Serves the Driftless region from offices in Winona, La Crosse (WI), and Alma (WI). Handles trust and probate estate administration, guardianships and conservatorships, and Medical Assistance planning, and drafts wills, revocable and credit shelter trusts, and powers of attorney.
Winona is in Winona County.
Probate in Winona County
Probate Court Record
Winona County District Court
Winona County · Third Judicial District
Phone
Hours
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How to file probate in Winona County →
Verified October 15, 2026 · Source
Do I need a lawyer for probate in Winona County? →Settling an estate in Winona County →
Forms for Planning and Settling an Estate in Minnesota
Free Minnesota forms to plan or settle an estate: a will, trust, powers of attorney, TOD deed and the probate forms. Prepare each form for Minnesota.
Revocable Living Trust
Create a revocable living trust to avoid probate, protect privacy, and control asset distribution.
Pour-Over Will
In Minnesota, a pour-over will is signed before 2Minn. Stat. § 524.2-502Verified Oct 18, 2026View source witnesses and moves anything left outside the trust into it through probate.
Tools for Planning and Settling an Estate in Minnesota
Free calculators and checklists to plan or settle an estate in Minnesota: will and trust costs, probate, executor pay and taxes. Run each tool for Minnesota.
How Do I Settle a Trust?
Settling a trust in Minnesota happens outside court: the trustee acts under the state's Uniform Trust CodeMinn. Stat. § 501C.0101 et seq.Verified Oct 17, 2026View source, notifies the beneficiaries, then pays the debts and distributes under the trust's terms.
What's Fair Trustee Compensation?
In Minnesota, trustee compensation follows "reasonable compensation" (UTC § 708 or equivalent)Minn. Stat. § 501C.0708Verified Sep 18, 2026View source unless the trust instrument sets a different amount.
How Do I Settle an Estate?
Settling an estate in Minnesota: the personal representative files the estate inventory within 180 daysMinn. Stat. §§ 524.3-706, 524.3-708Verified Sep 15, 2026View source of appointment; creditors have 4 monthsMinn. Stat. §§ 524.3-801, 524.3-803, 524.3-805, 524.3-806Verified Oct 18, 2026View source to present claims; a simple estate closes in 4 months to 6 months.
Do I Have to File Tax Returns for Someone Who Died?
Minnesota requires a final state income tax return for the decedent alongside the federal Form 1040Minn. Stat. § 290.06Verified Sep 20, 2026View source; a federal estate tax return (Form 706) is required only for estates above $15,000,00026 USC 2001(c), 2010; P.L. 119-21 §70106Verified Sep 15, 2026View source.
How Does Step-Up in Basis Work?
Inherited assets in Minnesota take a basis reset to fair market value on the date of death26 USC § 1014Verified Sep 15, 2026View source, and the gain on a later sale faces ordinary income tax at the state's regular rates, plus a 1% surtax on net investment income above $1,000,000Minn. Stat. § 290.06 (graduated rate schedule 5.35%/6.80%/7.85%/9.85%)Verified Sep 15, 2026View source.
