Trust Estate Plans for Big Life Changes

Whether you’re a new parent, a new empty-nester, or a retiree, trusts are most commonly created following big life changes. Experience lifetime amendments and flat-rate plans with Simplify.

Big life changes like retirement, the death of a loved one, or the birth of a child often spark the need for better financial planning. Creating a trust is a crucial step in safeguarding your family's future. At Simplify, we make this process seamless and hassle-free. Unlike traditional attorneys who charge by the hour, Simplify offers flat fees for comprehensive estate planning services. We can collaborate with your financial advisor to ensure your trust is properly funded, and our unique service includes handling all the necessary deed paperwork, ensuring what is often your largest asset is fully protected.

For example—

Before embarking on a vacation, it's crucial to have a plan in place for your assets and loved ones, especially when it comes to choosing legal guardians for your children.

Unexpected events do happen, and having a clear, legally binding plan ensures that in the case of minors, children are cared for by trusted individuals and upon your death, loved ones are taken care of financially according to your wishes. Don't wait to make a plan and risk leaving these important decisions in the hands of strangers. 

Based in Brighton, Michigan, Simplify will help you establish a comprehensive estate plan that includes naming legal guardians and setting up healthcare and financial directives.

  • Peace of mind, knowing your children & assets are protected

  • All-inclusive estate planning package covering trusts, wills, healthcare, and financial directives

  • Trusted partnerships with reputable financial institutions

Simplify provides top-notch estate planning services at 30% below market average pricing in Michigan, making it affordable to protect your family's future. Whether you're nearing retirement or are a new parent, Simplify guarantees that your assets reflect your wishes and safeguards your loved ones from the uncertainty of state decisions.

Don't leave your future and loved ones unprotected—secure them with Simplify.

Michigan All-Inclusive Trust Estate Planning

Get in Touch With Our Local Team of Experts

Simple, but Thorough

Our goal is to provide the best customer service using a simple and straightforward process.  We’d love an opportunity to help you develop your own estate documents. 

how to create a trust

Step 1

Client Introduction

  • Contact us by phone, email, or via the contact form.

  • We introduce ourselves and our process.

Asset Protection

Step 2

Discovery Process

  • You tell us your needs.

  • We will describe which plan is right for you.

Living trust vs will

Step 3

Document Preparation

  • We’ll prepare the estate plan.

  • You sign the documents.

Revocable vs Irrevocable Trust

Step 4

Funding the trust

  • We prepare and file property deeds.

  • We enlist strategic partners to review financial accounts to ensure beneficiaries are consistent with the wishes of your trust.