Estate Planning at a Higher Level

Clear structure for the people, assets, and decisions that matter most.

Put the right people in place, protect what you’ve built, and create order before life—or circumstance—forces decisions without you.

What Estate Planning Actually Includes

A structured plan is more than a set of documents.

Estate planning is the legal structure that allows your affairs to be handled clearly, privately, and according to your intentions.

Wills

This is where you decide who gets what and who is responsible for carrying it out.

If you don’t make that decision, the state will—and it may not align with what you actually want.

Trusts

This is how you keep your family out of court.

A properly structured trust allows your assets to pass privately, efficiently, and without the delays and costs of probate.

Powers of Attorney

This is what allows someone you trust to step in if you can’t act for yourself.

Without this, your family may have to go to court just to help you manage basic decisions.

Structure & Strategy

This is where everything comes together.

Your assets, your family, your intentions—aligned into a plan that actually works when it needs to, not just something that sits on a shelf.

This is not about paperwork. It is about being prepared when it matters most.
Who This Is For

Estate planning is for people who are responsible for what comes next.

This is for individuals and families who want clarity, control, and the right people in place before life forces decisions without them.

  • Own property
  • Own financial assets over $100,000
  • Have children or dependents
  • Want to avoid probate and court involvement
  • Are building wealth or running a business
  • Want clarity and control over what happens next
If any of these apply, estate planning is not optional—it is foundational.
Choose Your Level

The right level depends on what you’re protecting.

Start with the structure you need today. Build from there as your life and assets grow.

Life Plan

Foundational planning
Starting at $2,000

Clear, essential documents to put your affairs in order.

  • Core estate documents
  • Guardianship design
  • Execution guidance
  • Client portal access
Best for: individuals and young families
Choose Life

Legacy Plan

Trust-based planning
Starting at $4,500

Structured transfer, privacy, and probate avoidance.

  • Includes Life Plan
  • Revocable trust
  • Asset alignment
  • Funding guidance
Best for: homeowners and growing families
Choose Legacy

Elevated Plan

Advanced structuring
Starting at $8,500

Integrated planning for complex assets and long-term strategy.

  • Includes Legacy Plan
  • Advanced trust design
  • Business integration
  • Strategic advisory
Best for: business owners and complex estates
Choose Elevated
Compare the Levels

A Higher Counsel view of the options.

Start with the level of structure that matches your assets, your people, and the degree of coordination your plan requires.

Feature Life Plan Legacy Plan
Most Chosen
Elevated Plan
Starting Fee $2,000 Individual
$3,000 Collective
$4,500 Individual
$6,000 Collective
$8,500 Individual
$11,500 Collective
Higher Law Strategy Session $500 value $750 value $1,000 value
Will / Pour-Over Will Last Will & Testament Pour-Over Will Trust-based will structure
Financial Power of Attorney
Healthcare Power of Attorney
HIPAA Authorization
Guardianship Nominations If applicable
TODI / Deed Work TODI for one property, if applicable One deed preparation, if applicable Two deed preparations, if applicable
Revocable Living Trust
Funding / Alignment Support Asset & beneficiary alignment guidance Trust funding roadmap Asset alignment session
Business Integration Review If applicable
Multi-Asset Coordination
Execution Session
Lifetime Program Standard Tier Priority Tier
Review Structure 3-Year Mini Review Annual review (first year included)
Printed Binder Available for additional fee One included Two included
Secure Client Portal
Most clients choose between Legacy and Elevated depending on asset mix, privacy goals, family structure, and whether business interests need to be folded into the plan.
The Planning Process

A Process Built Around You

Every engagement includes direct access to an attorney—guidance, structure, and execution from start to finish.

01

Intake & Introduction

A structured intake and initial point of contact to understand your family, your assets, and what is actually at stake before planning begins.

02

Strategy Session

A direct session with counsel to map your plan, identify risk, and align the legal structure with your priorities, values, and long-term goals.

03

Plan Design

Your plan is built from that strategy—intentionally structured around your assets, your people, and how you want things carried forward.

04

Document Drafting & Execution

The documents are prepared, reviewed with you, and formally executed through a guided signing session with the precision this work requires.

05

Implementation & Stewardship

We move beyond signatures into trust funding, beneficiary alignment, and next-step coordination—then remain available as your life, family, and business evolve.

This is not a document dump. It is a guided legal process designed to bring your affairs into order and keep them aligned over time.
Estate Planning FAQ

Questions Clients Ask Before They Begin

Clear answers to the questions most people ask before getting started. If you don’t see yours here, we’ll walk through it during your Higher Law Strategy Session.

No. Estate planning is for anyone who wants clarity and control over what happens if they die or become incapacitated.

It is not just about wealth. It is about who makes decisions for you, who receives what you leave behind, how your affairs are handled, and whether your family is left with order or confusion.

A will is important, but a will alone usually does not avoid probate.

A trust can provide more privacy, more control, and a more efficient transfer of assets, especially if you own real estate, have children, or want to keep your affairs out of court.

Probate is the court process used to transfer assets after death.

In Illinois, probate can mean delay, public filings, court oversight, and additional cost. For many families, avoiding probate through trust-based planning is a major reason to put a real plan in place.

This is done by preparing and recording a deed that transfers ownership from you individually to your trust.

The transfer has to be done correctly and in coordination with your overall plan, title, and ownership structure. This is one of the places where strategy matters.

Usually, yes.

Most residential loans allow transfer into a revocable living trust without triggering the due-on-sale clause, but the transfer should still be reviewed and handled correctly.

That depends on the level of planning, but a complete plan may include a will or trust, financial power of attorney, healthcare power of attorney, living will, HIPAA authorization, guardianship nominations, and deed or funding documents.

Illinois law decides who receives your assets, who handles your estate, and sometimes who is responsible for your children.

That usually means less control, more court involvement, and a higher risk of confusion or conflict.

At The Higher Law Firm™, planning typically ranges from $2,000 to $11,500 depending on complexity and structure.

We use clear tiers so clients understand what level of planning fits their situation.

Most plans are completed within 30 to 45 days.

Higher Law Strategy Sessions™ are typically scheduled within 1 to 2 weeks, with additional time built in when matters are more complex.

Yes. Estate planning is not just about what you own. It is also about incapacity, medical decisions, guardianship, and making life easier for the people who may need to step in for you.

Trust funding means aligning your assets with your trust.

If assets are never transferred or coordinated properly, the trust may not work the way it was intended to work.

Yes.

Business ownership often needs to be coordinated with the estate plan so succession, control, and long-term planning all work together.

Still have questions? Your Higher Law Strategy Session is where we walk through your situation clearly and map the right structure.

Next Step

Choose Your Starting Point

However you enter, the goal is the same: clear structure, direct counsel, and the right next step.

Start the Plan
For those ready to move forward with a structured intake and begin building their estate plan with clarity and precision.
Begin Now
Higher Law Strategy Session
This is where everything gets clear. Map your goals, understand your risks, and leave with a defined path forward. If you move into a plan, your session is applied.
Schedule
Review an Existing Plan
Already have documents in place? We identify gaps, outdated provisions, and what needs to be brought back into alignment.
Get a Review