How to Choose an Estate Planning Attorney in Wisconsin

On behalf of Peterson, Berk & Cross, S.C.

You have worked hard to build your family, career, and reputation. You’ve always taken charge of what happens and when, and have moved your life in the direction of your dreams. You’re proud of all you’ve accomplished. What happens to everything you’ve created when you pass away? It may be an unpleasant thought, but answering the question can be crucial. You should have a say in what happens when you pass on.

At Peterson, Berk & Cross, S.C., our compassionate Wisconsin estate planning attorneys understand that it can be challenging to confront the inevitable. However, having an estate plan in place ensures that your final wishes are honored and not left up to the state. If you are ready to create an estate plan but need help choosing an estate planning attorney in Wisconsin, let us help you understand your options. 

Steps in Choosing an Estate Planning Attorney

Estate planning is an essential financial tool. An estate plan can help you prepare for the future and ensure your family is cared for and your wishes respected. Unfortunately, it can be challenging for people to choose a sensitive estate planning attorney who will listen to them, outline all their estate planning options, and guide them to the best financial solutions to address their goals. Here are some suggestions on how to go about choosing an estate planning attorney in Wisconsin. 

Look for Experience

In estate planning, experience matters. You want to choose an estate planning attorney with extensive experience navigating the Wisconsin legal system. They should also have the knowledge and resources to advise you on the numerous estate planning tools available, such as wills, trusts, business succession plans, guardianships, and powers of attorney. 

Ask Friends and Family for Referrals and Read Reviews 

The best advertising is still word of mouth. If you need help understanding where to start, ask friends and family for recommendations. Do your homework and read reviews, and visit the websites of the attorneys your trusted loved ones have suggested.

Schedule a Consultation and Ask Questions 

Once you narrow down your options, schedule a consultation. You can learn much about a law firm by looking at how it treats its clients during your first meeting. An estate planning attorney should discuss your needs and financial situation to fully understand which estate planning tools may meet your needs. They should also be honest and transparent about their fee structure. You also want an attorney who takes the time to answer your questions and address any concerns you have about the planning process.

When you come away from a consultation, the feeling you get can tell you a great deal about what it will be like to work with that attorney.

Start Your Estate Planning Journey Now 

At Peterson, Berk & Cross, S.C., our estate planning attorneys want to help you plan for the future by creating a personalized estate plan that safeguards your assets, protects the ones you love, and honors the successes of your life by preserving them in your absence. 

Protect your family and start the estate planning process today. Contact our office to set up a confidential legal consultation.