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Michigan Estate Planning Worksheets 

Please download and complete the worksheet that corresponds with your estate planning endeavors.

 

Can be completed before or after your consultation.

Joint Estate Planning with Trust

Joint trust with spouse/partner with individual pour-over wills and powers of attorney

Joint Estate Planning without Trust

Individual simple wills or testamentary trusts (wills with trust provisions), and powers of attorney

Individual Estate Planning with Trust

Individual trust with pour-over will and powers of attorney

Individual Estate Planning without Trust

Individual simple will or testamentary trust (will with trust provisions) with powers of attorney

Powers of Attorney only

Individual powers of attorney

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