Skip to Content
Head shot of Julie Cotant

Julie Cotant

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


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.

You might also like…

Why smart business succession planning starts with a good personal plan
Shane Brown
Article April 29, 2020 1 min read
Signing estate plans and other legal documents in Michigan amid COVID-19 pandemic
Shawn Calabrese Wealth Management
Article April 23, 2020 1 min read
SECURE Act: Inherited retirement accounts and the impact on your estate plan
Alicia Cole Wealth Management
Article March 20, 2020 10 min read
Money talks, do you? How to guide your children’s perception of wealth
Sara Montgomery Wealth Management
Article February 28, 2020 4 min read