Wisconsin Estate Planning Forms - Wi Wills And Trusts

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Wisconsin Personal Planning Package - Last Will, POA, Living Will, etc. Wisconsin Living Will

Most Popular: Our Personal Planning Package is our most popular package. Includes your Last Will, Power of Attorney, Living Will and other planning forms.

Use the Quick Order Process to receive your forms by email or the Regular Order Process to download online.

Personal Planning Package

Personal Planning Package

Get this package and save over 60% off of the forms ordered individually. Last Will, Power of Attorney and More!
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Wisconsin Living Trust Package Wisconsin Legal Estate Planning Forms

This package is for people who want to establish a Living Trust rather than a Will as the main way to transfer their property. This package will include the Living Trust Agreement, Amendment to Trust, Assignment to Trust, Notice of Assignment to Trust, Property Record and Pour Over Will.

Wisconsin Last Will Wisconsin Estate Planning Forms

If you only need a Will, please use the Wisconsin Wills Page, or select one of the following, answer the questions and we'll email you your Will. Married with Children, Married No Children, Single, Divorced , Widow or Widower or Other Persons

Estate Planning Wisconsin Estate Planning Documents

What is estate planning? 

The overall planning of a person's wealth is estate planning. All of the assets owned or controlled by a decedent and the debts that were the responsibility of the decedent at the time of deceased's death are included in estate planning. Estate planning includes the preparation of a will and the planning for taxes after the individual's death. In order to meet a person's goals with respect to preparing for incapacity and death, numerous factors such as financial, estate law, insurance, investment, and tax implications must be taken into consideration..

What type of estate planning do I need? 

Estate planning is tailored to the circumstances in each individual's situation. Usually, estate planning includes: creation of a will; limiting estate taxes by setting up trust accounts in the name of beneficiaries; appointing a guardian for living dependents; appointing an executor of the estate to oversee the terms of the will; making funeral arrangements; and establishment of annual gifting to reduce the taxable estate.


1. Wisconsin Durable Power of Attorney Requirements

In Wisconsin, a durable power of attorney is a legal document that allows someone, known as the "agent," to make important decisions on behalf of another person, known as the "principal." To create a durable power of attorney in Wisconsin, the principal must be at least 18 years old and of sound mind. The document must be signed by the principal, witnessed by two individuals who are not the agent or related to the agent, and notarized. It is important to understand that a durable power of attorney remains in effect even if the principal becomes incapacitated or unable to make decisions for themselves. This legal tool can be used to handle financial matters, manage property, and make healthcare decisions.


2. How to Fill Out a Wisconsin DPOA Form

Filling out a Wisconsin Durable Power of Attorney (DOA) form is a straightforward process that allows you to plan for the future in case you become unable to make decisions on your own. To begin, you need to download the official form from the Wisconsin Department of Health Services website or obtain a copy from your attorney. The form requires you to provide your personal information, such as your name and address, along with the details of the person you want to appoint as your agent to make decisions on your behalf. It is crucial to choose someone you trust and clearly state their powers and limitations. Once you have completed the form, it must be signed and dated in the presence of a notary and two witnesses before keeping the original copy in a safe place where it can be easily found if needed.


Step 1: Designate an Agent

When it comes to forming a small business in Wisconsin, one essential step is to designate an agent. This basically means selecting an individual or a business entity to act as your official representative for legal matters. It's important to choose someone who is located within the state of Wisconsin and is willing to take on this responsibility. This agent will receive important legal documents and official notifications on behalf of your business, ensuring that you stay informed and in compliance with the law. So, make sure to designate an agent who can be trusted and is readily available to handle these matters for you.


Step 3: Ensure Your Form is Durable

In Step 3, you should make sure that your form is strong and long-lasting, especially if you are in Wisconsin. This means using materials and construction techniques that can withstand the challenging weather conditions in the state. You want to ensure that your form can withstand heavy snowfall, freezing temperatures, and strong winds. This way, your form can serve its purpose effectively without getting damaged or needing frequent repairs.


Step 4: Sign and Date the Form

Step 4: Sign and Date the Form in Wisconsin Once you have completed filling out the form, it's important to sign and date it in the state of Wisconsin. You need to provide your signature as a confirmation that the information provided is accurate and true to the best of your knowledge. Make sure to use a pen with blue or black ink for better clarity. Additionally, write down the current date, including the day, month, and year. By signing and dating the form, you are demonstrating your agreement with the contents and your willingness to take responsibility for the information you have provided.