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Basic Estate Planning

Wisconsin Basic Estate Planning

For the vast majority of people there are three basic, yet essential, documents necessary for estate planning:

1.     Wills or Wills With Trust Provisions

2.     Durable Power of Attorney For Financial Management

3.     Power of Attorney For Health Care

This is certainly not an exhaustive discussion of estate planning. There are also more complex estate plans for those who need to address potential estate or capital gains taxes as well as medicaid nursing home planning.


There are certain devices to keep assets in your estate from passing through your will or probate. Some examples are titling real property as joint-tenants with survivorship interest. Bank accounts can also be titled in a like manner or designated as P.O.D. (payable on death) to a designated beneficiary.

Life insurance policies as well as many retirement assets can also pass by beneficiary designation to keep those assets from passing through your estate. There may also be instances where you may want to designate your estate or Trust as a beneficiary of certain assets.

Attorney Riley would be happy to discuss options to simplify the passage of assets to beneficiaries outside the probate process.

Basic Estate Planning Package

Attorney Riley offers a very reasonable flat fee for the drafting of all three of these documents for both married parties, partners, or individuals. Please call (608-833-3880) or e-mail Riley Lawoffice for a quote on these services.

Please also refer to wills & trusts, power of attorney and health care provisions.


Contact Riley Law Office

If Attorney Tim Riley can be of assistance to you with your legal situation, please call Riley Law Office for a free initial consultation at (608) 833-3880 or email Attorney Riley. Attorney Riley will be happy to speak with you with no obligation on your part.

Free Initial Consultation

If I may be of assistance to you and help you with your legal situation, please contact me at (608) 833-3880. I will happy to speak with you with no obligation on your part.

"I also believe that when hiring an attorney, particularly with regard to family law, it is essential that a prospective client have an opportunity to meet and discuss their case with that attorney. It is for this reason that I offer a free no obligation one half hour consultation. A client who is going to entrust an attorney with their most personal and important legal needs should have the opportunity to meet that attorney without opening their purse or wallet."

"I also sincerely believe that a client deserves thorough and effective advocacy and representation at a fair and reasonable cost. As such, I have maintained a very competitive retainer and fee schedule over the course of my 36 years of practice."

Respectfully yours,

Timothy S. Riley
Attorney at Law
Riley Law Offices
7633 Ganser Way, Suite #102
Madison, WI 53719
T: (608) 833-3880
F: (608) 856-2488
E: Attorney Riley

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