Services

At Grand Traverse Estate Planning, we’re committed to helping individuals and families prepare for the future through thoughtful, comprehensive estate planning services. We recognize that every client’s situation is unique, which is why we take the time to listen carefully, understand your goals, and develop personalized strategies that reflect your values and family dynamics. Our personable and responsive team makes the process approachable and client-focused—providing clear communication, honest guidance, and unwavering support at every step. We believe informed decisions are empowered ones, so we prioritize education throughout the process to ensure you fully understand your plan and feel confident in the choices you make. Whether you’re planning for the expected or preparing for life’s uncertainties, we’re here to help you protect your assets and provide for your loved ones with clarity and confidence.

 

Our estate planning services include:​

• Trusts – Help avoid probate, manage assets, and provide for your loved ones with flexibility and privacy, both during life and after death.

• Wills – Ensure your wishes are clearly stated for guardianship, asset distribution, and final arrangements.

• Durable Powers of Attorney – Appoint a trusted person to handle your financial and legal matters if you're unable to do so yourself.

• Real Estate Deeds - We assist with preparing and recording property deeds to ensure your real estate is titled correctly in alignment with your estate plan. Whether transferring ownership into a trust, adding or removing names, or ensuring a smooth transition upon death, our deed services help protect your assets and avoid probate complications.

• Document Review – Already have an estate plan? We review existing trusts and documents to ensure they still meet your goals and comply with current laws.