UNDERSTANDING WILLS AND TRUSTS

Attorney Nancy Shue helps individuals create clear, enforceable estate plans that reflect their wishes and comply with Wisconsin law. Wills and trusts are legal documents that outline how your assets will be distributed after your death and allows you to nominate the person who will be collecting and liquidating the assets of your estate, paying the debts and expenses, and following the instructions you have provided.

Services include:

• Drafting wills and trusts from simple to more complicated
• Naming beneficiaries, personal representatives, and trustees
• Planning for minor children and naming guardians
• Reviewing and updating existing wills and trusts 
• Coordinating wills and trusts with other estate planning documents

PREPARING FOR YOUR CONFERENCE

Before attending the conference, please come prepared with the following:

• Contact information for person nominated to serve as personal representative (known elsewhere as an executor)
• Contact information for person nominated to serve as the alternate personal representative
• Contact information for person nominated to serve as second alternate personal representative
• Contact information for beneficiaries (whether human or charities)
• Dates of birth for any minor beneficiaries
• List of assets, if any, that you wish to have distributed to specific beneficiaries