James A. Carolan

Jim is an Attorney, Mediator, Certified Wealth Strategist, and Certified Trust and Financial Advisor. He is passionate about helping clients design, and implement, their estate plans to protect them and their loved ones, protect what they’ve built, and plan the efficient transfer of that which they have worked hard to build. Jim enjoys teaching clients about estate planning and learning about them and their family to design their personal estate plan.

Jim began his career as an estate planning attorney and partner in a small firm based in Mt. Pleasant, MI. He formed a new firm with two other attorneys in his home-town of Port Huron, MI where he was the estate, probate, tax, and business planning partner. In 2002 he was recruited and joined JPMorgan in the Flint and Port Huron Private Client Services offices as a Trust Advisor and office manager. Jim moved to ThePrivateBank in Bloomfield Hills, then to Comerica Wealth Management as Trust Advisor, and after almost 10 years with Comerica moved to Monroe Bank and Trust (now First Merchants) as Trust Advisor/Wealth Manager until his move to Winston Salem in 2018 when he joined Wells Fargo Wealth Management as a Sr. Fiduciary Administrator. Although they enjoyed Winston Salem and the North Carolina weather, Jim and his wife Pat decided to return to Michigan in 2021 to be closer to family, and he joined EWM Legal Services as Sr. Estate Planning Attorney.

Jim has presented national webinars on various estate and tax planning matters, as well as local presentations.

Jim and Pat live in the Howell/Brighton area and are looking forward to becoming active in the community. They enjoy activities with their large extended family of 7 children, 10 grandchildren, and Jim’s 7 siblings and nieces and nephews; they are fans of both University of Michigan and Central Michigan University football and basketball, as well as the Detroit Red Wings. Jim also enjoys drag racing and road course driving his Mustang in his free time and attempts to play golf.