.webp)
.webp)
Estate planning
We help Wisconsin families plan their estates, protect their assets, and stay out of probate, with a focus on elder law, Medicaid planning, and long-term asset protection.
1,400+
Zero
25+
Statewide
WHY SO MANY PLANS FAIL
Anyone can hand you a will or a trust. But a document sitting in a drawer doesn't protect anyone. Most plans fail not because the paperwork was wrong, but because the other half, the funding, the guidance, the planning for what actually happens, never got done.
here's what the other guys do
A will & a trust
Powers of attorney
Signed, witnessed, notarized
here's what we do
Protection from long-term care costs
Medicaid planning
Guiding your family when it counts
WHAT WE ACTUALLY DO
We plan estates for families of every size and situation. What sets us apart is what we do beyond the documents, protecting your assets, planning for care, and keeping your family out of court.
THE FOUNDATION
01
Revocable and irrevocable trusts, created so they do their job.
02
Financial and healthcare powers of attorney so someone you trust can step in if you can't.
03
We stay with your family through every step, so the plan works when it's finally needed.
WHERE WE GO FURTHER
OUR FOCUS
Plan ahead for long-term care so a nursing-home bill doesn't consume everything you've saved.
OUR FOCUS
Structure your estate so what you've worked for is shielded and passes to the people you choose.
OUR FOCUS
Guidance for aging, care decisions, and protecting the dignity and independence of the people you love.
HOW IT WORKS WITH US
WEEK 1
We get to know your family, your assets, and what matters most to protect.
WEEK 1–2
We walk you through a plan built for your situation and Wisconsin law, in plain language.
WEEK 2–3
You review the final draft, ask anything, and sign once it's exactly right.
WEEK 3
Everything is executed properly, witnessed and notarized, so it holds up.
THE WHOLE POINT
Without a plan, your estate takes the long way through court, and the attorneys are the ones who get paid. With one, it goes straight to your family.
without our plan
with our plan
SEE IT FOR YOURSELF
Move the slider to your approximate estate value, everything you own: home, savings, retirement, vehicles, and personal property. This is an illustrative estimate of what probate could cost if no plan is in place.
APPROXIMATE ESTATE VALUE
With a funded estate plan, most of this goes away, assets pass privately, without the court, and without these fees drawn from what you leave behind.
ESTIMATED PROBATE COST
Roughly 4% – 8% of the estate
If anyone challenges the estate, probate can stretch on for years, with the fees climbing the whole time. A funded trust distributes without the wait.
This calculator is an illustrative estimate only. It is not legal advice, a quote, or a guarantee, and using it does not create an attorney-client relationship. Actual probate costs and timelines vary by county, estate complexity, and circumstances. Wisconsin sets a personal representative fee near 2% of the net estate and scaling court filing fees; attorney fees are not fixed by statute and commonly range from about 2% to 5% of the estate. For an estimate specific to your situation, reach out and we'll walk through it with you.
Reach out today. We'll walk you through what comes next, gently and clearly.