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 of your legacy is preserving it to ensure that what you 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.

View Our Plans


Plans And Pricing Options

 Please choose from one of our comprehensive plans. Compare our Estate Plans.


Will

$129

A Will must be filed in Probate. This estate plan is only recommended for estates valued at less than $100,000.

Learn more
Start Your Will Now

Single Trust

$499

A Single Living Trust includes a Free Will and Free Guardianship provisions.

Learn more
Start Your Single Trust

Marital Trust

$649

A Marital Living Trust includes Free Wills and Free Guardianship provisions.

Learn more
Start Your Marital Trust

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.

Confused by the terms? Click here!


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 state your wishes to distribute your estate at your death. If you do not have a Will, the court controls distribution. A private Living Trust establishes complete control and protection of your estate now and after your death.

  • Why should Probate be avoided?

    Probate is costly, takes a long time, and the number of cases in the system makes it 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, costing 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. You can easily create these self-help documents. However, if you wish to retain an attorney, we can refer you to one from an independent network of experienced attorneys.

  • 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! Contact us

  • Can I contact a lawyer?

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

  • 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, fill out the contact form, or use the chat on this website. You can also call 312-559-8444 between 7:00 a.m. and 5:00 p.m. CST, and we will provide an experienced vetted attorney’s name in your area. Remember, CBA is not a law firm, and you will not have an attorney-client relationship unless you retain a lawyer independent of CBA. We can only assist you with creating your self-help document.

  • Does my Living Trust include other legal documents?

    Yes! Your Living Trust includes a Last Will and Testament and Guardianship provisions if you have minor children. Plus, you will receive all the documents you need to fund your living trust and assist your successor trustee. All at no additional cost to you! Learn more

  • Can I update my Living Trust?

    Yes! You can update it as many times as you like for free for six months, and then you have a choice. Each future amendment is $49, or you can pay $99 once for a lifetime of unlimited amendments! Plus, your membership provides ongoing resources, vendor member discounts, 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?

Contact us, and we will refer you to an experienced attorney in your area to meet with and retain to prepare your documents, personally review them with you at your formal signing, provide witnesses and a notary, and assist you with all title transfers.

Contact Us


image

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