Information For Your Trust

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Estate Planning Client Information

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First, some information so we can get to know you better.






We can only serve persons who live in the State of Michigan.






We can only serve persons who live in the State of Michigan.




Please tell us about your spouse.

How well do you know your spouse?











Please tell us about your children, in age order, oldest to youngest.

First Child














Second Child














Third Child














Fourth Child














Fifth Child














Sixth Child













If you have more than six children we can accommodate you.  Just let us know and we will make sure all of your children are included.

Guardians for your minor children.

You told us that you have children who are under 18 years old.  You should name one or more people to act as a Guardian for those children until they are 18.  This does not have to be the same person that is named to manage their finances, but it often is.  It is not necessary to name their biological parent, in most cases, they are automatically designated as the person who takes care of the minor children.
First Guardian









Second Guardian









Third Guardian









Fourth Guardian








Generally, four guardians is plenty.  If you would really like to name more than four guardians, let us know.  We will be happy to name as many as you like.

People to manage your finances when you cannot.

One of the most important things you can do when you set up your estate plan is to decide who will manage your financial affairs when you can not do it yourself.  You could lose the ability to manage your own finances because of mental incapacity (alzheimer's or dementia) or because you have died.

The people you name may hold several titles: "Trustee" if you have a trust, "Agent Under Power of Attorney for Financial Matters" and "Personal Representative under your Will."
First Financial Agent










Second Financial Agent









Third Financial Agent










Fourth Financial Agent









Generally, four financial agents is plenty.  If you would really like to name more than four financial agents, let us know.  We will be happy to name as many as you like.

People to make your medical care decisions when you cannot.

Every estate plan should include a Durable Power of Attorney for Medical Care Decisions, sometimes called a "Living Will."

This document lets you name one or more people, in order, to make medical care decisions for you, if you cannot make them yourself due to mental or physical incapacity.

The person you name can make any medical care decisions you could make for yourself as long as it is medically reasonable and only if you cannot make the decision yourself.  They can make routine decisions like "what are you going to have for lunch after surgery" up to and including decisions regarding life sustaining treatment.

The people you name should:

1. Care about you.
2. Be able to make decisions at what may be a difficult time emotionally.
3. Be able to make the decision that you would want them to make.

You can name up to (3) different people, in order, that you would like to make your medical decisions.  You may want to name your spouse as your first choice.
First Health Care Agent










Second Health Care Agent










Third Health Care Agent









Generally, three people to make medical care decisions is plenty.  If you would really like to name more than three, let us know.  We will be happy to name as many as you like.

People to make your spouse's medical care decisions when they cannot.

Every estate plan should include a Durable Power of Attorney for Medical Care Decisions, sometimes called a "Living Will."

This document lets you name one or more people, in order, to make medical care decisions for your spouse, if your spouse cannot make them due to mental or physical incapacity.

The person your spouse names can make any medical care decision they could make as long as it is medically reasonable and only if your spouse cannot make the decision.  They can make routine decisions like "what are you going to have for lunch after surgery" up to and including decisions regarding life sustaining treatment.

The people your spouse names should:

1. Care about them.
2. Be able to make decisions at what may be a difficult time emotionally.
3. Be able to make the decision that your spouse would want them to make.

Your spouse can name up to (3) different people, in order, to make medical decisions.  Your spouse may want to name you as their first choice.
First Health Care Agent for Spouse










Second Health Care Agent for Spouse










Third Health Care Agent for Spouse









Generally, three people to make medical care decisions is plenty.  If you would really like to name more than three, let us know.  We will be happy to name as many as you like.

Where do your assets go when you die?

You have a lot of options here.  We will start with general questions and work toward the specific.  We have tried to include the most common ways to distribute assets after you die and then given you the ability to provide more specific instructions.  We will review your answers and if we have questions we will contact you so we can prepare the best possible estate plan.











How and When Should Assets be Distributed?

If assets are going to be distributed to minors, you have the ability to say when and how the assets will be distributed.  This is a great way to make sure that young people do not have the ability to spend their inheritance before they are financially responsible.  The answers you give below will help us create a custom distribution plan to protect young beneficiaries.






Real Estate

Please provide the following information about real property that you own.  If you own more than one parcel, please let us know and we can get that information from you.

Most of the information is located on your deed, title insurance paperwork and/or tax bill.  You can even upload a copy of the pertinent document(s) if you are not sure which information is needed.




This is usually a 12-14 digit number that can be found on your tax bill.

The Legal Description can be found on the deed or the title insurance paperwork for the property. Generally a shortened version of the legal description is on the property tax bill. If your description is very long, you can upload a copy of the deed or other document containing the description.

Upload a copy of the deed, title insurance or other file that contains the legal description.

Delivery and Signing Documents

You have several options for the delivery of the documents and the signing of the documents.   Email delivery and instructions for signing the documents at home are included with every estate plan.

If you would like to have our office print and send the documents to you, we will happily do that at an additional fee.  We can mail the documents to you for $49.00 and have them sent by FedEx for $69.00.

If you would like to review and sign the documents with an attorney at our office, we can do that for an additional fee of $249.00


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