616-235-6000 Contact Us
Menu

Simple Estate Planning for $225

Estate Planning Made Simple and Affordable

Now is a great time to plan--you have time!

Simple but affordable estate plans and wills.Many Michigan residents have time on their hands as we go through the 2020 Corona Virus or COVID-19 "Stay Safe--Stay at Home" order from Governor Whitmer. You probably already have your house as clean and organized as it has been lately, but do you have your future financial plans clean and organized? Have you done your estate plan?

If this offer is right for you, get started today!

Either call our offices at 616-235-6000 or use our contact page and we will get started. Get trusted estate planning, and how.

Special Offer (until June 15, 2020)

We will do your simple estate for $225 for either a single person or a couple who have common plans. This plan will include the following:

Your Estate Plan Does NOT Require an In-Person Meeting

We are able to complete the process electronically, including several initial contacts for planning purposes and to gather information. The actual signing can be done electronically at this time, including any necessary witness and notarization signatures.

Is a Simple Plan Right for Me?

We will work with you to decide if this is the right solution.

It is not right for some people. Here are some typical reasons it may not be right for you:

Even if our simple estate plan is not right for you, we have affordable, custom, personally planned, options for you and your family.

To get started, either call our offices at 616-235-6000 or use our contact page and we will get started.

Will with Trust to Manage Affairs for Minors

If you have minor children there are benefits to assuring that assets will be managed for them until they fully mature. If this is your desire, we offer an enhanced simple will with a minor trust for $500. This type of trust is funded from your will. Unlike common wills that will avoid probate entirely your estate is still probated and the trust will assure the following:

Unlike lifetime trusts (sometimes called intervivos trusts), because funding does not occur during your lifetime, it is a much easier planning vehicle. Creation of a lifetime trust requires re-titling of assets into the trust. This does not. For people who are healthy and simply doing worst case planning to assure best case outcome, this solution is a great solution for people with minor children.

To get started, either call our offices at 616-235-6000 or use our contact page and we will get started.

 

 

April 2020

<< Go Back