Your documents.
We discuss wills, trusts, financial powers of attorney, and healthcare documents in light of your needs. Your engagement identifies the documents and work included.
Michigan Trust
Your family. Your property. Your wishes.
We explain the choices and the tools that fit. You do not need to choose documents before we talk. Choose a focused planning day or several shorter meetings. We agree on timing around your needs, the work involved and your readiness.
Family
Assets
Accounts & Ownership
What we work through with you.
The documents follow your decisions. We agree on the work and fee before you engage us.
Your review and signing.
We prepare drafts, explain the choices, and arrange signing. Draft approval and completed signing are separate steps.
Your follow-through.
Account ownership, beneficiary forms, and property transfers need their own attention. We identify the next steps and clarify who handles them under your engagement.
What should your plan do?
Choose who can help.
Name people for healthcare and financial decisions, with clear authority and backups.
ExploreDecide who receives what.
Coordinate inheritance instructions, ownership, and beneficiaries.
ExploreUnderstand the risks.
Review ownership, obligations, insurance, and what a proposed trust can and cannot do.
ExploreCoordinate taxes and privacy.
Work with your authorized advisors and plan who needs information.
ExploreFamily conversations.
A separate neutral-facilitator service when people need to work through a disagreement.
ExploreMake the plan work.
Track signing, asset changes, and the confirmations needed to finish.
ExploreStill unsure? Let’s talk it through.
Tell us what you’re deciding. We’ll explain the next step.
Let’s talk about your plan