For as long as our firm has been preparing Estate Planning for our clients, we have also been handling their Probate and Trust Administration needs in West Bend, Washington County, and throughout southeastern Wisconsin (i.e. Dodge, Sheboygan, Milwaukee, Ozaukee, Fond du Lac, Waukesha).
As the Personal Representative (otherwise referred to as the Executor or Administrator) or Successor Trustee of an Estate, you can rely on Schloemer Law to walk you through the steps necessary to complete the Probate or Trust Administration and fulfill your fiduciary duty to the beneficiaries. Some of those steps include the following:
Whether your loved one had a Will, Trust, beneficiary designations, or even no planning at all, Schloemer Law will assist you as Trustee or Personal Representative and walk you through the Probate or Trust Administration process.
We realize that every situation is different and requires a custom approach. It is essential to have proper direction as a Successor Trustee or Personal Representative of an Estate to ensure that your loved one’s wishes are carried out, and that nothing is overlooked.
Probate and Trust Administration can be a very difficult process during a very difficult time. We handle everything from filing initial documents to preparing final accounting, ensuring you fulfill your fiduciary duties efficiently and effectively.
We know this may be a difficult time, but the process doesn't have to be complicated. Schedule an appointment so we can learn more about your situation, and you can learn more about how we can make the process easy and straightforward.
Every 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:
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.
