Top Partnership Resources for Probate & Estate Planning Lawyers

ONLINE BOOKS
Frame your issue correctly—with authoritative legal analysis from Michigan experts. Continually updated books link to primary law. Sample books/chapters:
Advising Clients on Elder and Disability Law
Chapter 3: Capacity Issues and Consequences
Drafting the Michigan Trust
Chapter 3: Directed and Divided Trusteeships
Chapter 4: Drafting for Flexibility
Chapter 7: Drafting the Revocable Grantor Trust
Chapter 8: Joint Revocable Grantor Trust
Chapter 9: Advanced Trust Planning
Chapter 10: Retirement Planning Trusts
Estate Administration in Michigan
Chapter 4: Informal Proceedings and Unsupervised Administration
Informal Estate Proceedings in Michigan
Chapter 6: The Inventory and Accounts
Michigan Basic Practice Handbook
Chapter 3: Basic Estate Planning and Drafting
Michigan Estate Planning Handbook
Chapter 2: Tax Considerations
Chapter 12: Using Revocable Grantor Trusts
Michigan Guardianship and Conservatorship Handbook
Chapter 2: Establishing Guardianships of Incapacitated Individuals
Michigan Medicaid Planning Handbook
Chapter 6: Common Strategies in Medicaid Planning
Michigan Probate Benchbook
Chapter 5: Trust Proceedings
Michigan Probate Litigation
Chapter 7: Undue Influence and Duress
Trust Administration Under the Michigan Trust Code
Chapter 2: Trustee Duties and Liabilities

FORMBANK
Save time with a searchable bank of 2,400+ lawyer-drafted forms. Forms can be downloaded and edited, and include commentary from Michigan practitioners.
Acceptance of Trust—Successor Trustee
Certificate of Trust Existence and Authority
Durable Power of Attorney Effective on Execution
Fiduciary Deed for Personal Representative
Joint Trust for Married Couple Without a Taxable Estate (from Revocable Trust with Alternate Provisions)
Patient Advocate Designation
Revocable Grantor Trust for Single Person with Adult Children (from Revocable Trust with Alternate Provisions)
Revocable Grantor Trust with Alternate Provisions
Simple Will (from Will with Alternate Provisions)
Warranty Deed with Retained Life Estate (Lady Bird Deed) Pursuant to Michigan Land Title Standards 6th 9.3

HOW-TO KITS
Proceed confidently with step-by-step guidance from Michigan practitioners. They cover hundreds of common transactions and include links to helpful forms.
Administer a Decedent’s Estate—Supervised Administration
Appoint a Guardian for an Incapacitated Individual
Appoint a Personal Representative in a Formal Proceeding
Close an Estate Using the Complete Settlement Procedure

Draft a Durable Power of Attorney
Draft a Patient Advocate Designation
Fund a Revocable Grantor Trust
Handle Potential Conflicts of Interest in Estate Planning for Couples
Obtain Access to a Decedent’s Safe Deposit Box
Probate a Small Estate

TOP TIPS IN TEN MINUTES
Get succinct advice that you can immediately put into practice. Michigan experts provide valuable insight on practical topics.
Advising an Individual Trustee
Advising the Personal Representative for an Intestate Estate
Assessing Client Capacity
Drafting a Durable Power of Attorney
Estate Planning for Millennial Clients
How to Avoid Uncapping Property Tax Assessments
Mining a Decedent’s Computer for Digital Assets
Planning for Clients with Dual Income and No Kids
Real Estate Issue Spotting for Estate Planners
Using Protective Orders in Medicaid Planning

CHECKLISTS
Avoid critical missteps and stay on task. These handy, practice-tested checklists ensure you cover all bases and provide helpful commentary.
Closing Estates
Estate Planning with Blended Families
Initial Client Interview for Estate Planning
Appointment of a Guardian of an Incapacitated Individual
Forms for Guardianships and Conservatorships
Discuss with a Client Seeking a Durable Power of Attorney
Items to Be Brought by Client to Initial Interview on a Probate Matter
Revocable Trust Components for a Small Estate
Opening Probate Administration

ON-DEMAND SEMINARS
Keep up to date and watch 175+ seminars at your convenience. Michigan practitioners provide practical insight on new developments and the hottest issues.
Administer Trust with Incapacitated Settlor
Apply 2020 Discovery Rules in Probate Litigation
Best Practices for Drafting Powers of Attorney
Common Issues in Estate Administration
Divided and Directed Trusteeships
Domestic Asset Protection Trusts Come to Michigan
Estate Planning for Partnerships and LLCs
Handling Contested Probate Proceedings
How to Incorporate HotDocs® Document Assembly into Your Practice
Plan for Retirement Assets Under SECURE Act
Remote Witnessing and Notarization

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200+ lawyers $16,499 $1,399/mo.


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