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This form helps us start the process and get to know you better. Please complete the following form to the best of your ability. If you have any questions or need assistance, please contact our office. You may attach copies of any account statements or documentation pertaining to any asset if you are not certain how to complete any section.

 

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Download Additional Information On:

A 3-step strategy for state planning from the  National Network of Estate Planning Attorneys Incorporated. (PDF)

 

Learn about the basics of estate planning with living trusts from the State Bar of Michigan. (PDF)

 

Read more about planning adequately for lifetime disability in this PDF from the State Bar of Michigan. (PDF)

 

Learn more in this PDF from the State Bar of Michigan about the legal document that allows individuals to designate another person in advance to make medical treatment decisions for them in the event that they become unable to make medical treatment decisions due to a mental or physical condition. 

 

Read about Medicaid qualification for nursing home care, and for the Medicaid Home and Community-Based Waiver, which provides services and supports to enable people who need extensive care to remain in their own homes in this PDF from the State Bar of Michigan. (PDF)

 

Learn more about planning to care for an adult with a disability in this PDF from the State Bar of Michigan. (PDF)