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

$1,350

(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 5 Years

Single Trust

$2,000

(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 (others by quote)
Review of Estate Plan in 5 Years

Married Will

$1,650

(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 5 Years

Married Trust

$3,000

(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 (others by quote)
Review of Estate Plan in 5 Years

A/B Trust

$5,500

(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

$3,500

For those who want to allow their beneficiaries to plan for the maximum stretch out for their IRAs

Supplemental/Special Needs Trust

$3,500

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

Binder w/ Slip Case and Seperation Tabs

a Binder with Slip case 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.

Critical Information List

This is a list of what documents you can collect for your executor and Trustee so that they will have all the information they need in one location. This goes a long way to making everything easier for your loved ones.

Beneficiary List

It will also include a Beneficiary List for you to keep track of who is listed as beneficiary on each of your accounts. These lists are good for you to keep track of items to ensure they are properly titled, to remind you to update these designations if there are any changes in your estate plan as well as a good source of information for your executor and trustee.

Account List

It will also include an Account List so you can inform your executor and trustee of your critical account information.

Password Lists

Also included is a Password List for you to fill out so you can inform your executor and trustee of critical information for your electronic accounts.

Asset List

It will also include an Asset List so your executor and trustee will immediately know what assets they need to protect, pay debts and bills on and include in the estate process.

Estate Planning