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 specialize in protecting your home from the 5-Year Medicaid Look-Back, ensuring your house stays in your family and out of the state's hands. Plan now so you never become a burden to those you love.
For a Call Back: Pick a time for a quick, 15-minute phone call with our intake team. They will gather your basic details and schedule your strategy session with our Customer Success Director. No tech degree or legal preparation required.
Our Offices
What happens when Michigan decides who inherits your estate?
Dying without a plan means default state formulas dictate who gets your home and savings. Here is how to keep control in your hands.
Founder / Attorney
Why a Michigan will alone won't keep your family out of probate
A basic will does not avoid court or protect bank accounts. Learn how a proactive trust framework provides true peace of mind.
Founder / Attorney
Should the Same Person Be Your Trustee and Personal Representative?
Why naming one person to handle both critical roles in your Michigan estate plan could invite probate court friction and family conflict.
Founder / Attorney