Drafting a Will in Illinois

Frank Stepnowski • August 29, 2023

As an Illinois resident, it is important to have a will in place to ensure your final wishes are carried out after your demise. Unfortunately, most people put off drafting a will until it’s too late, leaving their loved ones to grapple with the legal system. In this blog post, we’ll go through the necessary steps of drafting a will in Illinois, so you can have a clear understanding of the process.


1. Decide on an Executor:

The executor is the person who is tasked with carrying out the terms of the will. You should choose someone who is trustworthy and willing to take on the responsibility. If you fail to name an executor, the court will have to appoint one for you.


2. Make a List of your Assets:

Make a list of everything you own, including bank accounts, property, and investments. This list will help you determine how to distribute your assets after your demise. Note that any assets that are jointly owned will pass automatically to the joint owner after your death.


3. Determine your Beneficiaries:

Your beneficiaries are the individuals or institutions who will inherit your assets. You can distribute your assets according to specific percentages or leave specific items or sums to individual beneficiaries. Note that any assets you have transferred to a trust will pass according to the trust’s terms and conditions.


4. Draft and Sign your Will:

After you have chosen your executor, made a list of your assets, and determined your beneficiaries, it’s time to draft your will. You can either do it yourself or seek the services of an attorney. Make sure you include all the necessary information, sign and date the document, and have it witnessed and signed by two witnesses.


5. Keep Your Will up to date:

Your life circumstances may change over time, so your will should be updated regularly. Changes to your circumstances, such as marriage, divorce, or the birth of a child, may require changes to your will. Make sure you keep your will up to date to ensure your final wishes are carried out.


Drafting a will is an essential part of estate planning for Illinois residents. It ensures that your assets are distributed according to your wishes, and your loved ones are taken care of when you’re no longer around. By following the steps outlined in this blog post, you will be well on your way to ensuring that your final wishes are carried out. Remember that your will should always be kept up to date, to reflect changes in your life circumstances, and to ensure that it is legally enforceable.

