FAQ

Do all packages really include unlimited attorney consultation?

Yes! We can talk as many times as you would like to ensure you are happy with the service. The unlimited consultation period ends once you receive the finished product(s) and our closing letter.
Are we able to meet at a physical office?

Yes! In-person meeting are by request only. Click here to see our office locations.
What if I end up wanting a different product than the package I chose?

No problem - we can always change and customize your package if you decide you want something a little bit different.
Do you accept legal insurance

We do! We currently accept LegalEASE, U.S. Legal, and ARAG Legal.
How do I know which products/packages are right for me?

There are a couple of options to assist you with deciding which package is right for you: Book a free consultation with one of our experienced attorneys and we will steer you in the right direction. Review our product guide and packages to see what might seem like a good fit. Reach out to us at contact@illinoisestateplan.org with your questions and we can make suggestions.
What is the client portal?

Our client portal is where you can access your Client Service Agreement, invoices, shared files, and more. You can also reach out to your team of attorneys through the portal and book meetings. Not a fan of the portal? That's okay - you will receive everything you need via email as well.
What is your refund policy?

We offer a 14 day money-back guarantee if you are not satisfied - no questions asked.
When should I consider updating my estate planning documents?

We recommend reviewing and possibly updating your estate planning documents whenever significant life changes occur. These events include, but are not limited to: 1. Marital Status Changes: If you get married, divorced, or remarry, your estate plan should reflect these changes to ensure your assets are distributed according to your current wishes. 2. Birth or Adoption of a Child: Welcoming a new child into your family is a pivotal reason to update your estate plan, particularly to name guardians and provide for your child's financial future. 3. Significant Financial Changes: An increase or decrease in your assets or a change in the type of assets you hold, such as purchasing a new property or starting a business, should prompt a review. 4. Relocation: Moving to a different state or country can impact your estate plan due to varying state laws and tax implications. 5. Changes in Health: A significant change in your health or a diagnosis of a serious illness necessitates updating your estate planning documents, especially your healthcare directives and powers of attorney. 6. Changes in Relationships: If your relationships with beneficiaries, executors, or trustees change, you should update your documents to reflect your current preferences and wishes. 7. Tax Law Changes: Changes in federal or state tax laws can impact your estate planning strategies. Consulting with an attorney to ensure your plan is tax-efficient is crucial. Regularly reviewing your estate planning documents ensures they accurately reflect your current life situation and wishes.
Should I schedule a consultation before purchasing a package?

That is entirely up to you! We offer one free consultation prior to purchase and unlimited meetings and consultations once the package is purchased.
Why do you do flat-fee packages?

Our attorneys have worked at firms that bill clients hourly and we can confidently say, we won't go back. We believe estate plans are essential and therefore, you should not have to pay an arm and a leg to get your affairs in order. Plus - we hate billable hours!
Does the package include transfer of property into the trust?

Yes - our packages are all inclusive. We draft the 1 deed for you and also record it with the Recorder of Deeds. All additional deeds are $250 for completion and recording.
How are the documents signed and notarized?

All notarizations occur online through Blue Notary. If you purchase a package, all notary fees are included - we even provide the witnesses!
Is there attorney-client privilege?

Yes! Once you choose your package, you will sign a Client Services Agreement that outlines the terms of the attorney-client relationship, which includes attorney-client privilege.
What are your qualifications?

All of our attorneys are licensed by the Supreme Court of Illinois.
Do you assist with trust funding?

We do. We draft and record any deeds for you and provide you detailed instructions on how to transfer all other assets to the trust. The goal is to ensure all of your assets are transferred to the trust or have a designated pay-on-death beneficiary.
How much does it cost?

You can view our pricing at https://www.illinoisestateplan.org/packages-and-pricing