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Estate Planning for Wisconsin Families

Based in Madison and serving clients throughout Wisconsin, we help families create estate plans that bring clarity and peace of mind.

⭐⭐⭐⭐⭐ 100+ 5-Star Google Reviews

Trusted by Clients Accross Wisconsin

How We Can Help

Legal services for planning ahead and handling the next steps

We help individuals and families with estate planning, probate, trust administration, and related property transfer matters. Our goal is to make the legal process clear, manageable, and tailored to your situation.

Estate Planning

Wills, trusts, and powers of attorney designed to protect your wishes and provide clarity for your family.

Probate

Guidance for personal representatives and families navigating probate and administering an estate.

Trust Administration

Support for trustees who need help understanding their responsibilities, managing next steps, and carrying out trust terms properly.

Deeds and Asset Transfers

Transfer on death deeds, real estate transfers, trust funding, beneficiary coordination, and related work to help assets pass the way you intend.

What to Expect

3-step structure


1. Initial Consultation

 

We learn about your situation and goals and outline your options.

2. Plan Design and Drafting


We prepare documents tailored to your needs and explain everything clearly.

3. Signing and Implementation


We finalize your plan and help ensure everything is properly in place.

About Us

Meet your legal team

​We listen first, explain things clearly, and guide you through each step with a practical approach.

We are a two-person team by design. When you work with us, you work directly with your attorney throughout the process.

That means clear communication, consistency, and a plan that reflects your specific goals. We keep our practice focused so we can give each client the time and attention they deserve.

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What Our Clients Say

“If you are thinking of creating an estate plan but fear it will be too intimidating, I strongly recommend you give Matthew Underwood a call. Through the entire process, he made us feel as though we were his highest priority, and he took as much care with my parents as I imagine he would take with his own. I was grateful for this compassion. Matthew is an intelligent lawyer and a genuinely kind person. Working with him was a joy. My family highly recommends him."

Rachael

"Matthew is kind, personable, and professional. I was comfortable working with him, and he and his team made the entire process smooth from start to finish. I am impressed by his attention to detail and his degree of thoroughness. I intend to have Matthew remain as my estate planning attorney for any future changes or updates to my plan, and highly recommend him to anyone in need of estate planning services."

Norm

“Matt took the time to really listen to our needs and objectives. We felt he truly understood us and what is important to our family. Matt does a great job explaining complex concepts in simple, easy to understand language. He uses visuals to help 'connect the dots'. We felt we received an extremely good value for the costs. We sleep well at night now after going through Matt's process."
 

Jason

Professional Affiliations

State Bar of Wisconsin Member Attorney Logo
WealthCounsel Member Attorney Logo

Start with a Conversation

Planning ahead can feel overwhelming, but getting started does not have to be. We provide clear guidance and practical next steps.

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