Get the peace of mind you deserve with thoughtful estate planning solutions.

Services

Mobile estate planning for Wisconsin residents.

Easy to Understand, Flat-Fee Billing Tailored to Meet Your Needs and Your Budget

Whether this is the first step of your estate planning journey, or a change to a decades-old will or trust, we will not charge you for your first appointment to discuss your estate planning vision. Our flat-fee billing only begins after we agree on the scope of the project.

Understand
Your Options

You may have heard you only need a Will. Or maybe you heard that everyone should have a Trust. How do PODs and TODs work?

Estate planning doesn’t have to be complicated or stressful. Learn the language and tools used in estate planning so you can make the right decisions and choose the best tools for you and your family.

Design your Unique
Estate Plan

We listen to you to create a precise and thorough estate plan to meet the specific needs of you and your family. And, we can advise you on altering your estate plan in the future if your circumstances change.

Why Plan Now?

The truth about doing nothing or procrastinating:

Why Plan Now?

“I already have a Transfer on Death Deed on my house. I’m good.”

Our mission is to provide cost-effective, understandable, and convenient estate planning that is designed to meet each client’s specific needs.

Estate Planning does not need to be costly, complicated, or time-consuming. Unlike larger law firms, as a small business, we are able to cut our overhead and pass along the cost savings to our clients.

We believe in the importance of listening to our clients so that we understand their needs and working together with them, we can craft an estate plan that is best for their specific situation.

Your time is valuable and convenience is important. We provide “mobile” legal services and work with our clients to meet them in a convenient location close to where they live.

Tracy Gibson, Founder

Tracy is an experienced attorney in the field of estate planning. She has been a trusted counselor and frequent speaker on estate planning topics in various communities across Wisconsin for many years.

Tracy graduated summa cum laude from UW-Stevens Point, earning the Wall Street Journal Award for the highest grade point average in the Business & Economics Department. Tracy received a scholarship to attend Pepperdine University where she earned her Master of Business Administration degree.

After working several years in the private business sector, Tracy attended the University of California-Davis School of Law, where she graduated in the top 5% of her class and was named a member of the UC-Davis Chapter of the Order of the Coif, restricted to those in the top 10% of their graduating class. Tracy also was initiated as a member of The International Legal Fraternity of Phi Delta Phi. She participated in the joint Cornell Law School-Université Paris 1 Panthéon-Sorbonne Summer Institute of International and Comparative Law in Paris, France. Tracy was recognized as the winner of the Neumiller Memorial Moot Court Competition, and received numerous awards including: the American Jurisprudence Bancroft-Whitney Award for excellent achievement in Legal Writing, Outstanding Appellate Advocate and Outstanding Appellate Brief.

Tracy had the distinct honor of working as a full-time extern for the Honorable Judge Charles Breyer of the U.S. District Court - Northern District of California before starting her legal career as a litigator in an international law firm in San Francisco. She later moved to New York City to perform philanthropic work at a school for special needs children. In 2011, she returned to her home state of Wisconsin where she currently lives on the “quiet” east side of Lake Winnebago with her husband and son.