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Sammons-Thomas-150223-1705-fave-finalReal Estate Closings now handled by Ben Weaver

As of January 1, 2024, I no longer handle real estate closings. Ben Weaver, who is a really good, young attorney handles all of the closings now. You can reach him at 847 447 6004 and ben@23legal.com. It’s been a pleasure to meet so many great clients and assist with their closings, but the time has come to move on to new things like pickleball and making smoked salmon:)

Living Trusts

Living Trusts avoid probate and protect against disability.  Most clients choose to use a living trust for their estate planning. As with most matters, I charge a flat fee and, most importantly, I help clients properly fund the living trust in a meeting after the trust is signed so that the trust works correctly. You can start the process by filling out the trust/will information form at the link above.

How our 3 step living trust process works

The video describes how we prepare living trusts for our clients:

Meeting 1: A phone or office meeting to gather information and go over the terms of the trust.

Meeting 2:  In the  second meeting, the trust is signed and pdfs are created, stored and originals are given to the client in a trust binder. You can sign the remotely if you are too busy to come to the office, if needed. We go over the trust online in a video conference before signing it to explain the terms before you sign it.

Meeting 3: We have a trust “funding” meeting to fill out change of beneficiary forms and other forms needed to retitle assets to the trust. This can be either a zoom meeting or an office meeting.

We don’t always need three meetings, but this is the general format and it’s worked so far!

Questions about Living Trusts?

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What clients say:

“Before I chose Tom, I talked to a number of other estate planning attorneys. Tom’s prices were extremely reasonable which was a major part of my decision. Also based on the great information on Tom’s website and subsequent conversations with Tom I was able to get comfortable with the details around creating a trust.”
Noah P.

“Tom is a very tech savvy attorney who made my real transaction an easy task using basecamp. His office was very responsive and returned all my calls on time. He made the closing process easy and ensured my interests were taken care of.”
Ramnath C.