Map the pieces.
Review ownership, beneficiaries, insurance, contracts, and who can act.
Michigan Trust
Your advisors should share a plan.
You can see the next task, its owner, and whether it is complete.
One plan. Clear responsibilities.
Agree on the handoff.
Identify who prepares, submits, reviews, and confirms each change.
Close the loop.
A request sent to a bank remains pending until acceptance is confirmed.
| Asset | Next action | Owner of task | Status |
|---|---|---|---|
| Bank account | Confirm institution accepted instructions | Firm + bank | Pending |
| Home | Check recording confirmation | Firm + recorder | Pending |
| Insurance | Review accepted beneficiary record | Authorized advisor | Confirmed |
Your instructions govern sharing. Each professional’s separate engagement defines their role.
Still unsure? Let’s talk it through.
Tell us what you’re deciding. We’ll explain the next step.
Let’s talk about your plan