• Estate Planning Attorney Brookfield & Waukesha, WI

Margerie Law LLC

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

Hi, I’m Paul. I am an experienced attorney helping individuals and families in New Berlin and surrounding communities plan for their future. I’m passionate about helping my clients understand estate planning, wills, and trusts, and ensuring that their valuable estate is protected for future generations of their families. Don’t wait to start planning for your future, give me a call today.

Call / Text:  (414) 254-4784

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

Estate Planning

Let’s face it – death is just a part of life. That’s why it’s so important to plan for what will happen to your property and finances after you pass away or if you become incapacitated. Laying out your wishes for how your property is managed and distributed is crucial to helping your loved ones best navigate this emotional time and act in your best interest.

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Estate Planning Lawyer Milwaukee

Wills

Do you have children? How about assets that are important to you? If you answered ‘yes’ to either of these questions, it is crucial that you have a will. A will lays out your wishes for who will take care of your children should you pass away, and how your estate should be distributed. While it may seem like a difficult thing to think about, death is inevitable. Having a will lets your loved ones know your wishes and puts everyone’s mind at ease.

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Margerie Law | Trust Attorney

Trusts

A trust is another way to protect your assets and dictate how your estate should be managed upon your death or incapacitaton. When you create a trust, you appoint a trustee, who would oversee your estate until it can pass on to your designated beneficiaries. Benefits of trusts often include avoidance of a lengthy probate court process, lower court costs, and potentially reduced 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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