A Complete Wisconsin Estate Plan. Flat Fee: $1,795.
Trust, will, powers of attorney, healthcare directives, HIPAA authorization, and your home deed retitled — all drafted to Wisconsin law, all delivered for one transparent price. No surprise bills. No hourly drift.
Estate plans are prepared and reviewed by licensed estate planning attorneys. Tim Gerds coordinates the process — he does not draft legal documents.
- Avoid probate and keep your estate private
- Protect your spouse, children, and assets in one plan
- Includes deed transfer most attorneys charge extra for
- Free updates for 12 months as life changes
One flat fee. Everything below included.
- Revocable Living Trust
- Pour-Over Will
- Durable Financial POA
- Healthcare Directive & Living Will
- HIPAA Authorization
- Wisconsin Deed Transfer to Trust
- Marital Property Agreement
- Funding & Beneficiary Guidance
- 12 Months of Free Updates
How we stack up against any Wisconsin attorney.
We invite the comparison. Here's exactly what you get from us, a typical local estate attorney, and a DIY online template.
Pricing reflects typical Wisconsin estate attorney quotes for comparable Trust + Will + POA packages.
Every document your family needs.
A complete plan — not a starter kit.
Revocable Living Trust
Avoid probate, keep your estate private, and control how and when assets pass to heirs.
Pour-Over Will
A backstop will that funnels any remaining assets into your trust at death.
Durable Power of Attorney
Names who manages your finances if you're incapacitated — no court needed.
Healthcare Directive & Living Will
Names your medical decision-maker and your end-of-life wishes in writing.
HIPAA Authorization
Lets the people you trust speak with doctors and access your medical records.
Deed Transfer to Trust
Your attorney retitles your Wisconsin home into your trust so it actually avoids probate.
Marital Property Agreement
Wisconsin-specific agreement that classifies assets between spouses — critical for clean title, tax treatment, and probate avoidance.
Simple, calm, and done in three steps.
Free 30-Minute Conversation
We learn your family, your assets, and what you want protected. No pressure, no jargon.
Custom Plan Drafted
Your full document set is drafted to Wisconsin law and reviewed with you line-by-line by your licensed estate planning attorney.
Signing & Funding
Your attorney coordinates notarization, witness signing, and retitles your home into the trust.
Honest answers.
Why is this $1,795 when local attorneys charge $3,000–$5,000?+
We've built a streamlined process around licensed estate planning attorneys — so drafting, funding, and document delivery happen efficiently and at a flat fee. You get the same documents, often more thoroughly funded, without the hourly billing.
Are these documents valid in Wisconsin?+
Yes. Every document is drafted by a licensed attorney to Wisconsin statute and reviewed before signing. The deed transfer is handled through your county Register of Deeds by your attorney.
What if my situation is complex (business, blended family, special needs)?+
We'll tell you on the free call. If your situation needs specialized counsel, we'll say so directly and refer you — no $1,795 plan that doesn't fit.
What happens after the plan is signed?+
You get free updates for 12 months and an annual check-in invitation. Estate plans are living documents — life changes, and your plan should too.
"We were in a bad financial and estate situation. Tim was able to identify what we needed to get to a better place. We are forever grateful."
Results may vary. Testimonials reflect individual client experiences.
Get your full estate plan handled — for $1,795.
Start with a free 30-minute conversation. If we're not the right fit, we'll tell you. If we are, you'll have a complete Wisconsin estate plan in weeks — not months — at a price that doesn't punish you for caring.
Book a Free ConsultationOr call (262) 628-1618