MAKE THE FUTURE A LITTLE EASIER FOR YOU AND YOUR LOVED ONES with an estate plan.

Schedule a free consultation and you’ll gain clarity and valuable insight on how to create the estate plan that’s right for where you’re at in life.  

Whether you’re entering adulthood, starting a family, preparing for retirement, or venturing into your twilight years, taking that first step now is essential if you don’t want to leave another day up to uncertainty. 

We’ll meet you where you feel most comfortable – whether by phone, Zoom or in office.

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The Estate Planning Process in 3 Easy Steps

Creating an estate plan doesn’t have to be time-consuming, confusing or overwhelming. We make the process easier for you by doing the heavy lifting. Because estate plans vary due to different needs, so will the degree of work. Here’s what you can expect in our typical estate planning process.

number 1

CONSULT

Gather Information

During your consultation – in person, by phone or by video –  we will learn about you, your family, your assets, your needs, and your goals to determine the best direction for your estate plan. 

number 2

CORRESPOND

Fill in the Gaps

During the drafting stage, we may require additional information, or you may decide to make changes based on new details or further thought. Wherever you need guidance, we’ll be here to provide it for you.

number 3

SIGN

Sign the Documents

Before signing each document, we’ll take our time to review it and answer your questions. It’s important you clearly understand what is in your estate plan and how it will serve both you and your family. 

PERKINS & ZAYED, P.C.
1745 South Naperville Road, Suite 200, Wheaton, IL 60189

Phone: 630-665-2300 | Toll Free: 877-TRUST-50
Fax: 630-665-4343
Email: admin@trust-lawgroup.com

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The information contained on this website is for informational and educational purposes only and is not legal, tax or financial advice. Always consult a qualified licensed attorney and/or appropriate professional to provide advice for your individual needs and circumstances. Use of this website does not create or constitute an attorney-client relationship. This website may include advertising material for Perkins & Zayed, P.C., The Estate and Trust Law Group.