Illinois Estate Law

Services & Pricing

Transparent pricing shown before you commit. Contested litigation starts with a $5,000 flat fee for the initial scope—not the entire contest. Contested cases may incur additional flat fees only when listed litigation events actually occur. Payment plans are available.

Not sure which package is right? Compare our packages side-by-side.

01

Estate Planning

Wills, trusts, powers of attorney, and healthcare directives drafted to Illinois legal standards. Every package includes attorney consultations related to the written scope, notarization, a physical & digital portfolio, and client portal access.

Most Complete

Trust Package

Individual$3,500
Joint$5,000
  • Revocable Living Trust
  • Pour Over Will
  • Power of Attorney for Healthcare
  • Power of Attorney for Property
  • Healthcare Directive (Living Will)
  • HIPAA Authorization
  • End of Life Planner (complimentary gift)
  • Personal Property Memorandum
  • 1 Transfer on Death Instrument (TODI) of Real Estate to Trust
  • Trust Funding Guidance
  • Online or Mobile Notarization
  • Physical & Digital Portfolio
  • Client Portal Access
  • Attorney consultations related to the included scope

Start online without a consultation, or talk with us first—free and no obligation.

Probate Avoidance Package

Individual$1,750
Joint$2,250
  • Last Will & Testament
  • Power of Attorney for Healthcare
  • Power of Attorney for Property
  • Transfer on Death Instrument (TODI) for Real Estate
  • Healthcare Directive (Living Will)
  • HIPAA Authorization
  • End of Life Planner (complimentary gift)
  • Personal Property Memorandum
  • Online or Mobile Notarization
  • Physical & Digital Portfolio
  • Client Portal Access
  • Attorney consultations related to the included scope

Start online without a consultation, or talk with us first—free and no obligation.

Will Package

Individual$1,250
Joint$1,750
  • Last Will & Testament
  • Power of Attorney for Healthcare
  • Power of Attorney for Property
  • Healthcare Directive (Living Will)
  • HIPAA Authorization
  • End of Life Planner (complimentary gift)
  • Personal Property Memorandum
  • Online or Mobile Notarization
  • Physical & Digital Estate Planning Portfolio
  • Client Portal Access
  • Attorney consultations related to the included scope

Start online without a consultation, or talk with us first—free and no obligation.

DIY Estate Plan Review

Individual$750
Joint$1,000
  • Comprehensive review and redlining of previously drafted estate planning documents (up to 5 documents)
  • 1-Hour Attorney Review Session

Start online without a consultation, or talk with us first—free and no obligation.

Estate Tax Planning Package

Individual$15,000
Joint$20,000
  • All documents included in the Trust Package
  • Federal & Illinois Estate Tax Planning
  • One advanced irrevocable trust selected for the approved planning strategy

Fixed fee includes one advanced irrevocable trust. Each additional advanced trust is $5,500.

Start online without a consultation, or talk with us first—free and no obligation.

Annual Review Membership

$599
  • Annual attorney review meeting
  • Up to two simple amendments to existing documents
  • Priority scheduling and document storage

Covers one membership year. New planning strategies or replacement documents require a separate fixed-fee service.

Start online without a consultation, or talk with us first—free and no obligation.

Standalone Services & Add-Ons

Revocable Living Trust
$2,500 / $3,500
Individual / Joint

Start online without a consultation, or talk with us first—free and no obligation.

Last Will and Testament
$750 / $1,250
Individual / Joint

Start online without a consultation, or talk with us first—free and no obligation.

Powers of Attorney
$500 / $750
Individual / JointPower of Attorney for Healthcare & Power of Attorney for Property. Joint includes two of each.

Start online without a consultation, or talk with us first—free and no obligation.

Healthcare Directive (Living Will)
$350

Start online without a consultation, or talk with us first—free and no obligation.

Trust Restatement
$2,000 / $3,000
Individual / Joint

Start online without a consultation, or talk with us first—free and no obligation.

Will Amendment
$500 / $750
Individual / Joint

Start online without a consultation, or talk with us first—free and no obligation.

Trust Funding Guidance
$1,500
Guidance for retitling up to 15 financial assets into your trust. You complete the transfers with your institutions. Does not include real estate / deed transfers.

