• Estate Planning Attorney Brookfield & Waukesha, WI

Margerie Law LLC

Estate Planning Attorney | Greenfield & Elm Grove, WI | Est. 2000

Hi, I’m Paul. I’m an experienced estate planning attorney helping families in Greenfield and nearby communities secure their estate and plan for their future. I love to help clients through the estate planning process, and am knowledgeable about wills, trusts, and how to best protect your valuable assets. Allow me to help you plan for tomorrow so you can enjoy today. Give me a call to get started.

Call / Text:  (414) 254-4784

Paul Margerie | Estate Planning & Wills Attorney | Waukesha & Brookfield
Estate Planning Attorney Milwaukee

Estate Planning

Though it may feel like a long way off, someday you will pass away. When this happens, it is important that your family know your wishes for how your property and finances are to be managed. Estate planning is a crucial part of preparing for the future that will set not only your mind at ease, but also the minds of those who care about you.

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Estate Planning Lawyer Milwaukee

Wills

If you are a parent and/or have assets that are important to you, it is time to make a will. A will dictates your wishes for who will care for your children should you pass away, and how your property should be managed and distributed. If you pass away without making a will, it will be up to the court system to make these important decisions.

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Margerie Law | Trust Attorney

Trusts

A trust is a useful tool to avoid the often lengthy probate process, which can keep your beneficiaries from taking control of your assets for an extended period of time after you pass away. With a trust, you appoint a trustee, who holds and manages your estate until your beneficiaries can take over. Trusts are a good way to avoid court fees and could, potentially, lower estate taxes.

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The Family Protection & Estate Preservation Plan

Our tailored 6-step approach to ensuring that you get what you need to protect and preserve your family’s legacy.

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Margerie Estate Planning Attorney, Brookfield

What Our Clients Are Saying

Paul has handled a number of legal issues for my wife and I, my clients and family. Most recently, after my father passed, he helped update the Will and POA documents for my mother. Know that those things were completed gave my mother, my family and myself great peace of mind. I would go to Paul with any legal issue – always knowing that if he didn’t feel like he could do the best for me, he would refer me to a specific specialist. I consider Paul to be a great resource for anyone who needs to know they can trust the people they work with.

Michael Stelter
Michael Stelter

Paul and his firm watched over my interests during an emotionally difficult time of loss in our family’s lives. Although I was unfamiliar with the circumstance that I was to deal with, I quickly became confident in his opinion and guidance. Paul was always willing to help with even the smallest details at the very end of his day. I will never forget his compassion, kindness and leadership at this low point in my life when I could not think clearly on my own. My family and I owe Paul a debt of gratitude for his expertise and care.

Loni Jaeger
Loni Jaeger

Attentive and Responsive! While I’m certain the sale of my house wasn’t the most pressing piece of business Paul had on his plate that week, I was certainly made to feel like I was his most important client. Being new to the process I had a number of questions for Paul and his team and required a little extra hand holding, but I was always responded to quickly and with great professionalism and accuracy. Thanks Paul!!!

Ron Grumley
Ron Grumley

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P: (414) 254-4784

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