Your Estate Plan,Done Right, Without the Hassle
Summit's estate planning team guides you through every question, our purpose-built platform handles the paperwork, and an estate planning attorney reviews every plan before it's finalized. High quality, low cost, and finished in days — not months.
A Complete Plan, Step by Step
Our platform builds your plan as you answer simple questions
Will & Trust
Direct exactly where your assets go
Powers of Attorney
Name the people you trust to act for you
Attorney Review
A licensed attorney reviews every plan
How It Works
An employee-led process that takes the guesswork — and the wait — out of estate planning.
Sit Down With Our Team
You never fill out forms alone. A Summit team member who knows estate planning walks through everything with you, in person or over the phone.
Answer Simple Questions
Our guided platform asks straightforward questions and only the ones that apply to you. Married? Kids? Own a home? The questionnaire adapts as you go.
Attorney Review
A licensed estate planning attorney reviews every plan we prepare — no exceptions. Your documents are legally sound before they ever reach you.
Receive Your Documents
Your completed estate plan comes back in days, not months. Sign, store, and rest easy knowing your family is protected.
Modern Tools, Human Guidance
Our estate planning platform was built for one purpose: making a high-quality estate plan easy to complete.
Smart, Adaptive Questionnaires
Our platform builds your plan around your answers — it skips what doesn't apply and digs deeper where it matters, so you're never buried in irrelevant paperwork.
Nothing to Install or Learn
There's no software to download and no account to manage. Your Summit advisor drives the platform while you simply answer questions.
Secure by Design
Your answers are recorded and stored securely, then packaged directly for your estate planning attorney — never left in email threads or paper piles.
Built by Our Team
We built and refine this platform ourselves, shaped by years of guiding Michigan families through estate planning conversations.
Quick Results
Most questionnaires are finished in a single sitting. Your information moves to attorney review immediately — no back-and-forth delays.
Human Guidance Throughout
Technology handles the busywork; people handle the decisions. A Summit professional is beside you at every step.
High Quality Shouldn't Mean High Cost
You shouldn't have to choose between an expensive attorney-only engagement and a risky do-it-yourself kit. Summit gives you the best of both.
The Traditional Route
- Hourly billing that adds up fast
- Multiple office visits over weeks or months
- Long intake forms you complete on your own
- Rounds of back-and-forth revisions
Employee-Led, Attorney-Reviewed
- Transparent, affordable flat pricing
- One guided session with a Summit professional
- Adaptive questionnaire — only what applies to you
- Attorney review included on every plan
Frequently Asked Questions
Everything you need to know about Summit Estate Plans.
No. Every plan is employee-led — a Summit team member who knows estate planning sits with you and guides you through each question. Our platform does the paperwork; you're never left to figure it out alone.
Yes. A licensed estate planning attorney reviews every single plan we prepare before it is finalized. You get the confidence of professional legal review without the cost of an attorney-only engagement.
Most clients complete their guided questionnaire in a single sitting. From there, your information goes straight to attorney review, and completed documents typically come back in days — not the weeks or months a traditional engagement can take.
Simple estate plans typically include a will, powers of attorney for finances and healthcare, and — where appropriate — trust documents. Your Summit advisor will walk through exactly what your situation calls for.
Our estate planning advisory services focus on the broader strategy: asset titling, beneficiary coordination, and tax-efficient wealth transfer as part of your financial plan. Summit Estate Plans is our streamlined, low-cost service for getting core estate documents prepared and attorney-reviewed quickly. Many families use both.
We keep pricing transparent, flat, and well below a traditional attorney-only engagement — with attorney review still included on every plan. Contact us for current pricing for your situation.
Still have questions?
Talk with a Summit team member about whether a simple estate plan is right for you.
Contact UsReady to Protect Your Legacy?
A high-quality, attorney-reviewed estate plan — guided by people you trust, at a price that makes sense. It starts with one conversation.
Want the bigger picture first? Explore our estate planning services