One plan. Every document.

What a complete plan actually includes

Estate planning sounds bigger than it is. For most Wisconsin families, a complete plan comes down to a handful of documents that answer the questions your family would otherwise face alone:

• A will naming who inherits, who manages the estate, and who raises minor children.
• A financial power of attorney so someone you trust can handle money and property if you can’t.
• A health care power of attorney and living will so medical decisions never require a court.
• A revocable living trust, the core of most plans we build: it keeps your estate out of probate, private, and under the control of someone you chose.
• A beneficiary designation review, because accounts with named beneficiaries pass outside your will entirely.

In your first meeting we’ll tell you which of these your situation actually calls for, and quote one flat fee for the whole engagement.

Built for Wisconsin, not “anywhere”

Wisconsin is the only marital property state in the country, a regime of its own that is distinct from the community property states. Most property acquired during a marriage is owned 50/50 regardless of whose name is on it, and your plan can only give away what you own. Wisconsin also offers planning tools that exist nowhere else, like marital property agreements that can move assets outside probate entirely.

Documents written for a generic state miss all of it. Every plan we draft starts from the law you actually live under.

When to do this

The honest answer: before you need it, because the events that make a plan matter never schedule themselves. Marriage, a new baby, buying a home, starting a business, retirement, a diagnosis in the family. If one of those just happened, this is the right time.