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Wisconsin Trusts and Estates Attorney Helping You Plan

You work hard for your family, so knowing that you have planned for their long-term well-being and financial security can bring you comfort. Whether planning the care or support of loved ones upon your death or guiding you through the probate process as you mourn the loss of a loved one, attorney William R. Doerr can help with all aspects of trusts and estates issues, including:

  • Estate planning
  • Estate tax issues
  • Executorship duties
  • Guardianship
  • Living wills
  • Living trusts
  • Probate
  • Probate and will disputes
  • Will drafting and execution

Estate planning
When devising an estate plan, we consider how best to protect your children, support your loved ones and contribute to the charitable causes that are special to you.

We thoroughly analyze your estate and strategize the best means of transferring your assets, minimizing taxes, establishing guardianship for your children, caring for your pets, supporting personal philanthropic causes and protecting your loved ones. We draft a will that reflects your desires, and establish living trusts if they advance your individual needs and your estate planning goals.

Draft your living will and last will and testament
A will is essential at every stage of your life. Your living will sets the parameters for medical intervention should you become incapacitated. This assures that when you are most vulnerable, your wishes will be honored.

Your last will provides the opportunity to distribute your property, establish care for your children and otherwise express your wishes upon your death. A will is necessary if you intend to leave property to a person or entity other than a blood relative, such as a domestic partner, a friend or a charity. If you die without a will, the court determines how your property is distributed, who cares for your children and even what happens to your pet – making decisions that might not reflect your desires.

We can draft valid wills that ensure your intentions are honored.

Changing your will
As your life changes, so might your estate plan. You may need to update your will throughout your life. We draft valid codicils that address changes in your financial situation, marital status, number of children, philanthropic interests and general lifestyle decisions.

Appointment of guardianship
If you have minor children, your will allows you to make decisions about their future care. This is especially crucial if you are a single parent or if both parents die in a common incident. If you do not name a guardian, the court will appoint a guardian for your children and can make decisions adverse to your ultimate parenting goals. You can also make arrangements for your pets’ care in your will, including naming a guardian to take responsibility for your pets.

Probate
The process of probate typically accompanies a painful emotional loss. Knowledgeable, meticulous probate attorney William R. Doerr can ease the stress of probating the estate.

We assist executors in all steps of the complex process of probating a will in Wisconsin probate court, including:

  • Creating a plan of action to probate the estate
    fairly and expeditiously
  • Filing the will with the Wisconsin probate
    court
  • Closing and opening bank accounts
  • Paying taxes and other debts
  • Transferring assets from the deceased to the
    estate
  • Locating beneficiaries
  • Hiring professionals and experts when
    necessary

Probate disputes
The stress of a probate dispute can compound the pain of losing a loved one. When disputes arise, our attorneys’ composed courtroom demeanor can calm the emotionally charged process of challenging an invalid will or defending a valid will against erroneous claims made by unhappy beneficiaries. If you choose to preserve amiable family relationships, we can skillfully mediate disputes to reach just, equitable resolutions with your loved ones. When necessary, we assertively defend your beneficiary rights within the Wisconsin probate court.

Contact an estate planning lawyer you can trust at William R. Doerr
For thorough and professional legal service throughout Eagle Rock, call William R. Doerr at 715-479-6414.