The law offices of Hoy Sahlas LLC

How Long Does it Take to Set Up an Estate Plan?

Here is a general timeline & steps to set up an estate plan with the Illinois Estate Planning Attorneys
at The Law Offices of Hoy & Sahlas, LLC.

 

General Timeline*

In as little as one week your estate plan can be established depending on different factors such as: your schedule, your legal needs, whether you are able to come to our office, whether you have provided us with all the information and/or documents we require and whether you desire a follow-up appointment to address any further questions you may still have, etc. 

Typically, after your initial consultation, we will send you drafts for your review by the following week (depending on whether we have all the information we require and the level of complexity of your individual situation, legal needs and estate plan).  Once you have reviewed and approved your drafts, you can schedule your appointment to come in to our office and sign (execute) your estate plan documents.

We are able to accommodate clients who require an estate plan on an emergency basis.

 

Steps to Set Up an Estate Plan

STEP 1:

Come in for your FREE estate plan consultation with the Illinois estate planning attorneys at The Law Offices of Hoy & Sahlas, LLC.

STEP 2:

Once we receive your retainer, we will send drafts of your documents to you by mail or email.  Review & notify us of any changes or questions.

STEP 3: 

At your second (and usually your final office visit) you will execute your estate plan.  Or, you may come in should you have any further questions.  We request a final payment at this time.

STEP 4:

We recommend that you retain your original documents in a fire-safe place such as a safety deposit box, or you may leave originals in our care.  Never mark on your originals.  If you wish to update them, contact us for a FREE Estate Plan Checkup Appointment  

STEP 5:

If you established a living trust, then send us all of your asset information so we may assist you with asset transfers.  Follow up on your asset transfers to ensure you receive the benefit of your trust.

 

How Can I Schedule a FREE Estate Plan Consultation

with the Illinois estate planning attorneys at The Law Offices of Hoy & Sahlas, LLC?

 

Do I Need an Estate Plan?

 

What if I Already Have an Estate Plan?

 

*This is a general timeline and is only an approximation.  Individual cases will vary.

If you have questions about the application of the law in a particular case, consult your lawyer. The law is constantly changing. Information on this site or any site to which we link does not constitute legal advice.