How it Works Seminars Membership Trust Options About Contact (888) 526-4053 Client Portal

Attorney Relationship Disclosure

Effective Date: January 20th, 2026

 

Chicago Legacy Group LLC, a Wyoming limited liability company, doing business as Chicagoland Trust (“Company,” “we,” “us,” or “our”), provides educational resources, process guidance, and coordination support related to trust and estate planning.

This Attorney Relationship Disclosure is intended to clarify the nature of our relationship with licensed attorneys and your relationship with them.

 

 

1. We Are Not a Law Firm

Chicagoland Trust is not a law firm and does not provide legal advice, legal opinions, or legal representation.

Nothing on our website, within our educational materials, or through our services should be construed as legal advice.

 

---

2. No Attorney-Client Relationship With Us

Your use of our services does not create:

  • An attorney-client relationship with Chicagoland Trust

  • A fiduciary relationship

  • A legal advisory relationship

Only a licensed attorney can form an attorney-client relationship with you, and only through a separate engagement.

 

---

3. Independent Attorneys

From time to time, we may:

  • Refer you to independent, licensed attorneys

  • Facilitate introductions to attorneys

  • Coordinate communication as part of a broader planning process

Any attorney you engage:

  • Is independent from Chicagoland Trust

  • Operates under their own professional obligations

  • Sets their own fees, terms, and scope of representation

We do not control, direct, or supervise the legal services provided by any attorney.

 

---

4. Separate Legal Engagement Required

If you choose to work with an attorney:

  • You will enter into a separate agreement directly with that attorney

  • That agreement governs the attorney-client relationship

  • All legal advice, document preparation, and filings are the responsibility of the attorney

Chicagoland Trust is not a party to that legal engagement.

 

---

5. No Legal Guarantees

We do not guarantee:

  • The legal sufficiency of any documents

  • That a trust or estate plan will meet your specific legal objectives

  • That any particular legal outcome will be achieved

Estate planning outcomes depend on many factors, including individual circumstances, asset structures, and applicable laws.

 

---

6. Coordination Role Only

Our role, when applicable, is limited to:

  • Education and explanation of general concepts

  • Process guidance and planning support

  • Coordination reminders related to execution steps (such as trust funding)

We do not draft legal documents, interpret laws, or provide asset-specific legal instructions.

 

---

7. Your Responsibility

You are responsible for:

  • Selecting and engaging a licensed attorney

  • Reviewing all legal documents with that attorney

  • Making final decisions regarding your estate plan

We encourage all clients to ask questions and seek clarification directly from their attorney.

 

---

 

8. Questions

If you have questions about this disclosure or how Chicagoland Trust works alongside licensed attorneys, please contact us before proceeding.


Chicago Legacy Group LLC
Email: privacy @ chicagolandtrust.com
Mailing Address: 4320 Winfield Rd, Ste 200, Warrenville, IL 60555