No. Chicago Partners does not draft legal documents or provide legal advice. Our role is to review, coordinate, and oversee your estate plan while working closely with your attorney, or introducing vetted counsel when appropriate, to ensure your plan is complete, current, and aligned with your goals.

Estate plans often become outdated due to changes in tax law, asset structures, family circumstances, or state residency. A review helps uncover gaps, funding issues, or misalignments that may not be obvious but can materially impact outcomes.

Absolutely. We regularly collaborate with clients’ existing estate planning attorneys and serve as a coordination point to help streamline communication and ensure all professionals are aligned.

We gather your existing estate documents and financial information, review them holistically, identify risks or inefficiencies, and present clear findings along with prioritized recommendations without unnecessary complexity.

No. High-net-worth families, business owners, and professionals with growing complexity often benefit from proactive estate planning well before retirement to protect assets, reduce friction, and create clarity for loved ones.

Since our fees may vary for each investor, it can be hard to give an exact estimate. However, our fees are among the lowest in the industry* and include investment management, tax planning, financial planning, estate planning, and insurance planning.

*According to the Charles Schwab 2025 RIA Benchmark Study 

Yes - we believe that in order to provide excellent wealth management services for high-net-worth clients, ensuring the investment strategy is aligned with the client's tax strategy, financial plan, and estate plan is essential.

We are very comfortable working with outside professionals, and, in the case where a client needs a referral to an outside professional, have a select group of CPA's, estate attorneys, and other financial professionals with whom we have strong business relationships.