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Your Family Lawyer for Life

Life & Legacy Plan Reviews to Keep Your Estate Plan Current

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At most estate planning law firms, the relationship ends when you sign your documents. At Kaplan Estate Law LLC, we see the signing of your estate planning documents as just the beginning of a lifelong relationship with you and your family.

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Make Sure Your Plan Changes with Your Life, Your Assets, and the Law

Over time, your life changes — your family grows, your assets shift, and laws evolve. Your estate plan must keep up to ensure it works when your loved ones need it most. If your plan isn’t reviewed and updated, it can become outdated and ineffective — leaving your family vulnerable to unnecessary court processes and expenses.

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At Kaplan Estate Law LLC, we help Chicago families stay protected by offering built-in plan reviews and updates. We also prepare and maintain a comprehensive Life & Legacy Inventory of your assets to ensure everything you own is properly accounted for and easy for your loved ones to locate if something happens to you.

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3-Year Plan Reviews Are Included

Every estate plan we create includes a no-charge Three-Year Plan Review. This ensures your documents stay aligned with your changing life, assets, and family circumstances. During your review, we also confirm that your assets are correctly titled for maximum protection and to avoid probate.

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Our mission is to keep your family out of court, out of conflict, and your assets out of the hands of the State of Illinois.

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Protecting Your Full Life & Legacy

At Kaplan Estate Law LLC, we believe estate planning is about more than passing on your financial assets — it’s also about preserving your life, values, and stories. Our Life & Legacy Planning process helps ensure that your most important personal wealth — your wisdom, experiences, and values — are captured and passed on to future generations.

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Want to make sure your estate plan actually works when your family needs it?


Schedule a complimentary 15-minute consultation or book a Life & Legacy Planning Session with Kaplan Estate Law LLC today. We proudly serve families throughout Chicago and the surrounding suburbs.

 

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