Legacy Estate Planning
Trust Packages
Single Trust
Package- 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)
- Legacy Roadmap with Fireproof Case
- Annual Estate Plan Check In
Married Trust
Package- 2 Pour Over Wills
- 2 Self Proving Affidavits for Wills
- 1 Married Trust
- 2 Health Care Powers of Attorney
- 2 Property Powers of Attorney
- 2 Living Will (Optional)
- 1 Deed Transfer in Cook, DuPage or Will Counties including exempt stamp and water cert. if needed (others by quote)
- Legacy Roadmap with Fireproof Case
- Review of Estate Plan Every Year
Legacy Maintenance
Membership- $595 First year when enrolled at signing new estate plan package or trust restatement packagePractically Perfect Planner
- Annual 60 Minute Review and Strategy Session
- Annual Asset and Trust Funding Review
- Annual Legacy Roadmap Review
- One Simple Estate Plan Update
- Year Round Brief Estate Plan Consultations
- 60 Minute Family Transition Consultation
- 10% Preferred Pricing on Additional Estate Plan Updates
- Priority Scheduling
Will Packages
Single Will
Package- Will
- Self Proving Affidavit for Wills
- Health Care Power of Attorney
- Property Power of Attorney
- Living Will (Optional)
- Legacy Roadmap with Fireproof Case
- Annual Estate Plan Check In
Married Will
Package- 2 Wills
- 2 Self Proving Affidavits for Wills
- 2 Health Care Powers of Attorney
- 2 Property Powers of Attorney
- 2 Living Wills (Optional)
- Legacy Roadmap with Fireproof Case
- Annual Estate Plan Check In
Legacy Maintenance
Membership- $595 First year when enrolled at signing new estate plan package or trust restatement packagePractically Perfect Planner
- Annual 60 Minute Review and Strategy Session
- Annual Asset and Trust Funding Review
- Annual Legacy Roadmap Review
- One Simple Estate Plan Update
- Year Round Brief Estate Plan Consultations
- 60 Minute Family Transition Consultation
- 10% Preferred Pricing on Additional Estate Plan Updates
- Priority Scheduling
Specialized Estate Planing
Advanced Estate & Tax Planning
For Estates Over $4 Million- Comprehensive Estate & Tax Planning Review
- Illinois Estate Tax Planning
- Customized Trust Structures
- Marital and Family Trust Planning, when appropriate
- Asset and Beneficiary Review
- Coordination with Financial and Tax Advisors
- Planning tailored to your estate and family goals
Medicaid Asset Protection Plan
Long Term Care & Asset Protection- Medicaid Asset Protection Trust
- Long Term Care Planning
- Asset Protection Planning
- Powers of Attorney
- Related Estate Planning Documents
- Customized Planning Based on Your Circumstances
Special Needs Planning
For Loved Ones with a Disability- Special Needs Trust Planning
- Protecting Eligibility for Means Tested Benefits
- Planning for Inheritances & Gifts
- Choosing Trustees & Successor Trustees
- Coordinating Beneficiary Designations
- Planning for Your Loved One’s Long Term Needs
Legacy Roadmap
In an emergency or unexpected situation, the last thing your loved ones should have to do is search for information, sort through paperwork, or guess at what comes next. The Practically Perfect Planner is designed to make difficult moments easier by keeping essential information organized, clear, and easy to find in one place.
The planner brings together key personal and family details, financial accounts and assets, important contacts and advisors, medical preferences, and the location of legal documents and records. Instead of leaving loved ones to piece things together under stress, the planner provides a clear roadmap, helping them act quickly and confidently when time and clarity matter most.
Depending on the estate planning package you choose, the Practically Perfect Planner may be provided as a self-guided organizational tool, with a detailed in-person overview explaining how to use it, allowing you to complete it at your own pace. For those who prefer hands-on support, the planner can also be built together during an attorney-guided working session, ensuring everything is thoughtfully organized and complete.
The Practically Perfect Planner is designed to work alongside your estate planning documents, not replace them. By bridging the gap between legal planning and real-life emergencies, it helps reduce confusion, stress, and uncertainty for the people you care about most, allowing them to focus on what truly matters during challenging times.
Legacy Care Membership
Keep Your Estate Plan Current
Estate planning isn’t a one-time event.
Families grow. Assets change. Laws evolve.
That’s why we created the Legacy Care Membership.
Legacy Care provides ongoing attorney guidance to help keep your estate plan, assets, and Legacy Roadmap current as life changes. And when the time comes, your family has someone they can turn to for guidance on what happens next.
ANNUAL REVIEW & STRATEGY
One hour attorney review and strategy session to make sure your plan continues to reflect your wishes.
KEEP EVERYTHING CURRENT
Asset and trust funding audit Legacy Roadmap review, and one simple estate plan update each year.
GUIDANCE WHEN IT MATTERS
Brief questions about your existing estate plan throughout the year, priority scheduling, and a family consultation after you pass.
PREFERRED CLIENT PRICING
Enjoy 10% preferred pricing on additional updates to your existing estate plan.
Legacy Messages
A well-crafted estate plan takes care of your estate the Practically Perfect Planner takes care of business in the event of an emergency but a Legacy Video is the heart of your estate plan. It captures what matters most to your family in a way no document ever could.
A Legacy Video allows your loved ones to hear your voice, see your expressions, and feel your presence long into the future. Through your own words, you can share stories, values, life lessons, and messages meant specifically for those you care about most. For families, this often becomes a source of comfort, connection, and reassurance during times of transition or reflection.
Legacy Videos are created through a guided recording session designed to feel natural and unhurried. You are provided with thoughtful prompts in advance to help you decide what you would like to share, and the session moves at a pace that feels comfortable to you. The finished video is lightly edited and delivered on a flash drive to be kept with your estate plan and easily shared with your family.
By going beyond documents and organization, a Legacy Video helps ensure your estate plan reflects not only what you leave behind, but who you are and the love you want to carry forward.
Your Voice Remembered. The Heart of Your Estate Plan.
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.
Submit Your Request Today
Contact
info@amclegal.net
(630) 590-3640
7420 S. County Line Road
Suite C4
Burr Ridge, IL 60527
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