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Margerie Law | Brookfield
- 12970 W Bluemound Rd Ste 103, Elm Grove, WI 53122

Estate planning attorney, Elder law attorney ★4.0

12970 W Bluemound Rd Ste 103, Elm Grove, WI 53122, USA

4.0
Paul is wonderful. We knew we were in good hands after our first conversation. He helped my husband and I create wills, a revocable trust, healthcare and durable power of attorney paperwork, as well as marital property agreements. He is quick to respond, thorough, knowledgeable, professional, and so easy to work with. Can’t recommend him enough. His pricing is also much more reasonable than others we interviewed. Thank you, Paul! - Brittany Blackwelder
Margerie Law | Brookfield Overview Intro Services Detail Photos Location Reviews

Margerie Law | Brookfield Introduce

Planning for the future is one of the most important steps you can take to protect yourself and your loved ones. For residents of Wisconsin, navigating the complexities of estate planning, elder law, and real estate can be challenging without the right legal guidance. Margerie Law, with an office in Elm Grove, is a law firm dedicated to providing comprehensive and personalized legal services to help individuals, couples, and families secure their legacies. Their practice is built on a foundation of professional knowledge, clear communication, and a commitment to making these critical processes as easy as possible for their clients.

The firm's focus on estate and elder law is particularly valuable for the local community. These areas of law are deeply personal and require an attorney who is not only knowledgeable but also compassionate and easy to work with. For those in Waukesha County and the greater Milwaukee area, Margerie Law offers a local and accessible resource. By understanding the specific needs and goals of each client, the firm is able to create customized legal plans that address everything from asset management and transfers to succession planning and the creation of wills and trusts.

What sets Margerie Law apart is its client-centric approach, which is evident in the positive experiences shared by past clients. They recognize that legal processes, such as creating a comprehensive estate plan, can feel overwhelming. Therefore, the firm strives to demystify the process, answering questions and providing recommendations that are tailored to each family's unique situation. This personal touch and commitment to transparency are key reasons why many in the community choose to work with them.

This article will provide a detailed look at Margerie Law, from its convenient location to the wide range of services it offers. We will explore the key features that make the firm a compelling choice for your legal needs and share insights from client testimonials. All information is based on publicly available data, ensuring a factual and informative overview to assist you in making a well-informed decision for your legal future.

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Location and Accessibility

Margerie Law's office is located at 12970 W Bluemound Rd Ste 103, Elm Grove, WI 53122. This address places the firm in a prime location that is easily accessible for clients in the Elm Grove, Brookfield, and Waukesha areas. Situated on a major thoroughfare, the office is simple to find and convenient for appointments, whether you are coming from a nearby suburb or a greater distance.

The firm has made a conscious effort to ensure its office is welcoming and accessible to all clients. The building features a wheelchair-accessible entrance, providing a seamless entry for individuals with mobility challenges. Additionally, there is a wheelchair-accessible parking lot, which simplifies the process of arriving and getting to the office. The premises also include a wheelchair-accessible restroom, a thoughtful amenity that contributes to a comfortable and inclusive environment for everyone.

To provide each client with the necessary time and attention, Margerie Law operates on an appointment-required or recommended basis. This planning system ensures that the legal team can be fully prepared for your consultation, with no rushed feeling. It allows for a detailed and thorough discussion of your needs, ensuring that the legal advice and services provided are of the highest quality and completely customized to your situation.

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Services Offered

Margerie Law specializes in a variety of key legal areas, with a strong focus on helping clients plan for the future. Their services are designed to protect assets and ensure your wishes are carried out.

  • Estate Planning: The firm assists in creating comprehensive estate plans. This includes drafting essential documents such as wills, revocable trusts, living wills, and powers of attorney. They also specialize in asset management, creditor claims, and estate preservation, with a focus on customizing a plan for each client's unique needs, including young families.
  • Elder Law: They provide legal counsel on matters specific to older adults. This includes planning for long-term care, special needs trusts, and supplemental needs trusts to protect assets for beneficiaries with special needs. They help families navigate the complexities of life planning and the legal aspects of aging.
  • Real Estate Law: The firm offers services related to real estate transactions and law. This includes providing legal advice on property disputes, asset transfers, title insurance, and other real estate matters that often intersect with estate planning.
  • Probate: They guide clients through the probate process, including handling probate court legal proceedings, managing probate estates, and ensuring the proper transfer of property according to probate laws.
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Features / Highlights

Margerie Law is distinguished by several key features that clients consistently praise, setting the firm apart in the local legal community.

