Review the session with your team.
Discuss the audience, topics, format and any internal review your credit union needs before offering the program.
For Michigan credit union education teams
Make estate planning easier for members to approach.
Add a practical estate-planning conversation to your financial education offering. Discuss one free, 30-minute session with optional private follow-up through Michigan Trust.
See what families will experience ↗How it works
A clear role for your team and ours.
Invite members through your own channels.
Your team controls its member communications. There is no member-list transfer or automatic enrollment.
Offer a private next step.
Members can explore the family check-in and request a conversation directly with the firm. Attendance does not require an engagement.
Complement your financial education
Let people start
at their own pace.
Topics cover who can make decisions, how common documents differ, and questions to bring to an attorney. A trust is presented as one possible tool, with alternatives and tradeoffs.
Explore the family check-in ↗A simple invitation
Michigan Trust offers a free estate-planning education session for Michigan residents. Learn about wills, powers of attorney, healthcare decision-makers and when a trust may or may not fit. Participation is optional. Any private legal work is separately scoped and priced. Explore the family check-in at https://www.mitrustfirm.com/family-planning.
Sample wording to review and adapt before sharing. No message is sent from this page.Your next step
Discuss a member education session.
Tell us who you are and where you work. The firm will follow up by email to discuss the program and possible next steps.
Prefer to call? (248) 714-1699
Your request is with the firm.
We’ll follow up by email to discuss fit, session details and possible timing. No date or agreement has been confirmed.
Preview the family experience ↗Before you decide
What your team
may want to know.
What does this commit the credit union to?
A request starts a discussion. No date, partnership endorsement, sponsorship payment or service agreement is created by submitting it.
Is there a cost or referral compensation?
There is no charge to host the pilot education session and no compensation for introductions. Member legal services are separately scoped and priced.
Will you need our member database?
No. Your team shares the invitation using its own approved channels. Members contact the firm voluntarily.
Does this replace our legal or compliance review?
No. Your team can review the proposed education and any communications before choosing whether to host.