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.
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.
Loading availability…
Prefer to talk now? Call 248-792-9193.
Our Offices
Who Would Care for Your Children If You Couldn't?
Learn how to protect your minor children with a legally binding guardianship plan under Michigan law.
Founder / Attorney
Is Your Estate Plan Ready for the New School Year? A Checklist for Parents
Use the start of the school year as an annual reminder to review guardians, trusts, and powers of attorney to keep your family protected.
Founder / Attorney
What Makes a Trust Valid in Michigan?
Downloading a generic template off the internet does not create a fortified legal shield. Here is what state law requires.
Founder / Attorney