Illinois Estate Planning Drafting Software
Illinois imposes an estate tax on estates exceeding $4 million, requiring careful planning for clients above this threshold. The state's independent administration procedures can significantly simplify estate settlement. Transfer on death instruments provide probate avoidance for real property.
Quick Facts
- State Estate Tax
- $4,000,000 exemption
- Small Estate Threshold
- $100,000
- Property System
- Common Law
Practice Snapshot for Illinois Attorneys
Estate planning in Illinois is shaped by common law property rules. These rules make titling and beneficiary designations core to many plans. The state estate tax exemption is $4,000,000. Small estate procedures are available for estates up to $100,000.
Local practitioners routinely navigate: State estate tax with $4 million exemption, Independent administration of estates available, Transfer on Death Instruments for real property, and Small estate affidavit for estates under $100,000.
Common Illinois filings and forms include: Illinois Deeds, Illinois Statutory Short Form Power of Attorney, and Illinois Declaration (Living Will). Key Illinois statutory touchpoints include: Illinois Estate and Generation-Skipping Transfer Tax, Illinois Trust and Trustees Act, and Transfer on Death Instrument Act.
Key Considerations for Illinois Attorneys
- —State estate tax with $4 million exemption
- —Independent administration of estates available
- —Transfer on Death Instruments for real property
- —Small estate affidavit for estates under $100,000
Illinois-Specific Documents
State-specific drafting language and formatting aligned with Illinois statutes and local recording practices.
Core drafting set
- —Revocable living trust
- —Pour-over will
- —Durable power of attorney
- —Advance health care directive
- —HIPAA authorization
- —Deed templates aligned to local recording rules
- —Certification of trust
State forms and filings
- —Illinois Deeds
- —Illinois Statutory Short Form Power of Attorney
- —Illinois Declaration (Living Will)
Illinois Estate Planning Laws
- —Illinois Estate and Generation-Skipping Transfer Tax
- —Illinois Trust and Trustees Act
- —Transfer on Death Instrument Act
What Statular Offers Illinois Attorneys
Document Automation
Generate complete estate planning packages from a single interview—trusts, wills, POAs, and healthcare directives.
Client Questionnaires
Branded client portal with secure questionnaires that sync directly into your drafting interview.
80+ Document Types
Comprehensive library including trusts, wills, powers of attorney, deeds, and client materials.
Secure Cloud Storage
Enterprise-grade security with 256-bit encryption. All documents stored in your firm's secure vault.
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Join Illinois attorneys using Statular for estate planning document automation.
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Core Documents
- Revocable Living Trust
- Pour-Over Will
- Durable Power of Attorney
- Advance Healthcare Directive
- HIPAA Authorization
- Grant Deed & Quitclaim Deed
- Certification of Trust
- Asset Schedules