Our Flow Charts

We use Flow Charts extensively in Estate Planning, Trust Administration, and Probate Administration matters.

For our Estate Planning Clients, we use Flow Charts to summarize the more important provisions that have been agreed upon at our initial, or review, meeting, and to illustrate, in a graphical (and even colorful!) format, how their Estate Planning documents will work together. In that way our Clients can determine if the various documents accurately reflect the provisions they desire. The use of Flow Charts has proven to be much more effective than simply providing Clients with a “homework assignment” of reading the lengthy documents themselves, and then trying to determine if the documents accurately represent what they wish to accomplish.

For our Trust Administration and Probate Administration Clients, we use Flow Charts at our initial “reading-of-the-Will” meeting. The Flow Chart not only lists the assets of a deceased person’s Trust and Estate, it summarizes the various Estate Planning documents that are then in effect, and illustrates, again in a graphical and colorful format, how the Trust or Estate will be administered, and what the various steps will be in completing the administration. Although we only represent the Trustee, Executor or Administrator, we also furnish these Flow Charts to the Trust and Estate beneficiaries. In that way, the beneficiaries are not required to read, comprehend and then attempt to remember the provisions of a lengthy Trust Agreement, or recall what was said at an initial meeting—instead, they can simply retain the Flow Chart and use it as a reference during the entire administration.

Here are two excerpts from our Flow Charts:

Estate Planning Flowchart

Trust Administration Flowchart

Meet Our Team

Joseph C. Johnson's Profile Image
Joseph C. Johnson is the founder of Joseph C. Johnson, P.C., and is also a co-founder and Fellow of EPICOR, an estate planning and wealth strategies collaborative. He is a member of the Illinois State Bar Association and of the Chicago Estate Plannin… Read More
Patricia L. Smith's Profile Image
Patricia L. Smith joined Joseph C. Johnson, P.C. in 2016. To say that Trish is immersed in all aspects of our practice would be an understatement. She meets with Trust and Estate clients, drafts and implements estate planning documents, opens, admini… Read More
Ann Place's Profile Image
When you call our office, you will most likely first speak with Ann Place. Ann’s workdays are varied and busy. She is our Estate Planning and Real Estate Paralegal, Legal Assistant, Office Manager and Director of First Impressions. Ann is also in c… Read More