Every Estate administration is different, depending on the number and age of beneficiaries, the location of the beneficiaries, the type of assets vs. the amount of those assets involved, and the type of planning (if any) in place by the decedent.  Our probate and Trust administration attorneys work with you and use their experience to identify which assets may be subject to probate or which assets may be distributed through beneficiary designation or through a Trust administration.  They will also help determine whether formal probate or informal probate may be necessary.  After the initial identification of assets, they will work with you to complete your duties as Personal Representative or successor Trustee from start to finish.  

WILL OR ESTATE CONTESTS

Unfortunately, sometimes a beneficiary will need to contest a Will or a Trust or bring an action against a Trustee or Personal Representative for breach of fiduciary duties. If you find yourself as a beneficiary or representative in a contested situation with a Will or Trust in Wisconsin, our experienced trust and estate attorneys can assist you through the process and make sure your loved one’s wishes are carried out.  In Wisconsin, possible reasons to bring an action can include:

• Will or Trust does not comply with legal requirements, such as witnesses or notaries
• Existence of undue influence, fraud, or duress
• Testator or settlor lacked the mental capacity to execute legal documents
• Personal Representative or Trustee has breached fiduciary duties

If you need assistance with the administration of a Trust or probate estate in West Bend, Washington County, or anywhere throughout Southeast Wisconsin — including Dodge, Sheboygan, Milwaukee, Ozaukee, Fond du Lac, Waukesha, and surrounding counties — contact Schloemer Law Firm to discuss your next steps.

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