Practical Help for Oakland and Macomb Families After a Death

Even when there is a trust, there are still important legal and financial steps that must be handled properly. Trustees can be personally liable for mistakes, even unintentional ones.

Here’s How We Help You:

• Protect you from personal liability
• Prevent costly legal mistakes
• Obtain the trust’s EIN (Tax ID)
• Prepare trust certificates for financial accounts and real estate
• Ensure fast access to accounts
• Handle creditors properly and reduce risk
• Help prevent and resolve disputes
• Transfer assets the right way
• Make sure beneficiaries are paid correctly

Why legal guidance matters:
Trustees have fiduciary duties under Michigan law. A simple mistake — paying the wrong creditor, distributing assets too early, or failing to give proper notice — can create personal liability. We help you avoid those risks and complete the process efficiently and correctly. 

  If your loved one left a will, we will likely need to go through probate court to carry out their wishes. Probate involves strict court procedures and deadlines.

Here’s How We Help You:  

• Open the probate case properly
• Obtain Letters of Authority so you can act legally
• Get the estate’s EIN (Tax ID)
• Set up the estate account correctly
• Handle required creditor notices
• Review and resolve creditor claims
• Oversee property sales if needed
• Prepare and file all court documents
• Ensure proper distribution to heirs
• Close the estate the right way

Why legal guidance matters:
Personal Representatives are also fiduciaries. You are responsible for following court rules, protecting estate assets, and treating beneficiaries fairly. Errors can delay the estate, increase costs, or expose you to liability. We make sure everything is done properly so you can move forward with confidence.

  If there is no trust or will, Michigan law determines who inherits. This often creates uncertainty and sometimes family tension.

Here’s How We Help You:  

• Determine heirs under Michigan law
• Open the probate case correctly
• Appoint the proper Personal Representative and Obtain Letters of Authority so you can act legally
• Get the estate’s EIN (Tax ID)
• Set up the estate account properly
• Handle required creditor notices
• Guide you through every court step
• Transfer vehicles, accounts, and real estate correctly
• Help prevent and resolve disputes
• Ensure assets are distributed according to Michigan law

Why legal guidance matters:
When there is no will, misunderstandings are common. We provide clarity, structure, and guidance so the estate is handled fairly and according to law — reducing the risk of disputes and long-term conflict.