Plans & Pricing

• Annual maintenance of plans to account for changes in estate law, tax law, family circumstances, and changes in assets/wealth
• Preferred Access Law legal video content, educational materials, and newsletter
• Access to library of common legal forms and agreements
• Review of up to 5 documents per year (insurance policies, mortgage policies, waivers, etc.)
• 15% discount on other legal work (i.e. trusts, rental properties, business work, etc.)
• Probate costs covered by client

• Ideal for clients seeking a premium level of by-retainer legal services.
• All concierge services of the Planning Level.
• Access to our personal attorney calendars through the PAL app.
• White-glove access with up to one hour of additional attorney time (phone, Zoom, or in person) per month
• Intense collaboration with financial advisor, CPA, insurance agent, and anyone else on your advisory team
• Once per year visits to your home or office (if requested)
• Unlimited Probate Guarantee:  If a subscriber’s estate ends up in probate, we cover the legal costs, plus court costs, publication fees, and incidental expenses.

Sample Clients:

• Chloe is leaving her job at a large marketing firm to start a solo career as a graphic designer. She needs guidance in choosing the appropriate corporate entity, protecting herself from liability, and help with basic contracts. The firm handles Secretary of State filings, FinCEN registration,  and the procurement of a tax identification number at no additional cost to Chloe. She has ongoing access to our legal staff, and we proactively inform her of changes in the law.
• Ajay starts a solo short-term rental business, and needs similar services to Chloe. Additionally, he calls for occasional reviews of insurance policies, and assistance with ensuring his real estate is properly titled in order to shield him from personal liability.
• Avery leaves a corporate management job to begin consulting work. Our office provides services similar to those provided to Chloe and Ajay. The firm prepares a sole-member LLC and proactively notifies Avery in changes to the law that affect the business. Additionally, the firm prepares and updates Avery’s standard contracts.

Sample Clients:

• Jennifer owns a growing medical practice with two (soon-to-be three) locations. She employs several doctors, nurses, and support staff, and needs assistance handling labor law questions, questions regarding compliance with the Illinois Department of Financial and Professional Regulation. Additionally, she needs assistance coordinating her business interests with her personal estate plan.
• The Hernandez family has owned a specialized manufacturing facility since 1960. They plan to transition the business to the third generation in the family to run the business. The firm provides ongoing assistance throughout the years, to ensure no loss of continuity or unnecessary tax liability on the transition of the business. By representing multiple family members, the firm is able to gain a complete picture of the family’s needs.
• Sam and Emily have grown a small managed IT company to a point where they are thinking about selling within the next five years. The law firm provides proactive guidance to them, assisting in minimizing liability, responding to unexpected events, and in preparing their entity for sale. Sam and Emily have bi-annual check-ins with the corporate law staff at the firm, who provide detailed recommendations about ways to improve the potential value of the company, based on years of experience in handling corporate transactions. When the eventual sale event occurs, the firm handles all transaction work, from letter of intent, through due diligence, and closing.