Kimberly J. Smith

Intake Specialist

Phone: (734) 432-3132
Fax: (844) 777-8159
Email: kimberly@formyplan.com
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Our Intake Specialist, Kimberly J. Smith is often the first point of contact for individuals and families reaching out to our firm during some of life’s most important—and sometimes overwhelming—moments. With a calm, compassionate approach, Kim ensures that every caller feels heard, supported, and confident they are in the right place.

Kim is highly skilled at guiding prospective clients through the initial steps of working with our firm. She takes the time to understand each person’s unique situation, whether it involves estate planning, trust administration, or long-term care concerns, and helps connect them with the appropriate attorney and next steps.

Kim takes great pride in being part of a team that helps families protect what matters most.

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Reviews

Great people to work with! Took the time to hear what was important to us and our needs. Made everything very easy and understandable.

Jordan J.

My mom had her trust set up by Mr. Lindsey several years ago, and she recently updated it. Mr. Lindsey is a very nice person, as is his staff. More importantly, they are all very knowledgeable, efficient, and explai(...)

Fire F.

Ruxandra is incredibly knowledgeable and supportive of her clients. Anyone working with her is in good hands!

Aubree K.

I am attorney that worked with Ruxandra for a number of years before she took this position, and let me just say she is the best. The best with clients, the best knowledge base for elder law in general (including wi(...)

Eric M.

Lisa Beatty Is the most professional , knowledgeable and caring person in her profession I have ever encountered. She helped me when I was in a very stressful time in my life. I wholeheartedly recommend Lisa for all(...)

Marjorie B.

Shelly's professionalism is exceptional and truly inspiring. She consistently sets a gold standard for expertise, integrity, and dedication in her field. Every interaction has reflected your meticulous attention to (...)

Mike G.

Shelley Morell is a conscientious, organized and efficient employee. She is always professional and puts the clients of law firm at ease.

Susan W.

Everyone who works here is super friendly and makes sure you feel comfortable and at home while working with them! They do extraordinary work with excellent service!

Brendan M.

If you are looking for attention to detail with a personal touch, I recommend you reach out to Shelly Morell at Estate Planning & Elder Law Services. Shelly is a master at details and planning and she does this all (...)

Cathy W.

I have had the privilege of networking with Lisa Beatty for many years, and I am continually impressed by her expertise and dedication to her clients. Her deep knowledge of elder law and estate planning combined wit(...)

Debbie J.

I have known Brenda both personally and professionally for many years now. She takes extreme pride in everything that she does. Brenda is one of the most hardworking, dedicated and responsible people that I have had(...)

Renee R.

The team at Estate Planning & Elder Law Services are filled with compassion and professionalism and I highly recommend them to assist in your needs.

Melanie at this office is very knowledgeable, and kind hearted.

Emily W.

Melanie is a very knowledgeable and helpful person, and she communicates in a clear and timely manner. She is attentive to detail and is always striving to make every person feel comfortable.

Clay M.

Melanie is incredibly organized and professional.

Alex M.

Melanie is very professional and great to work with. I would highly recommend her.

John K.

Melanie is incredibly kind, attentive, and always goes the extra mile to ensure everything runs smoothly. Her organization and dedication make every interaction with her seamless and enjoyable.

Robin W.

I have worked with Brenda in the past and can strongly attest to her work ethic, attention to detail, and pride she takes in a job well done. You’re in good hands with her, I promise.

Jessica S.

I've known Lisa Beatty for roughly 20 years, give or take a few. She speaks the truth. Period. Lisa acts with absolute integrity and I have absolutely NO doubt of her abilities to handle legal cases. In addition to (...)

C.B.

Brenda is knowledgable and professional. Her attention to detail and communications are top notch! Thank you for all your expertise and excellent customer service.

Cesca I.

Lisa Beatty was fantastic at answering my questions. Knowledgeable, kind, empathetic, and just fun. I live out of town and called late one afternoon. The office gave me a phone appointment with her first thing the n(...)

