FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
My legal fees for a Revocable Trust Plan of $ 995.00 for a Married Couple and $ 795.00 for a Single Person is for a "simple" estate plan, very limited amount of sub-trusts and does not include Medicaid/Asset Protection and for estates that require estate tax planning.
- What is your typical process for working with a new customer?
a. Estate Planning Questionnaire completed by you and reviewed by me. b. Payment of Retainer Fee (50% of entire amount to be paid). c. Face to face meeting, preferably via Zoom, to discuss your estate planning goals. d. Preparing all the Estate Planning Documents. e. Final meeting with you in your home to execute your estate planning documents, (days, evenings, and weekends) where you will invite two (2) witnesses who must be over 18 years of age and not a beneficiary under the estate planning documentation. • Deed into Trust: Deed to transfer real estate to trust (additional fees for more than one deed and any addition cost for recording a deed for property outside of Illinois). • Funding Other Assets: You will be responsible for “funding your other titled assets (bank, brokerage and market accounts, stocks, bonds and mutual funds) and regarding beneficiaries with respect to insurance, retirement plans and annuities.
- What education and/or training do you have that relates to your work?
I received a Juris Doctor (J.D.) degree from Southern Illinois University. I worked for a Title Insurance Company for 11 years. I ran my own law firm for the rest of my career practicing real estate law and estate planning.