Wisconsin Estate Planning Attorneys
Your Family, Your Legacy, Our Priority
From the home you’ve built to the people you love, a Wisconsin estate plan keeps everything — and everyone — cared for. Clear counsel, in plain language.
What our clients say
Two plans, real prices.
Most Wisconsin families know their total cost before they begin.
*Pricing depends on your assets and family situation. You'll receive an exact quote at your free consultation.
Basic – Will Plan
$2,000*
- Will with testamentary trust
- Personal Property Memorandum
- Durable Power of Attorney
- Living Will
- Healthcare Power of Attorney
- HIPAA Release
Complete – Trust Plan
$4,000*
- Everything in Basic, plus:
- Revocable Living Trust Agreement
- Certification of Trust
- Funding Instructions
- Pour-Over Will
- Marital Property Agreement
- Transfer Real Estate Into Trust
How the Process Works
Free consultation
A free 15-minute call, by phone or Zoom. We learn your situation and recommend a plan.
We meet and make your plan
In our office or by Zoom. We go through what your family and your assets need, and decide what your plan should do.
We draft your documents
Prepared for your family, your assets, and Wisconsin law.
Signing meeting
Properly executed, witnessed, and notarized.
Funding and updates
We help move assets into your trust and keep the plan current.
What we help you do
Set Up a Trust
Trusts are powerful tools for protecting assets and ensuring they are passed on to your beneficiaries smoothly and privately.
Create a Will
A will is the cornerstone of any estate plan, allowing you to specify how you want your assets distributed after your passing.
Powers of Attorney
Designate someone to manage your financial and legal matters if incapacitation occurs, handling accounts, bills, and property matters.
Healthcare Directives
Select someone to make your healthcare decisions if you are unable to.
Review or update an existing plan
A plain-language review of your existing will, trust, and beneficiary designations, so you know whether your plan still matches your life — or needs an update.
Planning for minor children
Name a guardian and set clear terms for how money and property are managed for your children, instead of leaving those decisions to a Wisconsin court.
Blended-family planning
Balance providing for a surviving spouse with making sure your own children actually receive what you intended — the tension a standard will was not built to handle.
Protect Your Assets
Safeguard your wealth with strategies addressing risks from lawsuits, creditors, and taxes to preserve assets across generations.
Business succession planning
Decide who will own and who will run your business if you cannot, with a buy-sell agreement and estate plan built around your company instead of a generic asset.
All practice areas →Counsel from people who know your name.
Estate planning is personal. Our job is to make protecting your family simple, clear, and done right — plain-language counsel, honest flat-fee pricing, and responsive attorneys who remain personally accessible throughout the process.
Questions Wisconsin families ask us
Do I need a will or a trust?
Some Wisconsin families are well served by a will alone. For many, a trust does more: it avoids probate, keeps your affairs private, and controls when your children receive what you leave them. We'll tell you plainly which one fits your situation.
What does an estate plan cost in Wisconsin?
Our flat fees are published above: $2,000 for the Basic – Will Plan and $4,000 for the Complete – Trust Plan.
How long does the process take?
Most plans are signed within four to six weeks of the first consultation. Funding a trust takes a little longer, and we handle it with you.
What happens if I die without a plan in Wisconsin?
State law decides who inherits and a court appoints guardians for minor children. The result is rarely what a family would have chosen, and probate is public.
Can we do this without coming to the office?
Yes. Consultations and drafting can happen by Zoom or phone. Only the signing meeting needs to be in person, at whichever office is closer to you.
What is a marital property agreement, and do we need one?
Wisconsin is a marital property state. A marital property agreement settles what each spouse owns and is part of the Complete plan for that reason.
Wisconsin estate planning, explained.
- Article
Wisconsin Intestate Succession Guide
A practical guide to Wisconsin intestacy, including spouse and descendant shares, per-stirpes distribution, marital property, and the probate steps families face.
- Article
Wisconsin Probate Timeline and Costs Guide
Follow a Wisconsin estate from the will-filing duty through appointment, creditor claims, accounting, distribution, and closing, with current filing fees and small-estate alternatives.
- Article
Wisconsin Marital Property and Estate Planning Guide
Understand Wisconsin marital and individual property, the ownership presumption, marital property agreements, survivorship marital property, and coordination with wills and trusts.
- Article
Wisconsin Transfer on Death and Summary Settlement Guide
Compare Wisconsin transfer-on-death deeds, POD and joint accounts, transfer by affidavit, summary settlement, summary assignment, and full probate.
- Article
Creating a Will in Wisconsin
Learn what a Wisconsin will can accomplish, what happens without one, how the drafting process works, and when an existing will should be reviewed.
- Article
Revocable vs. Irrevocable Trusts
Compare the control, flexibility, protection, and planning tradeoffs of revocable and irrevocable trusts before choosing a structure for your goals.
- Article
Trusted Helpers and Powers of Attorney
Choose, appoint, communicate with, and periodically review primary and backup decision-makers for financial, legal, healthcare, and estate-planning responsibilities.
Plan for what matters most
Every consultation is free — a 15-minute call by Zoom or phone. If you'd rather not come to an office, the whole plan can be done remotely.
Two Wisconsin offices
Milwaukee Office
933 N Mayfair Rd # 325Milwaukee, WI 53226Call (414) 285-3551West Bend Office
18 E Washington St Suite CWest Bend, WI 53090Call (414) 285-3551