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Julie Cotant

Senior Manager, J.D., Senior Trust Officer
Southfield Wealth Management

Experience

As a senior trust officer with Plante Moran Trust, my expertise is estate settlement and working with families to ensure that a decedent's wishes are fulfilled by distributing assets according to his or her trust document. I also handle ongoing trust administration. The best part of my job is helping families navigate difficult times and relieving any extra burdens so they can focus on their loved ones.
View More of Julie's Experience
I was a Dale Carnegie instructor for 11 years and trained hundreds of people in personal relationships, communications, public speaking, and leadership.

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