D.H.

Melanie always brings a positive attitude to any team and has a truly admirable work ethic. She always listens intently and lends a helping hand. Keep doing what you do :)

McKenzie S.

I can’t say enough good things about the team at Estate Planning & Elder Law Services! From the moment I walked into their Novi, MI office, I felt welcomed by their friendly, compassionate, and professional staff. E(...)

Rob D.

Ruxandra Oprescu is our family “go to” person regarding our estate plans. Ruxandra is not only extremely knowledgeable, but she is also kind, considerate, and very easy to work with. Simply put, a great person! We h(...)

Todd D.

My husband and I hired Estate Planning & Elder Law Services, P.C. to create an Estate Plan for us. We have been extremely satisfied with the service that they have provided. Our time spend was used wisely and effici(...)

Lynn M.

Estate Planning & Elder Law Services, P.C. was recommended by another attorney who felt that my needs would be better met by another provider. They were absolutely correct. I'm at the age where final arrangements an(...)

Marilyn M.

I needed to have a trust setup recently. Chris Lindsay was very skilled and thorough in intaking my information and wishes to establish my trust. He also provided helpful recommendations which were incorporated. Rux(...)

Michael T.

We recently went to Estate Planning and Elder Law Services to have an update done to our estate plan. We were very satisfied with the work Chris and Shelly did for as we always are! Both Chris and Shelly were concer(...)

Sue R.

Ruxandra is one of the most compassionate and dedicated professionals in the estate planning/eldercare field. From the moment you meet her it's clear that she is deeply passionate about helping others, especially du(...)

Kevin K.

I’m really grateful for the assistance I received from James Bobcik. He was incredibly professional, helped me navigate the situation quickly, and communicated everything clearly. His guidance made what could have b(...)

Ryan D.

Melanie is very professional, organized and has an eye for details. Very friendly and easy to work with.

Jessica S.

Brenda and the team at Estate Planning and Elder Law Services was such a pleasure to work with. Everyone was incredibly helpful, professional and friendly. Would highly recommend to anyone who needs their services.

Tyler J.

My spouse and I visited to set each other up as the other's durable power of attorney. We also needed to update the deed to our home. We are very satisfied with the services we received. All our questions were answe(...)

Dolly S.

Wonderful team! Really took the time to understand our unique needs, what the areas of most importance were to us, and always made sure we fully understood the different options we were selecting.

Shaun O.

We first meet Chris Lindsay approx 15 years ago at a seminar about trusts and estate planning. I learned from my parents what NOT to do, and wanted our affairs in order. He was a tremendous help to us, as we worked (...)

J. P.

for our family. Everyone that handled our case handled it with professionalism.We left the office feeling confident that things will be taken care of when the time comes. I do recommend this firm to give you peace o(...)

Margie H.

Everyone is very pleasant and helpful.

TD J.

My experience with Shelly was extremely professional, easy going and no detail was left undone. I would recommend Shelly and every staff member we communicated with was exemplary. Highly recommend. Great service!

Mike O.

I appreciated their very helpful, professional advice on my trust and will, for my changing life circumstances.

Theresa W.

Bright and professional team. They set up our family trust 15 years ago and have been advising ever since. I highly recommend their services.

Deborah B.

My husband and I had previously tried to set-up an estate plan with two other firms. They did not explain their plan or handle it to our satisfaction.

We were very pleased with the plan that Estate Planning & Eld(...)

Solargal

Great company to work with on a family trust.

Michael P.

I have nothing but good things to say about this firm and their staff. They were all very professional, thorough, kind, and friendly! I highly recommend them!

Brenda L.

Great team. Great Service.

Kerry B.

Shelly is an amazing person who is trustworthy and cares about her clients.

Crystal

Shelly was super helpful! I appreciate the whole team!

Katelyn G.

The team was efficient and reasonably priced. They helped us with our estate planning.

Terry B.

I would like to take a moment to express our delight in how our needs were assessed, the patience in hearing how we wanted to proceed with our needs as a family and the professional execution of our legal needs. The(...)

