Thank you.
David will personally review your inquiry and contact you by phone. If your matter is time-sensitive, please call the office at (248) 932-9300.
Summary of your inquiry
Any details can be clarified during your consultation.
Matter
Timing
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Request a consultation time
Optional. The office will confirm by phone. Times shown are Eastern Time.
Requested: . Your appointment is confirmed only once the office contacts you.
Preparing for your consultation
If available, the following will be helpful. None are required.
- A death certificate, if you have one
- The original will or trust, if one exists
- A rough list of assets and accounts with approximate values
- Recent bank, retirement, and investment statements
- Bills, debts, and any letters from creditors or the court
- Names and addresses of family members and beneficiaries
- A list of what you own and how it is titled: home, accounts, business, life insurance
- Who you would choose as guardian, personal representative, trustee, and patient advocate
- Any existing will, trust, or power of attorney
- Beneficiary designations on retirement accounts and life insurance
- The questions you want answered
- Formation documents, operating agreement, or bylaws
- The contracts, letters, or agreements involved
- Names of the other owners or parties
- A short timeline of what happened
- Any deadlines you are aware of
- Any documents or letters you have received
- A short timeline of what happened
- Names of the people involved
- The questions you want answered
When David needs documents, the firm will send you a secure upload link. Please do not email sensitive documents or account numbers.