Starter Packet Documents

Planning document downloads

Wills and Trusts

Personal Information Form  (return before Initial Meeting)
Documents Checklist  (needed after we get started on Living Trust planning)
10 Qualities of a Good Estate Plan  (Newsletter explaining what makes a good estate plan)


Personal Information Form  (return before Initial Meeting)
Documents Checklist 
A Nursing Home Case Study (How we saved one family $100,000)

Death of a Loved One (Probate and Trust Administration)

As always, please feel free to contact us with any questions you may have or just to speak with someone and get more information. You can reach our offices at 217-726-9200 or by email at

Attend a Workshop

The small group setting of our workshops allow you to gain the insight you need to make wise planning decisions. Plus, they’re free!

Schedule a Meeting

We’d love to help you start planning today, get in touch with us to schedule a meeting.