A quality estate plan covers all essential life needs, using the right combination of wills, trusts, powers of attorney, and guidance on handling beneficiary designations. Our goal is to create a plan that covers all essential needs, yet is simple enough that our clients understand exactly what their plan is and how it will work.
Our estate plans range from revocable trust-based plans designed to avoid probate and create cost savings in high net worth estates, to affordable plans designed to cover essential needs for young families. We also have solutions available for mixed and non-traditional families. We pride ourselves on our ability to find the right solution for a broad range of families and needs, and to provide complete solutions that cover all key life needs.
We also pride ourselves on making great planning accessible. We offer free consultations and flat fees to make the process easy and avoid surprises. Finally, we use the latest technology to speed up the process and create error-free documents the first time. We love it when clients get done with their plans and say, “that was it? Why did we wait so long?”
Every estate plan begins with a free informational meeting to review any current plan you have and discuss whether any changes should be made. This is our chance to learn about your family, answer your questions, and talk about possible solutions. We look forward to working with you!
Lauterbach Legal LLC
2417A Post Road, Suite C
Stevens Point, WI 54481