You’ve spent years building something valuable. A business. A reputation. Real assets. The last thing you want is for it to be frozen in court, drained by taxes, or lost to poor planning.
The Legacy-Proof Business Package is a premium legal service designed for Illinois-based business owners who want to protect what they’ve built and create a plan their family or partners can actually follow — no guesswork, no courtroom battles.
What’s Included
Business Structure and Asset Review
We’ll analyze your business entities, ownership documentation, and any property or financial holdings to flag risks and create a protection strategy.
Two Private Legal Strategy Sessions
One session focused on business legal planning
One session focused on estate and succession strategies
You’ll leave with clarity on both what you own — and how to protect it.
Comprehensive Estate Plan
Tailored to your business and personal goals. May include:
- Revocable Living Trust
- Will
- Healthcare Power of Attorney
- Property Power of Attorney
- Transfer documents and title guidance (where applicable)
Succession Strategy Memo
We’ll guide you through selecting successors, naming key roles, and identifying transition risks. You’ll receive a custom outline your loved ones or partners can follow in the event of incapacity or death.
Who This Is For
- Business owners in Illinois with one or more entities
- Founders preparing for growth, sale, or long-term transition
- Professionals with family or partners relying on them
- Entrepreneurs who are serious about leaving clear, protected legacies
This package applies to all industries — whether you own a trucking company, creative agency, dental practice, or construction firm.
Investment
Legacy-Proof Business Package: $10,000 Flat Fee
This includes:
- One business entity
- Up to two properties
- Individual estate plan
- Two private strategy sessions
- Written business and legacy roadmap
Custom Add-Ons (As Needed):
- Joint estate plan (for couples): $1,500
- Additional business entities: $1,000 each
- Additional properties: $500 each
- Buy-sell agreement consultation or advanced succession plan: $2,000
Why Clients Choose This
Without a plan, your business and wealth could be tied up in probate for months — or lost entirely to the state or creditors. Even worse, your family or team could be left with no guidance on how to access, run, or legally transfer what you built.
This package removes confusion and replaces it with clarity, legal protection, and peace of mind.
Ready to Protect What You’ve Built?
Only a few packages are offered each month to ensure every client receives personalized attention and strategy. If you’re ready to take the next step, schedule your confidential consultation now!
Call our office today !
833-878-7837
Frequently Asked Questions
Do I need this if I already have a trust?
Yes. If you own a business, most standard estate plans or online templates are not enough. We will evaluate what you already have and ensure your business and personal assets are fully aligned and protected.
Can I bring my spouse or business partner?
Yes. Joint plans and co-owner planning are welcome. We’ll walk you through your options and pricing during the initial consult.
What if I’m not ready yet?
Start with a consultation. You’ll get immediate insight into where you stand — and what you should do next, even if you aren’t ready to finalize documents today.