PRESERVE YOUR LEGACY WITH A LIVING TRUST

Building and protecting what you have earned takes hard work and can be all-consuming. You want what is best for your family and future. The final piece to your legacy is preserving it to ensure what you have created during your time is passed on to future generations.

A Living Trust is an estate plan that manages your assets during your lifetime and efficiently passes your estate to your chosen beneficiaries after your death. A properly drafted, signed, and fully funded Living Trust avoids Probate by removing assets from your name and titling them in your private Living Trust.

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What is a Living Trust?

With a Living Trust, Probate’s cost, stress, and time are avoided, and
your estate is distributed quickly and privately, according to your wishes.

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Why You Need a Living Trust


control your estate

Control Your Estate

Your most valuable assets are your home and investment property. You can ensure a private and timely transfer to your family or partners with a Living Trust.

avoid probate court

Avoid Probate Court

Your family should control your estate – not the court system. Probate can tie up your estate for years, costing your family thousands of dollars and prolonged suffering. You deserve better.

protect your family

Protect Your Family

With a Living Trust, you can provide asset protection for your children or other beneficiaries, especially if they have creditors, a pending divorce, a lawsuit, or a disability.

Frequently Asked Questions

  • What is the difference between a Will and a Living Trust?

    A Will must be filed in Probate Court and states your wishes for the distribution of your estate at your death. If you do not have a Will, the court controls distribution.A Living Trust is private and establishes complete control and protection of your estate now and after your death.

  • Why should Probate be avoided?

    Probate is costly, it takes a long time, and because of the number of cases in the system, it is inefficient and burdens families. Probate requires a minimum six-month claims period. The entire process can tie up your estate for an average of 18 months or more and cost thousands of dollars. Learn more

  • Does a Living Trust avoid Probate?

    Yes. A properly drafted, signed, and fully funded Living Trust avoids the Probate process.

  • How long will it take me to create my estate plan?

    From start to finish you can complete your Living Trust estate plan in less than 20 minutes.

  • Did a lawyer create these legal documents?

    Yes! Lawyers with decades of Living Trust experience approved these documents for you.

  • Can I contact the office for assistance?

    Yes! You may contact us via email, chat, or phone; we can answer any questions. If we are available when you contact us, please leave a time to contact you! Learn more

  • Can I contact a lawyer?

    Yes! You may email or fill out the contact form or you may use the chat on this website, and you can also call 312-559-8444 between the hours of 7:00 a.m. and 5:00 p.m CST and we will provide a vetted attorney name.Remember, you will not have an attorney-client relationship unless you retain a lawyer who is independent of CBA and we can only assist you with your self-help document creation. Learn more 

  • What if I can’t afford a Living Trust right now?

    We have options for you! You can pay in installments with Affirm and receive your documents immediately! 

  • What if I would rather have a lawyer create my Living Trust and meet with me?

    Yes! You may email or fill out the contact form or you may use the chat on this website, and you can also call 312-559-8444 between the hours of 7:00 a.m. and 5:00 p.m CST and we will provide a vetted attorney name. Remember, you will not have an attorney-client relationship unless you retain a lawyer who is independent of CBA and we can only assist you with your self-help document creation 

  • Does my Living Trust include other legal documents?

    Yes! Your Living Trust, includes a Last Will and Testament, Health Care and Financial Power of Attorney documents, and Guardianship provisions if you have minor children.Plus, you will receive all the documents you need to fund your Living Trust, and to assist your Successor Trustee. All at no additional cost to you! Learn more

  • Can I update my Living Trust?

    Yes! You can update as many times as you like for free for 6 months, then you have a choice. Each future amendment is $49 or you can pay $99 once for free lifetime, unlimited amendments! Plus your membership provides you with ongoing resources and member discounts from vendors and $100 yearly gift certificates for your family and friends! We want to be here for you and take all your worries away for life!

  • Is my information secure?

    We take your privacy and the security of your personal information extremely seriously and protect it with bank-level security. You will have full access to the storage of your legal documents in your private digital vault. Learn more

Not Ready To Do It Yourself?

Learn about retaining an attorney to prepare your documents, personally review them with you at your formal signing, provide witnesses and notary, assist with all title transfers, and receive a substantial discount on attorney fees

Contact Us


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17W220 22nd St.
Suite 300
Oakbrook Terrace, IL 60181 
admin@cbaplan.com