Clear, Steady Guidance Through the Probate Process

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Probate is something most families do not think about until they are suddenly faced with it. Many people avoid discussing aging, end‑of‑life planning, or what will happen to their property after they pass away. As a result, it is very common for a parent, grandparent, or spouse to die with property still in their individual name and without any named beneficiaries or surviving joint tenants. When this happens, the estate may need to go through probate so the property can be legally transferred.

For more than 45 years, I have helped families throughout the Milwaukee area understand what probate is, when it is required, and what steps must be taken. My goal is always to make the process as simple and manageable as possible while giving you clear explanations and steady support during a difficult time.

Understanding What Probate Is—and Why It Happens

Probate is the legal process used to settle a person’s estate after they pass away. It ensures that:


  • Property is identified and valued
  • Bills and debts are handled
  • Legal notices are sent
  • The correct heirs or beneficiaries receive what they are entitled to.


Probate is not a punishment or a sign that something was done wrong. It is simply the court‑supervised method for transferring property when someone dies without the proper documents in place.


Many families are surprised to learn that probate may be required even when the estate is small or when the deceased person had a will. A will does not avoid probate—it simply guides the court on how the property should be distributed.

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When Probate Is Needed

Probate is typically required when someone dies owning any of the following, and the aggregate value of these assets exceeds $50,000:


  • A home or real estate in their name alone
  • Bank accounts without beneficiaries
  • Vehicles titled only in their name
  • Personal property of significant value
  • Investments or financial accounts without joint owners


If no beneficiary is listed and no joint owner survives, the court must authorize the transfer of property. This is where probate becomes necessary.

Different Types of Probate in Wisconsin

Not every estate requires the same type of probate. Depending on the situation, one of the following may apply:

1. Formal Probate Administration

Used when the estate is more complex, when there are disputes, or when court supervision is required.

2. Informal Probate Administration

A simpler process is used when the estate is straightforward and the heirs agree on how things should be handled.

3. Summary Proceedings

A streamlined option for certain smaller estates or specific situations.

4. Transfer by Affidavit

The simplest option, available when the value of the estate falls below a certain amount. This avoids full probate entirely.



Part of my role is helping you determine which option applies to your situation and explaining the steps involved in plain, understandable language.

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Keeping Things Simple When Possible

One of the most important things I have learned in over four decades of practicing probate law is that not every estate needs to be complicated. When a simple solution is available, I will always explain it and help you take that route.


Many families are relieved to learn that:

  • A full probate may not be necessary.
  • A transfer by affidavit may be enough.
  • A summary proceeding may save time and stress.
  • Some assets may pass outside of probate.


My goal is always to reduce confusion and avoid unnecessary steps whenever possible.

When Probate Becomes More Complicated

There are times when probate cannot be simplified. This may happen when:


  • There is no will.
  • There are multiple heirs.
  • Family members disagree
  • Property is difficult to value
  • Debts or taxes must be resolved.
  • Assets are located in different places.
  • The estate includes real estate or business interests.


In these situations, I will explain what needs to be done, why it is required, and how long the process may take. I handle the necessary filings, deadlines, and court requirements so you can focus on your family.

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What You Can Expect When Working With Me

When you contact my office, I will:


  • Review your situation carefully.
  • Explain whether probate is required
  • Outline the steps involved
  • Help you gather the necessary documents
  • File the appropriate paperwork
  • Communicate with the court
  • Keep you updated throughout the process


I believe in clear communication, patience, and taking the time to answer your questions. Probate can feel overwhelming, especially when you are grieving. My goal is to make the process easier to understand and less stressful for you and your family.

Support for Heirs and Beneficiaries

If you are an heir or beneficiary, you may have questions about:


  • What you are entitled to
  • How long the process will take
  • What documents you need
  • Whether you must appear in court
  • How property will be divided


I will walk you through each step and make sure you understand your rights and responsibilities. You will never be left wondering what comes next.

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Probate Does Not Have to Be Confusing

Many people fear probate because they have heard stories about delays, costs, or complications. While some estates are more involved than others, most families simply need clear guidance and someone who can explain the process in a calm, straightforward way.

I have handled probate matters of all sizes and levels of complexity. Whether your situation is simple or complicated, I will help you understand what needs to be done and guide you through each step.

Free Consultation Available

If you are unsure whether probate is required or what type of proceeding applies, I offer a free consultation to help you understand your next steps.


You do not need to navigate this alone.


Call (414) 766‑9490 to schedule your consultation.

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