Probate

Probate

Probate Avoidance Planning and Trust Funding Guidance

Many plans fail for one reason: assets were never placed into the structure that was created. Probate avoidance is not only about drafting, as it also involves aligning ownership and beneficiary designations so assets transfer as intended.

Wisconsin probate administration can be informal or formal, and the Wisconsin Court System provides probate forms and public guidance on administration steps. Probate can also trigger ongoing duties for the person administering the estate, including tax-related responsibilities addressed by the Internal Revenue Service for personal representatives.

You are likely to need probate avoidance counsel when you want transfers to occur efficiently, when privacy is important, when your beneficiaries may disagree, or when you want to reduce the burden on the person handling administration.

Attorney Davidson can review your assets and ownership, coordinate trust funding steps, and put written instructions in place so transfers occur in an orderly way with fewer court-driven delays.

SCHEDULE A PROBATE AVOIDANCE SESSION