Probate Law & Estate Settlement
Simplifying the Transfer of Assets in the Estate Settlement Process
Attorney Listing • Related Resources
The death of a loved one is an extremely difficult time as families face the emotions of their loss and the need to make decisions about the transfer of assets. The attorneys of McCarty Law are here to help by alleviating your anxieties and taking the stress out of estate settlement. Our experienced attorneys and paralegals advise clients on probate law issues regularly and provide a wide range of law services with regard to both probate transfers — the court proceeding used to transfer assets in accordance with an individual's estate plan — and non-probate transfers.
The post-death administrative services McCarty Law offers include:
- Administration and transfer of assets pursuant to legal wills or revocable trusts
- Preparation and filing fiduciary income tax returns (needed after an individual has passed away and before assets are distributed to his or her heirs)
- Preparation and filing of both federal and Wisconsin estate tax returns
- Guidance on appropriate beneficiary selections and timely elections with regard to post-death tax planning
Our Appleton-based attorneys will answer any legal questions and help you file all of the necessary paperwork and claim forms with retirement administrators, life insurance companies and register of deeds offices in order to ensure the smooth transfer of assets.
We understand that the death of a loved one is a time to grieve rather than a time to deal with complicated financial matters and asset transfers. We strive to help you simplify the estate settlement process and provide the tools necessary to ease the transition of asset ownership from one person to another.
Attorney Listing
For more information about our probate law and estate settlement services, please contact any of these attorneys:
John A. Esler
John J. Russo
Reg P. Wydeven
Related Resources
Probate Q&A
Revocable Living Trusts Q&A
