A.You don't have to bring anything to the consultation. But you will need to provide some more information if you decide to move forward with an estate plan:
The full legal name and address of any person named in any part of your estate plan.
Copies of any deeds to real estate owned by you.
Other information may be needed depending on circumstance.
Please note, you DO NOT need to bring in any financial account information.
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Royal Oak, MI
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Lake Orion, MI
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