Our Proven Process for Estate Planning
At Rutkowski Law Firm, we treat every client like family. Whether you need a simple will or a full trust and estate planning strategy, we’ll walk beside you every step of the way.
Initial Consultation
- Discuss your family goals and concerns in more detail
- Get your questions answered
- Determine which type of plan best meets your needs
- Make a decision and sign the fee agreement
Design Meeting
- Design plan with an attorney
- Provide and review requested documentation
- Finalize decisions on structure, appointments, and beneficiaries
Professional Partnership Meeting
- Discuss estate planning & asset protection strategy with advisors
- Ensure planning goals align with financial goals
- Discuss funding strategy
Review & Signing Meeting
- Answer any questions
- Make necessary changes if needed
- Review and execute estate plan
Trust Funding Meeting
- Review & discuss all accounts and assets being funded into your trust
- Review & submit signed financial institution request forms
Annual Review
- Review plan and discuss significant life events
- Discuss changes in the law
- Make updates to documents if necessary
- Retitle new or changed assets
Request a Consultation
With offices in Rochester and Bloomfield Hills, we’re proud to serve families throughout Michigan. Prefer virtual? We offer video consultations for estate planning, so you can plan from the comfort of home.
Please fill in the form and one of our customer service representatives will be in touch first thing on the next business day.
If you'd rather book a discovery call so you know exactly when to expect a call from our customer success agents, you're welcome to click the link below and find a time that works best for you.
“Their whole team was amazing to work with! The attorneys were very knowledgeable and made it easy to understand. We chose virtual planning process option because it was so much more convenient with my work schedule but they offered to meet in person too of we didn't do zoom. Highly Recommended!”
Our Offices
Essential Documents Adult Children Need When a Parent’s Health Declines
A sudden medical crisis can leave families scrambling. These key legal documents ensure you're ready to act when it matters most.
Founder / Attorney
How to Tell If Your Parent Needs Guardianship or Conservatorship, And What to Do First
When aging loved ones lose the ability to manage daily life, guardianship or conservatorship may become necessary. Here's how to recognize the signs and take the proper first steps.
Founder / Attorney
Are Your Powers of Attorney and Health Documents Ready for the Road?
Before your next trip, whether it's across state lines or across the ocean, make sure your legal documents are up to date.
Founder / Attorney