Caring for Your Family, Even After You're Gone
The loss of a loved one is a very difficult period. This is not the time most people are at their best. It is particularly challenging when you are asked to begin making financial and legal decisions. This is especially true for the surviving spouse who had little or no involvement in the financial matters of the family. It is stressful on the children if they are just hearing about the family's plan for the first time or, worse yet, learning one was never completed.
Genuine Wisconsin Probate & Trust Administration Attorneys
Our attorneys are sensitive to these concerns and issues and are committed to the delivery of probate and trust administration services with sensitivity to the special concerns of our clients. We work closely with executors, personal representatives, and trustees to make the process of probate and trust administration as easy and pain-free as possible.
Learn more basic information about trusts.
6 Need-to-Know Probate FAQs
- What is it?
Probate is the process in which a will is validated. If there is no will or legal arrangement present, the probate process begins. The property of the deceased is then distributed in court.
- How long does it take?
Probate can take from 6 months to several years. The length of probate depends on the following:
- Type of assets
- Size of property
- Linked business
- Claims from creditor
- Issues among beneficiaries
- Estate owing taxes
- What are the different types?
Formal probate is required if no Last Will and Testament is present. This process also requires a judge.
Informal probate is held by the county’s register, costs less, and can all be done through snail mail.
- Can probate be avoided?
Yes, it can be completely avoided if your estate plan is done the right way. However, for missed or special-case assets, probate still might be necessary. Consult with your attorney for more details.
- How much does it cost?
Total cost includes attorney fee, reimbursement to personal representative, and court costs. The court filing fees are determined by the estate’s value. In formal probate, all costs must be approved by the court.
- Should I hire an attorney?
Absolutely. Our Milwaukee probate attorneys know the procedure inside and out. Though probate might be unavoidable in some cases, we guarantee a smooth process from start to finish. We dedicate ourselves to your financial well-being and plans for the future.
Milwaukee Probate and Trust Administration Assistance
Angermeier & Rogers dedicates their work to your prosperity, from now and into the future. With a vast amount of estate planning experience, our attorneys know the ins and outs of probate and trust administration. Our personalized planning services include:
- Reviewing and communicating the terms of the decedent's will and/or trusts
- Coordinating tax work with your CPA on all tax matters
- Advising and guiding executors and trustees of the estate
- Providing guidance to any beneficiary and executor disputes
- Inventorying the estate
- Advising with respect to any challenges to the decedent's will or trust
- Preparing and filing all probate documents
- Ensuring the surviving spouse's immediate needs are met
- Providing postmortem tax planning, including effective use of tax elections and disclaimers
- Obtaining Tax ID numbers and retitling assets, if necessary
- Overseeing distributions to the beneficiaries
- Preparing estate and income tax returns
- Bringing closure to the process for everyone involved
- Handling claims against the estate