Updating Program
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Your Name
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Your File #
Address
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Cell Phone
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Area Code
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Email
example@example.com
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Please send me a trust summary to review for possible updates and/or changes - no fee. (recommended if your trust was created or updated more than 5 years ago). Note: it may take two to three months to process your summary. For urgent matters, please call the office at 847-940-7780.
Please contact me to schedule a meeting to review the trust and/or trust funding (this includes a trust summary) - $390/hr fee.
No action necessary at this time.
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Please create my Online Client Portal and email the activation link to me - no fee.
My Online Client Portal is already created.
Do not create an Online Client Portal at this time.
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If you need to make a payment, go to
www.kuczek.com/payments
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