Wisconsin

Wisconsin Resources for Executors

The Badger State

Wisconsin probate courts, executor forms, probate cost and executor fee calculators, and the agencies and banks to notify after a death.

Settle an estate in Wisconsin, step by step

A Wisconsin settlement plan lists each task in order, from the death certificate to the final distribution, with the Wisconsin deadlines and forms attached to each step.

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Wisconsin Probate and Settlement Rules

Wisconsin operates under community property law, one of only nine states to do so. Most assets acquired during marriage belong equally to both spouses regardless of whose name is on the title or who earned the income. This fundamental difference from common law states shapes every aspect of estate planning here, from how property passes at death to what a surviving spouse automatically inherits.

If you die without a will in Wisconsin, your heirs must survive you by at least 120 hoursWis. Stat. § 854.03(1)Verified Sep 10, 2026View source to inherit anything. This "survival period" exists to prevent property from passing through multiple estates in quick succession when family members die close together in time, such as in an accident.

Wisconsin does not impose a state estate tax or inheritance tax, which means estates are only subject to the federal estate tax (currently exempting the first $15,000,00026 USC 2001(c), 2010; P.L. 119-21 §70106Verified Sep 15, 2026View source per person, or $30,000,00026 USC 2001(c), 2010; P.L. 119-21 §70106Verified Sep 15, 2026View source for married couples using portability). This is a meaningful advantage over the states that layer their own death taxes on top of the federal system.

Wisconsin provides a statutory homestead exemption protecting up to $75,000 in home equity from creditors. While not as strong as the constitutional protections in states like Texas or Florida, this still provides meaningful protection for the family home. Executors must publish a notice to creditors, who then have 4 monthsWis. Stat. § 859.01 (3-4 month deadline set by court)Verified Sep 9, 2026View source to file claims against the estate.

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Legal Sources

Data sourced from Wisconsin statutes and official state code. How we research.

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Wisconsin Estate Settlement Forms

Probate petition, notice to creditors, inventory, closing. Free for Wisconsin.

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EIN Application

Get the tax ID number (EIN) banks require to open an estate account or trust account after someone dies.

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Petition for Probate and Letters

Open probate and ask the court to appoint you and issue Letters Testamentary or Letters of Administration.

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Notice to Creditors

Notify estate creditors and start the claim period — the published notice plus mailed copies for known creditors.

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Renunciation of Executor

Decline an appointment as executor named in a will — the writing filed with the court before anyone is appointed.

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Affidavit of Heirship

Prepare the sworn statement of a deceased person's family history and heirs for recording in the county land records, with your state's recording instructions.

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Small Estate Affidavit

Collect a small estate's property without probate — the sworn affidavit presented to banks and other holders, with a presentation letter for each.

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Estate Inventory

Prepare the probate inventory of estate property — every asset at its date-of-death value, with your state's filing or delivery instructions.

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Estate Closing

Prepare the paperwork that closes the estate — the state's closing instrument with its closing instructions, and the optional federal forms.

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Letter of Instruction

Prepare the letter a bank or insurer requests during estate settlement, addressed to its claims department.

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Digital Assets Recovery Letter

Prepare a letter requesting a deceased person's online accounts, points, and balances from the program that holds them.

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Wisconsin Tools & Calculators

Probate cost, executor fees, creditor deadlines and more for Wisconsin.