Estate planning for people across Wisconsin, in plain English. Flat fees quoted up front, documents built around Wisconsin’s marital property law, and a process that most families finish in three meetings.
You’ll know the full cost before you commit. No hourly meters, no surprise invoices.
Plans built for a marital property state. Generic online forms aren’t.
Meet by video from anywhere in Wisconsin, or in person by appointment.
You’ll understand every document you sign, and so will your family.
Wisconsin is one of only nine community property states, and the only one governed by the Marital Property Act. If you’re married, most of what you own is already owned 50/50 with your spouse, no matter whose name is on the title. Your will only controls your half.
That single fact changes how wills, trusts, and beneficiary designations should be written here. It also creates opportunities most online templates miss entirely, like the double step-up in basis that can save your children tens of thousands in capital gains taxes, and the marital property agreement, a probate-avoidance tool that exists only in Wisconsin.
An estate plan should be built on the law you actually live under.
A complete estate plan usually takes fewer documents than people expect. These are the six areas where we spend our time.
The complete picture: what you own, who you love, and a plan that moves one to the other without court involvement.
→ 02Properly witnessed and self-proving under Wisconsin law. Handwritten wills aren’t valid here, and DIY forms often fail where it counts.
→ 03Revocable living trusts that keep your estate out of probate, private, and under the control of someone you chose.
→ 04Financial and health care powers of attorney, so the people you trust can act for you the moment they’re needed.
→ 05Guidance for personal representatives and families through informal and formal probate, start to closing.
→ 06Long-term care planning under Wisconsin’s divestment rules, done early enough to protect what you’ve built.
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Your spouse can’t automatically speak for you.
Wisconsin has no family-consent law. Without a health care power of attorney, your family may need a court order just to make your medical decisions. One signed document fixes it. Get it in place →
Most families put this off for years because they expect it to be complicated. It isn’t. Here is the whole thing.
A free consultation, by video or in person. We learn about your family and what you own, and you get a flat-fee quote on the spot.
We recommend the right documents for your situation and walk you through every decision in plain English.
A signing meeting with proper witnesses, so every document is fully valid under Wisconsin law the day you leave.
You get organized originals, digital copies, and a letter for your family. Life changes? We update it.
Thirty minutes, no obligation. You’ll leave knowing exactly what your family needs and what it costs.