LoMonaco Law – Estate Planning Attorneys

Estate Planning - The Process

Step 1

Schedule a free initial 30-minute consultation with one of our attorneys to discuss your specific needs and concerns. Appointments can be in person at our Vernon hills office, via phone, or via zoom. There are three ways to schedule your first appointment with us:

Call our office at 847-247-8300

Email us at Team@lomonacolaw.com

LoMonaco Law - Estate Planning Attorneys

Step 2

Once scheduled, our office will send you an initial intake form. We must receive the completed intake form at least 24 hours before your scheduled appointment or your appointment will be cancelled. If you have any questions about the intake form, please call us at 847-247-8300 to discuss.

Step 3

Meet with one of our attorneys during your free initial consultation. Our attorneys will have reviewed your intake forms and can assist you with deciding which of our packages best fits your needs and budget.

Step 4

If you decide to proceed with LoMonaco Law after your initial consultation, you will be required to pay half of the total estimated legal fees.

Step 5

Once we receive your initial payment, our attorneys will draft your estate planning documents within 2-3 weeks of receiving your initial payment and email them to you for your review and approval. Please review the documents and email our attorneys back with any questions, concerns, or changes.

Step 6

Once you are happy with your final documents, schedule your signing appointment. You can do this online, via email or by calling the office. You will need to come in person to our office in Vernon Hills to sign and your final payment will be due at the signing appointment.

Step 7

After you sign your documents, you will be responsible for changing all beneficiaries on your accounts as needed. We will tell you which accounts need to be changed and how they need to be titled- but this is a very important step and must be done to complete your estate plan.


Revocable Trust Package: Includes a Revocable Trust, Pour-over Will, Power of Attorney for Healthcare and Finances and one Illinois Quit Claim Deed.

Will Package: Includes a simple Will and Power of Attorney for Healthcare.

Irrevocable Trust Package: Includes an irrevocable Medicaid protection trust, Pour-over Will, Power of Attorney for Healthcare and Finances, and one Illinois Quit Claim Deed.


Estate Planning Frequently Asked Questions

Estate Planning Consultation Request