A focused planning day
Set aside a day for coordinated conversations, decisions and document review, with preparation beforehand and check-ins agreed together. Anything needing more time carries forward.
Explore ↗How it works
A clear process, at your pace.
Choose a focused planning day or spread the work across shorter meetings. We’ll help you work through the decisions, prepare your documents and arrange signing. You’ll have time to ask questions and understand your plan before you sign.
Five stages. One coordinated effort.
Here’s the playbook.
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Onboarding
Confirm your ID, review the agreement, and make the agreed initial payment. The questionnaire is optional for assisted planning.
Step inside the portal exhibit ↗Our first conversation
We get to know you. Tell us who depends on you, what you own, and what should happen if you cannot act or after your death.
We design and draft. You go on living.
With the necessary information ready, we explain your choices, record your decisions, and prepare drafts for your review.
Review and signing
We check the plan together and coordinate the required signatures, witnesses, and notarization. Arrangements are confirmed in advance.
Follow-through
We identify the ownership and beneficiary steps your assets need, coordinate with authorized advisors, and keep requests pending until confirmed.
Timing depends on your needs, the complexity of your plan and when you feel ready. Document preparation, review and signing are separate from funding, ownership changes and other follow-through. Financial institutions, recording offices and others have their own processing times. A focused planning day does not guarantee same-day completion.
One optional format: a focused planning day.
This fictional timeline is an example, not a deadline. Decisions and review can continue beyond the day whenever needed.
Choose the pace that works for you.
Several shorter meetings
Work through your plan over several conversations, with time between meetings to consider decisions, talk with family and return with questions.
Explore ↗Timing depends on your needs, the complexity of your plan and when you feel ready. Document preparation, review and signing are separate from funding, ownership changes and other follow-through. Financial institutions, recording offices and others have their own processing times. A focused planning day does not guarantee same-day completion.
You don’t need all the answers.
Bring your story. We help gather the information and explain the choices.
You make the decisions, review the drafts, and participate in signing. We agree on a pace that fits your circumstances.
Less chasing. More understanding.
Clear guidance.
Understand what each part of the plan does and why it belongs.
ExploreYour choice of pace.
Choose a focused planning day or several shorter meetings, with room to consider your decisions.
ExploreVisible follow-through.
Know the next task, who handles it, and when it is confirmed.
ExploreSupport that continues.
Estate-plan guidance and one revision each year, under your engagement.
ExploreStill unsure? Let’s talk it through.
Tell us what you’re deciding. We’ll explain the next step.
Let’s talk about your planWhat will we ask you?
Preview the questions, compare the roles, and understand your choices.
Plan from home, throughout Michigan.
Meet with Eric by phone or video and review your drafts in the secure portal. We coordinate the signing arrangements your documents require.
Explore remote planning ↗