Ask Terry Questions Will / trust

Will / trust

By Terry Savage on March 17, 2024 | Financial Planning / Retirement

We live in Bartlett

Can you recommend a good person to help us thru the process of the trust?
Also what is the cost ( ballpark ) for the service.
Thank you
You are the voice of reason … great job!

Terry Says

Either Kerry Peck of Chicago at
Or ask the trust department of your local bank office for someone in your geographic area —
OR search using this website: — the website of the estate planning bar.

And watch this video before you start the process:

The cost depends on the complexity of your estate plan. You can feel free to ask the attorney about the cost after describing your issues, heirs, bequests, etc. That’s why, per the video, it’s good to be organized before you go in for the first meeing.



a personal
finance question