• Estate Planning Attorney Brookfield & Waukesha, WI

Margerie Law LLC

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

Hi, I’m Paul. I’m a passionate estate planning attorney serving individuals and families in West Allis and other communities in southeastern Wisconsin. Do you have questions about estate planning, wills, or trusts? I am here to help you navigate this sometimes complicated, but very important, part of life to ensure that your estate is protected for future generations. Give me a call today to get started planning for tomorrow.

Call / Text:  (414) 254-4784

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

Estate Planning

Death is a part of life, and it is important to be prepared for this eventuality for the security and peace of mind of you and your family. Estate planning means taking control of how your finances and property are to be managed and distributed upon your death or incapacitaton. This is a crucial step so that your loved ones know your wishes should you pass away.

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Estate Planning Lawyer Milwaukee

Wills

A will is an important document that stipulates what happens to your property and, even more importantly, who will take care of your children should you die or become incapacitated. These are crucial decisions that, if you do not lay out your wishes in a will, would be left to the court system. Anyone with assets or, especially, children, should make a will right away.

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Margerie Law | Trust Attorney

Trusts

A trust is a useful tool for you to begin managing your estate while you are still alive, and to ensure proper stewardship of it once you pass away. With a trust, you name a third-party as trustee to manage your assets until they can pass on to your designated beneficiaries. Having a trust allows your beneficiaries to avoid the often-lengthy probate court process, lowers court costs, and may even 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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