Estate planning & probate

Life transactions -- done right

 

Our core business is serving as a trusted partner to families dealing with important life transactions. This includes drafting wills, trusts, powers of attorney, and other estate planning documents, helping personal representatives and trustees manage probates and trusts, and helping families with financial transactions related to eligibility for nursing home care.

 

In all of our estate planning, probate, and trust services we follow the same principles. We offer free consultations to learn about our clients' needs without obligation on either side. We provide complete solutions designed to be as simple and understandable as possible. And we use the latest technology and a systems approach to make top-notch legal services accessible to all who need them, without compromising quality. 

 

Wills, trusts, & estate planning  

 

As families' estate planning attorney, we provide a full range of planning options, including wills, trusts, powers of attorney, and help with gifting and beneficiary designations. Our estate plans are based on a package approach, with a series of estate planning packages that are a complete solution for our clients' needs. More information on estate planning options can be found on our estate planning page.

 

Probate and trust administration

 

We help personal representatives and trustees manage probates and trusts. When acting as probate attorney, we can handle probate or trust administration regardless of whether our firm or another attorney drafted the will or trust document for the decedent. We have particular expertise in administering trusts and handling probates for personal representatives not located in Wisconsin, and have represented personal representatives located all over the country.

 

When families do not agree, or when assets need to be recovered, we represent family members in estate disputes. For more information on the estate disputes we handle, see our estate disputes page. 

 

Planning for nursing home care

 

Finally, we help families plan for nursing home care. Typically, this is done in a situation where one spouse needs care, and another spouse stays in the home. Planning also can be helpful when a surviving spouse needs care and wants to preserve assets for the family. 

 

We often achieve dramatic results in preserving assets in these situations compared to families who simply spend down assets without consulting an attorney. More information on the planning process and the medical assistance program is found on our medical assistance planning page. 

 

How to get started

 

All of our work begins with a no-obligation informational meeting where we discuss your needs and help you understand your options. To schedule your meeting, give us a call at 715.544.8393, or review our other contact information. We look forward to working with you!

 

Mike and his staff are amazing!  Extremely organized and detailed, they can get you results that make sense.  

 

- C.K., Stevens Point

Lauterbach Legal LLC

2417A Post Road, Suite C

Stevens Point, WI 54481

Phone: 715.544.8393

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