Rutkowski Law Firm

Mike walked in and greeted us by introducing himself and giving my wife and I a firm handshake with eye contact. We found that it was easy to relate to Mike because he was clearly a family man based on our small talk and family is most important to us. He reviewed the importance of a trust and advised that it's a set of instructions for what to do with our assets should something happen to my wife and I. The following pieces would fall within estate planning: 1) financial power of attorney, 2) healthcare power of attorney, 3) will, and 4) trust. He explained each of these four pieces in great detail so we could make an educated decision on who we wanted to designate for every piece and at what percentages, if applicable. More specifically, he spoke to the why, which is extremely important to me-why we were having the meeting, why we were setting up a trust, etc. Then we discussed next steps and the next step was to have a conference call with Client Relations Manager, Trisha.

Trisha and I talked on the phone for about fifteen minutes and she asked me who I wanted for each piece of the trust and who would receive our assets and at what percentages. She e-mailed my answers to me so I could verify that everything was correct. We ended up changing things several times via e-mail and she was patient and understanding with us, which we appreciated. Once everything was finalized, we set up a meeting to review and sign the trust at the Rochester office. Once again Mike reviewed everything in great detail and spoke to the why.

The key to Mike's success with us was his ability to demonstrate value. He demonstrated the value of working with the Rutkowski Law Firm and the value of having a trust. We could have piece of mind now that we knew that the Rutkowski Law Firm was going to take care of our family and make sure that important decisions would be made to our liking even after we were gone. It's a feeling of safety knowing that our family will receive what's owed to them.

It was a pleasure dealing with the Rutkowski Law Firm. They have recently handled a couple matters for me including preparation of my Revocable Living Trust. I will continue working with Rutkowski Law firm and their staff as needed.

Michael Rotkowski did a fantastic job with our estate planning. It is a complicated process that requires an experienced professional. No detail was too small. Many thanks.

Damon Shields