Support that continues beyond the Trust
Creating a revocable living trust is an important step-but it’s not the end of the journey.
Life changes. Families change. Laws change.
Chicagoland Trust is structured as a membership-based organization so our relationship with you doesn’t end once documents are signed. Membership ensures you continue to have access to guidance, education, and a trusted point of contact as circumstances evolve.
Why Membership Matters
Many people assume that once a trust is created, everything is “done.” In reality, questions often arise later-sometimes years later.
Membership exists to provide:
Trust Continuity
Trust Clarity
A place to return when life changes
Rather than starting over with someone new,
members have an established relationship with an organization
that already understands their situation.
What Members ReceiveÂ
Membership with Chicagoland Trust includes:
- Ongoing Education
Clear explanations as laws, rules, or planning considerations change. - Guidance as Life Changes
Support when family circumstances shift, assets change, or new questions arise. - A Trusted Point of Contact
Someone who understands your history and can help you determine appropriate next steps. - Coordination When Needed
Assistance navigating updates or follow-up work with partner attorneys when appropriate.
Membership is about staying informed and supported, not about frequent changes or unnecessary complexity.
Clear Expectations
To be transparent, membership is not:
- A legal service
- A replacement for an attorney
- A sales program
All legal advice and document drafting are handled by licensed attorneys.
Chicagoland Trust’s role is educational guidance, coordination, and continuity.
Designed for Peace of Mind
Membership is a good fit for individuals and couples who:
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Want ongoing access to guidance after trust creation
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Prefer having a familiar, trusted organization to call with questions
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Value education and clarity over time
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Don’t want to feel “on their own” after documents are signed
Many members tell us the reassurance of knowing who to call is one of the most valuable aspects of membership.
Many members tell us the reassurance of knowing who to call is one of the most valuable aspects of membership.Â
Membership OptionsÂ
Simple, transparent annual pricing designed for peace of mind - not pressure.
Essential Membership
Best for individuals or couples who want:
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Ongoing access to educational updates
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A trusted place to turn with questions
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Guidance as circumstances change over time
A steady, low-commitment way to stay informed and supported.
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Preferred Membership
Designed for members who want:
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Priority access to guidance
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Additional consultation support as life changes
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More hands-on coordination when updates are needed
Best for:
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More complex families
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Members who value responsiveness and deeper support
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There is no requirement to choose a membership level upfront.
Many members begin with Essential and
adjust over time as their needs change.
A Natural Continuation
 Membership typically follows:
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Education (seminar or resources)
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A private consultation
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Trust creation with a partner attorney
Once documents are complete, membership ensures continuity-so support doesn’t stop at the finish line.
A Relationship, Not a Transaction
Chicagoland Trust has operated with a membership model for decades because it reflects how people actually live.
➡️ Questions don’t always come immediately.
➡️ They come later-when something changes.
Membership ensures that when that happens, you’re not starting from scratch.
A Steady Place to Return
Membership isn’t about frequent changes or constant updates. It’s about knowing you have a trusted resource when you need one.
If you have questions about how membership works, we’re happy to explain-clearly and without obligation.
