Planning Worksheet

This worksheet will help us design an estate plan that protects everything you own, all that you value, and everyone you love.

Steps

  1. Print the worksheet.
  2. Fill in as much as you can.
  3. Make an appointment with us to discuss your plan.

Michael Lichterman
(616) 827-7596

Click the link below to open the worksheet in ‘Acrobat Reader.’

Estate Planning Worksheet

If the worksheet does not open, you may need to download the ‘Free’ Reader, ‘Acrobat.’ click here.

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  • Office Information:

    Lichterman Law, PLC
    5252 Clyde Park Ave. SW
    Suite A
    Grand Rapids, MI 49509
    Ph: (616) 827-7596
    F: (888) 818-6225
    Contact Us

The Lichterman Law Difference

What does this mean for you, your family, and your business? It means a break from the traditional, dry, transactional estate planning or business planning experience. It means regular communication designed to ensure your estate plan works when you need it most. And that your business has the foundation it needs to grow successfully. And finally, it means your own Personal Family Advisor - someone ensuring that you make the best legal decisions for your family and your business. Your lawyer for life!

Meeting Your Needs In The Following Areas:

Estate Planning
Whole Family Wealth™ Planning
Estate & Trust Administration
Asset Protection Planning
Elder Law
Cottage Trusts and LLCs
Pet Trusts
Gun Trusts
Inheritance Protection
Retirement Protection
Legacy Planning
Planning for the "Sandwich" Generation
Business Formation & Counsel
Aviation Law

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