Essential Estate Plan

Simple Plans. Done Right. 

 

Estate planning doesn't have to be difficult or expensive. Our essential estate plan covers all essential planning needs--simply, dependably, and affordably. 

 

The plan includes wills, powers of attorney for finances and health care, and a guide for naming beneficiaries on life insurance and other property that has a beneficiary designation. Put together, the plan meets all of the following essential estate planning needs:

 

  • Designate how property will be divided at death; 
  • Protect young beneficiaries (i.e. children or grandchildren) by allowing a third party to manage money for them until they are old enough to handle that task; 
  • Be sure the right people serve as guardians for any minor children;
  • Name estate administrators;
  • Be sure life insurance and other property with beneficiaries passes as intended; and
  • Designate the right people to help with finances and health care decisions in the event of incapacity.

 

Our $500 flat fee includes all work necessary to complete an essential plan for a married couple or individual focused on transferring wealth to children. More involved work is quoted on a case by case basis, and is typically less than $1000. 

 

An Experienced Planner You Can Trust

 

Atty. Lauterbach has helped hundreds of central Wisconsin families put together their estate plans. And Atty. Lauterbach is one of only two estate planning lawyers in Stevens Point selected by Super Lawyers, an honor limited to no more than 7.5% of Wisconsin attorneys. Working with Lauterbach Legal, you can be assured that paying a fair price doesn't mean anything other than top quality representation. 

 

How to Get Started Now

 

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!

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

 

- C.K., Stevens Point

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