April 17, 2024
Understanding the Importance of a Will in Illinois
March 29, 2024
Understanding Probate in Illinois
February 29, 2024
Losing a loved one is never easy, and navigating the process after their passing can be overwhelming. In times of grief, it's important to have a checklist of what needs to be done to ensure that everything is taken care of properly. If you're an Illinois resident who has recently lost a loved one, this blog post will provide you with a comprehensive checklist for what to do after their death. From informing family and friends to contacting a funeral home and arranging for a funeral, we'll cover all the essential steps you need to take during this difficult time.  Inform Family and Friends: The first step after the death of a loved one is to inform immediate family members and close friends. This can be an emotionally taxing task, but it's important to ensure that everyone who needs to know is aware of the situation. Reach out personally or designate a trusted family member or friend to help spread the news. Contact Funeral Home: Once your family and friends have been informed, the next step is to contact a funeral home. Funeral homes are experienced in handling all aspects of funeral arrangements and can provide guidance on what needs to be done next. They will help you navigate through the process of planning a service, choosing burial or cremation options, and handling all necessary paperwork. Arrange for a Funeral: Planning a funeral can be overwhelming, but having the support of a funeral home can make the process much smoother. When arranging for a funeral, consider your loved one's wishes if they were known, as well as your own preferences. Decide on details such as the location of the service, whether there will be viewing or visitation hours, and any special touches that would honor your loved one's memory. How Can an Attorney Help?: During this challenging time, it may be beneficial to seek legal advice from an attorney who specializes in estate planning and probate law. An attorney can assist you in navigating through legal matters such as handling the deceased's estate, distributing assets according to their will (if applicable), settling debts and taxes, and ensuring that all legal requirements are met. Seek Support: Finally, don't hesitate to seek emotional support from friends, family members, or professional counselors during this grieving period. Losing a loved one is never easy, but having a strong support system can help you cope with your emotions and navigate through the practical aspects of dealing with their passing. Losing a loved one is undoubtedly one of life's greatest challenges, but having a checklist of what needs to be done after their passing can help alleviate some stress during this difficult time. By informing family and friends, contacting a funeral home, arranging for a funeral service that honors your loved one's memory, seeking legal advice when needed from an attorney specializing in estate planning laws in Illinois residents can ensure that everything is taken care of properly while focusing on honoring their loved one's legacy.
January 30, 2024
When it comes to protecting the interests and well-being of individuals with special needs, having the right legal representation is paramount. Special needs trusts attorneys specialize in providing guidance and support to families navigating the complex world of estate planning and financial management for their loved ones with disabilities. In this blog post, we'll delve into the crucial role that a special needs trusts attorney plays, the unique challenges they address, and the peace of mind they can bring to families.  Understanding the Complexities of Special Needs Trusts A special needs trust is a legal tool designed to protect the financial future of individuals with disabilities. These trusts provide a way to hold and manage assets for the benefit of a person with special needs, without jeopardizing their eligibility for government benefits such as Medicaid or Supplemental Security Income (SSI). However, creating and managing a special needs trust requires a deep understanding of both legal and financial intricacies. The Impact of Truck Accidents Truck accidents can have devastating consequences, often resulting in severe injuries and even fatalities. Unfortunately, California is no stranger to truck accidents due to its busy highways and bustling commercial activities. These accidents can be caused by various factors, including driver fatigue, distracted driving, improper maintenance, or negligence on the part of trucking companies. The aftermath of a truck accident can be overwhelming, with victims and their families facing physical, emotional, and financial hardships. Seeking Specialized Legal Representation When dealing with the aftermath of a truck accident, it's crucial to seek legal representation from a specialized truck accident attorney who understands the unique complexities of these cases. A truck accident attorney has the knowledge and experience to navigate the legal system, conduct thorough investigations, gather evidence, and negotiate with insurance companies. They will work tirelessly to ensure that victims receive the compensation they deserve for medical expenses, lost wages, pain and suffering, and other damages. The Role of a Truck Accident Attorney A truck accident attorney's primary role is to advocate for the rights and interests of their clients. They are well-versed in federal and state regulations governing the trucking industry and can identify any violations or negligence that may have contributed to the accident. Additionally, they have a network of experts, such as accident reconstruction specialists and medical professionals, who can provide valuable insights and testimony to strengthen the case. Truck accidents in California have far-reaching consequences that can disrupt the lives of victims and their families. When facing the aftermath of a truck accident, seeking specialized legal representation from a truck accident attorney is essential. They possess the knowledge, experience, and resources to navigate the complexities of these cases and fight for the rights of their clients. By entrusting their case to a qualified truck accident attorney, victims can focus on their recovery while having peace of mind knowing that their legal matters are in capable hands.
