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 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.
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Prefer to talk now? Call 248-792-9193.
Our Offices
How to Set Up an Estate After Someone Dies in Michigan
Discover the 7 statutory steps to open a probate estate, obtain legal authority, and administer assets under EPIC rules.
Founder / Attorney
Do All Estates Have to Go Through Probate in Michigan?
Discover how property ownership determines court involvement and learn why a will alone doesn't bypass probate.
Founder / Attorney
What Can a Trustee Do Under Michigan Law?
Learn how state law outlines trustee powers, investment rules, fiduciary duties, and accounting standards.
Founder / Attorney