Estate Planning Services

  • Simple Estate Plan with Will

    A straightforward estate planning solution to protect your assets and express your final wishes.

    Our Simple Estate Plan with Will includes:

    1. Last Will and Testament

    2. Durable Power of Attorney

    3. Healthcare Power of Attorney

    What you'll receive:

    - Customized estate planning documents

    - Asset inventory worksheet

    - Executor guidelines

    - Healthcare agent instructions

    - Digital copies of all documents

    - Instructions for safe storage

    Flat Fee:

    Single Individual: $850

    Married Couple: $1400

    Our process:

    1. Initial consultation to understand your needs and goals

    2. Document preparation tailored to your situation

    3. Review session to explain and refine your plan

    4. Signing ceremony with proper witnessing

    5. Guidance on implementing your plan

    Benefits of our Simple Estate Plan:

    - Ensure your assets are distributed according to your wishes

    - Appoint guardians for minor children (if applicable)

    - Designate someone to manage your affairs if you become incapacitated

    - Document your healthcare preferences

    - Provide clear guidance to your loved ones

    - Virtual consultations available for your convenience

    Why this plan might be right for you:

    - You have a straightforward estate

    - You prefer simplicity in your planning

    - You want to avoid intestacy (dying without a will)

    - You need basic incapacity planning

    Disclaimer: This flat fee covers standard simple estate plan preparation. Complex estates or unusual circumstances may require additional services at extra cost. We will discuss any potential additional fees upfront before proceeding.

    Ready to create your Simple Estate Plan? Schedule your consultation today.

    Note: If you have more complex needs or a larger estate, consider our Standard Estate Plan or Revocable Living Trust options.

  • Comprehensive estate planning to protect your assets and secure your legacy.

    Our Standard Estate Plan includes:

    1. Revocable Living Trust

    2. Pour-Over Will

    3. Durable Power of Attorney

    4. Healthcare Power of Attorney

    5. Living Will / Advance Directive

    Flat Fee:

    - $2400 for individuals

    - $3800 for couples

    What you'll receive:

    - Personalized estate planning documents

    - Asset inventory and funding instructions

    - Executor and trustee guidelines

    - Healthcare agent instructions

    - Digital copies of all documents

    - Secure storage recommendations

    Our process:

    1. Initial consultation to understand your needs and goals

    2. Document preparation tailored to your situation

    3. Review session to explain and refine your plan

    4. Signing ceremony with proper witnessing/notarization

    5. Follow-up guidance on implementing your plan

    Benefits of our Standard Estate Plan:

    - Avoid probate and maintain privacy

    - Ensure your wishes are clearly documented

    - Plan for potential incapacity

    - Simplify asset management and transfer

    - Provide clear guidance to your loved ones

    - Virtual consultations available for your convenience

    Why create an estate plan:

    - Protect your assets and loved ones

    - Minimize potential family conflicts

    - Reduce taxes and legal fees

    - Ensure your healthcare wishes are respected

    - Gain peace of mind about your legacy

    Disclaimer: The flat fee covers standard estate plan preparation. Complex estates or unusual circumstances may require additional services at extra cost. We will discuss any potential additional fees upfront before proceeding.

    Ready to secure your future and protect your loved ones? Schedule your estate planning consultation today.

    Note: We can customize your plan further if you have specific needs or concerns not covered by our standard package.

  • A Revocable Living Trust is a powerful estate planning tool that provides flexibility during your lifetime and efficient transfer of assets after your passing.

    Why consider a Revocable Living Trust:

    - Avoid probate, saving time and money for your beneficiaries

    - Maintain privacy of your estate affairs

    - Retain control of your assets during your lifetime

    - Easily modify or revoke the trust as your circumstances change

    - Provide for seamless management of assets if you become incapacitated

    Our Revocable Living Trust service includes:

    - Comprehensive consultation to understand your estate and goals

    - Drafting of a personalized Revocable Living Trust document

    - Guidance on funding your trust

    - Assistance with selecting trustees and beneficiaries

    - Review of the document to ensure it accurately reflects your intentions

    - Instructions for proper execution and notarization

    - Advice on maintaining your trust

    Starting at $2000

    What you'll receive:

    1. Customized Revocable Living Trust document

    2. Pour-over Will

    3. Asset transfer instructions

    4. Trustee guidelines

    5. Digital copy of all completed documents

    Benefits of choosing our Revocable Living Trust service:

    - Tailored to Illinois law and your specific needs

    - Clear explanation of trust mechanics and benefits

    - Assistance with initial trust funding process

    - Flexibility for managing assets during your lifetime

    - Virtual consultations for your convenience

    Disclaimer: The starting fee covers standard Revocable Living Trust preparation. Actual costs may vary based on the complexity of your estate, specific provisions required, and any additional documents needed. We will provide a clear fee structure after our initial consultation.

    Ready to establish your Revocable Living Trust? Schedule your consultation today.

