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Free Guide · Estate Planning
Estate Planning Checklist for Michigan Families
The 6 documents, 5 beneficiary audits, and probate avoidance steps every Michigan estate needs
Most Michigan families have an outdated will, no trust, and a 401(k) beneficiary they haven't checked in 15 years. Estate plans fail more often from a missing beneficiary form than a missing will. This checklist closes the gaps before they become expensive mistakes.
What's inside (8 pages)
- The 6 documents every complete estate plan needs
- Beneficiary audit across 8 account types
- Michigan probate avoidance steps
- Will vs trust decision rule for Michigan homeowners
- 2026 federal estate tax sunset planning window
- The one family meeting agenda that prevents future disputes
Who it's for
Michigan homeowners, families with minor children, anyone who hasn't reviewed their estate plan in 5+ years, and households between $1M-$15M in net worth navigating the estate tax sunset.
Educational content only. Not financial, tax, or legal advice. Always consult a licensed professional before acting on the information in this guide.