business Attorney | Jun 08
Relationship: Friend
"Jacob is the model attorney when it comes to professionalism and ethical advocacy. I have always known Jacob to put the needs and concerns of his clients at the forefront while having a unique quality of being able to find the proverbial “win-win” for all parties involved. I endorse this lawyer."
Tax Attorney | Mar 24
Relationship: Friend
"Jacob is highly conscientious, diligent, and a hard-working attorney. His advice is a straight-shooting, tell 'em as it really is, approach. At a personal level, I've seen Jacob in a variety of professional and social settings for 10+ years. He is a man of his word. He simply does what he says. I therefore endorse Jacob as an attorney."
Tax Attorney | Feb 20
Relationship: Fellow lawyer in community
"Jacob exhibits a high standard of professionalism but maintains a personable relationship with his associates. He has my highest recommendation."
Estate planning Attorney | Feb 10
Relationship: Supervised lawyer
"Jacob is a careful and meticulous professional. He makes sure the job is done right for his clients and tries hard to provide value in every way he can. I trust his expertise."
Immigration Attorney | Sep 17
Relationship: Other
"I endorse this lawyer."
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