Start online without a consultation, or talk with us first—free and no obligation.

Medicaid Asset Protection TrustStandalone long-term-care asset-protection planning
$6,500
  • Five-year look-back, asset, family, and long-term-care planning review
  • Custom Illinois Medicaid Asset Protection Trust
  • Trustee, beneficiary, retained-rights, and distribution design
  • Written trust-funding plan
  • One Illinois deed to the trust, including recording fees
  • Coordination with financial and tax professionals as needed
Standalone service; no base estate plan is required. Medicaid applications, crisis planning for care expected within five years, tax returns, appraisals, financial advice, and additional deeds are separate.

Start online without a consultation, or talk with us first—free and no obligation.

Irrevocable Life Insurance Trust (ILIT)Standalone life-insurance and estate-tax planning trust
$5,500
  • Estate-tax, policy, ownership, beneficiary, and family-goal review
  • Custom Illinois Irrevocable Life Insurance Trust
  • Trustee, beneficiary, distribution, and withdrawal-right provisions
  • Policy assignment or new-policy ownership guidance
  • Crummey withdrawal-notice forms and first-year administration guidance
  • Coordination with insurance and tax professionals as needed
Standalone service; no base estate plan is required. Insurance products and premiums, trustee services, ongoing annual notices or administration, valuations, and tax returns are separate.

Start online without a consultation, or talk with us first—free and no obligation.

Special Needs Planning
$5,500

Start online without a consultation, or talk with us first—free and no obligation.

Estate Tax Planning (Add-On)
$5,000

Start online without a consultation, or talk with us first—free and no obligation.

02

Trust Administration

Attorney guidance for individuals serving as trustee. Note: Illinois Estate Law provides consulting only and does not serve as trustee.

Trust Administration Consulting

Attorney guidance for individuals serving as trustee

$5,000 / Year
  • Trust Accounting Review and Preparation
  • Distribution Review and Guidance
  • Review of Trust Documentation and Beneficiary Rights
  • Guidance on Trustee Fiduciary Duties under Illinois Law
  • Correspondence with Beneficiaries of the Trust
  • Up to ten attorney consultation hours during the year

Flat annual fee of $5,000. Work beyond ten attorney hours requires a separate written engagement. Illinois Estate Law does not serve as trustee.

Start online without a consultation, or talk with us first—free and no obligation.

03

Probate & Administration

Flat-fee guidance for executors and families through Illinois probate — from opening through closing. Uncontested matters are flat-fee. Contested matters start with a $5,000 flat fee for the initial scope—not the entire contest. Additional flat fees apply only when listed litigation events actually occur. Surety bond premiums, if required, are paid directly to the bond provider and are not included.

Small Estate Administration

Small Estate Affidavit and Attorney Letter of Direction — no probate case opened

$1,000
  • Small Estate Affidavit
  • Attorney Letter of Direction
  • Asset Search

This is not a probate court filing. If an institution refuses the affidavit and requires Letters of Office, the matter becomes a Standard Probate and is quoted separately.

Start online without a consultation, or talk with us first—free and no obligation.

Standard Probate

Uncontested estates valued at $4,000,000 or less

$5,000
  • All required filings with the Probate Court from opening through closing
  • Appearance and handling of all court hearings and court appearances
  • Opening of Estate Bank Account
  • Obtaining Estate EIN
  • Asset & Debt Search
  • Creditor Notification & Publication
  • Requesting Tax Records & Transcripts
  • Transfer of Real Estate via Deed, if necessary (includes all recording fees)
  • Attorney consultations related to the included scope

Uncontested matters only. Surety bond premium, if required, is paid directly to the bond provider and is NOT included in the flat fee.

Start online without a consultation, or talk with us first—free and no obligation.

Large Estate Probate

Uncontested estates exceeding $4,000,000

$5,000 + 0.5% of Estate Value
  • All required filings with the Probate Court from opening through closing
  • Appearance and handling of all court hearings and court appearances
  • Opening of Estate Bank Account
  • Obtaining Estate EIN
  • Asset & Debt Search
  • Creditor Notification & Publication
  • Requesting Tax Records & Transcripts
  • Transfer of Real Estate via Deed, if necessary (includes all recording fees)
  • Attorney consultations related to the included scope

Full uncontested probate administration from opening through closing. The additional 0.5% of estate value is charged at the time of administration only if the estate value exceeds $4,000,000, due to estate-tax complexity. Surety bond premium is excluded.