  • Experienced and Knowledgeable: Clients report feeling "in good hands" from the very first conversation. The attorney, Paul, is noted for his thorough knowledge of the law and his ability to provide clear, actionable advice.
  • Personalized and Easy to Work With: A key highlight is the firm's approachable and client-centered service. Paul is described as being "so easy to work with" and taking the time to "listen and answered all of our questions." This personal touch makes a complex process feel much more manageable.
  • Excellent Communication: The firm is praised for being quick to respond to client inquiries. This high level of responsiveness provides reassurance and keeps the legal process moving smoothly, reducing client stress.
  • Reasonable and Transparent Pricing: Clients have noted that the firm's pricing is "much more reasonable than others we interviewed," and that they offer "high caliber quality" at a "reasonable cost." This transparency and value are a significant benefit.
  • Customized Solutions: The firm does not offer a one-size-fits-all approach. Clients report that recommendations and advice are "tailored to our family's needs and goals," ensuring that the final legal documents are a perfect fit.
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Contact Information

To learn more about the legal services offered by Margerie Law or to schedule a consultation, you can reach them at the following:

Address: 12970 W Bluemound Rd Ste 103, Elm Grove, WI 53122, USA

Phone: (414) 254-4784

Mobile Phone: +1 414-254-4784

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What is worth choosing

The decision to hire an attorney, especially for sensitive matters like estate planning and elder law, hinges on trust and confidence. The client testimonials for Margerie Law offer a powerful glimpse into why the firm is a highly recommended choice in the Wisconsin region. Clients consistently praise the attorney, Paul, for a combination of professional excellence and personal approachability.

One client highlighted the firm's role in creating a comprehensive suite of legal documents, including wills, a revocable trust, and marital property agreements. The client's review, which described the experience as "wonderful" and noted feeling "in good hands," speaks to the sense of security and trust that the firm instills. The fact that the attorney is "quick to respond, thorough, knowledgeable, professional, and so easy to work with" are all critical attributes that make the legal process less daunting. Furthermore, the mention of "much more reasonable" pricing demonstrates a commitment to providing value without compromising on quality.

Another client's review reinforces these points, describing their experience with Paul on estate planning as "positive and pleasant from start to finish." The emphasis on the attorney's ability to "take the time to listen and answer all of our questions" and to provide advice "tailored to our family’s needs and goals" shows a deep commitment to personalized service. This kind of customized approach is essential for estate planning, where a one-size-fits-all solution is simply not effective.

In conclusion, Margerie Law is a compelling choice for anyone in Wisconsin seeking legal assistance with estate planning, elder law, or real estate matters. The firm's reputation for being highly professional, knowledgeable, and genuinely easy to work with—combined with its commitment to reasonable pricing and personalized solutions—makes it a standout option. The positive client feedback serves as a strong testament to the firm's dedication to exceeding expectations and providing a high-caliber legal experience.

Margerie Law | Brookfield Services

  • Estate Planning Attorney

  • Asset Management
  • Asset Transfers
  • Comprehensive Estate Plan
  • Creating An Estate Plan
  • Creditor Claims
  • Customized Estate Plan
  • Estate Planning Document
  • Estate Planning Documents
  • Estate Planning For Young Families
  • Estate Planning Help
  • Estate Planning Lawyer
  • Estate Planning Probate
  • Estate Preservation
  • Life Planning
  • Living Wills
  • Probate Court Legal
  • Probate Estates
  • Probate Laws
  • Probate Property
  • Real Estate Attorney
  • Real Estate Attorney For
  • Real Estate Law
  • Real Estate Transactions
  • Retirement Plans
  • Revocable Trusts
  • Special Needs Trusts
  • Succession Planning
  • Supplemental Needs Trust
  • Tax Returns
  • Taxable Estate
  • Title Insurance
  • Trust Attorney
  • Trusts Trusts
  • Trusts Wills Estate
  • Wills Attorney
  • Wills Estate Planning

Margerie Law | Brookfield Details

  • Accessibility

  • Wheelchair accessible entrance
  • Wheelchair accessible parking lot
  • Wheelchair accessible restroom
  • Amenities

  • Restroom
  • Planning

  • Appointment required
  • Appointments recommended

Margerie Law | Brookfield Photos

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Margerie Law | Brookfield Location

Margerie Law | Brookfield

12970 W Bluemound Rd Ste 103, Elm Grove, WI 53122, USA

Margerie Law | Brookfield Reviews

An average rating of ★4.9 from 67 user reviews.

questionstrustwillpower of attorneyknowledgedocumentsefficientsaleconfidentLLC

★ 5★ 4★ 3★ 2★ 1

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