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
How Estate Planning Can Help Protect Your Family From Hidden Tax Traps
Avoiding direct inheritance taxes is only a first step. Here is how to shield your Michigan real estate from an unexpected property tax surge.
Founder / Attorney
The unexpected tax traps for Michigan heirs
Why avoiding an inheritance tax doesn't mean your legacy transfers are completely tax-free.
Founder / Attorney
How to outsmart Medicaid estate recovery in Michigan
Why waiting for a nursing home crisis leaves your home exposed—and the proactive tools that shield your legacy.
Founder / Attorney