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!  

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 58 reviews.
Denica Holzworth
Denica Holzworth
November 9, 2021.
Great to work with! We have a plan through MetLaw through my work and they accept it here. There was only a $25 extra free on top for the materials and binder we received. They follow a COVID process which we appreciated. They were incredibly helpeful and answered all our questions. The in person part took about 1.5 hours- just FYI for planning!
richard hanlon
richard hanlon
September 10, 2021.
Needed to get our estate plan done and they were very responsive, professional and straightforward. Had an urgent situation and they accommodated us. Would definitely recommend.
Jason Carlock
Jason Carlock
July 12, 2021.
Scott and Sarah at the Rochester office were professional and efficient in getting a whole estate plan in place for me. They walked me through every step, coaching me regarding what each document was, how it impacted my estate plan, and finally how all of the documents work together. At the end of the process I now have all the documents I (well, my estate) will need when I pass. Thank you.
Eric W
Eric W
June 1, 2021.
The process for preparing a trust was great. Scott and his team were very clear and explained everything in detail many times over. Highly recommend.
Kim N
Kim N
May 30, 2021.
Beyond satisfied with our experience. Sarah and Scott were extremely helpful through the entire process. Scott took the time to thoroughly explain every aspect of our estate planning making sure we understood it all. We learned so much and are grateful to have the peace of mind that all our affairs are now in order.
David Rizzi
David Rizzi
May 10, 2021.
With great effort and attention to detail Mr Sumner made something so complicated easy to understand and follow in explaining our estate plan. Two thumbs up to Mr Sumner and Sara!
Tom Stroin
Tom Stroin
April 30, 2021.
Scott spent the time and went over every aspect of our Family Trust so it was clear and understandable. The documentation was organized very well in a binder for future reference by all family members.Scott was professional, highly experienced and knowledgeable in designing an optimal Trust under Michigan law.I would highly recommend the Sumner & Associates P.C. law practice.
Jason Coryell
Jason Coryell
April 23, 2021.
Very professional, completely satisfied to walk us through and complete Estate planning. A+!
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.