Estate Planning Services

Michigan Estate Planning Lawyers

Estate Planning Attorneys & Services in Brighton MI

The Estate Planning Process Engineered for Peace of Mind

Best Lawyers & Estate Planning Attorney in Michigan

Planning for the future is essential to ensure your assets are protected and your wishes are honored. At Castle Wealth Group Legal, located in Brighton, Michigan, we offer comprehensive estate planning services, including intelligent wills and trusts, tailored to meet your unique needs and help protect your assets.

Our Estate Planning Process

Specifically Engineered for Peace of Mind during Trying Times.

We offer a virtual process to allow families across Michigan to experience peace of mind through superior legal services from an estate and elder law team featuring one of only a handful of Certified Elder Law Attorneys in all of Michigan.

Step #1

Discovery Visit

We have a conversation to learn where you are at, where you want to go, and if (and how) we can help you get there.

Step #2

Review and Signing

With a paralegal, we review your documents, make whatever changes are necessary and then execute your documents.

Step #3

Delivery and Funding

We review your estate planning binder and talk about the next step of financial and tax integration with your estate plan.

From there, it will take our team 3 weeks to put your documents together for a virtual review and signing meeting with one of our A Team Paralegals.

Once the legal documents are signed, then we work with you to get any trusts funded, by changing beneficiaries and ownership as necessary (including real estate).

Our Estate Planning Services Include:

Wills and Trusts: Crafting legally sound documents to ensure your assets are distributed according to your wishes.
Revocable Living Trusts: Providing flexibility and control over your estate during your lifetime and beyond.
Special/Supplemental Needs Trusts: Ensuring loved ones with special needs are cared for without jeopardizing their benefits.
Trust Funding: Assisting in the proper allocation of assets into your trust.
Real Estate Transfers: Managing the seamless transfer of property titles.
Durable Powers of Attorney: Designating trusted individuals to manage your financial affairs if you become incapacitated.
Patient Advocate Designations (Medical Powers of Attorney): Appointing someone to make healthcare decisions on your behalf when you’re unable.
Advanced Estate Planning Strategies: Implementing tools like irrevocable trusts, asset protection trusts, family limited partnerships, and family limited liability companies to safeguard your legacy.

Our experienced attorneys are dedicated to guiding you through the estate planning process with compassion and expertise. We understand that every individual’s situation is unique, and we strive to provide personalized solutions that reflect your specific goals and circumstances.

To learn more about how we can assist you in creating an estate plan that provides peace of mind for you and your loved ones, please contact Castle Wealth Group Legal today, or visit our office at 1024 E Grand River Ave Ste. A, Brighton, MI 48116.

Our Services

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Why it Matters

Drafts Trusts, Wills, Powers of attorney and Deeds

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Your estate plan is your rule book

Offers the Probate Free Guarantee™

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Many estate plans and trusts sill end up in probate because of a lack of funding or coordination with financial assets

Is a Certified Elder Law Attorney (CELA), which is the gold standard in estate planning and elder law

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Any attorney can say they focus or specialize in an area of law, but the CELA exam and designation is the true test. Currently there are 18 in the state of Michigan and 500 across the whole nation

Provides the Castle Trust™, an asset protection trust

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Not all trusts are created equal. A Castle Trust can protect your life’s work from nursing home or Medicaid spend-down.

Plans for Life, not just Planning for Death

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As a CELA, we plan not just for what happens when you pass, we plan for what happens if you don’t and you face all the issues that go along with gaining, including planning for long-term care.

Provides full funding of trust

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Many firms provide a funding letter, which is a CYA letter for the lawyer. We create asset tables and prepare the funding paperwork and follow up on it.

Can provide tax and retirement planning advice and coordination

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The team at Castle Wealth Group, not only offer legal advice, but also investment and tax planning advice as well to coordinate with your legal plan.

Offers a Family Office environment where your legal, financial and tax plan can all be coordinated

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With the ability to prepare taxes, manage investments and legal planning all under one roof, clients have more efficiencies and coordination of their legal, financial and tax plan.