Troy, MI – JBM Law, a leading estate planning attorney in Troy, MI, has unveiled a comprehensive Estate Planning and Will Checklist designed to help Michigan residents—especially those living in Troy—navigate the complexities of planning for the future. Tailored to Michigan law, this step-by-step guide empowers homeowners, families, and business owners in Troy to organize their assets, clarify their wishes, and protect what matters most.

Estate planning isn’t just for the wealthy. Whether you’re raising a family in neighborhoods like Emerald Lakes or running a business near Maple and Crooks, having a solid plan ensures your values and legacy live on. JBM Law’s checklist breaks down the process into manageable steps—from identifying assets to drafting wills and healthcare directives—so Troy residents can feel confident their affairs are in order.

A Local Resource Backed by Statewide Knowledge

While the checklist is designed for Michigan residents statewide, it’s especially relevant for those living in Troy. Known for its vibrant neighborhoods, quality schools, and thriving small businesses, Troy is a city where planning for the future matters. Whether you live in Raintree Village or run a retail shop on Maple Road, this checklist helps ensure your estate plan reflects both your financial and personal values.

JBM Law’s checklist covers the full scope of planning needs—from wills and trusts to advance directives and asset inventory. It’s written in everyday language, with each section carefully crafted to take the mystery out of the legal process. It also prompts users to think through some of the most important decisions they may face: Who should manage your estate? What happens if you’re medically incapacitated? How can you minimize taxes for your heirs?

“Our goal is to make estate planning feel less overwhelming and more empowering,” said Justin Morgan, founder of JBM Law. “This checklist is designed to guide Troy-area residents through key decisions with clarity and support.”

Key Elements of the Checklist

• Asset Inventory Guidance: The checklist helps users account for everything they own, from real estate and business interests to digital accounts and investments.

• Will Preparation Steps: Tips for creating a legally valid will, appointing an executor, and avoiding family disputes.

• Trust Options Explained: A breakdown of common trust types and how they can be used to preserve wealth and manage business continuity.

• Healthcare Directives: Clear instructions on appointing a healthcare proxy and outlining medical preferences.

• Tax Awareness: Insights into how Michigan-specific tax considerations can impact your estate and how to plan proactively.

• Ongoing Review Reminders: Estate plans are not static—this guide encourages regular updates based on life changes.

Clear, Compassionate Guidance from a Local Expert

JBM Law brings over 15 years of experience in estate planning, probate, and business law. Known for a client-first approach that’s as compassionate as it is strategic, the firm provides Troy families and business owners with personalized legal support they can count on.

“People come to us in all stages of life—some just had a baby, others are planning for retirement, and some are coping with a loss,” says Justin Morgan. “No matter where you are, this checklist is a great place to start the conversation and take that next step.”

The checklist is available for free download on JBM Law’s website. It’s part of the firm’s ongoing commitment to demystify the legal process and give local residents tools they can use to plan with confidence.

About JBM Law

JBM Law is a boutique legal practice the greater Troy area, including Utica, Rochester, and surrounding communities. The firm specializes in estate planning, probate administration, and real estate law. With a focus on clarity, compassion, and customized strategies, JBM Law helps individuals and families make informed decisions and protect what matters most. Conveniently located near Troy, JBM Law serves families and business owners throughout the greater Troy area, including [Your City Name], [Another Nearby City], and surrounding communities.

Download the Estate Planning and Will Checklist today at https://www.jbm-law.com/articles/michigan-estate-will-planning-checklist

Contact Information:

JBM Law

8300 Hall Rd Suite 100D
Utica, Mi 48317
United States

Justin Morgan
12484221075
https://www.jbm-law.com