Trust-based estate planning for clients across Wisconsin, in plain English. Flat fees quoted up front, documents built around Wisconsin’s Marital Property Act, and a process most families finish in three meetings.
You’ll know the full cost before you commit. No hourly fees, 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 not a community property state. It is the only marital property state in the country, a regime of its own under 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. Documents drafted for the other 49 states get that wrong.
That single fact changes how trusts, beneficiary designations, and every other document 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.
It is also why a will alone rarely gets the job done here. A will still goes through probate. A properly funded trust doesn’t. 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.
→ 02Revocable living trusts that keep your estate out of probate, private, and under the control of someone you chose. The core of nearly every plan we build.
→ 03Planning that puts a legal wall between what you’ve built and lawsuits, creditors, and long-term care costs.
→ 04Financial and health care powers of attorney, so the people you trust can act for you the moment they’re needed.
→ 05Already have an estate plan? A flat-fee program that keeps it current with the law, your assets, and your family.
→ 06Long-term care planning under Wisconsin’s divestment rules, done early enough to protect what you’ve built.
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A will alone still goes through probate.
Most people think signing a will keeps their family out of court. It doesn’t. A will is a set of instructions for the probate court. A funded, trust-based plan is how your family skips that process entirely. See how a trust works →
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.