Decisions during your life
A financial power of attorney and patient advocate designation can identify people to act in different circumstances. Authority depends on the document and applicable law.
For you and your family · Michigan
The people you trust. The decisions they may face. The paperwork that helps them act. Let’s make those pieces easier to understand.
Three short steps. Explore your questions before sharing contact details.
A little clarity first
You can ask about any of these without knowing which one you need.
A financial power of attorney and patient advocate designation can identify people to act in different circumstances. Authority depends on the document and applicable law.
A will can address property and nominate a guardian. Beneficiary designations and account ownership also matter. They should be considered together.
A trust is another planning tool, with responsibilities and tradeoffs. The right conversation considers your goals and the alternatives.
Your family planning check-in
Choose the questions you’d bring to a conversation with Eric. Your choices stay on this page until you ask the firm to follow up.
You won’t need account numbers, asset values, medical details or private documents.
Request received
The firm will follow up by email about a private conversation. You don’t need to complete another form.
This is a request, not a confirmed appointment. If you have a deadline, call (248) 714-1699.
Meet Eric before you talk ↗
A conversation with an attorney
You can begin with “I’m not sure what we need.” We’ll start with your questions and discuss how the firm can help.
Before you get started
No. The check-in and workplace education session are free. Legal services are separate. The firm explains proposed scope and fees before an engagement.
Maybe, but the check-in cannot answer that. Your goals, family, property and available alternatives guide that discussion with an attorney.
Yes. You can start with questions about whether existing documents still reflect your wishes. You do not need to upload them here.
No. The request is for private firm follow-up. Any coordination with your advisor requires your permission.
This program is limited to Michigan residents. For another state, consult an attorney licensed there. For a deadline, call the firm so timing can be discussed; submitting this form does not guarantee availability or preserve a legal deadline.
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