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Estate Plans

A Complete Plan to Protect Everyone You Love

How This Protects Your Family

  • One coordinated plan instead of disconnected documents
  • Your family avoids probate court whenever possible
  • Clear instructions for your care if you're ever unable to speak for yourself
  • Someone you trust is legally empowered to step in immediately if needed
  • Built to reflect Wisconsin law, not a generic national template
  • Flat-fee pricing — full trust-based plans start at $3,000, quoted upfront

Frequently Asked Questions

What's actually included in a complete estate plan?

Most complete plans include a revocable living trust, a pour-over will, a financial power of attorney, and a healthcare power of attorney (with a living will). Depending on your situation, we may also add a special needs trust or additional planning for specific assets.

How much does a full estate plan cost?

Full, complete trust-based estate plans start at $3,000, quoted as a flat fee before any work begins — so there are no surprises. Your exact quote depends on your specific assets and goals, and you'll get a clear number during your free consultation.

How is this different from just getting a will?

A will alone still has to go through probate court in Wisconsin. A full estate plan built around a trust is designed to let your family skip that process entirely for trust assets — saving them time, money, and stress during an already difficult period.

How long does the process take?

Most clients complete their full plan within a few weeks, depending on how quickly we gather information about your assets and finish reviewing drafts together. We'll never rush you, but we also won't let it drag on.

Do I need a lot of assets to make this worth it?

No. Estate planning isn't just for the wealthy — it's for anyone who wants to make things easier on their family and keep control over their own care and property. Most of our clients are middle-class Wisconsin families, not the ultra-wealthy.

Talk to Alexander S. Colwell, Esq., CPA About Your Estate Plans

A free, no-pressure consultation is the fastest way to get clear answers about your specific situation.

No pressure. No obligation. Just a conversation about your family.