Margerie Law LLC | Estate Planning Milwaukee

- 9125 W North Ave #102, Wauwatosa, WI 53226

For residents of Wisconsin, planning for the future is an essential step in ensuring the financial security and well-being of your loved ones. However, the world of estate planning can often seem complicated and intimidating, filled with legal jargon and complex decisions. This is where a knowledgeable and approachable attorney can make all the difference. In Wauwatosa, Margerie Law LLC, led by Attorney Paul Margerie, offers dedicated and personalized legal services to help individuals and families create a comprehensive estate plan. They specialize in simplifying the process, providing peace of mind by ensuring your wishes are clearly documented and legally sound.

The importance of a well-crafted estate plan cannot be overstated. Without one, the state of Wisconsin may dictate how your assets are distributed, which may not align with your personal wishes. This can lead to stress, family disputes, and unnecessary expenses down the road. Margerie Law LLC understands these risks and works diligently to protect your legacy. As a client review notes, Attorney Paul Margerie is not only "very organized and succinct" but also "seriously down to earth," which makes the entire process of creating legal documents far less daunting. His ability to explain complex legal concepts in "very understandable terms" is a key reason why clients feel so satisfied and confident in their final plan.

Beyond his legal expertise, Attorney Paul Margerie’s approach is defined by a genuine commitment to his clients. He is praised for his patience and for always making sure clients "understand the point he's trying to get across." He builds a relationship of trust, which is crucial when discussing deeply personal and financial matters. The firm's ethos is not about rushing clients but about ensuring they are comfortable and fully informed at every stage. For anyone in Wisconsin who is ready to take control of their future and protect their family, Margerie Law LLC offers a blend of professional skill and compassionate service that is truly worth choosing.

Margerie Law LLC is conveniently located at 9125 W North Ave #102, Wauwatosa, WI 53226, USA. This location makes the firm easily accessible to residents in Wauwatosa, Milwaukee, and the surrounding communities. The office is situated in a central area with a wheelchair-accessible parking lot, which simplifies visits for clients with mobility challenges.

The firm is committed to ensuring a comfortable and accessible experience for all. In addition to the accessible parking, the building features a wheelchair-accessible entrance and a wheelchair-accessible restroom. These thoughtful accommodations demonstrate the firm’s dedication to providing a welcoming and inclusive environment for everyone who seeks their legal services.

Margerie Law LLC specializes in a comprehensive suite of estate planning services designed to meet the unique needs of individuals and families. Their expertise covers every aspect of securing a person's assets and legacy.

• Comprehensive Estate Plan & Simple Will Packages: The firm works with clients to create full, legally sound estate plans that reflect their wishes, including both complex plans and simpler will packages.
• Wills, Trusts, & Powers of Attorney: They draft essential legal documents such as simple wills, revocable living trusts, and powers of attorney, including financial power of attorney and medical power of attorney.
• Specialized Trusts: For specific needs, such as providing for a loved one, the firm can assist with the creation of Special Needs Trusts.
• Healthcare Directives & Living Wills: They help clients prepare documents that outline their wishes regarding medical treatment, ensuring their healthcare decisions are respected.
• Legacy & Inheritance Planning: The firm provides guidance on how to transfer assets and plan for a legacy, helping clients secure a future for their beneficiaries.
• Estate Plan Reviews & Updates: To ensure a plan remains current and relevant, the firm offers services to review and update existing estate planning documents.
• Real Estate & Probate Law: In addition to estate planning, Attorney Margerie has experience in real estate law and can provide guidance on probate laws, helping families navigate the legal process after a loved one has passed.

What makes Margerie Law LLC a top choice for estate planning in Wisconsin? Several key features set this firm apart.

• Clear and Fair Pricing: Clients appreciate that the costs are clearly laid out and are considered "extremely fair." This transparency removes financial anxiety from a serious legal process.
• Patient and Down-to-Earth Communication: Attorney Paul Margerie is known for his patient and friendly demeanor, ensuring clients are comfortable asking questions and that they fully understand all aspects of their legal documents.
• Proven Knowledge and Expertise: Clients feel confident that he "absolutely knows what he is doing." He provides solid legal advice and is adept at making sure clients understand the legal points being discussed.
• Dedication to Client Well-being: A client review mentioned his willingness to provide an extra hour of clarification "without charge," demonstrating his commitment to the client's best interest over a simple fee.
• Accessible Services: The firm is physically accessible, with a wheelchair-accessible entrance, parking lot, and restroom, making it a welcoming place for all clients.

To discuss your estate planning needs or to schedule a consultation, you can contact the firm using the information below:

Address: 9125 W North Ave #102, Wauwatosa, WI 53226, USA

Phone: (414) 254-4784

Mobile Phone: +1 414-254-4784

Choosing an estate planning attorney is one of the most important decisions you can make to protect your family's future. For residents of Wisconsin, Margerie Law LLC is a clear choice, and the reasons are powerfully articulated in client testimonials. One review noted that they were "very satisfied and feel he will have our best interest in years to come," which is a testament to the trust and security the firm builds with its clients. The sentiment that Attorney Paul Margerie is "patient, friendly, and seriously down to earth" is a huge advantage in a legal field that can feel impersonal and confusing.

The firm’s transparent and fair pricing, combined with their willingness to go above and beyond, truly sets them apart. The story of not charging for an extra hour of clarification is a perfect example of their client-first philosophy. This is the kind of dedication that gives clients true peace of mind. By choosing Margerie Law LLC, you are not just getting a lawyer; you are getting a dedicated partner who is committed to helping you navigate the complexities of estate planning with clarity and care. They offer a rare combination of top-tier professional knowledge and a compassionate human touch, making them an excellent choice for anyone in Wisconsin looking to secure their legacy.

Margerie Law LLC | Estate Planning Milwaukee

9125 W North Ave #102, Wauwatosa, WI 53226, USA