Estate Planning
Estate Planning Packages
These packages are for estimating costs of the services required. Each estate plan is unique and may require different services. You will need to speak with an attorney to get a final price for the services required for your particular needs. All prices are subject to change.
Single Will
- (unmarried person with no minor children or an unmarried person who does not want a trust)
- Self Proving Affidavit for Will
- Health Care Power of Attorney
- Property Power of Attorney
- Living Will (Optional)
- Review of Estate Plan in 3 Years or sooner if needed
Single Trust
- (unmarried person with minor children or an unmarried person who wants a trust)
- Pour Over Will
- Self Proving Affidavit for Will
- Trust
- Health Care Power of Attorney
- Property Power of Attorney
- Living Will (Optional)
- 1 Deed Transfer in Cook, DuPage or Will Counties including exempt stamp and water cert. if needed (others by quote)
- Review of Estate Plan in 3 Years or sooner if needed
Married Will
- (married couple with no minor children or a married couple who do not want a trust)
- 2 Wills
- Self Proving Affidavit for Will
- 2 Health Care Powers of Attorney
- 2 Property Powers of Attorney
- Living Will (Optional)
- Review of Estate Plan in 3 Years or sooner if needed
Married Trust
- (married couple with minor children or a married couple who want a trust)
- 2 Pour Over Wills
- Self Proving Affidavit for Will
- Trust
- 2 Health Care Powers of Attorney
- 2 Property Powers of Attorney
- Living Will (Optional)
- 1 Deed Transfer in Cook, DuPage or Will Counties including exempt stamp and water cert. if needed (others by quote)
- Review of Estate Plan in 3 Years or sooner if needed
A/B Trust
- (married couple with who are close to or over the $4 Million Illinois Estate Tax Limit)
- 2 Pour Over Wills
- Self Proving Affidavit for Wills
- A/B Trust
- 2 Health Care Powers of Attorney
- 2 Property Powers of Attorney
- Living Will (Optional)
- 1 Deed Transfer in Cook, DuPage or Will Counties (others by quote)
- Review of Estate Plan in 5 Years
IRA Stand Alone Trust
- For those who want to allow their beneficiaries to plan for the maximum stretch out for their IRAs
Supplemental/Special Needs Trust
- For those whose beneficiary is, or soon will be, receiving state funds for support
Additional Items
Transferring Title of Property into the Trust is done by quote since the filing fees will depend on the location of the property.
Transfer on Death Instrument (TODI)
This is by quote only again, due to the recording fees and individual circumstances.
Living Will $150
This document allows you to make your own decisions ahead of time as to what type of life prolonging treatments you do or do not want made on your behalf. This document is different from a Health Care Power of Attorney in that an agent does not make this decision on your behalf, but you are speaking for yourself ahead of time. It can take a difficult decision out of the hands of your loved ones and ensure you receive the life prolonging treatments you’d prefer. It if often referred to as a DNR or Do Not Resuscitate Order. This is included in all packages if requested.
Each Package Includes
Estate Plan Folder and Separation Tabs
A Personalized qualify folder and separation tabs so you can leave all necessary information in one place for your executor and trustee. It will also include a Personal Property Memorandum so you can designate who should receive personal heirlooms and mementos.