Estate Planning

Planning for Everyone You Love and Everything You Have

Do you know what would happen — legally and financially — to you, your loved ones, your money, and everything you care about if something unexpected happened?

If your estate plan is outdated, your assets could end up tied up in court, lost to the State Department of Unclaimed Property, or distributed in ways you never intended.

If you don't have an estate plan, your family could face unnecessary stress, court fees, and conflict during an already difficult time.

The first step is understanding exactly what would happen to everyone you love and everything you own — and deciding if you’re comfortable with that outcome.

How We Help You with Estate Planning

At Kaplan Estate Law LLC, based in Lincoln Square and serving Chicago families, we guide you through a comprehensive Life & Legacy Planning Session.

Here’s how it works:

Before your session, you'll complete a Life & Legacy Inventory and Assessment, helping you get clear about what you own and what matters most.
During our session, we’ll walk through your current legal and financial situation and educate you on your options.
If you decide changes are needed — and if we both feel it's a good fit — we’ll work together to design a customized estate plan that protects your family, avoids unnecessary court processes, and passes on your legacy.

The foundation of many plans includes a revocable living trust, which can:

Help your loved ones avoid the cost and delay of probate,
Ensure your assets are managed according to your wishes,
Minimize or eliminate estate taxes when maintained properly over time.

Can You DIY Your Estate Plan?

While DIY services might promise a quick fix, most cookie-cutter estate plans fail when families need them most.
Online templates and form documents can't replace the personalized advice and guidance of an experienced attorney.

At Kaplan Estate Law LLC, we don't just fill in blanks.

We invest the time to get to know you, your family, your goals, and your concerns, so we can craft a plan tailored exactly to your needs — one that will truly protect your loved ones and keep them out of court and out of conflict.

Special Focus: Protecting Families with Young Children

If you are a parent of young children, your estate plan should begin with a rock-solid foundation that ensures your kids would always be cared for by the people you choose, no matter what happens.

At Kaplan Estate Law LLC, protecting minor children is one of our greatest areas of expertise — and a deeply personal mission.

✅ Ready to get started?
Schedule a free 15-minute consultation or jump straight into a Life & Legacy Planning Session to begin building the future your family deserves.

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