Portia K.

Amazing staff!

Jamez R.

Margaret is very informative and educational .. she met our urgent needs!!! Margaret is compassionate about her work!!! Kim was very attentive to our urgent needs … always returned calls, emails.. reminders and kept(...)

Marcela L.

Caring, kind professionals who are truly there to help with whatever is needed.

Martha K.

Chris and the entire staff were great to deal with!

Dominic L.

Excellent services. Very thorough and helpful in all of our planning.

Jessica G.

They took there time to ensure I understood what they were talking about.

Paul C.

Very professional and thorough. A much better experience than I had with a previous lawyer that set up our initial trust.

Mark K.

We recently had the pleasure of working with Lisa Beatty for estate planning and elder law services to prepare a trust for our father. Her and the entire team were incredibly helpful and dedicated to making sure we (...)

Erica H.

We were very pleased to work with attorney Christopher Lindsay at Estate Planning & Elder Law Services. He and his entire staff accommodated us during the start of the pandemic and were very conscientious of our hea(...)

Joan V.

The staff at Estate Planning & Elder Law Services, P.C. are professional, compassionate, and trustworthy. Ms. Lisa H. Beatty, J.D., has a wealth of knowledge that can help direct your family to their best plan. She (...)

Dorthea K.

Working with Chris and his team was really quite easy. I had thought the process to get a trust and all the other applicable document would have been much worse.

Dave W.

We were very pleased with the whole experience. Everyone we dealt with made what isn't a desirable task a pleasant experience. Made me wonder why I procrastinated for 3 years.

Thomas P.

Nothing but top notch service. Shelly was especially helpful, and patient, knowledgeable. Chris, our attorney was very helpful. I would have given 10 stars if I could. Have the clients best interests in mind.

Brad S.

Chris Lindsay is very knowledgeable and took the time to walk us through all the steps of our estate plan. Excellent service!

Jeanne J.

We contacted EPEL to help us with our living trust. From the minute we began the process to the final signing we encountered friendly, knowlegable and professional staff every step of the way. We would highly recomm(...)

Cathy S.

I attended the initial meeting with my parents to set up a Trust. The process went very smoothly and I am glad I got to experience it because now I know what I need to do. We only met with Christopher Lindsay 1 time(...)

Char B.

We had our trust and estate planning documents restated. Very pleased, would definitely recommend.

Kris A.

Lisa Beatty went above and beyond during our initial phone consultation. She took the time to ensure my understanding of complex matters. She was honest regarding the services that would be helpful for my mother wit(...)

Toni S.

Very knowledgeable on estate planning in Michigan, and very easy to deal with. I would recommend with no reservations.

Jim B.

We had an initial consultation with Lisa Beatty for our mother in law. Though we live in Georgia, our mother in law is a Michigan resident and Lisa set up a Zoom/phone call to explain our options for Estate Planning(...)

Bob J.

Beginning in 2002 with a referral from a lawyer friend of ours, my wife and I did our trusts. Since then, we have revised them, arranged for him to do my in-laws' trusts and recently had my mother's done. Mr. Lindsa(...)

Marcel S.

We felt very comfortable working with the folks at Estate Planning & Elder Care. Good solid advice, no pressure to sign up for unnecessary services. All Good!

Jack H.

For most people, working on a will or trust is a scary experience. For my husband and I, it was a thoughtful and pleasant event. The pre-visit questionnaire helped us focus on what we wanted our trust to look like. (...)

Sandra V.

Chris and his staff has assisted us with two estate planning matters in the past year. Always prepared, efficient and professional. Highly recommended.

Thomas Z.

The whole team was very knowledgeable they explained options including all the pluses an minuses helping us decide what fit us best. There was never any sales pressure. Very pleased with our results.

Harry A.

This is an excellent firm to work with. They are all very professional and informative. I really appreciate the kindness that they showed my wife who had major communication problems and how wonderful they were to m(...)

