Questions
Questions, answered plainly
The things people ask us most, from what probate actually involves to what happens at a home visit. General information only: for your own situation, the first meeting is free.
Getting started
What does a first consultation cost?
Nothing. It is about an hour, at our office, in your home or by video. You will leave knowing what you need, what it would cost as a flat fee, and whether a simpler option would do.
What should I bring?
A rough list of what you own (ranges are fine), any existing will or trust, and the names of people you are thinking of for key roles. You do not need statements or account numbers for the first meeting.
How long does it take from first meeting to signing?
Most plans are signed within three to five weeks. If you have a deadline, like surgery or travel, tell us and we will work around it.
Do we both need to come?
For couples, yes. Both of you should be part of the conversation. If your wishes differ, we will talk about it openly and explain how a couple's plan works.
Wills, trusts and probate
What is probate, really?
Probate is the court process that confirms a will, appoints the personal representative, pays final bills and hands out what is left. It is handled by the county probate court. It is not a disaster, but it is public and usually takes several months.
Do I need a trust, or is a will enough?
It depends on what you own and what matters to you. Homeowners, people with property in another state, blended families and anyone who values privacy often benefit from a trust. Many others do well with a will. We will tell you honestly which fits.
Will my family owe estate tax?
Very few families do. The federal estate tax only applies above a level measured in millions of dollars per person, and Michigan has no separate estate or inheritance tax. If you might be near the line, we will say so and work with your accountant.
What if I move to another state?
Your documents are generally still valid, but some details differ from state to state. We suggest a quick review after any move.
Fees and paying
Why flat fees instead of hourly billing?
So you can call with a question without watching the clock. You know the full price before we start, in writing, and it does not change unless you ask us to add something.
When do I pay?
Half when you approve your plan design, and the rest at signing. Trust administration and probate fees are usually paid from the estate.
What is not included?
County recording fees for deeds (usually modest), court filing fees where probate is needed, and tax return preparation, which your accountant handles.
After a death
I've been named trustee or executor. What should I do first?
Take a breath. Keep the home safe and insured, order several death certificates, and gather the mail. Very little else is urgent in the first week. Then book a free meeting and bring the documents.
If there is a trust, do we still need probate?
Usually not, for anything the trust owns. If something was left outside the trust, a simplified court process may still be needed. We will check.
Meetings and visits
Do you make home visits?
Yes. For plan clients within about 25 miles of Ann Arbor, home and care-facility visits are included at no extra charge. Further out, just ask.
Can we meet by video?
Yes, for consultations and design meetings. Signing is usually in person so witnesses and a notary can be there. We can bring the signing to you.
Is the office accessible?
Yes. We are on the ground floor with step-free entry and parking by the door. Let us know if you need anything else, including large-print drafts.
Glossary
Words you'll hear, in plain English
- Probate
- The court process that confirms a will, pays final bills and hands out what is left.
- Personal representative
- The person named in a will to carry it out. Often called an executor.
- Trustee
- The person in charge of a trust. You, while you are alive and well.
- Successor trustee
- Your backup, who takes over the trust if you die or can't manage.
- Beneficiary
- Anyone who receives something from your will, trust or accounts.
- Power of attorney
- A document letting someone you choose handle money and property for you.
- Patient advocate
- The person you name to make medical decisions when you cannot.
- Funding
- Moving your home and accounts into your trust so it can work.
Still have a question?
Call or email and a real person will answer, usually the same day. Or book a free first meeting and ask us everything at once.
Book a free consultation