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Joint Estate Planning with Trusts

Individual trusts with pour-over wills and powers of attorney

Joint Estate Planning without Trusts

Individual simple wills or testamentary trusts (wills with trust provisions) with powers of attorney

Individual Estate Planning with Trust

Individual trust with pour-over will and powers of attorney

Individual Estate Planning without Trust

Individual simple will or testamentary trust (will with trust provisions) with powers of attorney

Powers of Attorney only

Individual property and health care powers of attorney

Illinois Estate Planning Worksheets

Please download and complete the worksheet that corresponds with your estate planning endeavors.

 

Can be completed before or after your consultation.

Joint estate planning = planning with spouse/partner

Individual estate planning = planning alone

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