Estate Planning Support in Grand Rapids & Byron Center, MI
Make Sure Your Wishes Are Honored
We help individuals and families across Grand Rapids, Byron Center, and the surrounding area make thoughtful decisions about what happens to their assets, family, and financial accounts in the future. Whether you have a will already or are starting from scratch, we work alongside your attorney to help make sure your financial life supports your long-term intentions.
What Estate Planning Support Includes
Estate planning isn’t just for the wealthy — it’s for anyone who wants to keep things simple for loved ones and ensure their money goes where it’s meant to. We help you navigate the financial side of these decisions with clarity and care.
Our guidance includes:
Will & Trust Coordination
Work in tandem with your estate attorney to align your financial plan with your legal documents, and help you understand the role of trusts and how they may apply.
Local Guidance That Fits Michigan Families
We work with families throughout West Michigan, from longtime homeowners in Grand Rapids to retirees relocating within Kent County or down south. Many of our clients are focused on passing down a family home, ensuring adult children are taken care of, or managing inheritance from a parent or spouse.
We understand the importance of simplicity and peace of mind — especially when it comes to loved ones. Whether you’re a
parent with young kids,
a retiree thinking ahead, or an executor managing someone else’s estate, we can walk with you through the financial decisions.
How It Works
Review your goals
What do you want to happen with your accounts, property, and responsibilities?
Evaluate your current setup
We'll look at how everything is titled and what your beneficiaries say.
Coordinate with your legal team
If you don’t have one, we can refer you to an estate attorney.
Update over time
Life changes, and so should your plan. We help you review it regularly.
Common Questions
Do I need an estate plan if I already have a will?
Yes — your financial accounts don’t always follow what’s in your will. We help make sure everything works together.
Can you draft my will or trust?
No, we’re not attorneys — but we’ll work alongside yours and help you prepare for those conversations.
What happens if I don’t name a beneficiary?
Your account may go to your estate and through probate, which can delay or complicate the process. We help you avoid that.
Is estate planning just for people with a lot of money?
Not at all. If you own a home, have a retirement account, or care about who handles your affairs, estate planning is for you.
What if I move out of Michigan?
Your documents may still be valid, but laws vary by state. We’ll help you understand what to review and adjust if your residence changes.
Let’s Talk About Your Legacy
We’ll help you align your financial accounts with your values and intentions — so that everything you’ve worked for supports the people and causes that matter most.