We offer complimentary consultations to evaluate your needs and educate you on your estate planning
At Estate Planning Solutions, we offer complimentary consultations to evaluate your needs and educate you on your estate planning options, as this has to be something that you want to do and are comfortable with.
Keywords: Estate Planning Service, Estate Planning
Interview Q&A
How long have you been in business?
Esate Planning Solutions has been in business since 2013.
What is your primary product or service?
We offer Estate Planning, Trust Administration, Probate Administration, Trusts and Wills, Business Planning, and Durable Powers of Attorney, as well as all services pertaining to estate planning.
How did you first become interested in your line of business? (if owner) - What is your background? (If owner or store manager)
In late 2013, Joe formed the Firm of Estate Planning Solutions PLLC, bringing over 12 years of estate planning experience and an unrelenting motivation to provide his clients with the most comfortable and affordable estate planning experience possible. Joe is a member of both the Probate and Estate Planning sections of the State Bar of Michigan. Joe also has served for many years as a panel attorney for two of the largest legal plans in the Country, ARAG and Hyatt Legal Plans.
How do you differentiate yourself from other businesses in your category and area?
At Estate Planning Solutions, we believe there is nothing more important than client education with an unrelenting motivation to provide our clients with the most comfortable and affordable estate planning experience possible. With this in mind, we offer complimentary consultations to evaluate your needs and educate you on your planning options. Our estate planning attorneys will never pressure you into implementing a plan, as this has to be something that you want to do and are comfortable with.
How many locations do you have and do you have plans to expand?
We are currently at 2 locations, but we already have 8 more locations that we plan to expand to.
What type of payments do you accept?
We accept cash, checks, and all major credit cards.
Which areas do you service?
Currently, we service clients in a 20 mile radius of our primary location in Sterling Heights, Michigan.
Who owns your company or runs daily operations?
In early 2003, Joe decided that his time would be better spent creating plans for his clients to avoid probate court. He was motivated by the client goals of maintaining control, mitigating estate taxes, probate elimination and altogether making the administration of an estate easier on the people who would be left with such a daunting task. To further these goals, Joe joined a mid-sized firm with one of the largest estate planning departments in Michigan. His practice concentrated exclusively on proactive estate planning in order to help clients avert problems before they happen. Over the eight-plus years Joe spent with this firm, he trained many of the attorneys as they were hired and for several years served as the manager of the firm's entire estate planning department. From early 2011 to late 2013 this Firm experienced significant growth and Joe was able to develop and implement a full service Trust Administration and Probate Department.
What are your hours of operation?
We are open from 9:00 am to 6:00 pm, Monday through Friday.
What is the best compliment anyone can give you?
Our firm is build on family values, honesty, and integrity.