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!

Contact Us

  • Hidden
  • This field is for validation purposes and should be left unchanged.

Based on 72 reviews
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!
Dave Ankersen
Dave Ankersen
December 21, 2022.
Very knowledgeable, friendly and expedient. A job well done.
Beth McGrath
Beth McGrath
December 6, 2022.
Great experience from beginning to end. Scott was thorough and professional and the follow up with Sarah and Rori was prompt and clear. The complexity of estate planning was made understandable. Thank you to the team.
jade nguyen
jade nguyen
November 16, 2022.
The company I work for have a list of lawyers that they referred employees to. After researching and reading reviews we decided to go with Scott from Sumner and Associate. After working with Scott, I now understand why he has so many good reviews. Scott was knowledgeable and was so great at explaining all the law nuances that are very hard to understand for the general public. He guided my husband and I throughout the whole estate planning process and gave us the peace of mind that we needed. I cannot recommend him enough to my friends and family.
Jeanne Burns
Jeanne Burns
August 28, 2022.
Outstanding!
Rick Buckley
Rick Buckley
June 23, 2022.
Mr. Sumner and staff are professional, proficient, and courteous. Our legal matters were handled without issue and we were provided the necessary guidance from initial contact thru to completion.
Jim Morrocco
Jim Morrocco
June 23, 2022.
I recently used Sumner and Associates to create a living trust. The process was very organized and logical. The accompanying the trust documents in explaining (or reminding) me how to put my assets into the trust. It is very comforting now that I have completed my tasks that I have taken care of this for my children. Thanks again Scott for a pleasant and rewarding experience.
Tom Weng
Tom Weng
June 22, 2022.
This office provides a comprehensive "system" for Estate Planning (the service we use). Not just prepare us with basic knowledge about the topic before we meet personally but also allow us to think through key components/element requrred prior to the meet, Scott really looking into what our need are (not just provide us a can package) and guided us to reach our goal with minimum effort on our side. We walk out thier office not just feel confidently we have a good plan in hands but also additional things/tips worth to consider (provided by Scott) beyond Estate Planning. Thank you, Scott and Sarah!!! Great service you provided to us!!!
Renee Ramirez
Renee Ramirez
June 7, 2022.
I had a great experience at Sumner Law, everyone was friendly, professional, on-time, and made the process very smooth for me. Highly recommended!!
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.