T Barylski

This spring Christopher Lindsay and his team helped my dad create a trust. I accompanied my dad in the process, and it was smooth and straightforward. I highly recommend Christopher Lindsay as he has the years of ex(...)

Elise B.

Thanks again Chris for preparing our Ladybird deed and related documents. We really appreciated your knowledge, expertise, and professionalism. I will happily refer you to those who require estate planning services.

Jeffrey B.

I was not very organized with my estate planning. Chris and his team provided a nice checklist of documents to get me started.Meeting with Chris and Shelly went very well as both were well prepared and able to easi(...)

Bill E.

We looked into 3 other Legal Estate Planning firms before we decide on Estate Planning & Elder Law. The people there have been very responsive, friendly and great to work with. We felt that they listened to us and a(...)

Pat A.

Chris was extremely knowlegable, and a wonderful communicator about setting up an estate plan. He was well organized, and presented the materials in a straight forward manner, devoid of legalese. He answered our que(...)

Ralph K.

I highly recommend working with Estate Planning and Elder Law Services. They helped me throughout the complicated process of preparing these important papers, and explained everything to me in language that I could (...)

Meta M.

Chris was very knowledgeable and experienced, an expert in his field. His staff was friendly and efficient...so glad we decided to find a specialist vs. a general attorney.

Amanda F.

My husband and I are growing older and wanted to be prepared if anything were to happen to one or both of us. We attended an estate planning class taught by Christopher Lindsey and found it so informative and helpfu(...)

Kathleen F.

Chris and his staff were attentive to our needs and took the time to explain each step in the process. If your looking for honesty, expertise and a personalized recommendations, I highly recommend Estate Planning an(...)

Will B.

I have used Chris Lindsay for several years to establish plans for myself, my husband and my mother. I find Chris to be extremely knowledgeable and when faced with an issue he does not handle, he has always referred(...)

Judy L.

Christopher reviewed our current wills and power of attorney and patient advocate documents .He also addressed a number of questions we had. His recommendation was to draft new wills and a trust document which we ha(...)

Mitch M.

I had an excellent experience with Estate Planning & Elder Law Services. From start to finish, the team was professional, patient, and thorough in explaining every step of the process. They made what could have been(...)

Mara S.

Elder Law made this entire process easy. Everyone was so helpful and answered all the questions we had. I feel much better about dealing with whatever the future may hold. All concerns were addressed.

Sue B.

Kit was phenomenal! She was polite, professional, and answered all my questions! A great person to represent your law firm. 😃

Chad

Kit was very helpful with everything we needed I definitely recommend 😊

Kaitlyn M.

They made a simple they made it easy any SS questions I had the answered for the first time we my husband and myself feel very comfortable.

Sharon B.

Professional, knowledgeable, easy to work with. The work was completed on time and without issue.

Cynthia W.

We just completed our Estate Planning. Great experience, covered every detail, left nothing to chance. When the time comes our children will be able to move through the process quickly and without probate, etc.

George D.

We dealt with very professional but friendly people at this law firm. We are extremely pleased with the trust they prepared for us at a reasonable cost, and in a timely manner. We would highly recommend.

Mary D.

AMAZING ELDER LAW AND ESTATE PLANNING SERVICES!!!

Zander S.

The estate planning process was super easy. Everyone was so helpful! Highly recommend.

Rhonda F.

Unparalleled professionalism.

Liam H.

Very caring, supportive and professional.

Danielle F.

Handled my great aunt’s estate planning needs with professionalism and care. Special shout out to Shelly Morell for her dedication and expertise!

Sarah C.

I love this firm because they are so helpful and explained everything so that I could understand it. I highly recommend them.

Kimburly E.

I needed help taking care of a good friend of mine who asked me to help her stay in her home with her pets as long as possible, that was what is important to her.

I contacted Estate Planning Services and they wer(...)

Dedra E.

Very knowledgeable and great company to work with thank you.

Barbara B.

Great organization with wonderful people who actually care and love to help you out!

Dan D.