Michigan Estate & Will Planning Checklist

Plan with Confidence. Protect What Matters.

Step 1: Identify Key Documents

• Will

• Power of Attorney (financial + medical)

• Healthcare Directive

• Trust (if needed)

Step 2: Inventory Your Assets

• Bank accounts

• Real estate

• Retirement/investment accounts

• Vehicles

• Life insurance policies

• Business interests

Step 3: Choose Your Key People

• Executor or personal representative

• Guardian(s) for minor children

• Trustees

• Financial and healthcare agents

Step 4: Outline Your Wishes

• Who inherits what?

• Any specific gifts or charitable donations?

• Conditions for distribution (if using a trust)?

Step 5: Meet with a Michigan Estate Planning Attorney

• Review your goals

• Understand your legal options

• Ensure documents comply with Michigan law

• Plan for trust funding or updates

Built by Experienced Michigan Estate Planning Attorneys

At JBM Law, we’ve spent more than 15 years helping Michigan families, real estate owners, blended families, business owners, and single professionals create thoughtful, effective estate plans.

We don’t believe in one-size-fits-all planning. Instead, we:

• Listen to your goals

• Tailor your plan to fit your assets, life stage, and relationships

• Explain your options in clear, approachable language

• Build plans that avoid probate, minimize taxes, and preserve your legacy

Ready to Turn This Checklist into a Real Plan?

Book your free consultation and let’s create an estate plan that gives you peace of mind—and puts your wishes in writing.