    Note: A Revocable Living Trust often works best as part of a comprehensive estate plan. Ask about our other estate planning services for complete coverage.

  • Secure your legacy and protect your loved ones with a professionally crafted Last Will and Testament.

    Our Last Will and Testament service includes:

    - Comprehensive consultation to understand your estate and wishes

    - Drafting of customized Will(s) tailored to your specific needs

    - Guidance on selecting executors and guardians for minor children

    - Review of the document(s) to ensure it accurately reflects your intentions

    - Instructions for proper execution and witnessing

    - Advice on safe storage of your Will(s)

    Flat Fee:

    - $850 for individuals

    - $1500 for married couples

    What you'll receive:

    1. Personalized Last Will and Testament document(s)

    2. Executor's guidelines

    3. Asset inventory worksheet

    4. Instructions for Will execution and witnessing

    5. Digital copy of your completed document(s)

    Why choose our Last Will and Testament service:

    - In-depth knowledge of Illinois probate law

    - Clear, legally sound language to minimize potential disputes

    - Customized to your unique family and financial situation

    - Peace of mind knowing your wishes will be documented

    - Virtual consultations for your convenience

    Key benefits of having a Will:

    - Control over asset distribution

    - Appointment of guardians for minor children

    - Potentially smoother probate process

    - Reduced stress and conflict for your loved ones

    Disclaimer: The flat fee covers standard Will preparation. Additional charges may apply for complex estates, unusual bequests, or extensive revisions. We will discuss any potential additional fees upfront before proceeding with your document preparation.

    Ready to secure your legacy? Schedule your Will consultation today.

    Note: Consider combining this with our other estate planning services for comprehensive protection of your assets and wishes.

  • Ensure your healthcare wishes are respected with a legally sound Healthcare Power of Attorney.

    Our Healthcare Power of Attorney service includes:

    - Initial consultation to understand your specific needs and wishes

    - Drafting of customized Healthcare Power of Attorney document(s)

    - Review of the document(s) with you to ensure it captures your intentions

    - Guidance on proper execution and witnessing of the document(s)

    - Instructions for sharing the document(s) with your healthcare providers and loved ones

    - Secure storage options for your completed document(s)

    Flat Fee:

    - $400 for individuals

    - $600 for married couples

    What you'll receive:

    1. Personalized Healthcare Power of Attorney document(s)

    2. Detailed instructions for document execution

    3. Information sheet for your appointed agent(s)

    4. Digital copy of your completed document(s)

    Why choose our Healthcare Power of Attorney service:

    - Tailored to Illinois law requirements

    - Clear, concise language to avoid misinterpretation

    - Flexibility to address your specific healthcare concerns

    - Peace of mind knowing your wishes will be respected

    - Virtual consultations for your convenience

    Important considerations:

    - Choose your agent carefully - someone you trust to make decisions on your behalf

    - Update your document periodically or after major life changes

    - Inform your healthcare providers and family members about your Healthcare Power of Attorney

    Disclaimer: The flat fee covers standard Healthcare Power of Attorney documents. Additional charges may apply for complex situations, unusual requests, or extensive revisions. We will discuss any potential additional fees upfront before proceeding with your document preparation.

    Ready to take control of your future healthcare decisions? Schedule your consultation today.

    Note: This service can be combined with our other estate planning offerings for comprehensive coverage.

  • Ensure your healthcare wishes are respected with a legally sound Healthcare Power of Attorney document.

    Our Healthcare Power of Attorney service includes:

    - Initial consultation to understand your specific needs and wishes

    - Drafting of customized Healthcare Power of Attorney document(s)

    - Review of the document(s) with you to ensure it captures your intentions

    - Guidance on proper execution and witnessing of the document(s)

    - Instructions for sharing the document(s) with your healthcare providers and loved ones

    - Secure storage options for your completed document(s)

    Flat Fee:

    - $400 for individuals

    - $600 for married couples

    What you'll receive:

    1. Personalized Healthcare Power of Attorney document(s)

    2. Detailed instructions for document execution

    3. Information sheet for your appointed agent(s)

    4. Digital copy of your completed document(s)

    5. Optional: Notarization service (additional fee may apply)

    Why choose our Healthcare Power of Attorney service:

    - Tailored to Illinois law requirements

    - Clear, concise language to avoid misinterpretation

    - Flexibility to address your specific healthcare concerns

    - Peace of mind knowing your wishes will be respected

    - Virtual consultations for your convenience

    Important considerations:

    - Choose your agent carefully - someone you trust to make decisions on your behalf

    - Update your document periodically or after major life changes

    - Inform your healthcare providers and family members about your Healthcare Power of Attorney

    Disclaimer: The flat fee covers standard Healthcare Power of Attorney documents. Additional charges may apply for complex situations, unusual requests, or extensive revisions. We will discuss any potential additional fees upfront before proceeding with your document preparation.

    Ready to take control of your future healthcare decisions? Schedule your consultation today.

    Note: This service can be combined with our other estate planning offerings for comprehensive coverage.