Everything you need to know about estate planning, minus the lawyer-speak.
Planning Library
The Three Estate Planning Documents Every Woman and Family in Michigan Needs
Estate planning in Michigan is not just about the end of life. It is about protection while you are alive. Learn the three documents every woman and family should understand to reduce stress and protect the people they love.
The Cinderella Scenario: Why So Many Mothers Worry About It and What You Can Do Today
Many parents worry about what will happen to their child’s inheritance if their spouse remarries or has more children. This is often called the Cinderella Scenario, and it comes up far more often than people realize. Research shows that within two years of losing a spouse, more than 60 percent of widowers and about 20 percent of widows enter a new relationship. These changes can shift how money is used and who ultimately receives it. The most effective way to protect your child is a clear estate plan that includes a medical power of attorney, a financial power of attorney, guardianship instructions and written guidance for how your assets should be handled. This simple planning step ensures your wishes are legally enforceable and prevents confusion for your family in the future.
The Three Essential Estate Planning Documents Every Woman and Family Should Know About
Estate planning can feel overwhelming, especially when it usually means hiring a lawyer and spending more than you want to. But the basics are simpler than most people realize. These three core documents are the foundation that protects you and the people you love.
The One Thing Every Engaged Couple Should Do (But Nobody Talks About)
How to Have the “Hard” Conversations About Estate Planning
Learn what an executor does, how to choose the right person, and the biggest mistake to avoid. A clear, expert guide from the team at Mitzi.
Estate Planning 101: What It Is, Why It Matters, and How to Get Started
Estate Planning 101: What It Is, Why It Matters, and How to Get Started
New to estate planning? Learn what an estate plan is, who needs one, and how to get started—simple, plain-English guidance from an experienced estate planning attorney.
You Got Your Checklist – Now What?
Basics of Lifestage Planning
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Estate Planning FAQs
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Mitzi is designed for people with everyday planning needs—especially those without complex family, tax or business considerations. If you have a large estate (over $5M), own multiple businesses, or need advanced tax planning strategies, we recommend consulting an estate planning attorney to make sure you are protected.
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Yes! If you’re over 18, you need a plan. Life happens—accidents, illness, unexpected changes—and having even a basic plan ensures someone you trust can step in if needed. It's also the only way to make sure your voice is heard when you're not able to speak for yourself.
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Mitzi helps you generate essential planning documents like a will, revocable living trust, powers of attorney (for healthcare and finances), a living will, and HIPAA release—plus extras like pet care instructions, consolidated asset summaries, and letters of wishes.
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A will is a legal document that outlines who should receive your assets and who should care for your children or pets after your death. Wills go through probate, a public court process that can take time and money.
A trust allows your assets to skip probate and be transferred directly to the people you choose. It can also provide more control over when and how your assets are distributed (like delaying inheritance until a child turns 25). Trusts are often used alongside wills and can be especially helpful if you own property, have young children, or want privacy and efficiency.
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You might benefit from a trust if you:
Own a home or other property
Have minor children and want to delay when they receive assets
Want to avoid probate, saving your family time and legal costs
Have blended family dynamics or more complex distribution wishes
Prefer privacy, since trusts typically don’t go through public court
Want ongoing management of assets if you become incapacitated
Trusts aren’t just for the ultra-wealthy—they’re a smart planning tool for many families. Mitzi can help you decide what’s right based on your needs and life stage.
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Yes, and don’t worry, we’ve got you covered. Estate planning laws vary by state, so it’s important that your documents meet your state’s requirements. Mitzi makes sure your documents are tailored to your state of residence, so you can feel confident in your plan.
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For most people, estate planning has minimal tax impact. However, Mitzi focuses on helping you protect your loved ones, identify decision-makers, and avoid unnecessary court involvement—not on tax planning. If you have tax questions or concerns, particularly if your estate is large or includes complicated assets, please speak with a tax advisor.
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No. Mitzi is not a law firm and does not provide legal advice. But it was thoughtfully designed by experienced estate planning attorneys to help people who don’t necessarily need one to get started.
Our platform offers personalized tools, education, and plandocuments to help you create a plan with confidence. If your situation is more complex, we’ll help you understand when—and how—to connect with the right legal or financial professional.
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Absolutely. That’s one of the best parts of using Mitzi - your plan grows with you. We make it easy to update your documents when life changes, like getting married, having a baby, buying a home, or changing your mind about who’s in charge.
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Mitzi is currently in development. We’ll be opening up our beta to early users later this year so join our list to be the first to know and get early access!
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We’re building Mitzi to be radically more affordable than traditional estate planning. Pricing will be simple, transparent, and designed to meet you where you are. Stay tuned for details and early-bird offers!