Serves Wisconsin from seven offices in the state, led by Milwaukee and Madison. The Trusts and Estates group handles formal and informal probate, post-mortem trust administration, claims against estates and trusts, and estate tax returns, and represents personal representatives, trustees, and beneficiaries in will contests, trust disputes, and contested guardianships. Founded in 1904.
Brookfield is in Waukesha County.
More Special Needs Planning Firms in Waukesha County
Serves Waukesha County and southeastern Wisconsin from its Moreland Boulevard office in Waukesha. Represents personal representatives and trustees in probate and trust administration, advises them during will contests and beneficiary disputes, and handles estate and trust litigation, guardianships and conservatorships for disabled adults, and Medicaid planning. In Waukesha for more than 35 years.
Serves Waukesha County, including Brookfield and Oconomowoc, from Pewaukee Road in Waukesha. Handles probate administration from court filings through distribution, assists trustees with accountings, taxes, and distributions, and adds Title 19 planning, special needs trusts, and guardianship guidance. Attorney Matthew DeMark pairs the legal work with tax preparation.
Serves Dane and Waukesha counties from offices in Madison and Waukesha. Represents fiduciaries, families, and beneficiaries in formal and informal probate, post-mortem trust administration, and fiduciary tax returns, and litigates will contests, challenges to a personal representative or trustee, and declaratory judgments, alongside adult and minor guardianships. Founded in Madison in 1885.
Probate in Waukesha County
Probate Court Record
Waukesha County Circuit Court
Waukesha County · 3rd Judicial District
Phone
Hours
Monday-Friday 8:00 AM-4:30 PM
Office
Probate Division, Room 0-0800, 515 West Moreland Boulevard, Waukesha, WI 53188
Website
Files probate
Register in Probate
E-filing
Self-represented filing
Allowed
Self-help forms
How to file probate in Waukesha County →
Verified October 16, 2026 · Source
Do I need a lawyer for probate in Waukesha County? →Settling an estate in Waukesha County →
Forms for Planning Your Estate in Wisconsin
Free forms for planning your estate in Wisconsin: will, living trust, pour-over will, powers of attorney and TOD deed. Prepare each form for Wisconsin.
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Revocable Living Trust
Create a revocable living trust to avoid probate, protect privacy, and control asset distribution.
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Financial Power of Attorney
Wisconsin treats a power of attorney as durable by defaultWis. Stat. § 244.05Verified Sep 20, 2026View source, and it is signed with no witness or notary requirementWis. Stat. § 244.05Verified Sep 20, 2026View source.
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Free
Last Will and Testament
In Wisconsin, a will is signed before 2Wis. Stat. § 853.03Verified Oct 19, 2026View source witnesses, and a self-proving affidavit signed with it lets the court admit it without witness testimonyWis. Stat. § 853.03Verified Oct 19, 2026View source.
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Tools for Planning Your Estate in Wisconsin
Free tools for planning your estate in Wisconsin: will and trust costs, trust or TOD deed, and the signing rules. Run each tool for Wisconsin.
How Much Does a Revocable Living Trust Cost?
An attorney-prepared revocable living trust in Wisconsin runs $3,320Estimate: 10 hours at $332, Clio's Wisconsin Trusts rate; Compare Lawyer Rates, 2025 dataVerified Oct 15, 2026View source to $4,980Estimate: 15 hours at $332, Clio's Wisconsin Trusts rate; Compare Lawyer Rates, 2025 dataVerified Oct 15, 2026View source for an individual, against $0 to $549 up front plus a subscription with an online service.
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How Much Life Insurance Do I Need?
In Wisconsin, four years at a public university cost about $73,752NCES Digest of Education Statistics 2023, Table 330.20, public 4-year in-state tuition, fees, room and board, academic year 2022-23Verified Oct 17, 2026View source and the cost of living is 6% below the U.S. averageBEA Regional Price Parities, all items, by state, 2024Verified Oct 17, 2026View source; no state estate or inheritance tax appliesWis. Stat. § 72.36 (Sunset; 2013 Wis. Act 20) — the ch. 72 estate tax "does not apply to deaths occurring after December 31, 2012, unless the federal estate tax law is modified to provide a federal estate tax credit for state death taxes." Ch. 72 remains on the books as a dormant federal-credit (pickup) tax that computes to $0, not a repealed one. Wisconsin has no inheritance tax for decedents dying on or after January 1, 1992 and no gift tax for gifts made on or after January 1, 1992 (WI DOR, Estates, Trusts, and Fiduciaries common questions).Verified Sep 15, 2026View source.
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What Does Estate Planning Actually Cost?
An attorney-prepared revocable trust in Wisconsin runs $3,320Estimate: 10 hours at $332, Clio's Wisconsin Trusts rate; Compare Lawyer Rates, 2025 dataVerified Oct 15, 2026View source to $4,980Estimate: 15 hours at $332, Clio's Wisconsin Trusts rate; Compare Lawyer Rates, 2025 dataVerified Oct 15, 2026View source and a simple will $981Estimate: 3 hours at $327, Clio's Wisconsin Wills and Estates rate; Compare Lawyer Rates, 2025 dataVerified Oct 15, 2026View source to $1,962Estimate: 6 hours at $327, Clio's Wisconsin Wills and Estates rate; Compare Lawyer Rates, 2025 dataVerified Oct 15, 2026View source, against $0 to $549 up front plus a subscription with an online service.
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Are My Beneficiary Designations Protected?
Wisconsin automatically revokes an ex-spouse as beneficiary at divorceWis. Stat. § 854.15Verified Sep 15, 2026View source; employer plans under ERISA follow federal rules either way, so a 401(k) beneficiary changes only by a new designation.
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