Get to know the firm.
Discuss fit, how a client starts and what coordination might look like. You can ask questions before referring anyone.
For independent CFPs & CPAs in Michigan
Give the estate-planning question a clear next step.
When a client says “we still need to do that,” share a starting point they can understand. Talk with Eric about the firm’s process before making an introduction.
See what families will experience ↗How it works
A handoff that respects your relationship.
Let the client choose the introduction.
Share the family check-in, or introduce the client with permission. Send only the contact details needed to begin.
Coordinate when authorized.
The client decides what the firm may share. Planning decisions and legal advice remain part of the attorney-client relationship.
A resource you can share now
Let people start
at their own pace.
The family page explains planning topics in plain language and gives clients a conversation checklist. They can explore it before sharing contact information.
Explore the family check-in ↗A simple invitation
Michigan Trust offers a free estate-planning education session for Michigan residents. Learn about wills, powers of attorney, healthcare decision-makers and when a trust may or may not fit. Participation is optional. Any private legal work is separately scoped and priced. Explore the family check-in at https://www.mitrustfirm.com/family-planning.
Sample wording to review and adapt before sharing. No message is sent from this page.Your next step
Talk about working together.
Tell us who you are and where you work. The firm will follow up by email to discuss the program and possible next steps.
Prefer to call? (248) 714-1699
Your request is with the firm.
We’ll follow up by email to discuss fit, session details and possible timing. No date or agreement has been confirmed.
Preview the family experience ↗Before you decide
What your team
may want to know.
Do you pay for referrals?
No. There are no referral payments, fee-sharing arrangements or required referrals in return.
Can I see a client’s assessment?
The firm does not send assessment answers to referring advisors. A client’s permission is needed before private coordination.
Can we begin with education?
Yes. Discuss a free, 30-minute general education session for Michigan clients. Individual legal questions belong in a separate private conversation.
Should I send documents or financial statements?
Not with an introduction. Begin with client permission and basic contact details. The attorney can discuss any records needed through the appropriate process.