Meeting with an estate planning attorney for the first time can feel intimidating — but it doesn’t have to be. At Boroja, Bernier & Associates, we believe planning for the future should feel empowering, not overwhelming.

Here’s what your first meeting will typically include:

1. Personal & Family Overview
We’ll talk through your family structure, values, and goals.

2. Asset Review
You don’t need to bring every document — but having an idea of your major assets is helpful.

3. Discussion of Planning Options
We’ll explain wills, trusts, powers of attorney, and other tools — in plain English — so you understand your choices.

4. Custom Recommendations
You’ll leave with a roadmap and pricing — no pressure, just clarity.

What to Bring:

• List of your assets (real estate, bank accounts, retirement, etc.)
• Any existing legal documents (if available)
• Names of potential guardians, executors, and trustees

We’re here to guide you every step of the way — so you can make informed decisions about your future and your family’s protection.

🔘 Contact Us Today to Schedule Your First Estate Planning Meeting.
📍 Serving: Michigan families from offices in Shelby Twp, Troy, Ann Arbor & Lansing