December 21, 2023
As the parent or guardian of a person with a disability, you may have heard of a special needs trust. This type of trust can play an essential role in providing financial support for your loved one with special needs throughout their lifetime. If you're living in Illinois and wondering how a special needs trust can benefit your family, keep reading. What Is a Special Needs Trust? A special needs trust is a legal tool that provides financial assistance to a person with a disability, without causing them to lose eligibility for government benefits such as Supplemental Security Income (SSI) or Medicaid. The trust can be set up by a parent, grandparent, guardian, or court, and is managed by a trustee. The trustee is responsible for making distributions from the trust to cover the beneficiary's expenses, such as medical bills, home care, therapy, education, and other needs not covered by public benefits. Why Should You Consider a Special Needs Trust? Without a special needs trust, if you provide a sizeable inheritance to your loved one with disabilities, it could cause them to lose their eligibility for public benefits. Instead, with a special needs trust, you can ensure that your family member will continue receiving the government assistance they need while providing them with additional financial support. For example, the trust can help pay for a private tutor, a wheelchair-accessible van, or a down payment on a home, all without adversely impacting their eligibility for public benefits. How to Set Up a Special Needs Trust in Illinois To set up a special needs trust, you'll need the help of an experienced estate planning attorney who's knowledgeable about Illinois state laws. Special needs trusts can be structured in several ways, including first-party trusts, third-party trusts, pooled trusts, or testamentary trusts. The right type of trust for your family will depend on various factors, such as the age and health of the beneficiary, your financial situation, and your estate planning goals. An attorney can help you navigate all the legal requirements involved in creating and funding a special needs trust in compliance with state and federal law. What Happens to the Special Needs Trust After You Pass Away? One important aspect to consider when setting up a special needs trust is what happens to the trust when you're no longer around to manage it. You'll want to choose a trustee who will continue managing the trust according to your wishes and your loved one's best interests. You may also want to name a successor trustee in case the original trustee becomes unable or unwilling to fulfill their duties. Additionally, you'll need to name a remainder beneficiary who will receive any remaining trust funds after your loved one's death. This beneficiary should be selected with care, as they will receive whatever is leftover in the trust, if any, and could potentially impact your loved one's eligibility for government benefits. If you have a family member with special needs in Illinois, a special needs trust can help you provide them with the financial support they need without jeopardizing their eligibility for government benefits. Working with an estate planning attorney who has experience with special needs trusts is the best way to ensure that you establish the right trust for your loved one and their unique circumstances. A special needs trust can offer you peace of mind knowing that your loved one's future financial needs are taken care of, even after you're gone.
November 3, 2023
Clearing Up Common Misconceptions About Illinois Probate
October 31, 2023
As we age, we may need to face legal issues that are unique to the elderly population. This is where the expertise of an elder law attorney comes in. In Illinois, elder law attorneys specialize in a wide range of legal matters that pertain to the lives of seniors, including estate planning, long-term care, guardianship, and Medicaid planning. Read on to learn more about what elder law attorneys in Illinois do and how they can assist you and your family.  1. Understanding Elder Law Elder law is a specialized area of law that focuses on the legal needs of seniors and their families. The primary goal of an elder law attorney is to help older adults protect their assets, while ensuring they have access to essential healthcare and other services that allow them to remain independent and autonomous. To achieve these goals, elder law attorneys must be well-versed in a broad range of legal issues, such as estate planning, disability planning, guardianship, and public benefit programs like Medicaid and Medicare. 2. What Services Do Elder Law Attorneys Offer? Elder law attorneys offer a wide range of legal services tailored to the needs of senior citizens and their families. These may include: - Estate planning: creating wills, trusts, and powers of attorney to help seniors manage their assets effectively. - Long-term care planning: helping seniors plan for future healthcare expenses, including nursing home and assisted living costs. - Guardianship and conservatorship: helping families protect seniors who are unable to make decisions for themselves. - Medicaid planning: helping seniors secure public benefits to pay for medical care. 3. Finding the Right Elder Law Attorney When you're searching for an elder law attorney in Illinois, it's important to find someone who has experience helping seniors navigate the complex legal landscape of elder law. Look for an attorney who has experience in the areas that are most important to you, whether that's estate planning, Medicare planning, or long-term care planning. It's also essential to choose someone who you feel comfortable working with, and who takes the time to understand your unique needs and goals. 4. When to Hire an Elder Law Attorney Elder law attorneys can be particularly helpful in a variety of situations. For example, if you're planning for retirement, an elder law attorney can help you create a comprehensive plan that ensures you have the resources you need to maintain your lifestyle as you age. Elder law attorneys can also be helpful if you or a loved one is facing a health crisis, such as a serious illness or disability. In these cases, an elder law attorney can help you understand your options and create a plan that protects your rights and ensures you receive the care and support you need. As we age, it's important to plan for the future and protect our assets and rights. With the assistance of an experienced elder law attorney, you can gain peace of mind that your legal needs are in good hands. Whether you need help with estate planning, long-term care, or disability planning, an elder law attorney can provide the guidance and support you need to ensure you're ready for whatever the future holds. So if you're a senior or have an elderly loved one in Illinois, don't hesitate to reach out to an elder law attorney today!
