Protect
Your Future

With an Estate Plan from Axley

Creating an Estate Plan is an important part of everyone’s life, regardless of age or wealth. The purpose of estate planning is to clarify your wishes and provide certainty for your beneficiaries. Axley attorneys can help create an estate plan that fits your unique situation and ensure that the right people are selected for your needs during life as well as after.

As an alternative to meeting in person for the initial consultation, the attorneys at Axley are able to simplify the process by using video conferencing tools and protected document sharing to assist in the development of an estate plan that’s right for you.

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Disclaimer: Before you proceed, please read the following: We cannot act as your lawyers or provide any legal advice until we know doing so will not create a conflict of interest. Do not send us any information that is considered confidential or secret. Any information sent to us before we agree to be your lawyers cannot be protected from disclosure. By clicking Submit, you understand that even if you send us confidential or secret information, it does not create a lawyer-client relationship, and you recognize we might already represent the persons or entities directly adverse to you.

What is Included in an Estate Plan?

A basic estate plan consists of several documents including a Will, General Durable Power of Attorney, Health Care Power of Attorney, HIPAA Authorization, and a Living Will. More complex estate plans may include revocable trusts, grantor trusts, special needs trusts, gifting plans and marital property agreements. Our team will review each of these documents in detail with you so we can ensure each one suits your needs.

How Long Does it Take to Create an Estate Plan?

The time spent on preparing your estate plan can vary depending on the complexity of the estate plan. Axley is committed to providing prompt client service and will be able to assist you in creating an estate plan in an efficient manner.

Why Should I Use an Attorney Instead of Making an Estate Plan Online?

While the internet can be a great resource, it does have its limitations. Many online resources regarding estate planning can provide confusing or misleading information that can cause you to create an ineffective or invalid estate plan. At Axley, we recognize this is a personal journey, and each estate plan we develop with our clients is structured to meet their specific needs. There is no generic questionnaire, and we don’t churn out a one size fits all plan.

How Much Does an Estate Plan Cost?

We understand that cost is always a concern, and we provide flat fee or hourly quotes depending on complexity after the free, initial meeting where we gather details about your specific situation, needs, and goals.

How Do I Get Started?

Submit your contact information above. With Axley team members continually monitoring inquires, you will receive a quick response with additional information about scheduling a one-on-one meeting, either virtually or telephonically, so we can learn more about your needs and the costs involved in preparing your estate plan.

Meet Our Attorneys

Tracy J. Murn

Partner • Waukesha

James P. Lenahan II

Senior Associate • Waukesha

Katy A. Adler

Associate • Waukesha

Preparing for Your Initial Appointment

Information to Prepare:

Axley Questionnaire
Any prior estate planning documents

Decisions to Consider:

Who/What is important to you?
What are your goals?
Understand your financial situation (student loans, retirement planning)

After the Plan:

We provide paper & electronic copies of your documents
Primary documents are sealed in Axley’s onsite vault
For questions, concerns, or changes contact your Axley attorney

262.599.6529

ProtectYour Future