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Estate Planning Check List

When you come to Carrier Law, we do the work for you by drawing up the appropriate documents to get your affairs in order.  Our team is here to make sure everything goes smoothly throughout our LifePlan™ process.  You can count on us to listen carefully and respond quickly to your concerns considering asset protection and Elder Law.

Have you had any of the following legal documentations prepared to protect yourself and the ones you love?

  • Living Trust
  • Last Will
  • Protection Trust
  • Power of Attorney

Without these documents, you can never be certain about what will happen to your estate.  It’s best to have all of these documents prepared immediately to protect your family and your assets.  If you already have a trust, will, or power of attorney, we can check over everything to make sure it will protect your assets and Avoid Nursing Home Poverty.

Keep Your Estate Plan Current

Do you have living trusts or wills that haven’t been reviewed in ages (maybe prepared when your kids were younger and now they have kids of their own) and are you worried it may cause problems?  Once completed, your Estate Plan should be reviewed and kept current with life events such as birth, death, marriage or divorce of anyone included in your plan. In addition, you should review your plan if there is a significant increase or decrease in your finances or if the laws related to your Estate Plan change.

Carrier Law offers a maintenance program (LifePlan™ Access Program) that provides you regular access to us to make sure your Estate Plan stays current with your wishes, family, finances and law.

Don’t put off any aspect of planning for the future. Contact Carrier Law in Grand Rapids, MI. Families count on our knowledgeable team to thoroughly explain and analyze their plans for the future.  We’ll make sure you understand all of the details and approve all of our work before any documents are signed.  For more information about our services, please contact our office today. In all areas of estate planning, Carrier Law is happy to guide families from Norton Shores, Holland, the Lakeshore, Portage, Battle Creek, and other West Michigan areas.

Smart Estate Planning Strategies

We understand that to you, an estate plan is more than just a financial decision; it is a decision that will have a long-lasting and direct impact on your loved one ones. As such, all estate planning strategies that are employed are tailored to your specific needs. No two estates nor families are alike, and your estate plan should reflect that.

An Experienced Estate Planning Attorney

Our law firm is one of the most experienced estate planning law firms in the country, with more than 34 years’ background helping clients in Michigan. In fact, our firm has assisted more than 10,000 families with their planning needs, resulting in millions of dollars of life savings and assets protected.

Our Estate Planning Attorneys are Ready to Serve You!

For more answers to your questions contact us today!

(616) 361-8400

Preserve what you own. Protect what you value.

Reserve Your Seat today for one of our Grand Rapids Free LIFEPLAN™ Workshops!

Download Carrier Law’s FREE
Estate Planning Resource Kit

Put David Carrier’s 37 years of expertise to work for you!
Get FREE access to the following Estate Planning resources:

  • Carrier Law’s Estate Planning Checklist
  • Guide to Estate Planning Documents
  • Explained: Trusts, Wills, and Probate

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