Start online without a consultation, or talk with us first—free and no obligation.

Probate Reopening

$2,500
  • Motion to Reopen Probate
  • Attendance at all required court hearings
  • Reopening and closing of the estate
  • Assistance with administration of newly discovered assets
  • Notice to all heirs
  • Attorney consultations related to the included scope

Applies when a previously closed probate estate is reopened due to newly discovered assets.

Start online without a consultation, or talk with us first—free and no obligation.

Heir Representation

$2,500
  • Review of all filings and court documentation
  • Advice and guidance regarding the heir's interest and inheritance rights
  • Filing of claims against the estate, if needed
  • Attendance at all court hearings on behalf of the heir
  • Attorney consultations related to the included scope

$2,500 per heir. Does not include contested hearings or motions to contest a will.

Start online without a consultation, or talk with us first—free and no obligation.

Partial Probate

$3,500
  • Scope of services determined based on the stage of the probate matter and what remains to be completed

Fixed fee for accepted uncontested substitute-counsel matters through routine closing.

Start online without a consultation, or talk with us first—free and no obligation.

Spousal Representation

$4,500
  • Full legal representation of the spouse throughout probate proceedings
  • Advice and consultation regarding spousal rights and interests
  • Filing of claims against the estate, including spousal claim for 50% of the estate if not otherwise provided for in that amount in the will
  • Attendance at all court hearings on behalf of the spouse
  • Attorney consultations related to the included scope

Start online without a consultation, or talk with us first—free and no obligation.

Contested Probate

Starts with a flat fee

Starts with $5,000
  • $5,000 initial flat fee
  • Written scope for the initial contested work
  • Additional expenses only if defined contested events occur

Starts with a $5,000 flat fee for the initial contested scope—not the entire contest. Contested cases may incur additional flat fees only when listed litigation events actually occur. Each additional scope and fee is explained in writing before it is incurred.

Start online without a consultation, or talk with us first—free and no obligation.

Review the complete contested-matter event fee list for the specific motions, discovery, depositions, hearings, will-contest phases, and trial work that may create an additional flat fee.

Wrongful Death Cases: Ask us about our special wrongful death attorney referral pricing. Schedule a consultation or call (312) 373-0731.

04

Real Estate & Deeds

The firm offers three real-estate fee structures: Sale Representation, FSBO, and Bond in Lieu of Probate. Seller representation fees are paid at closing from sale proceeds. FSBO includes added coordination because there is no listing agent. Bond in Lieu is a limited qualifying estate process, not full probate. Third-party closing costs and surety premiums are separate. Deed preparation remains a separate à la carte category, with recording included in the listed deed fee.

Bond in Lieu of Probate

When the sole estate asset is real estate

$1,500
  • Eligibility, ownership, and heir review
  • Affidavits and title-transfer documents for the approved process
  • Title-company and surety coordination
  • Attorney consultations for this limited scope

For an estate whose only asset requiring administration is Illinois real estate, when all heirs agree and the title company and surety approve the process. Not a full probate. The surety premium, third-party charges, and contested work are not included.

Start online without a consultation, or talk with us first—free and no obligation.

Sale Representation

Seller represented by a licensed real estate agent

$750
  • Sale-contract review and attorney-review negotiation
  • Title review and ordinary clearance coordination
  • Customary seller closing documents
  • Settlement-statement and seller-charge review
  • Closing coordination and representation
  • Attorney consultations for the included sale scope

For an Illinois residential seller who already has a listing agent. The $750 attorney fee is paid at closing from sale proceeds. Buyer representation, brokerage services, and third-party closing costs are not included.

Start online without a consultation, or talk with us first—free and no obligation.

For Sale By Owner (FSBO) Representation

Seller has no listing agent

$1,500
  • Residential sale-contract preparation or review
  • Attorney-review negotiation
  • Title review and ordinary clearance coordination
  • Customary seller closing documents
  • Settlement-statement and seller-charge review
  • Closing coordination and representation
  • Additional transaction coordination ordinarily handled by a listing agent
  • Attorney consultations for the included FSBO scope

The $1,500 attorney fee is paid at closing from sale proceeds. We do not act as a broker, market or show the property, find a buyer, or set the sale price. Third-party closing costs are not included.

