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Estate Planning Attorney Waukesha WI

Protect your family’s future and your wishes with our Waukesha estate planning attorneys at O'Flaherty Law, a trusted law firm. We’ll walk you through the process of creating a whole estate plan so you can have peace of mind for yourself and your loved ones.
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Smiling womanAttorney Kevin O'Flaherty

"Kevin was extremely professional, responsive and knowledgeable when I came to him for help. I would definitely recommend O'Flaherty Law!"

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A member of our team will be reaching out to you no later than the end of our next business day, and typically within 2 business hours. Our business hours are M - F, 9 a.m. - 6 p.m..

If your matter is urgent, or for some reason we have not contacted you within the above timeframe, please do not hesitate to call us at your convenience at 630-324-6666 during business hours, and we will be happy to help.

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We believe your attorney should not speak in legalese

Finding an attorney who is a “real person” can be difficult. Many attorneys surround themselves almost exclusively with other attorneys and are accustomed to speaking in ivory tower legalese.  You should be able to connect with your attorney on a personal level, and he or she should speak to you in plain language that you can understand.  You will be working very closely with this person on issues that are very important to you. It is important that he or she be down-to-earth and someone that you connect with.

We believe your attorney should be accessible

The most common complaint that clients have of their attorneys is that the attorney is unreachable, does not communicate with them regularly, or does not promptly return your calls.  Your attorney should reach out to you about your case regularly and respond within 24 hours to calls and e-mails.  An open line of communication between you and your attorney is essential to building trust.

Learn how we service your area through our Remote Location Approach.

We believe your attorney should be realistic with you about costs and outcomes

Your attorney’s goal should not be to win at all costs.  Rather, it should be to achieve a favorable outcome for you as efficiently as possible.  It is important that your attorney set realistic expectations at the outset as to the costs you should expect, the concerns that the attorney has about the outcome of your case, and the length of time that you should expect your case to take.

Regardless of the nature of your case, we have an experienced attorney who will focus on your individual needs. Our team of attorneys works closely together, bringing each of their different fields of experience to bear in order to optimize our client care.

Client Testimonials

Christi M.

Kevin's firm handled setting up my will and trust recently. They took something that seemed intimidating and made it easy to understand. I've also referred a couple clients to Kevin - he's trustworthy, approachable and very fairly priced.

Marvin

"I've used Kevin and his firm's services since 2011. He gave undivided attention to my cases, advised me on different options and..."

Rachel B.

"Kevin was extremely professional, responsive and knowledgeable when I came to him for help. I would definitely recommend O'Flaherty Law!"

About Estate Planning Attorney Waukesha WI:

Secure Your Legacy with Waukesha Estate Planning

Estate planning is more than just documents; it’s about preserving your legacy, managing your financial assets, having your wishes respected, and your loved ones taken care of when you’re gone. At our firm, our Waukesha estate planning attorneys will help you through this process with ease and confidence. Whether you’re just starting to think about your future or need to update an existing plan we’re here to help you every step of the way.

Estate Planning Story – Waukesha

A Waukesha resident like many put off estate planning until later in life. When health issues arose unexpectedly this individual realized the importance of having a plan in place but was overwhelmed by the process. By working with us they were able to create a whole estate plan that protected their assets and made their medical and financial wishes clear so they didn’t have to deal with the stress and confusion that comes with not having a plan. This is a great reminder it’s never too early to start planning for the future and ensuring your family members are protected.

What is Estate Planning?

Estate planning is creating a plan to manage your assets during your lifetime and have them distributed according to your wishes after you’re gone. It’s more than just a will; it’s making sure all aspects of your financial and personal life are handled the way you want. Effective estate planning also involves strategies to minimize estate taxes, ensuring that more of your assets are preserved for your beneficiaries.

A good estate plan includes:

  • Wills: A will allows you to decide how your assets are distributed and who takes care of your minor children when you’re gone. Without a will, state laws will determine how your assets are divided and may not be what you want.
  • Trusts: Trusts are a way to manage and protect your assets during your lifetime and after you’re gone. They can avoid probate, reduce taxes, and have your assets distributed according to your terms.
  • Durable Power of Attorney for Finances: This document appoints someone to handle your financial affairs if you become incapacitated. Without it, the court will appoint a guardian which can be a long and expensive process.
  • Power of Attorney for Health Care: This legal document names someone to make medical decisions for you if you can’t. Like the financial power of attorney, it avoids court-appointed guardianship and ensures your healthcare wishes are respected. Additionally, elder law is an important aspect of estate planning, addressing the unique needs of older adults, including guardianship and healthcare-related legal issues.

