Waukesha County Estate Planning & Probate Attorney

Estate Planning Services in Waukesha County

Planning ahead helps protect your family and reduce court involvement where possible.

We assist Waukesha County residents with:

Wills and Incapacity Planning

Create wills alongside key incapacity documents to ensure your assets and decisions are handled according to your wishes if circumstances change.

Tailored Trust Planning

Receive guidance from a trust attorney to structure estate planning strategies that align with your family, financial, and long-term goals.

Revocable Living Trusts and Probate Avoidance

Use revocable living trusts and strategic planning tools to help transfer assets efficiently while minimizing or avoiding probate.

Beneficiary Designation Review

Review and coordinate beneficiary designations on retirement accounts, insurance policies, and other assets to ensure they align with your estate plan.

Estate Plan Updates After Life Changes

Update your estate planning documents after major life events such as marriage, divorce, retirement, or significant business changes.

Probate Help in Waukesha County

If you are handling a death in the family, you may need to open probate, secure court appointment as personal representative, and obtain domiciliary letters before acting. Wisconsin probate procedures include required notices, creditor claim periods, and court-supervised steps in formal administration.

Our Waukesha County probate services include:

• Informal and formal probate
  
• Executor and personal representative support
  
• Estate settlement guidance
  
• Trust administration
  
  

If you are unsure where to begin, we walk you through the sequence so you understand what comes next and what deadlines apply.

Yes. Serving as executor—called a personal representative in Wisconsin—comes with fiduciary duties. Authority begins only after formal appointment and issuance of domiciliary letters by the court. Acting before appointment can create complications.

We assist executors with:



• Preparing and filing probate documents
  
• Understanding statutory duties
  
• Managing creditor notices and timelines
  
• Preparing inventories and accountings
  
• Closing the estate efficiently
  
  

Early legal guidance helps reduce mistakes and keep the process moving forward.

If heirs disagree, concerns arise about undue influence, or fiduciary conduct is questioned, probate can shift into formal court proceedings. In formal probate, attorney representation is required for the personal representative.

Block Legal Services provides dispute-ready representation for:

• Contested probate matters
  
• Will contests
  
• Fiduciary disputes
  
• Estate-related conflicts
  
  

Our goal is to reduce conflict where possible while protecting your rights when court involvement becomes necessary.

Trusted by Families Across Milwaukee & Waukesha

Heather S.

I have used Block Legal in the past and recently consulted them in creating a trust. I had a consultation with Will to help with this. He was very informative and explained what a trust would do for me and my family. He was very knowledgeable and honest in telling me I did not need a trust and that the will we created years ago would be good for my situation. I strongly recommend Block Legal. I appreciate Will’s honestly and not taking advantage of my naivety.

Patti A.

This is the text arI initially attempted to do my own revocable trust through an online program. When finished, I contacted Block Legal Services to review my documents and advise if any changes needed to be made. I am so glad I did because they found major holes and mistakes in my documents that would have left my estate in a mess. I ended up hiring Block to prepare my Revocable Trust, Will and all other necessary documents. They were very thorough, took care to explain the necessity and purpose of each document and give advice when I asked for it. The cost was very reasonable and I would definitely recommend Block Legal Services.ea for this paragraph. To change it, simply click and start typing.

Tom B.

Block Legal Services did a great job with my estate planning requests. They were very thorough in producing the documents I wanted to put in place and also included several documents I never thought of. Their full service approach included document prep, meeting time to explain everything in detail, and all state and local filings. The final product was even professionally bound and delivered in a nice format to keep in my records. They made a complicated process very easy.

Joseph A.

Attorney Block is the utmost professional and I'm truly appreciative of working with him in a complicated family dilemma which lasted two and a half years. He was exceptionally prepared for any task regarding my issues which involved probate estate versus will & trust distributions. He always made me feel confident that we were making the right decisions moving forward because he was able to interpret and explain the legal jargon in layman's terms. In the end, our case was highly successful and I'm thankful I found this man to represent me! I can't thank you enough, Mr. Block!

Gloria N.

My husband, Clarence P. Nicholas, and I procrastinated in consulting a legal entity to assist us in our estate planning. We thought it was going to be an extremely difficult and time consuming process. Block Legal Services, LLC made the process understandable and provided advice that will allow our heirs a road map to be able to know our wishes and navigate through the revocable trust/will with confidence and a clear understanding of how to move the process forward. We only needed to meet twice to complete the revocable trust/will. We recommend Block Legal Services, LLC for estate planning.

Anthony G.

Incredible team of legal professionals. Very prompt, knowledgeable, affordable and communicative. It’s rare to find attorneys who genuinely care about their clients and deliver an elevated experience...attorney Block and his team delivered above and beyond!

Flexible Consult Options for County-Wide Clients

Waukesha County spans multiple communities, and travel is not always convenient. We offer:

• In-person meetings
  
• Phone consultations
  
• Secure video appointments
  
• Online scheduling
  
• Call and text communication options
  
  

You can begin the process quickly without navigating it alone.