Start online without a consultation, or talk with us first—free and no obligation.

Deed Services

À la carte deeds — recording fee included on each.

  • Additional Deed Transfer to Trust$500
  • Quitclaim Deed$500
  • Transfer on Death Instrument (TODI)$500
  • Life Estate Deed$500

Start online without a consultation, or talk with us first—free and no obligation.

05

Powers of Attorney & Guardianship

These services solve different versions of the same problem: who can legally act for another person. A power of attorney is voluntarily signed while the person can appoint an agent; guardianship is a court process used when that authority is unavailable or inadequate.

Powers of Attorney

$500 individual / $750 joint

Property and health care POAs prepared together.

View service details

Start online without a consultation, or talk with us first—free and no obligation.

Uncontested Guardianship

$5,000 flat

All filing fees included. Bond premiums and GAL fees are separate.

View service details

Start online without a consultation, or talk with us first—free and no obligation.

Emergency + Full Adult Case

$7,500 total

$2,500 emergency add-on plus the full uncontested case. Includes filing of the emergency motion and temporary-guardianship petition during the same calendar week when purchased by Tuesday.

View service details

Start online without a consultation, or talk with us first—free and no obligation.

Contested Guardianship

Starts with $5,000

Initial scope only. Additional flat fees apply when listed litigation events actually occur.

View service details

Start online without a consultation, or talk with us first—free and no obligation.

Unsure which service applies? Compare power of attorney and guardianship or book a free consultation.

Every flat-fee matter

What's Always Included

The things other firms nickel-and-dime — included in your flat fee, every time.

In-Scope ConsultationsAttorney consultations reasonably needed to complete the written package scope.
Clear Written FeesStandard matters have concrete flat fees. Contested matters start with a $5,000 initial flat fee and may incur additional event-based flat fees.
Notarization IncludedOnline or mobile notarization included on all packages.
Client Portal AccessTrack status, message your attorney, and access documents 24/7.
Physical & Digital PortfolioYour finished plan delivered both ways.
Same-Week AppointmentsVirtual or in-person, at your pace, anywhere in Illinois.
Payment PlansWe are pleased to offer payment plans for all services.
Trust Deed IncludedTrust packages include one deed of real estate into the trust, recording included.
At a glance

Full Price List

Every service and its exact flat fee, in one place. Individual / Joint pricing shown where applicable.

ServiceIndividualJointNotes
Estate Planning — Packages
Trust Package$3,500$5,000
Probate Avoidance Package$1,750$2,250
Will Package$1,250$1,750
DIY Estate Plan Review$750$1,000
Estate Tax Planning Package$15,000$20,000Fixed fee includes one advanced irrevocable trust. Each additional advanced trust is $5,500.
Annual Review Membership$599—Covers one membership year. New planning strategies or replacement documents require a separate fixed-fee service.
Estate Planning — À La Carte & Add-Ons
Revocable Living Trust$2,500$3,500
Last Will and Testament$750$1,250
Powers of Attorney$500$750Power of Attorney for Healthcare & Power of Attorney for Property. Joint includes two of each.
Healthcare Directive (Living Will)$350—
Trust Restatement$2,000$3,000
Will Amendment$500$750
Trust Funding Guidance$1,500—Guidance for retitling up to 15 financial assets into your trust. You complete the transfers with your institutions. Does not include real estate / deed transfers.
Medicaid Asset Protection Trust$6,500—Standalone long-term-care asset-protection planning
Irrevocable Life Insurance Trust (ILIT)$5,500—Standalone life-insurance and estate-tax planning trust
Special Needs Planning$5,500—
Estate Tax Planning (Add-On)$5,000—
Probate & Administration
Small Estate Administration$1,000—Small Estate Affidavit and Attorney Letter of Direction — no probate case opened
Standard Probate$5,000—Uncontested estates valued at $4,000,000 or less
Large Estate Probate$5,000 + 0.5% of Estate Value—Uncontested estates exceeding $4,000,000
Probate Reopening$2,500—Applies when a previously closed probate estate is reopened due to newly discovered assets.
Heir Representation$2,500—$2,500 per heir. Does not include contested hearings or motions to contest a will.
Partial Probate$3,500—Fixed fee for accepted uncontested substitute-counsel matters through routine closing.
Spousal Representation$4,500—
Contested ProbateStarts with $5,000—Starts with a flat fee
Trust Administration
Trust Administration Consulting$5,000 / Year—Attorney guidance for individuals serving as trustee
Real Estate & Deeds
Bond in Lieu of Probate$1,500—When the sole estate asset is real estate
Sale Representation$750—Seller represented by a licensed real estate agent
For Sale By Owner (FSBO) Representation$1,500—Seller has no listing agent
Additional Deed Transfer to Trust$500—Per deed, recording fee included. For funding multiple properties into an existing or newly created trust.
Quitclaim Deed$500—Recording fee included.
Transfer on Death Instrument (TODI)$500—Recording fee included.
Life Estate Deed$500—Recording fee included.
Powers of Attorney & Guardianship
Powers of Attorney$500$750Property and health care POAs prepared together.
Adult Guardianship — Uncontested$5,000—All court filing fees included; bond premiums and guardian ad litem fees billed separately.
Emergency + Full Adult Guardianship$7,500—$2,500 emergency add-on plus the full case. Includes filing of the emergency motion and temporary-guardianship petition during the same calendar week when purchased by Tuesday. Filing fees included; bond premiums and GAL fees separate.
Minor Guardianship — Uncontested$5,000—Flat fee.
Contested GuardianshipStarts with $5,000—Initial scope only. Contested cases may incur additional flat fees when listed litigation events actually occur.
Annual Report on the Ward$750 / year—Personal annual report preparation and filing. Estate accounting is not included in this fee.

