A Different Kind of Organization
Chicagoland Trust was founded in 1993 with a simple belief:
People deserve to understand important decisions before being asked to make them.
For decades, we’ve helped retirees and their families navigate revocable living trusts through education, guidance, and a thoughtful, step-by-step process, one that prioritizes clarity over speed and understanding over pressure.
- We are not a law firm.
- We are not a sales organization.
- We are an education-first organization designed to help people make informed decisions with confidence.
Over 30 Years of Trusted Guidance
A steady evolution, grounded in education and care.
What we do and why it matters
Chicagoland Trust exists to:
- Educate individuals and couples about revocable living trusts
- Help them prepare thoughtfully before legal work begins
- Guide them through a structured, proven process
- Coordinate with experienced partner attorneys when appropriate
Our role is to slow the process down, answer questions clearly, and ensure that when legal documents are created, they’re done at the right time and with the right professionals.
Educate First. Always.
Everything we do is built around a simple philosophy:
Understanding comes before action.
That’s why our process begins with free educational seminars, continues with private consultations, and only introduces legal work when someone is truly ready.
Protects you from rushed decisions
Builds long-term relationships
Provides you with better outcomes
Meet Rick Finley
Rick Finley joined Chicagoland Trust more than a decade ago and is now leading the organization into its next chapter.
With over 25 years of experience in the financial services and insurance industry, Rick brings a steady, practical perspective to an area that is often confusing or overwhelming. His career includes senior leadership roles with Fortune 500 companies such as Transamerica Capital and Jackson National, where he developed deep experience in strategic planning, risk awareness, and long-term decision-making.
Love my Work
I believe that helping others is the key to long-term joy & fulfillment.
Family Man
Blessed with my wonderful wife and two fun-loving, beautiful children.
Enjoy Nature
Hiking, biking & golf slows life down and reminds me of what’s important.
What clients appreciate most about Rick is his approach. He takes the time to listen. He explains complex topics in plain language. And he believes that good decisions are made when people feel informed-not rushed.
Today, Rick continues the Chicagoland Trust tradition of education-first guidance, helping retirees understand their options and move forward with clarity and confidence.
Frequently Asked Questions
Clear answers to help you know what to expect.
Do I really need a trust, or is a will enough?
What happens if I already have a trust?
Are you a law firm or estate attorneys?
What does the process actually look like?
Start with a Conversation
- or a Seminar
