Estate Planning Referrals from Financial Advisors & Insurance Agents

Proudly Serving Clients Across Wisconsin & Illinois

At Estate Law Partners, LLC, our experienced and highly-skilled attorneys are committed to providing comprehensive counsel and representation in a wide range of estate planning matters. We are dedicated to using our firm’s extensive resources to devise smart legal strategies that are tailored to our clients’ unique needs and estate planning goals.

If you were referred to Estate Law Partners, LLC by your financial advisor or insurance agent, then know that we consider our clients as part of our family, and in that spirit, we strive to be fair, honest, courteous, and professional in all of our endeavors.

Complete Our Estate Planning Questionnaire Today

We thank you for connecting with us to start the conversation about comprehensive estate planning. When it comes to protecting your future and legacy, everyone has a role to play, and our role is to tackle all of your complicated estate planning matters and to help you make informed decisions.

We ask potential clients to fill out this questionnaire and send it to us before a consultation. This not only facilitates a more productive first meeting but also helps us focus on the issues and decisions that must be made in order to develop the most effective plan to meet your goals:

• Estate Planning Questionnaire for Couples
• Estate Planning Questionnaire for Individuals

What to Expect at Your Consultation

At the initial consultation, we provide you with our general recommendations and a free quote for the services we will be providing. A comprehensive estate plan includes the following:

• Incapacity Planning: Do you know who will make financial and medical decisions if you cannot? What are your specific end-of-life wishes? How do you want your property and money managed while you are incapacitated? We are here to answer important questions now in case you are unable to later.
• Death Planning: With our guidance and legal insight in your corner, you can feel confident that all of your assets and property will be distributed to the people you want according to your specific wishes.
• Legacy Planning: We make it our top priority to convey all of your traditions, values, hopes, and dreams to your loved ones so that they aren’t left confused after you pass away.

These are just a few of the issues to consider when approaching the estate planning process. They are much more important than the “treasure hunt” for legal documents at this stage.