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Julie Cotant

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

Julie.Cotant@plantemoran.com 248-223-3849

Specializes In: Trust

I was a Dale Carnegie instructor for 11 years and trained hundreds of people in personal relationships, communications, public speaking, and leadership.”

Julie Cotant

Senior Manager, J.D., Senior Trust Officer

Experience

As a senior trust officer with Plante Moran Trust, N.A. 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.

Before joining Plante Moran Trust, N.A. I was an attorney in private practice for 14 years. I specialized in probate and trust administration; probate, business, and commercial litigation; and estate planning. During my practice, I was selected as a Super Lawyers Rising Star (2014, 2015, and 2019), which is a peer-nominated recognition reserved for less than 2.5 percent of the legal profession. I was also on DBusiness’s list of Top Lawyers in 2019.

I earned my B.A. in history from the University of Michigan and my J. D. from Wayne State University Law School.

Outside of work, I love spending time with my three kids, reading (especially in the self-improvement genre), and trying new things.

May 07, 2021

Personal property: Estate planning tips to keep the peace

If you don’t leave a list of who gets what after you’re gone, you could be setting your loved ones up for conflict. Here’s why including personal property in your estate plan is so important — and how to get started.

Article / 3 min read