FAQ

Do all packages really include unlimited attorney consultation?

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) and our closing letter.
Can I schedule an in-person meeting at one of your offices?

Yes, in-person meetings are available by request. We have physical offices throughout Illinois. Please visit our office locations page to find the nearest office and schedule your appointment.
Can I change my package if I decide I need a different product?

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.
How can I choose the right estate planning package for my needs?

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 free consultation with one of our experienced attorneys who will guide you in selecting the best package for your specific needs.
What is your refund policy?

We offer a 14 day money-back guarantee if you are not satisfied - no questions asked.
When should I consider updating my estate planning documents?

We recommend reviewing and possibly updating your estate planning documents whenever significant life changes occur. These events include, but are not limited to: 1. 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. 2. 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. 3. 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. 4. Relocation: Moving to a different state or country can impact your estate plan due to varying state laws and tax implications. 5. 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. 6. Changes in Relationships: If your relationships with beneficiaries, executors, or trustees change, you should update your documents to reflect your current preferences and wishes. 7. 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.
Should I schedule a consultation before purchasing a package?

That is entirely up to you! We offer one free consultation prior to purchase and unlimited meetings and consultations once the package is purchased.
Why do you do flat-fee packages?

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. Plus - we hate billable hours!
Does the package include transfer of property into the trust?

Yes - our packages are all inclusive. We draft the 1 deed for you and also record it with the Recorder of Deeds. All additional deeds are $250 for completion and recording.
How are the documents signed and notarized?

All notarizations occur online through Blue Notary. If you purchase a package, all notary fees are included - we even provide the witnesses!
Is there attorney-client privilege?

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.
What are your qualifications?

All of our attorneys are licensed by the Supreme Court of Illinois and have significant estate planning and probate experience.
Do you provide assistance with funding my trust?

Yes, we provide comprehensive assistance with trust funding. We draft and record any necessary deeds and offer detailed instructions on how to transfer other assets into the trust. Our goal is to ensure all your assets are properly transferred to the trust or have designated pay-on-death beneficiaries.
What are the costs associated with your services?

Our firm offers flat-fee, customizable packages for all our services. You can view detailed pricing information on our pricing page. This structure ensures transparency and allows you to know the costs upfront without any hidden fees.