The Michigan Estate Planning Checklist.

Free download

Everything in one place, before you meet with anyone.

Most families put off estate planning because they don't know where to start. This checklist gives you a starting point you can work through at the kitchen table.

• What to gather — the documents and account information that make planning faster and less expensive.
• Decisions to think through — beneficiaries, guardians for minor children, your personal representative, financial agent, and patient advocate.
• Michigan's key documents, explained — wills, revocable trusts, powers of attorney, patient advocate designations, HIPAA authorizations, and Lady Bird deeds.
• When to review your plan — the life events that mean it's time for a fresh look.

The checklist is general information about Michigan law, not legal advice. We'll email occasionally with plain-language updates for Michigan families; you can unsubscribe anytime, and we never share your information.