Our Estate Planning Process | Rutkowski Law Firm

Call: 248-792-9193

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.

Call 248-792-9193 Book Discovery Call

Step 1

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

Step 2

Design Meeting

Design plan with an attorney
Provide and review requested documentation
Finalize decisions on structure, appointments, and beneficiaries

Step 3

Professional Partnership Meeting

Discuss estate planning & asset protection strategy with advisors
Ensure planning goals align with financial goals
Discuss funding strategy

Step 4

Review & Signing Meeting

Answer any questions
Make necessary changes if needed
Review and execute estate plan

Step 5

Trust Funding Meeting

Review & discuss all accounts and assets being funded into your trust
Review & submit signed financial institution request forms

Step 6

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.

Book Discovery Call

“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!”

Whitney Ollila