Our Virtual 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.

Your estate planning process begins with a quick Estate Stress Test, where you answer 20 questions to help us understand what your concerns are.  

From there the next step is a quick conversation with an Attorney or Retirement & Legacy Planner to ensure we are a good fit to help you meet your goals.  

Then, you will be directed to our Interactive Estate Planning Module that will gather all the necessary data.  

The next step will then be a 45 Minute Zoom or Phone call to go over the different planning options and design a 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).


Michigan Estate & Elder Law Attorneys

The 
Castle Wealth Group Legal
Advantage
What makes Castle Wealth Group Legal an unique law firm?
The Castle Wealth Group Legal Advantage
8550 W. GRAND RIVER AVE., SUITE 200 | BRIGHTON. MI 48116
SATELLITE OFFICERS | ANN ARBOR | BLOOMFIELD HILLS | DEARBORN | LANSING | LIVONIA | NOVI
P. 844.885.4200 | F. 888.390.5041 | CASTLEWEALTHGROUP.COM
The Castle Wealth Group Legal
Advantage

The Other
Law Firm

Castle Wealth
Group Legal

Why is this important

Drafts Trusts, Wills, Powers
of attorney and Deeds

Your estate plan is your rule book

Offers the Probate Free
Guarantee™

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

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

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

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

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

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 coordinate

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

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Contact us

Phone:  844-885-4200

Main Brighton Office
8550 W. Grand River Ave., ste. 200
Brighton, MI 48116

Upcoming Events
10 Estate Planning Mistakes Webinar
Webinar Focusing on the 10 Estate Planning Mistakes
Ongoing
CUSTOM JAVASCRIPT / HTML
Secure Act Law Update Webinar
Learn about the Secure Act and what it means for your retirement and legacy planning
CUSTOM JAVASCRIPT / HTML
Ongoing
Satellite Offices by appointment only.

Ann Arbor Office Evolution
455 E. Eisenhower Pkwy., Ste. 300
Ann Arbor, MI 48108

Bloomfield Hills AmeriCenter
7 W. Sq. Lake Rd.
Bloomfield Hills, MI 48302

Grand Rapids Choice Business Center
625 Kenmoor Ave. Suite 301
Grand Rapids, Michigan 49546

Lansing Flex Suites
5030 Northwind Dr., Ste. 120
East Lansing, MI 48823

Livonia AmeriCenter
39111 Six Mile Rd.,
Livonia, MI 48152

Novi Americenter
28175 Haggerty Rd.,
Novi, MI 48377