Wisconsin Estate Planning

Estate Planning helps you prepare for the future of your assets. Attorney-drafted templates are quick and easy to fill out.

intro Estate Planning

Common Wisconsin Estate Planning documents

  • Last Will and Testament — outlines asset distribution after death.
  • Durable Power of Attorney — designates someone to make decisions on your behalf.
  • Living Trust — holds and manages your assets while you are alive and after your death.
  • Living Will — expresses your healthcare wishes in case of incapacity.
  • Healthcare Directive — provides guidance on medical treatment preferences.
  • Probate Documents — facilitate the legal process of settling an estate.

Similar documents: key differences

  • Will vs. Trust — a Will outlines asset distribution, while a Trust manages assets during life.
  • Durable Power of Attorney vs. Healthcare Proxy — the former handles financial matters, the latter focuses on health decisions.
  • Living Will vs. Healthcare Directive — both express healthcare wishes, but terminology may vary.
  • Probate vs. Non-Probate Assets — probate assets go through court, while non-probate assets transfer directly.

How to get started

Start in minutes with these steps.

  • Find a template or package that fits your situation.
  • Review the description, preview, and signing requirements.
  • Get full access with a subscription.
  • Complete it in the online editor.
  • Export or send: download, email, USPS mail, notarize online, or send for e-signature (Premium).

FAQs

An estate plan helps manage your assets and healthcare wishes during life and after death.

Yes, you can update your estate plan whenever your circumstances change.

Without an estate plan, state laws will dictate how your assets are distributed.

While not necessary, consulting a lawyer can ensure your plan meets your needs.

Glossary

  • Will - A legal document outlining asset distribution after death.
  • Trust - An arrangement to manage assets during life and after death.
  • Power of Attorney - A document granting someone authority to act on your behalf.
  • Living Will - A document stating your healthcare wishes in case of incapacity.
  • Probate - The legal process of settling a deceased person's estate.
  • Healthcare Directive - A document outlining medical treatment preferences.
  • Executor - The person responsible for managing an estate after death.
  • Beneficiary - An individual designated to receive assets from an estate.

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