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