The Family Protection & Estate Preservation Plan

Our tailored 6-step approach to ensuring that you get what you need to protect and preserve your family’s legacy. Learn more about each step below.

Margerie Estate Planning Attorney, Brookfield

1) Goals & Discovery Conversation

The first step to creating an Estate Plan is understanding your goals. Together, we will discuss what you want for your future and any potential challenges or obstacles you might face along the way. Additionally, I will make suggestions and help you decide the best way to protect and provide for your loved ones and who best can carry out your wishes.

2) Strategic Design

There is no Estate Plan that works for everyone. At this stage, I will take the information learned in step one and design a personalized and strategic estate plan that works for you. Your tailored plan will take into account your unique asset profile – what you own, how you own it, and how you want to pass it on. Here, I can also provide you with information on the cost to complete your customized plan.

3) Document Creation

Guided by your personalized estate plan, I will pull together the documentation necessary to fulfill its specifications. After crafting the documents, we can take plenty of time to go through your questions and make any necessary changes. I do this because I firmly believe that a plan you don’t understand won’t give you the peace of mind you need.

4) Expert Conference

Collaboration is key when it comes to building your future. If you have a trusted financial advisor who you would like to provide input, we can fold them into the process. If you don’t have a financial team in place I can help connect you to some of the leading experts in the surrounding area.

5) Asset Transfer

One of the great benefits of the Family Protection and Estate Preservation Plan is assistance in making sure your assets are correctly titled. Having a plan in place is great, but action has to be taken to make the plan works the way it was intended. I pride myself on building strong relationships with banks, financial firms, and outside advisors to ensure asset transfers always go smoothly. You can rest easy knowing your holdings are in excellent hands.

6) Ongoing Care & Protection

Included with your customized estate plan are ongoing, free reviews of current client’s plans. If changes in life occur we can work together to modify your plan as needed. My goal is to keep clients for the long term and be here for you every step of the way.

Get In Touch with Me

P: (414) 254-4784

About Us

Hi, I'm Paul and I believe I'm the best estate planning attorney in Brookfield, WI. I help my clients understand their options and put a plan in place to protect their most valuable assets for future generations. Working closely with top financial professionals I help families of all sizes and types plan for tomorrow in order to enjoy today. I proudly serve clients in Milwaukee, Brookfield, Elm Grove, Wauwatosa, and throughout SE Wisconsin. If you need Estate Planning help, a Will, a Trust setup, or are just looking for some life planning advice, give me a call today.

The Family Protection & Estate Preservation Plan

1) Goals & Discovery Conversation

2) Strategic Design

3) Document Creation

4) Expert Conference

5) Asset Transfer

6) Ongoing Care & Protection

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