Serves West Bend and Washington County, plus Dodge, Sheboygan, Milwaukee, Ozaukee, Fond du Lac, and Waukesha counties. Guides personal representatives and successor trustees through formal and informal probate and trust administration, and handles will and trust contests involving undue influence, lack of capacity, or breach of fiduciary duty. Practicing in West Bend since 1933.
Probate in Ozaukee County
Probate Court Record
Ozaukee County Circuit Court
Ozaukee County · 3rd Judicial District
Phone
Hours
Monday-Friday 8:00 AM-4:30 PM
Office
Room 201, 1201 South Spring Street, Port Washington, WI 53074
Website
Files probate
Register in Probate
E-filing
Filing in person
Walk-ins accepted
Self-represented filing
Allowed
Self-help forms
How to file probate in Ozaukee County →
Verified October 16, 2026 · Source
Do I need a lawyer for probate in Ozaukee County? →Settling an estate in Ozaukee County →
Trust Administration Firms Serving Ozaukee County
Serves Milwaukee families from its office on East Erie Street. Guides estate administrators through probate for the assets that require it, administers trusts under an existing estate plan, and works to head off disagreements among family members. The firm also handles elder and disability law, public benefits planning, guardianships, and same-sex estate planning.
Serves Milwaukee and Waukesha County families from downtown Milwaukee, with a second office in Brookfield. Counsels personal representatives, trustees, and beneficiaries through probate and trust administration, and litigates or mediates will contests, undue influence claims, and breach-of-fiduciary-duty disputes. Founder Eido Walny holds the Estate Planning Law Specialist credential.
Serves clients throughout Wisconsin from offices in Madison, Janesville, Appleton, and Dodgeville. Advises executors on probate administration and handles trust administration, guardianships and protective placement, and litigation over contested wills and trusts, breach of fiduciary duty, undue influence, and creditor claims in estate proceedings. Founded in Madison in 1931.
Serves the Green Bay area from its appointment-only De Pere office, one of five Wisconsin offices of a firm established in Oshkosh in 1849. Handles court-supervised probate, trust administration for successor trustees, and estate disputes including beneficiary and breach-of-fiduciary-duty claims and guardianships. Its elder-law attorneys also handle Medicaid and long-term-care planning.
Serves Monroe, Jackson, Vernon, Juneau, La Crosse, and Adams counties from Tomah, and takes probate cases throughout Wisconsin. Walks personal representatives through the whole probate, from court appointment through distribution and closing, and administers trusts for successor trustees. Attorney Joshua D. Shudlick is a NAELA member.
All 11 Wisconsin trust administration firms serving Ozaukee County →
Forms for Planning and Settling an Estate in Wisconsin
Free Wisconsin forms to plan or settle an estate: a will, trust, powers of attorney, TOD deed and the probate forms. 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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Pour-Over Will
In Wisconsin, a pour-over will is signed before 2Wis. Stat. § 853.03Verified Oct 19, 2026View source witnesses and moves anything left outside the trust into it through probate.
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Tools for Planning and Settling an Estate in Wisconsin
Free calculators and checklists to plan or settle an estate in Wisconsin: will and trust costs, probate, executor pay and taxes. Run each tool for Wisconsin.
How Do I Settle a Trust?
Settling a trust in Wisconsin happens outside court: the trustee acts under the state's Uniform Trust CodeWis. Stat. § 701.0101 et seq.Verified Oct 17, 2026View source, notifies the beneficiaries, then pays the debts and distributes under the trust's terms.
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What's Fair Trustee Compensation?
In Wisconsin, trustee compensation follows "reasonable compensation" (UTC § 708 or equivalent)Wis. Stat. § 701.0708Verified Sep 18, 2026View source unless the trust instrument sets a different amount.
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How Do I Settle an Estate?
Settling an estate in Wisconsin: the personal representative files the estate inventory within 180 daysWis. Stat. §§ 858.01, 858.13, 858.15, 858.17Verified Sep 15, 2026View source of appointment; creditors have 4 monthsWis. Stat. §§ 859.01, 859.02, 859.07, 859.25Verified Oct 19, 2026View source to present claims; a simple estate closes in 6 months to 9 months.
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Do I Have to File Tax Returns for Someone Who Died?
Wisconsin requires a final state income tax return for the decedent alongside the federal Form 1040Wis. Stat. § 71.06(1r), (2e)(bm); Wis. Stat. § 71.05(22)(dp), (dt)Verified 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.
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How Does Step-Up in Basis Work?
Inherited assets in Wisconsin 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 state tax on the 70% of long-term gain left after a 30% exclusionWis. Stat. § 71.05(6)(b)9 (30% general LTCG exclusion; reaches estates and trusts per § 71.125(1))Verified Sep 15, 2026View source.
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