What You can Expect in Your Estate Planning Case with O’Flaherty Law - Your Path, Our Process
The Illinois Probate Act controls the statutory process for administering an estate, whether you have a will or not. In most cases, it is advantageous to try to avoid probate. A proper estate plan can help you do just that.
After speaking with one of our Client Intake Specialists, you will be scheduled for a consultation with our experienced probate legal team. Our consultations typically occur over the phone but can be in-person or online upon request.
It is important to consider the following when determining an estate plan:
We will be seeking information on the above in order to analyze this information to develop an estate plan specifically for you.
After our initial consultation, we will be asking you to gather any documentation that is necessary for your estate plan so that we can have a more in-depth conversation about your goals and wishes. Most people want to try and avoid probate or limit what will be part of probate. Some assets, like life insurance or trust assets, pass outside of probate.
Once we have analyzed your case, we will advise you of our recommendation for your specific estate plan. Things we will consider:
Once we have determined the best estate plan for you, we will draft the appropriate documents for your review and approval.
We understand that there may be life events that could potentially alter your estate plan. We are here to help address any changes or updates to your existing estate plan.
After your estate planning documents have been finalized, we will set up a meeting to execute the documents. Some documents will require witness signatures and a notary, which we will provide. We will provide you with the original and a copy of all documents, in addition to sending you a pdf of all documents.