Guidance after signing.
Ask questions about your estate plan under your engagement. We explain when a family member’s or successor trustee’s request needs permission, a scope review, or a separate engagement.
The Michigan Trust approach
Keep asking questions about your plan.
Practical help, clear choices, and follow-through.
What that means for you.
One included revision each year.
Tell us what changed. We identify the affected decisions and documents and explain the annual revision work covered by your engagement before moving ahead.
Clear boundaries.
We explain any work outside the included scope before you authorize it. Administration, disputes, other representation, and outside costs are not automatically included.
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