Laws change. Assets change. Families change. Our flat-fee maintenance program keeps your estate plan matched to all three.
An estate plan is not a product you buy once. It is a set of documents that describe your life, your assets, and the law as they stood on the day you signed. Tax thresholds move, statutes get amended, accounts get opened and closed, children grow up, businesses get bought and sold. A plan that sat in a drawer for ten years often does something very different from what its owner thinks it does.
Our maintenance program fixes that for a flat fee. Sign up and you get:
Without regular review, an estate can drift into outcomes nobody intended: unnecessary taxes, an unfunded trust, an ex-spouse still named on a beneficiary line, or a plan that no longer matches Wisconsin law. Maintenance is cheap. Fixing a failed plan after the fact is not.
You do not need to be an existing client. If another attorney drafted your plan, we’ll review it, tell you plainly where it stands, and take over its upkeep from there.
Many of our clients are successful business owners, and a business generates legal drift even faster than an estate does. Contracts age, entity formalities slip, and the operating agreement stops matching how the company actually runs. Each of those gaps is a door a future lawsuit can walk through.
Business maintenance works like plan maintenance: for a discounted flat fee, a licensed attorney reviews your business affairs annually, or more often at your request. We look at your entity documents, contracts, titling, and how the business connects to your personal estate plan, and we flag the problems while they are still cheap to fix.
Your business is usually your largest asset, which makes it estate planning whether you treat it that way or not. Clients who put both under maintenance get one attorney who sees the whole picture, at one predictable annual cost.
Thirty minutes, no obligation. You’ll leave knowing exactly what your family needs and what it costs.