Our Virtual Estate Planning Process
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
Estate Planning for Michigan Families
Don't leave your family with a useless binder.
Most firms hand you a template and expect you to do the work. We provide a Done-For-You process that handles Trust Funding and Asset Protection.
We help you plan around the 5-Year Medicaid Look-Back, so your house can stay in your family and out of the state's hands. Plan now so you never become a burden to those you love.
Pick a time for your call
Choose a day and time below and our customer success team will call you then. It takes about 15 minutes, there is no cost, and no legal preparation is required.
What to expect: this is a short phone call (about 15 minutes) with our customer success team, not a Zoom meeting or a meeting with an attorney. We'll learn what you need and schedule your consultation, in person at one of our offices or by Zoom, at a time that works for you.
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Prefer to talk now? Call 248-792-9193.
Where We Serve Michigan Families
Serving all of Michigan by video
Rutkowski Law Firm's offices are in Troy and Rochester, but we work with families everywhere in Michigan, from Ann Arbor to Marquette. Every meeting can happen over Zoom, and a virtual notary handles the signing. So you can work with the team behind more than 400 Google reviews, rated 4.8 stars, without ever making the drive.
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