Trusted Guidance
Starts here...
Helping people understand, prepare for, and complete revocable living trusts and wills - through education, guidance, and a proven process.
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Welcome.
For many retirees, revocable living trusts and wills are recommended - but the process often feels confusing, rushed, or hard to navigate.
Chicagoland Trust was created to simplify this journey. Since 1993, we’ve helped over 4,000 individuals, couples and families understand their options, prepare thoughtfully, and move forward with confidence through a structured, education-first approach.
We guide you through the decision-making process, and coordinate with experienced trust law attorneys when you’re ready - so nothing feels unclear or overwhelming.
How Our Process Works
Zero pressure. 100% care.
Our 3-step approach takes the guesswork out of planning your revocable living trust.
Step 1
Learn before you decide
Our free educational seminars explain how revocable living trusts work, who they’re for, and what questions you should be asking.
Step 2
Personal guidance & preparation
For those who want to move forward, we provide a private consultation to review your situation, answer questions, and ensure you’re properly prepared.
Step 3
Coordinated Trust Creation
When appropriate, we introduce you to one of our experienced partner attorneys who handles the legal drafting and execution of your trust.
"Good estate planning
doesn’t start with documents.
It starts with understanding."
Hello, I'm
Rick Finley
My mission is to help you achieve peace of mind.
Since 2014, I’ve helped hundreds of Chicagoland families navigate one of the most important - and often misunderstood - planning decisions they’ll ever make.
My role is to guide you through the process: educating you, helping you prepare, and making sure that when legal work is introduced, it’s done thoughtfully and with the right professionals.
Chicagoland Trust has been serving our community since 1993, and I’m proud to continue that legacy with a modern, member-focused approach.
Connect with Rick on LinkedIn
What Our Members Say
Our members consistently tell us the same thing:
“We finally understood what we needed to do - and why.”
"I didn’t realize how many loose ends we had until someone walked us through it step by step. This finally brought everything together."
Jerry S. from Oak Brook
"I had documents in place, but no real understanding of how they worked. This helped me connect the dots and feel confident again."
Samuel R. from Buffalo Grove
"They took the time to explain things in plain language. I never felt rushed, and I always knew what the next step was."
Mrs. Maria G. from Hinsdale
"We thought we were ‘mostly done’ before coming in. Turns out, a few small changes made a big difference for our family."
Steve & Jan T. from St. Charles
"What stood out was the process. It was organized, calm, and practical. That made the topic feel manageable."
Hiro N. from Wheaton
"I appreciated the education first. Once I understood the why, the decisions became much easier."
Charles N. from Bloomingdale
"I had put this off for years because it felt overwhelming. Having someone guide me through it made all the difference."
Peggy F. from Chicago
"I felt listened to.
They didn’t assume anything.
They helped me think through what mattered most to me and my family."
Virginia E. from Orland Park
For the privacy of our valued customers, personal references available upon request.
Clear answers to common questions
Short explanations to help you understand what to expect.
Do I really need a trust, or is a will enough?
What happens if I already have a trust?
Are you a law firm or estate attorneys?
What does the process actually look like?
Begin with Education.
We provide Free Educational Seminars on trusts, retirement planning considerations, and important life transitions.
