One of the typical questions people ask Mike Witzke and I, Michigan estate planning lawyers, is what is the estate planning process?
We have a three step process to take care of our client's needs. (Don't be surprised if other attorneys find this post and begin to copy our process).
We first have a Family Planning Meeting. In this meeting our clients educate us on their family situation, we educate our clients on the Michigan estate planning laws, then we work together to come up with a Michigan estate plan that meets all of our clients goals.
After the planning meeting, we take at least two weeks to actually draft the plan. Then we bring our clients in for the second meeting. This meeting is the Signing Meeting. At the Signing Meeting, we briefly review the completed estate plan with our clients. Then we sign and execute the documents.
Next we have our Family Review Meeting. This meeting takes place at least one week after the signing meeting. In this meeting our clients bring in family and people appointed to server roles in their estate plan so that everyone is on the same page. We review funding of any trusts
Next we review our Foundations program, which is absolutely key for our clients to ensure that their estate plan remains as effective the day it is signed as it is 20 years from the signing day. Does your estate planning attorney have a membership program as robust as our Foundations program?
-Christopher J. Berry, Esq.
Bloomfield Hills Estate Planning Lawyer
We have a three step process to take care of our client's needs. (Don't be surprised if other attorneys find this post and begin to copy our process).
We first have a Family Planning Meeting. In this meeting our clients educate us on their family situation, we educate our clients on the Michigan estate planning laws, then we work together to come up with a Michigan estate plan that meets all of our clients goals.
After the planning meeting, we take at least two weeks to actually draft the plan. Then we bring our clients in for the second meeting. This meeting is the Signing Meeting. At the Signing Meeting, we briefly review the completed estate plan with our clients. Then we sign and execute the documents.
Next we have our Family Review Meeting. This meeting takes place at least one week after the signing meeting. In this meeting our clients bring in family and people appointed to server roles in their estate plan so that everyone is on the same page. We review funding of any trusts
Next we review our Foundations program, which is absolutely key for our clients to ensure that their estate plan remains as effective the day it is signed as it is 20 years from the signing day. Does your estate planning attorney have a membership program as robust as our Foundations program?
-Christopher J. Berry, Esq.
Bloomfield Hills Estate Planning Lawyer
