Here's what sets Trinkl Estate Planning apart from other Wisconsin estate planning law firms...
When you think of meeting with an attorney, you might picture bookshelves full of dusty law books, scales and gavels, and intimidating lawyers in fancy suits.
The lawyer says you need a will or maybe a trust, and drafts up some documents. Meanwhile, you don't know what you don't know, so you say "ok, sounds good." and sign them, unsure what they really do, but too afraid to ask because the billable hours are ticking away.
As the years go by, your life, assets, and family change, but law firms typically don't have a system in place to keep your plan updated.
As a result, you wind up with an estate plan that may not work as you intended it.
That's why every estate plan we do includes the following benefits and services:
Personalized Custom Plans
Open communication and an understanding of your options are key to designing a plan that best serves your goals and wishes.
I offer flat-fee pricing so that nothing is rushed or left out of your plan...
and you never have to worry about receiving a surprise bill for a phone call or email.
Kids Protection Planning
If you have minor children, just having a will alone will not protect your children from being placed in the care of strangers in the event that you become incapacitated or die.
We'll set up a comprehensive plan that legally names temporary and permanent guardians for your children.
Your Plan Stays Up to Date
Most law firms lack the systems to follow up with changes to your lifestyle, family, and assets, resulting in an out-of-date plan that will not work.
We review your plan, free of charge, every three years upon your request to ensure your plan accounts for changes in your life.
Your Assets Will Be Preserved and Protected
We inventory and maintain a list of your assets throughout your life to avoid losing them to the Wisconsin State Department of Unclaimed Property.
We provide asset accountability to make sure your assets are owned in the right way.
How We'll Work Together
We start with a careful review of what would happen to you and your loved ones under your current estate plan, or without a plan.
Once you're equipped to make an informed decision, we'll work with you to design a plan based on your goals and values.
Most estate plans stop short at protecting your financial assets. I'll help you preserve and pass on what really matters to you.
Feel Confident In Your Plan
We want you to feel confident that you are making the best choices for yourself and your loved ones. Before creating a personalized plan, I will ask questions to get a full picture of your situation and goals.
Then I'll help you understand your options without talking down at you or overwhelming you with jargon or confusing legalese.
We've thoughtfully packaged what we do into customizable options for you and your family. All of our fees are flat-rate and agreed to in advance so there are no surprises.
What's Included In Your Estate Plan?
Your plan may include elements of all of the following, depending on what is best for you and your family:
1. Wills, Trusts, and General Powers of Attorney 2. Health Care Directives and Medical Powers of Attorney 3. Guardianship Nominations 4. Asset Protection Planning 5. Special Needs Planning 6. Probate 7. Trust Administration
Planning for Families
I work with families of all shapes and sizes to develop a plan that works to achieve your goals. Together we can:
Preserve your wealth
Keep your affairs private and out of court
Protect your legacy for years to come
Protect your vision for a non-traditional living arrangement
Planning for Your Children
Your children mean the world to you. Yet most estate plans do the bare minimum to protect them. At Trinkl Estate Planning S.C., I take pride in building comprehensive plans that:
Make sure your children are cared for by the people you choose
Prevent custody battles and disputes
Protect your child's inheritance from creditors, divorce, or abuse
Planning for Singles
You've worked hard to get where you are. No matter what stage of life you're in, you want to make your own decisions and protect what you've created. Together, we can:
Make sure your medical and healthcare wishes are always honored and respected in the event of illness
Ensure your assets are passed on according to your plan (not the State's plan for you)
Keep your assets protected if you're anticipating marriage or divorce.
Asset Protection Planning
The right estate plan can offer you and your business protection from unexpected liabilities or expenses including:
Long-term care needs
Hi, I'm Stefanie,
Wisconsin Estate Planning & Business Planning attorney
I'm passionate about helping Wisconsin families and business owners protect their assets and preserve what matters to them for generations to come.
When I first started practicing law in Milwaukee, I realized the estate planning industry isn't designed to serve growing families or protect their children to the fullest extent possible.
That's why I started Trinkl Estate Planning, S.C.
My goal is to offer Wisconsin families, business owners, and individuals a holistic and welcoming approach to estate planning, asset protection, and business planning.