Your fee.
We discuss your circumstances, the scope, payment timing, and any separate costs. Your written agreement confirms them before engagement.
Michigan Trust
Know what your fee includes.
One agreed flat fee. Estate-plan guidance. One included plan revision each year.
Clear before you decide.
Concerned about cost?
Please ask before ruling yourself out. We explain the fee and payment arrangements available for your circumstances before you decide.
Support after signing.
Estate-plan guidance and one plan revision each year are included under your engagement. Questions from family members or successor trustees are addressed within the agreed scope and any required permissions or conflict review.
When something changes.
Tell us what has changed. We review the affected decisions and documents, explain which revision work your engagement includes, and discuss any separate work or outside costs before you authorize them. A new matter or broader representation may require a separate agreement.
Probate administration, disputes, other legal representation, and outside professionals’ costs are not automatically included. Existing clients keep their accepted arrangements.
Ask us about the fee.
Tell us what you need help with. We’ll discuss the scope and available options privately.
Let’s talk about your plan