Our Services
Mobile estate planning for Wisconsin residents.
Review Your Current Wills & Trusts
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 precise and thorough estate plans to meet the specific needs of you and your family.
