Resources

Estate Planning Checklist (Pennix Law PDF)
A branded checklist to help you organize assets, key people, planning goals, and questions before your meeting.

What to Bring to Your First Meeting (Pennix Law PDF)
A simple prep guide for clients who want a more efficient first conversation.

Beneficiary Update Checklist
Review life insurance, retirement, and investment accounts to make sure designations still match your wishes.

Asset Inventory Sheet
Organize real estate, bank accounts, investments, insurance, digital assets, and personal property in one place.

Wills vs. Trusts Quick Guide
A plain-language overview of how each tool works and when each may make sense.

Illinois Small Estate Affidavit (755 ILCS 5/25-1)
Official statewide document for estates under $100,000 with no real estate.

Cook County Probate Forms
Official forms and filing resources for Cook County probate matters.

Lake County Probate Forms
Direct local probate resources and records information.

Will County Probate Forms
Publicly available probate resources for Will County.

Checklist: What to Do When a Loved One Passes Away
A practical starting point for immediate next steps, document gathering, and institution notifications.

Need probate guidance?
Visit the Estate Planning page to learn how Pennix Law helps families navigate next steps with clarity.

Illinois Guardianship Forms (Statewide)
Approved statewide forms for guardianship matters involving adults and minors.

Designated Short-Term Guardian Form (For Minors)
Allows a parent to grant temporary decision-making authority to another adult.

Temporary Guardian Checklist
A planning checklist to help make sure short-term guardianship information is clearly documented.

Adult Guardianship Overview
A plain-language summary of when guardianship may be necessary and what alternatives may exist.

Decision-Making Alternatives Guide
Covers powers of attorney, supported decision-making, and other less restrictive options.

Illinois Statutory Power of Attorney for Healthcare
Official Illinois form for appointing a healthcare agent.

Illinois Living Will Declaration
Official state information and forms related to life-sustaining treatment decisions.

HIPAA Release Information
State health privacy guidance and related forms information.

Conversation Starters for Families
Helpful prompts for talking through preferences, values, and care decisions before a crisis happens.

End-of-Life Planning Checklist
A practical organizer for medical, legal, and logistical planning topics.

Estate Planning Checklist (Pennix Law PDF)
A practical organizer for gathering names, assets, roles, and planning goals.

What to Bring to Your First Meeting (Pennix Law PDF)
Use this guide to make your first conversation more focused and productive.

Family Emergency Binder Checklist
Key documents, contacts, insurance details, passwords, and instructions to keep organized in one place.

Digital Asset Inventory Sheet
Track online accounts, subscriptions, passwords, and digital property so loved ones are not left guessing later.

Important Contacts List
A central place for attorneys, financial advisors, bankers, doctors, and family members.

Business Formation Checklist (Pennix Law PDF)
A practical startup checklist covering entity choice, filings, internal documents, and contract planning.

What to Bring to Your First Meeting (Pennix Law PDF)
A quick prep guide for business owners who want to use their first consultation efficiently.

Illinois Secretary of State – Corporate Filings
Official state filing portal for corporations and LLCs.

Apply for an EIN (IRS)
Federal EIN application information for new and growing businesses.

Need help with formation, contracts, or next steps?
Visit the Small Business Law page to see how Pennix Law supports practical business decisions.