First, we are meeting our potential clients via video conference to begin the planning process. (telephone conference as a back-up). In short, we need to learn about you, about your assets and how you own them, how you’d like to use your assets now and in retirement, and how you’d like to distribute things after you pass away. During this first meeting we also discuss our fees and payment options.
Second, we will draft documents that address your planning objectives. We then send these to you in PDF via email so you can review them and comment on them.
Third, we will revise your plan documents as needed.
Fourth, we will conduct your signing conference. Under Michigan law, this is the only part of the process that must be done in person. Our current in-person signing options are:
- Office Conference. Conduct the signing conference at our office using social distancing practices (click link for details);
- Drive-Up Signing. Conduct a drive-up signing outside our office (which I don’t recommend for a complete set of plans such as you will need); or
- Postpone Conference. Delay the signing of documents until we are cleared to resume non-emergency work.
Please call us at (734) 475-2100 to arrange a video conference to discuss your planning needs.