Resources
Frequently Asked Questions
The first step to meeting with an attorney at Wakefield Law, PC is to schedule an appointment. Although most of our appointments are at our law office, we can schedule phone calls and virtual conferences for those who cannot attend in-person. You can reach out to our firm here.
To make the most efficient use of our time, we attempt to schedule the majority of our meetings in our law office. However, if you can not come to our office due to a physical handicap or other serious cause, we can arrange for an attorney to come to you. Please note that we typically charge a fee for appointments outside our offices.
Our general hours are from 9:00 a.m. to 5:00 p.m. We also offer later appointments in the evenings for those who are unable to meet during normal office hours. If you need a later time, please call our office and talk to one of our staff members.
For estate plan meetings, it is helpful to bring the following documents: 1) a general list of your assets and liabilities (personal financial statement), 2) the death benefit and cash value amounts for any life insurance policies, 3) real estate deeds, 4) prior estate planning documents, 5) prenuptial agreements, 6) divorce settlement agreements, and 7) buy-sell agreements.
Most of our initial meetings follow a fairly standard format: 1) introductions, 2) determination of your objectives, 3) explanation/education regarding options available, 4) recommendations on course of action, 5) fee quotation for any work to be performed (if necessary), and 6) data gathering (if necessary).
No. Many people fail to create an estate plan because they do not understand their options or they are unable to make up their mind on various issues. One of benefits of working with our experienced attorneys is that we will assist you in analyzing the pros and cons of your options and help you make a final decision so your plan can be implemented.
Most of our services are billed on a flat-fee basis which is quoted before any work begins. For any services that can not be billed on a flat-fee basis, we would inform you of the rate prior to beginning work.
Most estate plans can be completed in two weeks or less.
We can service all of Michigan and Florida. However, we are located at 1950 Livernois Road, Troy, MI 48083. We are about a half mile south of Big Beaver Road and our building is on the East side of Livernois Road next to Woodslee Avenue. Our parking lot is on the back side of the building.
Educational Content for Clients
- Understanding the Differences Between a Will and a Trust
- Breaking Down The Basics of a Living Trust
- What is included in an Estate Plan?
- Understanding QTIP Trusts: A Smart Estate Planning Tool for Married Couples
- Are Disinherited Heirs Interested Parties in Probate?
- Does Your Estate Plan Include a Funeral Advocate Designation?
- The Importance of Planning Funeral and Burial Arrangements
- Common Estate Planning Questions
Educational Content for Advisors
- What To Look For When Reviewing An Estate Plan
- Avoiding Probate for Small Estates: A Practical Solution
- “One Big Beautiful Bill” and Estate Taxes: $15 Million Exemption Here to Stay
- IRS Releases the 2025 Estate Tax Exemption Amount
- Kamala Harris Reveals Estate Tax Policies Including 55 Percent Estate Tax
- Election Year Wealth Transfer Strategies
- The Importance of Reviewing your Estate Planning Documents during an Election Year
