Trust Options
There Is No One-Size-Fits-All Trust.
Every family’s situation is different.
Some are straightforward. Others involve more assets, beneficiaries, or long-term considerations. That’s why Chicagoland Trust offers structured trust options designed to match the level of guidance, preparation, and coordination required before legal work begins.
Our role is to ensure you are informed, prepared, and supported-so when legal documents are created, the process feels clear and appropriate to your needs..
How to Read This Page
The options below are not packages in the traditional sense.
They reflect:
- The depth of education required
- The level of preparation involved
- The amount of coordination needed with partner attorneys
Final recommendations are always discussed during a consultation.
This page exists to provide transparency and context, not to encourage self-diagnosis.
Silver Trust includes:
- Educational guidance on revocable living trusts
- Preparation for attorney drafting
- Coordination with a partner attorney
- Completion of a standard revocable living trust
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Silver TrustÂ
Best suited for:
Individuals or couples with relatively straightforward situations who want a clear, guided path to completing a revocable living trust.
This option typically includes:
-
Educational guidance on revocable living trusts
-
Preparation for attorney drafting
-
Coordination with a partner attorney
-
Completion of a standard revocable living trust
Silver is designed for those who want clarity and simplicity, without unnecessary complexity.
Gold Trust includes:
- More comprehensive education and preparation
- Additional consultation and review
- Greater coordination throughout the trust creation process
- Support for more nuanced considerations
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(888) 526-4053
Gold Trust
Best suited for:
Families with additional assets, beneficiaries, or planning considerations who want deeper preparation and hands-on guidance.
This option typically involves:
- More comprehensive education and preparation
- Additional consultation and review
- Greater coordination throughout the trust creation process
- Support for more nuanced considerations
Gold is appropriate when more time, discussion, and coordination are required to ensure everything is done thoughtfully.
Platinum Trust includes:
- Highly individualized
- Discussed privately
- Structured around the specific circumstances involved
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(888) 526-4053
Platinum Trust
Best suited for:
Families with significant assets, multi-generational considerations, or complex planning needs.
Platinum engagements are:
- Highly individualized
- Discussed privately
- Structured around the specific circumstances involved
Because of the level of coordination and preparation required, Platinum options are not outlined in detail online and are explored only through a private consultation.
What You're Really Paying ForÂ
These options reflect the time, care, and coordination required to prepare properly-not just the creation of documents.
All legal drafting and execution is handled by licensed partner attorneys. Chicagoland Trust provides education, guidance, preparation, and coordination throughout the process.
This structure ensures:
- Decisions are not rushed
- Questions are addressed before legal work begins
- The right professionals are involved at the right time
Clear Expectations
These options are not:
- A substitute for legal advice
- A guarantee of a specific legal outcome
- A reflection of attorney fees alone
They represent the overall guidance and coordination required to complete the process appropriately.
Always through conversation
No one is expected to choose a trust option on their own.
The appropriate option is typically discussed:
- After attending a seminar, and/or
- During a private consultation
Our goal is to recommend a path that fits your situation-not to upsell or overcomplicate the process.
The Right Starting Point is Understanding
If you’re unsure which option applies to you, that’s normal-and expected. The best next step is a conversation.
