Start my estate plan

How it works

From questions to binder in one order.

One signing session and one shipment per order. Most will plans are signed within about two weeks of your questionnaire.

Start with the Plan Finder

Questions first? Book a $95 online consultation.

  1. Try the Plan Finder

    It shows how each plan handles what you tell it, side by side. You choose the plan; an attorney reviews your forms and discusses your choice with you.

  2. Check out

    Choose your plan and add-ons. Recording and filing fees are shown up front. You accept a limited-scope engagement agreement, then pay.

  3. Fill out the questionnaire

    Right after payment, in the same sitting: your family, the people you trust to act for you, and what you own. You don't need your deed; we look up your property's legal description from the county records.

  4. We draft your documents

    Prepared from forms our firm uses in its own practice.

  5. An attorney reviews them

    A licensed Illinois attorney checks every document against your answers and flags anything that needs a conversation.

  6. Book your signing

    Pick a time. Married couples sign together in one session.

  7. Sign on video

    You, two witnesses, and our notary join one secure video call. You sign electronically. What to expect on the call

  8. We record your deed

    Trust deeds and TODIs are e-recorded with your county recorder.

  9. Your binder ships

    Printed, tabbed, and bound by our office, then sent by UPS.

  10. We stay in touch

    Trust clients get a funding checklist. When life changes, an update is $99.

Remote signing

What to expect on the video call.

Illinois allows wills to be signed and witnessed over live video under the Electronic Wills and Remote Witnesses Act (755 ILCS 6). The session usually takes 30 to 45 minutes.

Before

Get set up

  • A computer or tablet with camera and microphone
  • A quiet, private room
  • A current government photo ID
  • Your signing link, sent by email
During

Sign together

  • The notary confirms your identity
  • You confirm the documents are what you want
  • You sign; witnesses watch and sign
  • The notary completes the notarial certificate
After

We finish up

  • Deeds are sent for e-recording
  • Your binder is printed and assembled
  • UPS tracking is emailed to you
  • Your signed originals are stored as described in your engagement agreement

Witnesses

We supply both witnesses by default. If you'd like to use your own, each must be:

  • 18 or older
  • Located in the United States during the call
  • Not a beneficiary, or the spouse of a beneficiary
  • Able to show photo ID
Couples

Spouses sign in the same session. Each signs their own will and powers of attorney, or the joint trust together.

LLC documents

Operating agreements and member consents don't need a notary. We send them for electronic signature after attorney approval.

Start my estate plan