Estate Planning Contact Form

We so often hear that hard work is the path to achieving the American dream. But retaining as much of our earnings and assets as legally allowable shortens that path. An experienced estate planning attorney can work with you to assure that your hard work results in the accumulation of assets that are protected from potential liabilities. In addition, asset protection planning can insure that tax liabilities are minimized for you and for your family after you have gone. Contact an estate planning attorney today to get started.

Wayne County Estate Planning Attorneys - Michigan Will and Trust Lawyers

Mall Malisow & Cooney, P.C.

At Mall Malisow & Cooney, P.C., our attorneys are committed to providing peace of mind for clients and families through holistic ElderCare and Estate Planning services. Only by getting to know you and your family well can we provide you with a carefully tailored estate plan, plan for ElderCare, care advocacy, or special needs planning that will provide the best possible quality of life for you and your family.

During the initial consultation you will be able to ask questions and learn about your planning options. In our experience, before you hire a lawyer it is critical for you to feel comfortable with the lawyer's expertise, office environment, and added support you will receive from the law firm's professional staff. Our commitment during your initial consultation is to provide you value and help you make informed decisions about having us become part of your team as well as to help you identify your needs and planning alternatives.

The following is intended to provide you with a general overview of estate planning issues. Contact our office to discuss your unique needs.

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Estate Planning Contact Form

*First Name

*Last Name

*Email Address

*Phone Number

*Zip

Street Address

Apt/Ste

Incident Street Address

Incident Apt/Ste

*Incident Zip

Date of Birth

U.S. Citizen?
Yes  No 

Spouse Name

Date of Birth

U.S. Citizen?
Yes  No 

State of Residence

What is your marital status?

Have you or your spouse ever been divorced?
Yes  No 

For whom do you want to provide in your Will or Trust?

If you have children, do you wish to treat all of your children equally?
Yes  No 

After your death, at what age do you want distribution to your children, if not immediately?

If you have grandchildren, do you wish to leave a specific amount of money or a percentage of your estate to your grandchildren?
Yes  No 

If so, how much and to whom?

At what age, if not immediately?

Do you want to leave a specific amount of money or other assets to any charity?
Yes  No 

If so, how much?

Name and Address of Charity

Assets

I own the following real estate (provide address/addresses)

Legal description

This property is held as follows

I have debt on this real estate with the following lender(s):

Name

Address

Telephone

Name

Address

Telephone

Asset Value

Personal Property

Checking   $
Savings   $
Cash   $
Bonds   $
Stocks   $
CD's   $
Household Goods/Furnishings   $
Automobile   $
Other (list)   $

Real Estate

Home   $
Vacation Home   $
Rental Property   $
Land   $

Outstanding Debts

Mortgage   $
Automobile   $
Credit Cards   $
Medical Expenses   $
Other   $

How did you out about find us?

If somebody referred you to us, who was it?

Special Concerns

Asset protection concerns

Elder law, Medicaid or Nursing Home concerns

Special needs of family members or other beneficiaries

Pending lawsuits

Pending divorce

Desire to disinherit a family member

Other concerns

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