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James A. Carolan


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15615 Alton Parkway, Suite# 450, Irvine, CA 92618

(714) 678-9770


about James A. Carolan


“As an Estate Planning Attorney I get to work with the two most important things in a client’s life: Everyone they love and everything that they own”. 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 and plan the efficient transfer of that which they have worked hard to build. Jim enjoys learning about clients and their family to design their personal estate plan.

Jim began his career as an estate planning attorney as a partner in a small firm based in Mt. Pleasant, MI. 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 10 years with Comerica moved to Monroe Bank and Trust (now First Merchants) as Trust Advisor/Wealth Manager until his move to Winston Salem, North Carolina where he joined Wells Fargo Wealth Management as a Sr. Fiduciary Administrator.

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


Education And Professional Designations

Thomas M. Cooley Law School - J. D. Cum Laude, May 1986

Central Michigan University - B.S. Government Administration and Human Resources

State Bar of Michigan - Attorney since 1986

Certified Wealth Strategist® - Cannon Financial

Certified Trust and Financial Advisor - American Bankers Association


Knights of Columbus (Past Grand Knight of Council 10504)

Wealth Counsel