Why Estate Planning Matters

Estate planning removes uncertainty and provides a roadmap for your family to follow when things get tough. It minimizes taxes, protects your assets, and ensures your legacy is preserved according to your wishes. But most importantly it gives you peace of mind knowing you’ve taken care of those you love most. Estate planning also encompasses family care, ensuring that the needs of your loved ones are managed effectively during critical transitions.

Here’s when you need one:

  • Marriage or Remarriage: Your spouse is taken care of and your wishes are respected.
  • Birth of a Child: Your children’s future and who will care for them if you don’t make it.
  • Divorce: Update your estate plan to reflect the change in your personal life.
  • Aging or Illness: Your medical and financial decisions are in the best hands if you become incapacitated.
  • Death of a Spouse: Adjust your estate plan to reflect the loss and protect your assets. For business owners, succession planning is crucial to ensure a smooth transition of leadership and ownership.

What We Can Do

Our Waukesha estate planning attorneys at our law office will walk you through the entire process from a simple will to complex trusts and everything in between. We’ll work with you to understand your goals and create a customized plan for you.

Our Wisconsin Estate Planning Services:

  • Drafting wills and trusts
  • Durable power of attorney for finances
  • Healthcare power of attorney documents
  • Long-term care and Medicaid planning
  • Probate and estate administration
  • Asset protection from taxes and creditors
  • Revocable living trusts

Our practice areas include estate planning, family law, and business law, ensuring comprehensive legal support for all your needs.

Every life stage—marriage, birth of a child, retirement—allows you to review your estate plan and make sure it still reflects your goals. Our team is here to help you make those changes as needed so you can have peace of mind knowing your plan is always current.

At our firm, we believe estate planning should be straightforward. We offer flat fees for many of our estate planning packages and try to make the process as easy as possible. Let us help you protect your legacy and have your wishes respected now and in the future. A good estate plan will help avoid probate.

Whether you’re just starting or need to update an existing plan our Waukesha estate planning attorneys are here to help. Contact us today to get started.

Open Communication

No one wants to be in the dark about what’s going on with their case. Part of our core practice model is to keep our clients informed on the status of their cases.

Relationships Built on Trust and Communication

Dealing with legal issues is stressful. You don’t need more stress from an attorney who is slow to communicate and hasn’t given you a clear plan to resolve your case. Trust comes from knowing your attorney has your back and your best interests in mind.

Cost-Effective Legal Services

We’re not a free legal aid law firm. We offer good service at a local price. Legal solutions cost money but procrastination costs more.

Directions To Our Waukesha, WI Location:

From Brookfield, WI (via WI-59 W):

  • Take WI-59 W/Bluemound Rd west toward Waukesha.
  • Continue on WI-59 W and take the exit toward WI-164 N.
  • Turn right onto WI-164 N/North St, then turn left onto N Grand Ave.
  • Continue to 741 N Grand Ave, Suite 304.

From Pewaukee, WI (via I-94 E and WI-164 S):

  • Take I-94 E toward Milwaukee.
  • Take exit 294 for WI-164 S toward Waukesha.
  • Follow WI-164 S to N Grand Ave in Waukesha.
  • Continue to 741 N Grand Ave, Suite 304.

From New Berlin, WI (via I-43 S and WI-164 N):

  • Take I-43 S and exit onto WI-164 N.
  • Continue on WI-164 N toward Waukesha.
  • Turn left onto N Grand Ave.
  • Continue to 741 N Grand Ave, Suite 304.
Expertise Best Child Support Lawyers in Chicago 201710 Best 2016 Client Satisfaction American Institute of Family Law AttorneysAvvo Clients' Choice 2016 DivorceRising Stars Kevin P. O'Flaherty SuperLawyers.com10 Best Law Firms 2018 Client Satisfaction American Institute of Family Legal Counsel Attorneys Estate Planning Law40 under forty

What to Expect From a Legal Consultation

The purpose of a consultation is to determine whether our firm is a good fit for your legal needs. Although we often discuss expected results and costs, our attorneys do not give legal advice unless and until you choose to retain us.

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Location

Office Address

741 N. Grand Ave.

Ste. 304

Waukesha, WI, 53186

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Hours of Operation

Monday
9:00am - 6:00pm
Tuesday
9:00am - 6:00pm
Wednesday
9:00am - 6:00pm
Thursday
9:00am - 6:00pm
Friday
9:00am - 6:00pm
Saturday
Closed
Sunday
Closed

Attorneys

Meet the Owner

I am personally committed to ensuring that each one of our clients receives the highest level of client service from our team.  Our mission is to provide excellent legal work in a cost-effective manner while maintaining open lines of communication between our clients and their attorneys.  Many of our clients are going through difficult times in their lives when they reach out to us.  They should feel comfortable leaning on the experience and knowledge of our attorneys as their counselors and advocates.  We are here to help!

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- Attorney Kevin O'Flaherty, Owner

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