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Illinois package inventory

Illinois active documents

Active documents

The package supports single-person and married-couple readiness profiles. It organizes facts, conflicts, questions, and asset-transfer work; Illinois counsel must select the legal strategy and approve every final instrument and instruction.

Readiness componentStatusUse and control
Revocable living trust readiness outlinePreparedSingle-person and married-couple facts; Illinois counsel selects strategy and final language
Trust property and title inventoryPreparedOwnership, beneficiary designations, liens, and every state containing real property
Pour-over will readiness worksheetPreparedSeparate worksheet for each testator; final will formalities remain counsel-controlled
Financial power-of-attorney questionnairePreparedMaps requested authority for statutory-form review; no automatic grant selection
Health-care and advance-directive questionnairePreparedAgent, successor, living will, mental-health, POLST, and provider-discussion prompts
HIPAA authorization worksheetPreparedParties, purpose, scope, duration, and revocation instructions only
Digital-assets and records inventoryPreparedNever collects passwords, recovery codes, private keys, or authentication secrets
Funding, beneficiary, title, and execution checklistsPreparedAsset-by-asset professional review and completion tracking
Illinois attorney approval and release recordLockedExact version, profile, exceptions, instructions, effective date, and re-review date required

Questionnaire and workflow

Collect facts once. Route judgment to counsel.

01 · READINESS INTAKE

Illinois questionnaire

  • Illinois domicile, county, marital or civil-union status, dependents, and existing documents
  • Family relationships, prior marriages, descendants, minors, special-needs beneficiaries, and contested wishes
  • Trustee, executor, guardian, financial-agent, health-care-agent, and successor selections
  • Illinois and out-of-state real property, business interests, retirement, insurance, accounts, debts, and digital assets
  • Current title, ownership character, beneficiary designations, transfer restrictions, and funding evidence
  • Health-care preferences, living-will choices, mental-health treatment preferences, POLST discussion, and anatomical gifts
  • Specific gifts, residue, survivorship, contingent beneficiaries, charitable objectives, and protected distributions
  • Capacity, coercion, creditor, Medicaid, long-term-care, tax, bankruptcy, litigation, and multistate screening
02 · CONTROLLED PROCESS

High-level workflow

  1. Confirm consultation, identity, jurisdiction, scope, and consent
  2. Complete factual intake using minimum-necessary information
  3. Run completeness checks and issue flags—not legal conclusions
  4. Prepare a readiness summary, unresolved questions, and document checklist
  5. Licensed Illinois counsel reviews facts and selects strategy
  6. Counsel approves exact language, execution, funding, and permitted profile
  7. A written release record unlocks only the approved version
  8. Post-signing funding and title audit follows counsel instructions

Mandatory stop conditions

The workflow pauses when professional judgment is required.

No automated override
01

Capacity, coercion, undue influence, family conflict, or disputed instructions

02

Minor or special-needs beneficiary, public-benefit, guardianship, or long-term-care planning

03

Illinois estate-tax exposure, taxable gifts, noncitizen planning, portability, or generation-skipping issues

04

Business succession, professional entity, farm, mineral, creditor, bankruptcy, or litigation concerns

05

Real property outside Illinois, uncertain title, land trust, transfer-on-death instrument, or deed request

06

Existing irrevocable trust, trust modification, decanting, contested probate, or fiduciary removal

07

Conflicting beneficiary designations, retirement strategy, divorce, premarital agreement, or blended-family risk

08

Any request for legal advice, legal sufficiency, execution authorization, tax advice, or a completed instrument

Generate, execute, fund, or release Illinois legal instruments

Locked until licensed Illinois counsel approves the exact client profile, document set, language, workflow version, execution instructions, funding directions, and release record in writing.

Official authority matrix

Primary sources for Illinois counsel verification.

These preparation resources are not exhaustive. Requirements vary by facts and can change. Counsel must verify controlling law, amendments, execution formalities, county practice, federal law, tax treatment, property transfers, funding steps, and the client’s facts.

Trust creation and administration

Illinois Trust Code, 760 ILCS 3; creation requirements at § 402

Open official source ↗

Financial power of attorney

Illinois Power of Attorney Act, 755 ILCS 45; statutory property form in Article III

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Healthcare and incapacity

IDPH advance directives: health-care POA, living will, mental-health declaration, and POLST

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Illinois demonstration pathway

Explore readiness—not a finished legal product.

This public pathway uses fictional information for education and demonstration. Client-specific Illinois intake and legal instruments remain unavailable until professional review, security validation, and a version-specific Illinois attorney release are complete.

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