This is an intake funnel and does not provide legal advice or legal representation. THIS FUNNEL IS NOT A LAW FIRM. Using this funnel or submitting a request does not create an attorney-client relationship. All requests submitted through this funnel are referred to Attorney Badri Yono Jr. (P88777) of Foster Swift Collins & Smith, P.C., who will conduct a conflict check before communicating directly with you and will provide legal services after an engagement agreement is executed, subject to its terms.
Areas We Serve

Estate planning for Bloomfield Hills, Michigan families

Wills, revocable living trusts, powers of attorney and probate guidance for Bloomfield Hills households; with a flat fee quoted in writing before any work begins.

Bloomfield Hills is a small city with unusually large household estates. Only a few thousand people live here, on some of the most expensive residential ground in Michigan, and the typical plan has to cover a high-value home, several accounts built up over a long career, and often a business interest or a property held somewhere else. At that scale the question is rarely whether a trust is worth having. It is whether everything is titled so the family can act without a court order, and whether the terms of the plan stay out of the public record.

Where we work in and around Bloomfield Hills

Bloomfield Hills, the Cranbrook campus area, the residential blocks between Woodward Avenue and I-75, and nearby Bloomfield Township, West Bloomfield Township, Birmingham, Franklin, Bingham Farms and Beverly Hills.

Bloomfield Hills at a glance

  • Bloomfield Hills has fewer than 5,000 residents, making it one of the smallest cities in Oakland County by population.
  • The Cranbrook Educational Community, a National Historic Landmark campus of schools, museums and gardens, sits in the heart of the city.
  • The city is consistently among the highest-income communities in Michigan, and home values are among the highest in the state.
  • There is no big-box retail strip here; shopping and dining are mainly in neighboring Birmingham and West Bloomfield.

What a Bloomfield Hills estate plan usually includes

  • a will or revocable living trust, chosen on whether the estate should stay out of the Pontiac courthouse;
  • a financial durable power of attorney so someone can handle bills, accounts and property if you cannot;
  • a patient advocate designation naming who makes health care decisions, with a HIPAA authorization so they can actually get the records;
  • a review of every beneficiary designation, because retirement accounts and life insurance pass by that form rather than by the will;
  • a deed review for the Bloomfield Hills home, since real estate is the asset most likely to force a family into probate.

What comes up most often in Bloomfield Hills

The house is usually the estate

With home values this high, the primary residence is often the single most valuable asset in the plan, and the one most likely to force a family into probate if the deed was never changed. A trust only controls what has been titled into it, so the deed is what decides whether the house passes privately or through the courthouse in Pontiac.

Keeping the terms out of the public record

A will filed with the court becomes a public document: what it says, what the estate held, and who received what. A fully funded revocable living trust is not filed, so those details stay private. For families here, that difference is often the reason a trust is chosen over a will.

Authority while a parent can still sign

Adult children in this area routinely discover after a stroke or a dementia diagnosis that nobody holds legal authority to sign on a parent's behalf. A financial power of attorney, a patient advocate designation and a HIPAA authorization signed now cost a small fraction of a conservatorship petition later. Capacity is the deadline: once it is gone, the documents can no longer be signed at all.

Children who no longer live nearby

When the successor trustee or personal representative lives in another state, the plan has to work remotely: clear instructions, a trustee comfortable handling matters by phone and email, and documents that are easy to find. Because Oakland County estate filings are submitted electronically, most of the administration can be handled from a distance without repeated trips to Pontiac.

Request a free consultation in Bloomfield Hills

Where a Bloomfield Hills estate is probated

Bloomfield Hills sits in Oakland County, so an estate for someone who lived here is opened at the Oakland County Probate Court in Pontiac. Addresses, hours and filing details are on the Oakland County probate page, and the wider county overview is on the Oakland County estate planning page. Most of that process is avoidable with planning done in advance.

The step almost everyone misses

A trust only controls what has been titled into it. If the Bloomfield Hills home's deed was never changed and the accounts were never retitled, the trust cannot pass them and the family ends up in probate anyway. See funding your trust.

Services and pricing

Book a consultation call

Tell us about your family and what you own. Your request goes directly to Attorney Badri Yono Jr. of Foster Swift Collins & Smith, P.C., who runs a conflict check before contacting you directly. You get a flat fee in writing before any work starts, so there is no meter running and no surprise invoice. Most Bloomfield Hills clients finish the whole process without driving to Pontiac once.

Request a free consultation in Bloomfield Hills

This is an intake funnel and does not provide legal advice or legal representation. THIS FUNNEL IS NOT A LAW FIRM. Using this funnel or submitting a request does not create an attorney-client relationship. All requests are referred to Attorney Badri Yono Jr. (P88777) of Foster Swift Collins & Smith, P.C., who will provide legal services after an engagement agreement is executed, subject to its terms.

Talk with Attorney Badri Yono Jr.

Tell us about your family and we'll connect you directly with Attorney Badri Yono Jr. of Foster Swift; with a flat fee quoted in writing before any work begins.