Do you need an Estate Planning Attorney in Clinton Township?

Our estate planning attorneys in Clinton Township, Michigan have over 40 years of experience in creating estate plans. We have successfully helped hundreds of clients throughout Michigan with their estate plans. Contact our Michigan Estate Planning lawyer if you’re looking to update your estate plan, will or trust.

If you have questions about estate planning or an existing will or trust, contact our Clinton Township estate planning office. We pride ourselves on personalized service and estate planning solutions. We’ll make sure you fully understand your options and make the process easy for you!  

Call us today at 586-573-7200 to find out how our Clinton Township lawyers can help you.

estate planning attorney clinton township

At Sumner & Associates, P.C., our estate and wills attorneys handle a wide variety of issues, including:

  • Comprehensive estate planning,
  • Drafting wills and trust documents,
  • Estate and trust administration,
  • Guardianships and conservatorships,
  • Powers of Attorney,
  • Probate proceedings, and
  • Special needs planning (if you or a loved one have serious disabilities).
We are proud of our 5-star reviews, so please contact us and you’ll experience our “Excellence in Service” first hand!

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Based on 80 reviews
Carol Zachrich
Carol Zachrich
July 25, 2023.
Great experience! This team has the estate planning process down to a science. Very efficient, timely and responsive. Appreciate their expertise and demeanor. Highly recommend!
Christopher Lee
Christopher Lee
June 23, 2023.
This is where you want to go for wills, trusts, or family estate planning. It was quick, thorough, organized, and pleasant. I only wish I could give them a 6th star.
Tony Parrish
Tony Parrish
June 19, 2023.
In August of 2022, Sumner & Associates helped us with Estate Planning for my husband and I. We were impressed that they didn't blink an eye when asked by an LGBTQ couple. Important that I mention this for others looking for good representation. The team was thorough and provided good tips based on the law. Thank you Scott, Sarah, and Rori!
eric bentley
eric bentley
June 17, 2023.
Highly recommended! They were very easy to work with and very informative about all our questions. The entire process went smoothly.
Nitin Shah
Nitin Shah
May 10, 2023.
This office is awesome and I really the way their process and they explained me the step by step process to go for will documentation. When we visited the office to sign final document it was very transparent and clear process and was done quickly. Thanks to Sarah for coordinating and communicating each and every steps clearly and timely.
Edward Sezniak
Edward Sezniak
March 13, 2023.
Will and Trust. Service was very well organized and guided us through the writing of a will and establishment of a trust. We also established durable power of attorney and advanced health care directives. The purpose and function of each device was clearly explained along with the roles and responsibilities of the different participants. Competitively and fairly priced.
Marilyn Sezniak
Marilyn Sezniak
March 12, 2023.
Their reference materials did a good job of explaining the difference between a Will and a Trust. The process had steps that demonstrated progression toward completion of the documents and status was communicated along the way. Sara and Scott were thorough, friendly and answered all of our questions. The final documents are organized in a binder that has a very professional appearance. I highly recommend Sumner & Associates.
Dave Kishimoto
Dave Kishimoto
January 5, 2023.
Always detailed & accurate and takes the time to explain. Updates were quick and easy.
Linda Toussaint
Linda Toussaint
January 3, 2023.
We were very impressed with the attention to details while preparing our trust. I would highly recommend Mr. Sumner and his staff are professional and curious.
Jason Kim
Jason Kim
January 2, 2023.
Wife and I went to get our will and trust made. The staff was very polite. Scott was very thorough and informative with everything. Made the process smooth and easy!
estate planning attorney clinton township

What is a revocable living Trust?

A Revocable living trust is a legal arrangement to hold and manage property and then pass that property or benefits of that property to beneficiaries. In a formal since, think of it as a contract with oneself. Informally, think of it as a separate person, who could sit in the chair next to you. We would give this living trust a name. We would call it the “Your Name” Revocable Living Trust dated _________, 2021. The person setting up the trust in known as the Settlor and the person initially managing the trust is you, the Trustee. You will name a successor Trustee to take over after you fail.

Once a person sets up a Revocable Living Trust, they would retitle their property such as real estate, bank, and investment accounts, into this trust soon after it has been established.  Once the assets are titled in your trust, they will pass directly to whom and when you direct, in your living trust and avoid the cost and delays of the probate process.

Why do I need a Revocable Living Trust?

You will need a living trust if you want to have your assets avoid probate after you die or become incapacitated. You will need living trust to avoid guardianships, conservatorship and living probate, upon incapacity. You need a living trust to delay gifts to minor beneficiary’s even into young adulthood, to pay for things such as basic needs to education.

Do I need a Last Will & Testament with my Living Trust?

Yes, to complete a Living Trust Estate plan, a Last Will & Testament is necessary. It can be confusing at first but the Last Will & Testament that comes with a Living Trust is called a Pour Over Will also know as a Catch All Will. The purpose of the Will with the Living Trust is to catch and deal with any property a person forgot to put in their trust, before they passed.

What other documents do I need, along with my living trust to complete an estate plan?

Although a person may have a trust, it is still necessary to have a Pour Over Will. This and other documents help ensure the secure and ongoing process of our person and their estate, should be become incapacity or upon death.

What if we don’t die? A large portion of American seniors are incapacitated at some point before passing. How does the family avoid “living probate”, such as having to set up a guardianship or conservatorship for a loved one who lost their capacity to make decisions?

To secure our personal dignity and secure our estate, each person should also have these additional documents:

A Durable Financial Power of Attorney. Known as DPA, this document helps manage your assets and debt should you be unavailable or incapacitated.  This is a document where you appoint another person to make your personal financial decisions and consent to business arrangements. This person is called your attorney-in-fact.

Effective either immediately or upon your incapacity. This document helps you and your family avoid the living probate process in having to set up a conservatorship through the local county probate court, to get legal authority and permission to access your funds or give consent on your behalf.

A Patient Advocate Designation. Known as PAD, helps manage your medical, healthcare and end of life decisions, should you become incapacitated. This is a doc where you appoint another person to make your personal medical decisions and arrangements.

This document is effective upon your incapacity. This tool will help you and your family avoid the living probate process or needing to set up a guardianship through the local county probate court, to get legal authority and permission to access your funds or give consent you’re your behalf.