Your estate-planning field trip

Your estate plan. Your kind of day.

Golf, dinner, a game, or a walk. We guide the planning conversation while you do something you enjoy.

A good conversation can happen anywhere.

Bring your story. We bring the questions, explain the choices, and help turn the conversation into a plan.

Enjoy the outing. We reserve private, quiet time for sensitive details and final decisions.

Watercolor of Eric and a family walking an autumn golf course, each pulling their own clubs

What sounds like your kind of day?

A round of golf.

Walk the fairways, take your shots, and leave room to talk.

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A Red Wings game.

This is how we make a Red Wings game worth it: enjoy the hockey, with planning time before the game and between periods.

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A Tigers game.

A day at the ballpark, with time set aside for your questions.

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Dinner out.

Choose a favorite restaurant or try somewhere new. We’ll talk through your priorities over a relaxed meal.

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A hike or a gentle walk.

Fresh air, a pace that works for you, and time to think out loud.

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Your idea.

Topgolf, a golf simulator, a spa day, or something quieter. Tell us what you enjoy.

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What’s included?

Four hours together.

Choose a morning, afternoon, or evening. Activities, dates, location, and party size are confirmed before booking.

The agreed activity is on us.

We confirm the activity costs we cover, any limits, and the legal fee separately in advance. No guessing about what is included.

Planning with room to think.

We coordinate drafting, review, and signing around the outing. We confirm what can be completed that day and ship documents after execution is complete.

A setting that works for you.

Tell us about mobility, access, privacy, weather, or scheduling needs. We agree on arrangements and alternatives together.

Subject to availability. Your engagement and confirmed outing arrangements govern the work and costs. You can also plan from home.

Tell us what sounds fun.

Call, text, or email with an idea and a few possible dates. We’ll confirm the arrangements together.

Let’s talk about your plan