What you see on this website is the tip of the iceberg in connection with our capacity, drive, technical and legal capability. We are at the forefront of the law when it comes to estate planning. Not only do we use the most advanced estate planning software, but we also are utilizing recent legal changes that allow us to conduct estate planning signature ceremonies via ZOOM or Teams. With a telephonic interview, we will gather all vital information. From there we will email or mail your documents to your home. From there we can handle your signing ceremony provided you have a high speed internet connection and the ability to scan or fax. We will keep a video of the entire ceremony. We will then mail you a beautiful estate planning portfolio. Of course, we can conduct your signing ceremony in person as well! Payment is accepted via credit card or ACH.

Contact Us

195 Springfield Unit 102 Joliet, Illinois 60435

Mon - Sat (8am - 5:30 pm) Sunday CLOSED

Call Us 24/7: 815.770.7242

Follow Us

Category: <span>Trusts</span>

It’s All in the Family: Understanding Common Legal Terms That Describe Loved Ones in Estate Planning

While watching a movie or reading a book about wealthy individuals and their families, you may have come across terms such as “heir,” “descendant,” and “next of kin.” Though made-for-Hollywood storylines use these terms interchangeably, words describing familial relationships have distinct definitions. Using the correct terms is critical in wills, trusts, and other legal documents because words have significant implications. The wrong word can lead the courts to incorrectly interpret your documents and therefore cause

Read More »

How a Pourover Will Works?

A pourover will might sound complex because its name includes legal terminology, but it is actually a very straightforward document, and it is essentially a mechanism for use of a revocable trust. A pourover will has many of the standard components found in any will, e.g. names executors, guardians for minor children. The critical provision in any pourover will grants property into the revocable trust. The gift of property should include physical (or tangible) personal

Read More »

The Flexibility & Benefits of a Revocable Trust

There are myriad benefits to forming a revocable trust. The term “revocable trust” can be a mouthful, but what a revocable trust really is, is a mechanism for retaining control over your assets during your lifetime while ensuring that things go smoothly, strategically, and according to your wishes upon your death. Creating a revocable trust is, of course, an essential component of many estate plans. There are many first order benefits for this legal instrument

Read More »

It’s All in the Family: Understanding Common Legal Terms That Describe Loved Ones in Estate Planning

While watching a movie or reading a book about wealthy individuals and their families, you may have come across terms such as “heir,” “descendant,” and “next of kin.” Though made-for-Hollywood storylines use these terms interchangeably, words describing familial relationships have distinct definitions. Using the correct terms is critical in wills, trusts, and other legal documents because words have significant implications. The wrong word can lead the courts to incorrectly interpret your documents and therefore cause

Read More »

How a Pourover Will Works?

A pourover will might sound complex because its name includes legal terminology, but it is actually a very straightforward document, and it is essentially a mechanism for use of a revocable trust. A pourover will has many of the standard components found in any will, e.g. names executors, guardians for minor children. The critical provision in any pourover will grants property into the revocable trust. The gift of property should include physical (or tangible) personal

Read More »

The Flexibility & Benefits of a Revocable Trust

There are myriad benefits to forming a revocable trust. The term “revocable trust” can be a mouthful, but what a revocable trust really is, is a mechanism for retaining control over your assets during your lifetime while ensuring that things go smoothly, strategically, and according to your wishes upon your death. Creating a revocable trust is, of course, an essential component of many estate plans. There are many first order benefits for this legal instrument

Read More »