Estate Planning Process
the AUWP Way
Estate and Retirement Planning is about love of family not just money
Our ideas and vision are what set America United Wealth Planning apart. There’s no shortage of estate planners in Illinois who can help you on a purely transactional level with an estate plan.
However, when you’re looking for more than just a transaction, that’s where America United Wealth Planning shines. Our attorneys and staff are hands on and collaborative. We work with you, sharing our vision for your estate or retirement plan. During this process, we ensure your involvement every step of the way. The planning process is highly personal, focusing on your individual needs and goals. That’s why you meet with your dedicated represenative at the outset of the process before any planning has begun.
What Our Clients Say
Trust and a Solid Reputation can only be earned with time, experience and performance. If you’re looking for a retirement and estate planning firm to help provide your family with guidance, than we hope you begin your search by reading some of our testimonials below, to see if our client’s experiences are what you are looking to find. We can talk about how hard we work to provide the best service possible, but it has much more meaning when it comes from the folks whom we have planned for in the past.