By Frank Stepnowski September 30, 2023
Probate is a legal process used to distribute a deceased person’s assets to their heirs. The court appoints an executor to manage the process, and this involves going through various legal procedures, such as paying off debts, taxes, and distributing assets to beneficiaries. However, the probate process can be complicated, and this is where a probate attorney comes in. If you are an Illinois resident and need to know more about probate attorneys, read on.  Who Does a Probate Attorney Represent? It is not uncommon for people to assume that probate attorneys only represent the executor of an estate. However, probate attorneys can represent several parties, including the beneficiaries of the estate, creditors, heirs, or anyone who has an interest in the estate. So, if you have any questions about the estate process, a probate attorney can help you. If You Want to Contest the Will, Who Would You Contact? If you believe that the decisions made in the will do not reflect the deceased person’s actual wishes, you would need to contest the will. However, contesting a will is an intricate process that requires extensive legal knowledge. Therefore, you must contact an experienced probate attorney who will help you assess your rights, navigate the legal system, and represent you in court. How Can an Attorney Help Me? A probate attorney can offer a wide range of services. Firstly, they can help you draft a will that reflects your wishes and ensure that it meets the legal requirements of the state. Additionally, they can assist with estate planning, such as setting up trusts, charitable donations, and guardianship arrangements. Moreover, probate attorneys can help you through the probate process itself. This includes representing your interests in court, mediating disputes among beneficiaries, and ensuring that you receive a fair distribution of the assets. Other services that probate attorneys provide include addressing issues of elder law, such as conservatorship or power of attorney. They can help you with tax planning strategies to reduce estate taxes and guide you on how certain assets can be passed on to your heirs. In conclusion, if you need help with any aspect of the probate process, contact a probate attorney today. They have the legal knowledge and skills necessary to navigate the legal process, represent your interests in court, and ensure that you receive what you are entitled to. They can also assist with estate planning and tax planning strategies. Whether you are a beneficiary, creditor, or executor of the estate, a probate attorney can offer you invaluable legal counsel and representation.
By Frank Stepnowski August 29, 2023
As an Illinois resident, it is important to have a will in place to ensure your final wishes are carried out after your demise. Unfortunately, most people put off drafting a will until it’s too late, leaving their loved ones to grapple with the legal system. In this blog post, we’ll go through the necessary steps of drafting a will in Illinois, so you can have a clear understanding of the process. 1. Decide on an Executor: The executor is the person who is tasked with carrying out the terms of the will. You should choose someone who is trustworthy and willing to take on the responsibility. If you fail to name an executor, the court will have to appoint one for you. 2. Make a List of your Assets: Make a list of everything you own, including bank accounts, property, and investments. This list will help you determine how to distribute your assets after your demise. Note that any assets that are jointly owned will pass automatically to the joint owner after your death. 3. Determine your Beneficiaries: Your beneficiaries are the individuals or institutions who will inherit your assets. You can distribute your assets according to specific percentages or leave specific items or sums to individual beneficiaries. Note that any assets you have transferred to a trust will pass according to the trust’s terms and conditions. 4. Draft and Sign your Will: After you have chosen your executor, made a list of your assets, and determined your beneficiaries, it’s time to draft your will. You can either do it yourself or seek the services of an attorney. Make sure you include all the necessary information, sign and date the document, and have it witnessed and signed by two witnesses. 5. Keep Your Will up to date: Your life circumstances may change over time, so your will should be updated regularly. Changes to your circumstances, such as marriage, divorce, or the birth of a child, may require changes to your will. Make sure you keep your will up to date to ensure your final wishes are carried out. Drafting a will is an essential part of estate planning for Illinois residents. It ensures that your assets are distributed according to your wishes, and your loved ones are taken care of when you’re no longer around. By following the steps outlined in this blog post, you will be well on your way to ensuring that your final wishes are carried out. Remember that your will should always be kept up to date, to reflect changes in your life circumstances, and to ensure that it is legally enforceable.
July 5, 2023
What Happens if I Die Without a Will in Illinois? The Importance of Estate Planning.
More Posts
Share by: