Plans that work in real life. Clear documents, funding steps, and next actions that protect your family and your business.
We set priorities, gather records, and give you a short list of decisions. No jargon. No guesswork.
Every clause and page explained. You sign knowing what it does and how to use it.
We help retitle assets and update beneficiaries so the plan actually works.
Flat or staged fees matched to scope. You know the cost before we begin.
Foundation
You also get a short guide that explains how and when to use each document.
Make it work
We provide a checklist and coordinate with your bank, custodian, or advisor so you leave with a working plan.
Succession
We coordinate with CPAs and advisors so the estate plan and the business plan work together.
Advanced
Gift and legacy structures built to your goals. Clear control and distribution terms.
Coordinated with your CPA and advisor. We model pros and cons before you commit.
Entity choices and trust tools that balance control and risk management.
Process
We collect goals, family details, and assets. We flag immediate risks.
We draft in plain English. You review with comments and we refine.
We prepare the signing set and witnesses. You leave with a working binder and PDFs.
We guide account changes and deeds. We confirm completion with a short checklist.
FAQ
It depends on your goals, assets, and states involved. We recommend the simplest plan that meets your targets.
A funded trust with aligned beneficiaries usually avoids court. We include funding steps so the plan works.
Yes. We coordinate with your CPA and financial team to align taxes and investment choices.
Any time family, assets, or laws change. We offer reviews on a regular cycle so the plan stays current.
Send your goals and any existing documents. We will map a clear plan and a short path to a signed, funded estate plan that works in Illinois and Indiana.
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