*Flat fees on all standard matters, including uncontested probate and uncontested guardianship. Contested matters start with a $5,000 flat fee for a defined initial scope—not the entire contest. Contested cases may incur additional flat fees only when listed litigation events actually occur.

Ready to Get Started?

At Illinois Estate Law, we offer innovative estate planning and probate solutions that can be customized to fit your unique needs.

Event-based contested fees

Additional contested-matter flat fees

Contested cases may incur additional flat fees, but a contested case does not automatically incur every fee below. The initial $5,000 flat fee covers a defined opening scope—not the entire contest. An additional flat fee applies only when the listed event actually occurs, after the work and fee are explained in writing. Fees are shown from least expensive to most expensive.

Litigation event or phaseFlat feeWhen it applies
Subpoena$750 per recipientA subpoena is prepared and issued.
Nonroutine Unopposed Motion$1,250A substantive motion is required and no party opposes it.
Discovery Citation$3,500 per respondentA citation proceeding is initiated against a person or institution.
Deposition$3,500 per depositionPreparation and attendance for one deposition lasting up to four hours.
Contested Motion$3,500Briefing and argument are required on a contested, non-dispositive motion.
Mediation$3,500Preparation for and attendance at one mediation session; mediator fees are separate.
Initial Contested Matter Scope$5,000Contested representation begins. Covers initial review, appearance, strategy, and case planning—not the entire contest.
Written Discovery Phase$5,000Interrogatories, document requests, or requests to admit are served or answered.
Extended or Expert Deposition$5,000 per depositionA deposition exceeds four hours or involves an expert witness; expert fees are separate.
Dispositive Motion$5,000A motion to dismiss, summary judgment motion, or comparable case-dispositive motion is prepared or defended.
Evidentiary Hearing$5,000 per hearing dayWitness testimony or evidence is presented outside the final trial.
Additional Will Contest Trial Day$5,000 per dayA will-contest trial continues beyond the first three trial days included in the trial phase.
Formal Proof of Will$5,500An interested person demands formal proof of the will.
Contested Creditor Claim$10,000A creditor claim requires an evidentiary dispute or trial.
Contested Accounting$12,500An estate or trust accounting is formally challenged.
Will or Trust Construction$12,500Court interpretation of a will or trust becomes necessary.
Contested Heirship$15,000Competing or disputed heirship claims require litigation.
Asset Recovery or Title Citation$20,000Litigation is required to recover estate property or determine title.
Full Will Contest — Pretrial Litigation$25,000A will contest proceeds beyond initial pleadings into full pretrial litigation. Covers pleadings, case management, standard written discovery, and pretrial conferences; depositions, experts, mediation, and trial are separate.
Will Contest Trial Preparation and Trial$25,000The court sets the will contest for trial. Covers motions in limine, witness and exhibit preparation, pretrial submissions, and the first three trial days.
Fiduciary Removal or Surcharge$25,000Removal, breach-of-duty, or surcharge litigation begins.

