An agreed fee.
We explain scope, payment timing, included support, and any separate costs before engagement.
The Michigan Trust approach
Understand the work and the fee.
We explain the proposed scope, fee, payment timing, and separate costs before engagement.
What that means for you.
Help with the information.
Use the questionnaire if it helps, or work through the information with us. The questionnaire is optional for assisted planning.
Support that continues.
Estate-plan guidance and one annual revision are included under your engagement. Other representation is discussed separately.
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