Preserving Legacies, Securing Futures
Estate Planning for Michigan Families
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Why Estate Planning
I understand all too well the disastrous consequences of a lack of proper estate planning. I was fortunate to have grown up in a large, loving extended family and a childhood full of cherished memories from holidays, summer vacations, and wild winters spent together on my family's lakefront cottage property. Sadly, when my grandparents passed away without a clear plan in place, the feuding over medical decisions, property, and inheritances soon followed. Eventually, our beautiful family dynamic devolved and never recovered.
Motivated by the heartache of my family's experience, I became an estate planning attorney to help others avoid a similar fate. I'm committed to giving my clients the gift of peace of mind, knowing they did all they could to protect their loved ones from unnecessary pain and hardship and that their legacy is the one they envisioned.
Hi, I'm Debi Hulverson
I'm glad you're here!
I'm an estate planning attorney with over 11 years of experience. I pursued my law degree while juggling a family and a full-time career as a high school math teacher, so I understand that you may not have unlimited time or financial resources to spend on your estate plan. That is why I make it my mission to streamline the planning and drafting process for my clients while providing the best design to meet your legacy goals.
Education
- B.A. in Mathematics from Alma College
- M.Ed. in Secondary Education from Grand Valley State University
- Juris Doctor degree from WMU-Cooley Law School, Magna Cum Laude
Professional Affiliations
- Michigan Bar Association
- Ottawa County Bar Association
- Women Lawyers Association of Michigan
- Lake Michigan Estate Planning Council
- Certificate, Probate and Estate Planning Section of the State Bar of Michigan Certificate Program
Community Affiliations
- Grand Haven City Planning Commissioner
- Long-time coach of high school and youth softball teams
PLANS
I know that hourly billing can get in the way of building a trusting relationship, so I never charge for calls or emails. My services are billed flat-fee and are always discussed and agreed to in advance.
Our signature, most popular plan! It's a comprehensive, personalized trust-based estate plan that is appropriate for most estates including those with minor children or other minor beneficiaries, for those requiring protections for beneficiaries and for blended families. This estate plan works toward eliminating probate court proceedings, appointing successors to manage the Trust after your death, and directs the distribution of your assets.
- A 2-hour consultation and design meeting by telephone, video conference, or in person
- One Revocable Living Trust
- Certification of Living Trust
- Last Will & Testament
- Durable Power of Attorney
- Advanced Health Care Directive
- Authorization of Release of Medical Records (“HIPAA”)
- Assignment of Personal Property
- Personal Property Memorandum
- Trust Transfer Deed (one property)
- Recording Deed with county recorder (Recording fees included)
- Final signing meeting
- Complete instructions regarding your plan and funding the trust
- Minor Children's Guardianship Documents - naming guardians for the short-term, giving instructions to your legally named long-term and short-term guardians, giving instructions to your caregiver, and documenting exactly how you would want your children raised if anything happens to you.
- Personalized estate planning binder with all original documents
- Digital PDF copies of your entire plan
This plan is best for single-asset estates without minor children.
- A one-hour consultation and design meeting by telephone, video conference, or in person
- Last Will & Testament
- Durable Power of Attorney
- Advanced Health Care Directive
- Authorization of Release of Medical Records (“HIPAA”)
- Assignment of Personal Property
- Personal Property Memorandum
- Trust Transfer Deed (one property)
- Recording Deed with county recorder
- Personalized estate planning binder with all original documents
- Digital PDF copies of your entire plan
- Minor Children's Guardianship Documents - naming guardians for the short-term, giving instructions to your legally named long-term and short-term guardians, giving instructions to your caregiver, and documenting exactly how you would want your children raised if anything happens to you.
An ideal plan for college-aged students or any adult aged 18+ with minimal estate planning considerations. This plan allows parents to still be able to act for their 18+ children for medical, financial and legal purposes, and to distribute the child’s assets should the child pre-decease the parent.
- A one-hour consultation and design meeting by telephone, video conference, or in person
- Durable Power of Attorney
- Advance Health Care Directive
- HIPAA
- Simple Will which identifies not more than two beneficiaries with outright inheritance.
- A generic FERPA Consent Form that will authorize parents to communicate with a college regarding the student’s classes, transcripts, grades and more. Many educational institutions will have their own forms for this Consent which may be required, but if not, our standard form should be accepted.
- Digital and paper copies of the plan documents will be provided
Click the Button Above Let's Discuss Your Best Option.
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DISCLAIMER: No information you obtain from this website or its content is legal advice, nor is it intended to be. You should consult an attorney for individualized advice regarding your own situation. No attorney-client relationship is intended or formed by your viewing this website or downloading and using the content, forms, tips or information kits found on this website. No attorney-client relationship is intended or formed without a fully-executed, written agreement to enter into such a relationship. Client testimonials or endorsements do not constitute a guarantee, warranty, or prediction regarding the outcome of your legal matter.
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