Estates & Planning
Estate Planning
A sound estate plan should reflect your family, property, responsibilities, and goals. Trentadue Law prepares coordinated Michigan estate-planning documents and explains how each part of the plan is intended to work.
What the plan includes
An integrated plan, not a stack of forms
Core Planning Documents
Wills, revocable living trusts, financial powers of attorney, patient advocate designations, and HIPAA authorizations prepared as an integrated plan.
Trusts, Deeds, and Beneficiary Planning
Review of trust funding, deeds, beneficiary designations, and ownership arrangements so the written plan and your assets work together.
Review and Implementation
Clear guidance on signing, funding, document storage, and future updates after major family, financial, health, or property changes.
Preparing for a consultation
What to have ready
- Any existing will, trust, or powers of attorney
- A list of real estate, with copies of deeds if available
- A general list of bank, investment and retirement accounts
- Life insurance policies and current beneficiary designations
- Names of the people you are considering as personal representative, trustee, and patient advocate
- Questions about family circumstances, such as minor children or a family member with special needs
Estimates are fine. We will go through the details together.
Consultations are held by Zoom or phone. You can send documents securely before the call; there is no need to travel to an office.
Related
Start or update your estate plan.
Book a Zoom or phone consultation online at a time that suits you, or call the office.