At Trinkl Planning, our desire is to help families and business owners feel informed and confident in their estate planning.
We take the time to learn about you and your values. We'll work together to discover the best method to protect your assets, preserve your legacy, and achieve your goals while keeping your loved ones out of the courtroom if something happens to you.
In one sentence:
What does it mean to name a legal guardian for your kids?
Naming a legal guardian means choosing someone you trust to care for your kids if you can't be there, and documenting your choice.
What many parents don't know is that without proper documentation in place during an emergency, your child could be taken into protective services or wind up being raised by someone you wouldn't have chosen.
During this 30 minute workshop, I'll walk you through the step-by-step process for choosing the RIGHT guardian for your children - you might be surprised! We'll also cover the Top 10 Mistakes to avoid when choosing a guardian.
All attendees will receive access to a free online guardian nomination kit.
“Working with Stefanie to create our will and living trust was an exceptional experience. She got to know our family with our unique needs and helped us make a plan that gives us so much peace.
She thinks about every possible scenario and helps you plan for it which will eliminate our assets going to probate and hopefully make an easy transition for those left behind."
-Marla P.
“Thank you for all of the hard work and guidance you provided while we created our estate plan.
We feel very confident and secure with the plan you helped us create, and we can rest easy that our family will be protected and cared for in the future.
Your expertise was invaluable."
- Mike & Paige C.
Hello there!
I started Trinkl Estate Planning, S. C. because I knew there was a better way to serve Wisconsin families in a way that wasn't available in a traditional law firm.
When estate plans fail, assets become lost to the state. Family disputes can divide families for years.
My unique approach ensures that you have a plan that works for you and your family so no one has to spend time or money in court.
I get it, no one wants to think about a time that we won't be there for our families.
Estate planning isn't just for what happens when you die - it plans for your life by:
© 2021 Trinkl Estate Planning, S.C.
