Estate Planning Made Simple
Estate planning is about more than deciding who receives your property. It is about making sure the people you care about are protected and that your wishes are known if you become unable to make decisions for yourself or after your death.
We help individuals and families create practical estate plans that fit their circumstances, priorities, and goals.
Wills
A will explains how you want your property distributed after your death and can name the people you want to serve as personal representative and nominate a guardian for minor children.
Trusts
A trust can give you more control over how and when you distribute property. A trust can avoid probate, simplify estate administration, and provide for beneficiaries who may need additional protection or guidance.
Marital Property Agreements
A marital property agreement can help spouses decide how their property and finances will be treated during their marriage and at death. It can clarify ownership and help ensure the property is handled as they intend.
Who needs an estate plan?
You may benefit from an estate plan if:
✦ You have children.
✦ You own a home or other real estate.
✦ You have retirement accounts or life insurance.
✦ You own a farm or other significant property.
✦ You want to make things easier for your family after your death.
✦ You want someone you trust to handle your affairs if you become
unable to do so.
✦ Your family or financial circumstances have changed.
✦ You have an older estate plan that needs to be reviewed.
What happens if I don't have an estate plan?
Without an estate plan, you leave important decisions to Wisconsin's default legal rules and, in some situations, the courts.
You may not have control over who handles your affairs, who receives your property, or who makes certain decisions for you.
Your Estate Planning Process
Estate planning should not feel like filling in blanks on a form. We take the time to understand your family, your property, and what matters to you before recommending a plan.
We explain your options in plain language and help you make decisions that fit your circumstances. The goal is not simply to prepare documents, but to create a plan you understand and feel comfortable putting in place.
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We'll take the time to understand your family, your property, and what you want your plan to accomplish.
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We'll explain your options in plain language and help you choose an estate plan that fits your family, property, and goals.
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We'll prepare the legal documents that put your plan into place.
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We’ll go through your documents with you, answer your questions, and make sure you understand your plan.
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Once everything is ready, We'll guide you through the signing and make sure you understand the plan you've put in place.
Clear, Predictable Fees
We use flat-fee pricing for estate-planning services, so you'll know what your legal work will cost before you decide to move forward.
Every estate plan is different. The fee depends on your family, property, goals, and the work your plan requires. After our initial conversation, We'll explain our recommendations and provide a clear fee for the work.
You won't have to watch the clock or worry about an unexpected bill. A flat fee gives you the freedom to ask questions and take the time you need to understand your plan.
Ready to Talk About Your Estate Plan?
You don't need to have everything figured out before you reach out. We'll start with a conversation, and we'll help you understand your options.
Prefer to talk?
(608) 804-7117
Please do not include confidential or sensitive information in this form. Submitting this form does not create an attorney-client relationship.
