Jake Shelton, Esq.
Estate Planning Attorney
Jake serves as our "go-to" Estate Planning Attorney, providing clients with personalized strategies to help protect, preserve, and transfer their wealth across generations. He collaborates closely with our advisory and tax teams to ensure that each estate plan aligns seamlessly with the client’s financial goals and family legacy.
Whether drafting wills and trusts, designing charitable giving strategies, or navigating complex multi-generational planning issues, Jake brings both technical expertise and a deep sense of care to every client relationship.
Clients appreciate his ability to simplify complex legal matters, offer clear guidance, and create estate plans that reflect their values, protect their loved ones, and reduce unnecessary tax burdens.
Jake Shelton, Esq. is not affiliated or registered with Cetera Wealth Services, LLC. Any information provided by them is in no way related to Cetera Wealth Services, LLC or its registered representatives.