Plan, protect, and preserve. No unnecessary complexity.
We prioritize tasks, gather records, and give you a short decision list. Clear and direct.
Every clause is explained. You sign knowing what it does and how to use it.
We help retitle assets and align beneficiaries to avoid avoidable probate.
Flat or staged pricing matched to scope. No surprises.
Foundation
We include a short guide on how and when to use each document.
Make it work
We coordinate with your bank, custodian, or advisor so the plan is operational.
Probate
We keep your will and trust current with simple amendments when family or assets change.
Process
Goals, family, and assets. We flag immediate risks.
Documents in plain English. You review and we refine.
Signing set, witnesses, and a working binder with PDFs.
Account changes and deeds. A short checklist confirms completion.
FAQ
It depends on your goals, assets, and the 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 it works.
Yes. We coordinate with your CPA and financial team to align tax and investment choices.
Any time family, assets, or laws change. We offer periodic reviews to keep the plan current.
Send your goals and any existing documents. We will map a clear plan and a short path to a signed and funded plan that works in Illinois.
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