Services & Pricing

To help you choose the right estate planning package, you can take our estate planning quiz available on our website. Additionally, you can book a consultation with one of our experienced attorneys who will guide you in selecting the best package for your specific needs.

Yes! We can talk as many times as you would like to ensure you are happy with the service. The unlimited consultation period ends once you receive the finished product(s).

Our firm offers flat-fee, customizable packages for all our services. Once we can better understand your specific needs, we will provide you with a quote.

Our packages include most extraneous expenses, court fees, etc. For probate matters, this includes the creditor publication charge and the filing fee. The surety bond or the insurance policy for the estate would be directly paid by the client to the insurance provider.

For our trust packages and trust services (including the Trust Package, A La Carte Revocable Living Trust, and A La Carte Irrevocable Trust), all fees are included -- full trust funding, notarization, recording costs, and one (1) deed transfer of real estate into the trust. Additional deeds beyond the first are $500 each. Please note that non-trust a la carte products are not all-inclusive, and additional extraneous fees may be charged.

Our attorneys have worked at firms that bill clients hourly and we can confidently say, we won't go back. We believe estate plans are essential and therefore, you should not have to pay an arm and a leg to get your affairs in order.

Yes -- full trust funding is included in all of our trust packages and trust services. We draft one (1) deed for you and record it with the Recorder of Deeds as part of the service. Additional deeds beyond the first are $500 each for completion and recording.

Yes -- full trust funding is included in all trust packages and trust services at no additional cost. Our team will coordinate directly with your banks, financial institutions, and other entities to transfer your assets into the trust. We also draft and record one (1) deed to transfer real estate into the trust as part of the service. Additional deeds beyond the first are $500 each. Our goal is to ensure all your assets are properly transferred to the trust or have designated pay-on-death beneficiaries. Trust funding is also available as a standalone a la carte service for $1,500 for clients who have an existing trust.

Absolutely, we offer flexibility in our services. If you decide you need a different product than the package you initially chose, we can customize and adjust your package to better suit your needs.

We recommend reviewing and possibly updating your estate planning documents whenever significant life changes occur. These events include, but are not limited to:

• Marital Status Changes: If you get married, divorced, or remarry, your estate plan should reflect these changes to ensure your assets are distributed according to your current wishes.
• Birth or Adoption of a Child: Welcoming a new child into your family is a pivotal reason to update your estate plan, particularly to name guardians and provide for your child's financial future.
• Significant Financial Changes: An increase or decrease in your assets or a change in the type of assets you hold, such as purchasing a new property or starting a business, should prompt a review.
• Relocation: Moving to a different state or country can impact your estate plan due to varying state laws and tax implications.
• Changes in Health: A significant change in your health or a diagnosis of a serious illness necessitates updating your estate planning documents, especially your healthcare directives and powers of attorney.
• Changes in Relationships: If your relationships with beneficiaries, executors, or trustees change, you should update your documents to reflect your current preferences and wishes.
• Tax Law Changes: Changes in federal or state tax laws can impact your estate planning strategies. Consulting with an attorney to ensure your plan is tax-efficient is crucial.

Regularly reviewing your estate planning documents ensures they accurately reflect your current life situation and wishes.

Yes! Once you choose your package, you will sign a Client Services Agreement that outlines the terms of the attorney-client relationship, which includes attorney-client privilege.

All of our attorneys are licensed by the Supreme Court of Illinois and have significant estate planning and probate experience.

Yes – we use a secure online questionnaire to gather your personal information, which complies with PCI Level 1 and HIPAA.

We offer two options: (1) Online Notarization through an online notary platform or (2) Mobile Notarization in which a notary travels to your home. Online notarizations are included for both A la Carte services and all packages. Mobile notarization is included only for packages.

You will work with a dedicated attorney who will handle your matter from start to finish. We may have a paralegal assist with administrative and scheduling functions.

Yes, once your estate planning documents are finalized, we offer a $199 per year maintenance subscription, which includes additional funding of new assets and/or amendments and modifications.

The estate planning process usually takes between 1-3 months from start to finish, but is largely dependent on your schedule and availability. The probate process typically takes around 14 months due to deadlines and court dates set by the court.

We offer a service to review and modify DIY and previously drafted estate plans. Our review service includes a comprehensive review of your plan and a 1-hour review session with our attorney. Any amendments and modifications to your existing plan will be tracked for transparency.

Absolutely. Our staff is experienced in estate planning for blended families and business owners, and we provide special add-on services for special needs planning and estate tax planning.

That is entirely up to you! We offer a consultation prior to purchase and unlimited meetings and consultations once the package is purchased.

In-person meetings are available for current clients at our physical offices throughout Illinois. Please visit our office locations page to find the nearest office.