Estate planning and elder law firm opened in Wausau in 2013, with offices in Rhinelander and Plover, serving all of Wisconsin. Guides administrators through supervised and unsupervised probate, helps successor trustees administer trusts the firm did not draft, and handles guardianship and crisis Medicaid planning. New estate planning clients start with a two-hour complimentary consultation.
Stevens Point is in Portage County.
More Trust Administration Firms in Portage County
Probate in Portage County
Probate Court Record
Portage County Circuit Court
Portage County · 9th Judicial District
Phone
Hours
Monday-Friday 7:30 AM-4:30 PM
Office
2nd Floor, 1516 Church Street, Stevens Point, WI 54481-3598
Website
Files probate
Register in Probate
E-filing
Self-represented filing
Allowed
Self-help forms
How to file probate in Portage County →
Verified October 16, 2026 · Source
Do I need a lawyer for probate in Portage County? →Settling an estate in Portage 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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Free
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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