Real Estate & Living Trusts: Practical Flat fee Solutions
I handle real estate, estate planning, living trusts and probate cases in the Chicago area and most matters are flat-fee, so clients avoid the uncertainty of hourly billing.
Real Estate
My office handles residential and commercial real estate matters in the city and suburbs. I’ve handled thousands of closings since 1985 and I know the ins and outs of closings, how to prevent problems, and how to make your closing as painless as possible. I also handle small business formation, like LLCs and series LLC formation for real estate investors.
Technology to the rescue
We make use of the latest technology to make things easy for our clients. Every client can use an extranet program that we set up, free of charge, to stay up date. Phone and office appointments can be set up 24 hours a day online or by calling the office during business hours at 847 359 9610.
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. Start here by filling out the estate planning information form
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.
We don’t always need three meetings, but this is the general format and it’s worked so far!