About Roger S.
Roger S. Helman began his professional journey in the mid-1980s after earning a B.A. in Political Science from the University of Michigan in 1985. He went on to obtain his J.D. from the University of Detroit Mercy in 1991 and later added a Certified Financial Planner credential from the College for Financial Planning in 1997. Those academic milestones frame a career that moves between finance and law.
Helman’s early work was in banking. In 1989 he served as an assistant manager at Old Kent Bank & Trust Co., where he gained hands-on experience in client services and financial operations. A few years after finishing law school he joined Drolet Freeman Preston & Cotton PC as an associate in 1994. Two years later he launched his own practice, registering Rogers S. Helman, Esq., PLC as attorney and owner in 1996, a move that established him as a private-practice lawyer in Michigan.
The combination of a J.D. and CFP shapes how Helman approaches client matters. He handles estate planning and probate matters, and he advises on financial planning elements that intersect with wills, trusts, and asset transfer. He works through the technical parts of documents and the practical consequences for clients and their families. His background in both banking and law means he often deals with the paperwork and the numbers as well as the legal strategy.
Over the years Helman has practiced under his own firm name and maintained an office listed as Keweenaw Estate Planning PLC. He is licensed to practice in Michigan and has built a practice that serves individuals and families across the state. He is comfortable drafting trusts and wills, guiding executors through probate, and explaining tax and financial issues that affect the disposition of assets.
Clients and colleagues note that his work tends to be methodical. He lays out options, explains trade-offs, and prepares the documents needed to carry out a chosen plan. He draws on nearly three decades of combined experience in law and financial planning when advising on multi-layered estate matters.
As of 2026 he continues to practice in Michigan, operating from his office at Keweenaw Estate Planning PLC and handling estate planning, probate administration, and related financial planning matters for private clients.