Appeal: Individually quoted flat fee

A notice of appeal is filed or appellate representation is requested.

No automatic or duplicate chargesComponent fees are not charged again for work already included in an accepted broader litigation phase. Each additional event requires a written scope before the work begins.
Third-party costsCourt reporters, transcripts, experts, mediators, guardian ad litem fees, and similar third-party costs are separate when applicable. Court approval may be required when fees are paid from an estate or ward’s assets.

Frequently Asked Questions About Illinois Estate Law

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 consultation with one of our experienced attorneys who will guide you in selecting the best package for your specific needs.

What Attorney Consultations Are Included?

Each fixed-fee package includes the attorney consultations reasonably needed to complete the written scope of that service. New work, contested issues, or work outside the package scope requires a separate written engagement before additional fees are charged.

What Are the Costs Associated With Your Services?

Concrete prices are published on this page. Contested matters start with a $5,000 flat fee for a defined initial scope—not the entire contest. Contested cases may incur additional flat fees only when a listed litigation event actually occurs. Each additional scope and fee is explained in writing before it is incurred. See the event-based fee list above.

Does Your Flat-Fee Include Costs for Court Filings or Third-Party Expenses, Beyond the Recording of the First Deed?

Each service card identifies what is included and any separate third-party costs. Probate packages include filing and creditor-publication charges; a required surety-bond premium is paid separately to the bond provider.

Trust packages include the listed funding guidance, notarization, and one deed. Additional deeds are $500 each. Any other excluded cost is disclosed in the applicable service description or engagement agreement.

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.

Does the Package Include Transfer of Property Into the Trust?

Yes -- as to real estate. We draft one (1) deed for you and record it with the Recorder of Deeds as part of the service. Trust funding guidance for your other assets is also included: we tell you exactly what to retitle and how, and you complete those transfers with your institutions. Additional deeds beyond the first are $500 each for completion and recording.

Do You Help Me Fund My Trust?

Yes -- trust funding guidance is included in all trust packages and trust services at no additional cost. We review your assets, tell you which ones belong in the trust, and give you the trust certification, letters of instruction, and step-by-step direction you need. You complete the transfers with your banks and financial institutions; we do not retitle your accounts for you. We do 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. Trust funding guidance is also available as a standalone a la carte service for $1,500 for clients who already have a trust.

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.

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:

  • 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.

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.

How Do You Handle the Collection of My Personal and Financial Information Needed to Draft the Documents? Is There a Secure Online Portal or a Questionnaire?

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

How Are the Documents Signed and Notarized?

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.

Will I Have a Dedicated Attorney or Case Manager, or Will My Case Be Handled by Multiple Staff Members Throughout the Process?

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.

Do You Have an Ongoing Maintenance Program or Subscription Service for Clients Who Want Regular Document Reviews and Legal Updates?

Yes. Our $599 annual review membership includes an annual attorney review meeting and up to two simple amendments each year. Work outside that scope is quoted separately.

What Is the Estimated Timeline From Package Purchase to the Final Signing of My Documents?

Estate-planning timelines depend on the package, complexity, and how quickly information and approvals are provided. Same-week appointments are often available. Illinois probate commonly takes many months because of creditor periods, tax work, asset administration, and court scheduling.

If I Have an Existing Will or Trust Drafted by Another Attorney, What Is Your Process for Reviewing, Incorporating, or Completely Replacing Those Documents?

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.

Do You Offer Estate Planning Services for Blended Families, Business Owners, or Clients With Special Needs Beneficiaries?

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.

Should I Schedule a Consultation Before Purchasing a Package?

No. You may choose a service and get started online without a consultation, or schedule a free consultation first. Each fixed-fee package includes the attorney consultations reasonably needed to complete its written scope.

Can I Schedule an In-Person Meeting at One of Your Offices?

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.

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