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Meets clients at their home, office or at law office
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Meets clients at firms office
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Offers evening and weekend appointments
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Offers appointments only during business hours
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Provides Trust revisions at no additional cost
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Charges an hourly rate for Trust revisions
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| Gives assistance to successor trustees at no additional cost |
Charges an hourly rate for successor assistance
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| Provides professional assistance in setting up the Trust |
Provides an instruction list for the client to fund the Trust
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| Prepares all deeds for property located in Michigan to transfer into the Trust (where applicable) as part of the initial cost of the Estate Plan |
Charges additional fees for preparation of deeds being transferred into the Trust
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| Prepares all property transfer affidavits (where applicable) as part of the initial cost of Estate Plan |
Charges additional fees for preparation of property transfer affidavits (where applicable) |
| Notarizes and witnesses all documents |
Requires the client to spend additional time, effort and money for notarization
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| Provides a system to assist clients in tracking important documents |
Offers no assistance in tracking important documents
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Provides two sets of original documents
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Usually provides only one original
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| Is dedicated to estate planning |
Offers estate planning as one of many practice areas
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