Estate & Trust Administration

McLario, Helm & Bertling - Waukesha County Probate Lawyers

With our long experience in estate planning, will and trust instrument preparation, and estate administration, the Greater Milwaukee probate attorneys of McLario, Helm & Bertling provide prompt and reliable service in the probate of wills and the administration of estates. Contact us in Menominee Falls if you need advice and representation with regard to any of the following:

• Probate of a will
• Marshalling the estate's assets
• Publishing notice of probate
• Selling real estate
• Distributing bequests
• Paying debts and evaluating claims against the estate
• Filing state or federal estate tax returns
• Preparing the final accounting

We will make sure that the estate executor or administrator has all the information necessary to fulfill the functions and duties of probate and to avoid liability to any heir, other interested party, or taxing authority. Our attorneys can also represent out-of-state executors on a remote basis, thereby minimizing your need to return to Wisconsin for estate administration matters.

The Wisconsin probate attorneys of McLario, Helm & Bertling also represent the estate or heirs in probate litigation involving challenges to the decedent's testamentary capacity, claims of undue influence, or other will contests. We can also represent the estate or heirs in actions for removal of the administrator or executor.

We also represent trustees in cases where most of the decedent's assets effectively bypassed probate through revocable living trusts during the decedent's lifetime. We can advise you about the appointment and functions of a successor trustee if the decedent was the original trustee, and make sure that all of the trust actually holds all of the trust's nominal assets have been transferred to it effectively.

For further information about the ability of our estate administration attorneys to see your probate or trust administration process through to a successful completion, contact the Milwaukee probate lawyers of McLario, Helm & Bertling in Menomonee Falls.