A thorough analysis of your life history, relationships, and goals in order to produce:

Wills and Trusts: Create customized wills, revocable living trusts, and powers of attorney. Tech assists in information gathering, analysuis, and document generation BUT we review and refine everything.
Asset Protection: Guidance on beneficiary designations, property transfers, and tax minimization strategies—all vetted by legal experts.
Probate Avoidance: Tools to set up plans that bypass lengthy probate processes, with attorney oversight for compliance.
Family-Specific Planning: Options for guardianships, special needs trusts, and more, enhanced by data-driven insights but always human-reviewed.

Too often an estate plan is drafted, sign off on, and then forgotten about. A subscription ensures:

Monitoring and Alerts: We track changes in Illinois laws and your personal circumstances (e.g., via annual check-ins) and notify you of needed updates.
Updates: Revise your plan as often as needed for events like new assets or family changes.
Priority Support: Direct access to our attorney for questions or adjustments.

Certain circumstances may require or benefit from more sophisticated tools, such as:

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