Protecting everyone and everything you love.
Comprehensive Estate Planning
At Plan Forward Legal, we help individuals and families in Chicago take control of their future through thoughtful, strategic estate planning. Whether you’re building a legacy, protecting loved ones with special needs, or simply ensuring your wishes are honored, our estate planning attorney, Victoria Lozano, offers personalized legal guidance rooted in care and clarity.
No matter your stage of life or the complexity of your assets, we’re here to help you create a plan that evolves with you. From wills and trusts to powers of attorney and medical directives, we provide the tools and the trusted partnership you need to move forward with peace of mind.
Plan Forward Legal Practice Areas
Estate Planning
Protect your family, assets, & legacy with trusted guidance from a Chicago estate planning attorney at Plan Forward Legal. Attorney Victoria Lozano provides personalized legal strategies for every stage of life, including wills, trusts, probate, conservatorships, and more.
Trust Administration
A Chicago trust administration attorney at Plan Forward Legal helps families and trustees manage, distribute, and protect trust assets with professionalism and transparency. Attorney Victoria Lozano ensures compliance with Illinois law, reduces family conflict, and handles every legal and financial detail so your trust is executed exactly as intended.
Irrevocable Trusts
A Chicago irrevocable trusts attorney at Plan Forward Legal helps you protect your assets, reduce estate taxes, and shield your wealth from creditors through a carefully structured trust. Attorney Victoria Lozano guides you through creating and funding an irrevocable trust that aligns with Illinois law and your long-term financial goals.
Wills
Take control of your family’s future with help from a Chicago wills attorney at Plan Forward Legal. Attorney Victoria Lozano creates clear, legally valid wills that protect your loved ones, honor your wishes, and meet all Illinois requirements. We take away the confusion.
Revocable Trusts
A Chicago revocable trusts attorney at Plan Forward Legal helps you create and maintain a living trust that keeps you in control, avoids probate, preserves privacy, and streamlines asset transfers under Illinois law. We help guide you through drafting the trust, naming trustees and beneficiaries, retitling assets, and updating the plan so your estate is protected.
Conservatorships
A Chicago conservatorship attorney at Plan Forward Legal helps you establish, manage, or terminate court-appointed guardianships to protect vulnerable adults while complying with Illinois requirements. Attorney Victoria Lozano guides families through evaluations, filings, and court procedures, providing counsel on rights and next steps.
Probate
A Chicago probate attorney at Plan Forward Legal helps families navigate the court-supervised process of settling a loved one’s estate with clarity and care. We help manage debts, assets, and disputes efficiently under Illinois law, guiding you through every legal step.
Special Needs Trusts
A Chicago special needs trust attorney at Plan Forward Legal helps you protect your loved one’s financial future without jeopardizing eligibility for needed benefits like SSI or Medicaid. Attorney Victoria Lozano creates customized trusts, with your involvement, that preserve assets, maintain quality of life, and provide lasting peace of mind for families throughout Illinois.
LGBTQ+ Estate Plans
Plan Forward Legal provides comprehensive estate planning for LGBTQ+ individuals, couples, and chosen families in Chicago and across Illinois. Our Chicago LGBTQ estate planning attorney crafts customized wills, trusts, powers of attorney, and asset-protection strategies tailored to same-sex partners, unmarried couples, and non-traditional families.
Why Choose Plan Forward Legal?
- Plan Forward Legal wants to be your partner when you and your family need assistance. Victoria Lozano understands how these issues affect individuals and families because she’s experienced the other side of it – just like you.
- At Plan Forward Legal, you get white-glove service from start to finish. The Plan Forward Legal team will listen to you. We mean it. When you call us, reach out through email or text, or meet with us in person, you’re our priority.
- You’ll always be able to get a hold of our team. When you have questions about your estate plan, trust, probate, or conservatorship, we’re ready to get started when you are. Our team will not hesitate to get started. We know time matters.
Testimonials From Clients
Everyone was pleasant. I felt comfortable and felt all of my questions were valid. I was able to achieve my objective.
— Diane B.
Victoria and I have partnered together on a few projects and cases and she has always impressed me with her knowledge of Estate Planning matters and her true empathy and understanding that she brings to her clients. As an attorney myself, I can say that Victoria is everything that a great lawyer should be, an excellent listener, a dedicated advocate the truly cares for her clients, and an excellent communicator. I highly recommend her services.
— Joey C.
Victoria was great to work with. Answered all of our questions and more.
— Jerry M.
This experience was outstanding! All questions were answered, the process was smooth and professional, and the price for the service was very fair. Can’t imagine it going better.
— Stephen B.
Although we’re still in the beginning phases of compiling our Trust, it’s been wonderful to work with professionals who understand our needs and priorities. It’s a great relief to be able to protect our family once we’re no longer here.
— Susan G.
Victoria from Plan Forward Legal helped me with setting up my LLC. She explained the legal process clearly and thoroughly, answering all my questions regarding the legal pros and cons for setting up a single member LLC vs. other options. I’d highly recommend her services as a knowledgeable and caring lawyer who is responsive and attentive to clients at any level.
— Katelyn B.
Areas Served
Plan Forward Legal, LLC is based in the Chicago area and provides estate-planning services throughout Illinois. We serve residents in Chicago and the surrounding suburbs and communities, including Naperville, Aurora, Joliet, Evanston, and more. Our focus is on Illinois estate planning with personalized guidance tailored to local needs.
