When a loved one passes on, please contact our office to schedule a conference.
During this conference, we will review the steps involved in settling an estate, as well as what your responsibilities will be as trustee and/or personal representative. We will also provide you with more detailed information on how we can assist you in the settlement process, as well as information regarding our fees.
We anticipate you may have numerous questions. Please make a list of these questions and bring them with you to your conference. Also, if your time permits, we have identified some additional documents that would be helpful for you to bring along with you.
Please do not close any bank accounts, re-title any assets, roll-over any IRAs, or collect any life insurance proceeds until we have had an opportunity to meet with you. Making financial changes to assets can result in paying extra taxes, more often than not. We will provide you with more information about these financial issues during our conference.
Please feel free to contact our office at (517) 333-5789 if you should have any immediate questions or concerns.
Things to bring along to your Initial Consultation
- The original Estate Planning Documents
- A list of any questions you may have
Additional documents to bring if available
- A paid funeral bill (if retained)
- A death certificate(s) (if received)
- Any original(s) or copy(s) of a real estate deed(s)
- Any copies of the most recent statements for brokerage accounts, bank accounts, retirement plan accounts and investment/stock accounts
- Any original life insurance policy(s)
- Any original titles to cars, trucks, trailers, boats, etc.
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