Carly Olson

Attorney, JD

Creative Planning Legal, P.A. in Chicago, IL


I am an attorney with Creative Planning Legal, P.A., one of the largest estate planning practices in the country. I help clients of all backgrounds create trusts, wills, and associated documents. I attended Northwestern University School of Law, where I was a recipient of the school's highest scholarship, as well as an editor of the Journal of Technology and Intellectual Property. In my free time, I volunteer for the Special Olympics and PAWS Chicago. I also improvise at Second City Chicago.

Quote

"Attorney Carly Olson was extremely helpful in updating my estate plan. I would recommend her to anyone looking for estate planning help."

Andy Mikkila

Experience

12 years

Specialties

Estate Planning

Licenses / Certifications

Licensed in Illinois
Licensed in Wisconsin

Education

Northwestern University School of Law, JD '12
Northwestern University, BS '06

What inspired you to get into this line of work?

I enjoy being able to work directly with clients in a way that most areas of law don't allow you to. Having seen the pitfalls of a lack of proper planning, I find it rewarding to make sure families had someone to help them through difficult decisions and even more difficult losses.

What's one piece of insight you wish all families knew?

Estate planning isn't just a way for wealthy families to save money. Estate planning ensures that individuals are taken care of during any incapacity and that their wishes are followed after their passing. It also helps to guide their family during the mourning process and to minimize family conflict.

What excites you most about working with Addio families?

I love meeting new clients and making sure they feel secure after we've created a plan for them. Being able to help families is wonderful and rewarding.

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