Your Michigan Trust & Estate Attorneys


We help protect the people you care about.

FAQs.


Answers to common questions about our deed preparation services...

  • What kind of estate planning documents do I need?

    An estate plan is a comprehensive set of documents to help you plan for incapacity, post-death distribution of property, asset protection, and many other objectives. We offer 6 types of "Core Estate Plans".  Core Estate Plans provide the best estate planning value when compared to purchasing wills, trusts, powers of attorney, or other documents separately. 


    We can help you decide what kind of estate planning documents that you need. There is no cost or obligation for our initial consultation. Select the button below to review our Core Estate Plans.  


    Core Estate Plans
  • How much does a will, trust, or estate plan cost?

    Select the button below to review our fees for Core Estate Plans and individual estate planning documents. If you have any questions about fees, please feel free to call our office.

    Estate Planning Fees
  • Why should I use a professional estate planner?

    Estate planning is an extraordinarly complex area of law.  Even simple mistakes can have significant consequences with respect to taxes, distribution of property, protection of beneficiaries, probate, and asset protection. DIY forms will not give you the guidance or predictability that you need. In most cases, professional estate planning will save more money than it costs with respect to administration of your estate.  

  • What is the process to complete my documents online?

    We understand that time and location can make it difficult for some people to complete their estate plan with a local attorney. That is why we've made it possible to assist you at home by video conference. 


    You can now complete your entire estate plan with us online. Of course, you are always welcome to meet with us in-person at our office.  Either way, you will receive the same personal attention and guidance.


    These are the steps to complete your documents:


    1. Schedule a consultation by video conference.
    2. Complete an estate planning worksheet on this website.
    3. Discuss your estate plan with our attorneys by video conference.
    4. Review your documents in our online client portal.
    5. Sign your documents in the presence of our notaries by video conference. 
    6. Follow our instructions to implement your plan.  

    This process can be completed as quickly as you need, but it typically takes 2-4 weeks

  • What software do I need to complete my documents online?

    You simply need an internet connection and standard video conferencing software (Zoom or Teams) for your first consultation with an attorney. A second video conference to review your documents with an attorney, and sign them with a notary, will be conducted through a separate website designed for that purpose.

  • How do I get started?

    The easiest way to start your estate plan is to schedule a consultation.  A consultation can be held in-person, by phone, or by video conference. There is no fee for the initial consultation.


    When we receive notice of your appointment, we will send you a link to our Estate Planning Worksheet to complete at home.  The worksheet will help us to prepare for your consultation.  


    Schedule a Consultation

Meet Our Team.


We have a great team of experienced people you will enjoy working with.

Sandra O'Brien

Michelle Lupanoff

Jade Gerweck

Victoria Cooksey

Loren Schaubert

Makena White

Sandra O'Brien

Michelle Lupanoff

Learn More About Us

How to Prepare Information for

Your Estate Plan

  • Please complete the Estate Planning Worksheet below to prepare information for your estate plan. We will review this worksheet with you during our consultation.


  • You may skip any portion that you do not know how to answer. Select the SUBMIT button at the end of the form to send it to our office.


  • This worksheet is confidential, and the data is encrypted for security. Our privacy policy may be found here:  Privacy Policy