Milwaukee Estate Planning Services

Milwaukee Estate Planning Services

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Learn more about Estate Planning with educational brochures from the State Bar of Wisconsin.

Wills/Estate Planning (PDF)

Durable Powers of Attorney (PDF)

Revocable Living Trusts (PDF)

Estate Planning

Be the hero in your family’s story.

Creating an estate plan today offers peace of mind knowing your estate will be properly handled in the future. A typical estate plan consists of several elements that when coordinated correctly can offer so many benefits:

  • provision for your immediate family
  • plan for incapacity
  • minimize expenses
  • expedite property to beneficiaries
  • reduce taxes on your estate
  • provide for an orderly business transition
  • benefit a worthy cause or favorite charity

 

Affordable and Transparent pricing helps you take the first step.

The thought of paperwork and legal fees can be barrier to the important task of establishing an estate plan. For convenience, most estate-planning services include an affordable, flat rate fee.

 

An advocate for your unique needs.

Estate planning begins with understanding your needs. At the Law Office of David Watson, David listens to your priorities then tailors a custom plan for you and your loved ones. And as your life, career, and family grow, he partners with you to help maintain your growing legacy.

 

Your estate plan may include:

  • Will(s)
  • Trust(s)
  • Durable Powers of Attorney
  • Durable Power of Attorney for Health Care
  • Health Insurance Portability and
  • Accountability Act (HIPAA)
  • Disclosure(s)
  • Living Will(s)

Start building a legacy in just 3 minutes!

Whether you’re making initial estate plans or updating existing documents, this brief online worksheet is a great tool to help build a more secure future—in just minutes! The Law Office of David Watson will contact you for a free review.

Get Started

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Testimonials

“We were extremely pleased with the estate planning David Watson did for us. He handled all aspects in a straightforward, understandable way, and clearly outlined our options so that we could make appropriate decisions.

Although my husband is an attorney, David was happy to provide “non-legalese” explanations so that we both could readily understand the situation.

His expertise in estate planning, and pleasant demeanor were greatly appreciated! We would highly recommend David for legal services. “

Kevin & Patti – Milwaukee

“Attorney Watson turned a fairly complicated estate plan into a set of succinct, easy to understand legal documents.”

William – Wauwatosa

“I’ve had the pleasure of working with David for some time now, and I’ve had nothing but positive experiences whenever I’ve had a client in need.

David has the knowledge and the professionalism to deliver the peace of mind that our clients deserve. He is very thorough and organized- which allows him to tailor plans that are specific to the individual.

The feedback that I have received for recommending David has been absolutely phenomenal, and I would strongly advocate anyone to sit down and chat with him!”

Kenny – Grafton

Read More

Learn more about Estate Planning with educational brochures from the State Bar of Wisconsin.

Wills/Estate Planning (PDF)

Durable Powers of Attorney (PDF)

Revocable Living Trusts (PDF)

Contact Us

Contact the Law Office of David Watson to schedule an appointment.

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About Us

Learn more about Milwaukee area attorney David Watson.

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