Jacob Droeszler is the Funding Coordinator at our firm. He is originally from Kieler, Wisconsin and graduated from the University of Wisconsin – Madison in 2019 with a Bachelor of Arts degree in Psychology and Legal Studies. Jacob went on to obtain his Paralegal Diploma from Madison College in 2021. Jacob joined the firm in 2021 and in his current role directly assists in the estate and business planning practices of the firm, with an emphasis on the firm’s funding department.
Jacob is highly involved with coordinating firm and client communications regarding the coordination of assets, including real estate, life insurance and retirement accounts, and other funding-related matters. Jacob ensures an efficient and smooth funding process by preparing funding documents for clients, including instructional letters, forms, spreadsheets, deeds and ancillary real estate documents. He also assists our clients on additional funding matters after our initial estate planning engagement and assists them in coordinating real estate, beneficiary forms and annual review meetings to review additional and separate funding-related matters.
In his free time, Jacob enjoys spending time with his family, friends, and pets. He has a passion for being outdoors and working on his family’s small dairy farm. At home, Jacob enjoys reading, playing cards, and cheering on the Badgers, Bucks, and Packers.