Wills, Trusts, and Estate Planning
It is always best to be prepared and make sure your wills and trusts are set up correctly. Correct and complete Estate Planning will avoid confusion and ensure the client's wishes are carried out as planned.
Probate and Trust Administration
Being in charge of an Estate or Trust can often feel like a second job. The team at John R. Tatone & Associates has been through the administration of wills and trust so often, it's like second nature. We take the burden from the person appointed in a trust or will. We keep the client informed at each stage of the process whether by phone, e-mail, or an in-person meeting. We provide the information that clients need to complete the administration of the estate or trust of a loved one. In many cases, we find assets that others either forgot or never knew existed. In most of our administration cases, the clients do not go to court. Whether you are appointed as Personal Representative (Executor), Trustee, Conservator, Guardian, or Attorney-in-fact under a power of attorney, we will help you navigate the Probate Court and fulfill your duties.
For more information about Wills, Trusts, or Probate court please go to
Wills, Trusts, Estate Planning
We successfully assist those selling real estate "by owner". Why pay a realtor a 4%-10% commission? Once the homeowner finds a buyer, our office will prepare the initial purchase agreement, provide guidance, review all documents, coordinate with the title company and the buyer for closing dates, and attend the closing.
We draft documents and deeds such as "Lady Bird Deed" to help pass your real estate on to your loved ones and avoid the probate process altogether.
Transferring a business to the next generation is part of the Estate Planning process. During the administration of a trust or will, a business may be closed, sold, or transferred. The team at John R. Tatone & Associates has handled issues such as this and is well-prepared to assist with explaining, negotiating, or drafting the necessary documents. We focus on protecting our clients and making the process as quick and simple as possible. We coordinate with accountants and financial advisors to develop a complete plan to eliminate surprises. Our goal is to minimize taxes, debts, or any other burdens to provide a smooth transition either into a new business venture, the family business, or retiring from the business.
Do you have questions about our services?
Contact us at 586-580-8850 or via our contact form.
John R. Tatone & Assoc.
8300 Hall Rd, Suite 200
Utica, MI 48317
Novi, MI 48377
Check our website to learn more about John R. Tatone & Associates and how we can help you with your legal needs.