As an essential business in Wisconsin we are still open for business and here to help you with your estate planning and real estate needs. In order to maintain social distancing we are also available by video and phone conference. Please email or call us to make an appointment. I'm an estate planning attorney serving residents in Brookfield, Wauwatosa, Milwaukee, and surrounding areas.
I help my clients understand their options and put a plan in place to protect their most valuable assets for future generations. Working closely with top financial professionals, I help families of all sizes and types plan for tomorrow in order to enjoy today. While you may be young and healthy today, death is inevitable.
I help my clients understand their options and put a plan in place to protect their most valuable assets for future generations. Working closely with top financial professionals, I help families of all sizes and types plan for tomorrow in order to enjoy today. While you may be young and healthy today, death is inevitable.
Services
My name is Paul Margerie and I love my family. You must too if you're looking at my website. I help my clients gain the peace of mind that their loved ones will be protected if something happens to them. Estate planning isn't glamorous. You won't find a drama about it on Netflix, yet everybody needs to have a plan in place.
Our tailored 6-step approach to ensuring that you get what you need to protect and preserve your family's legacy. Learn more about each step below. The first step to creating an Estate Plan is understanding your goals. Together, we will discuss what you want for your future and any potential challenges or obstacles you might face along the way.
Appointing a trustworthy and competent agent through a Durable Power of Attorney is an important step in proper Estate Planning. A Durable Power of Attorney is notarized documentation by which one person, the principal, grants another person the authority to act as agent or attorney on their behalf.
While you may be young and healthy today, death is inevitable. It is important that you have as much control over your finances and property in death as you do when you are alive. In the event that you become incapacitated or die, it is important that those close to you know exactly what you want and act in accordance with your wishes.
Buying or selling a home or real estate property can be a long and complicated process. It is important to know that during the selling or purchasing process, a real estate agent, loan officer, or closing agent cannot offer legal advice. That is something only an attorney can do. Hiring an experienced real estate attorney can be extremely helpful in getting the best results for you and your family.
Reviews (13)
Todd LaBute
Aug 26, 2021
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Michael Marzion
Jun 14, 2021
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John Sustachek
Jun 02, 2021
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Ellen Ensch
May 20, 2021
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Positive: Professionalism
After living next door to Paul and his family for more than 15 years, I knew I could trust him for my estate planning needs. He is the same in the office as he is out: honest, caring and smart. He was my first and only choice when it came time to finding an attorney for this sensitive job.
After living next door to Paul and his family for more than 15 years, I knew I could trust him for my estate planning needs. He is the same in the office as he is out: honest, caring and smart. He was my first and only choice when it came time to finding an attorney for this sensitive job.
Reagan Jauch
May 15, 2021
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Caris Miller
Apr 26, 2021
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Positive: Professionalism, Quality, Responsiveness, Value
Paul is always nothing but professional and a pleasure to work with. We’ve used him for the closing of our home and estate planning. He is a wealth of knowledge, timely, reasonable, and extremely friendly! His bow ties are also the best. We recommend him to all of our friends and family!
Paul is always nothing but professional and a pleasure to work with. We’ve used him for the closing of our home and estate planning. He is a wealth of knowledge, timely, reasonable, and extremely friendly! His bow ties are also the best. We recommend him to all of our friends and family!
Andrea Landowski
Apr 15, 2021
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Positive: Professionalism, Quality, Responsiveness, Value
My husband and I worked with Paul to put together our wills and an estate plan. He was a pleasure to work with and very reasonably priced. We can rest easily now knowing that we have our affairs in order should something happen to us. We highly recommend Paul and wouldn't hesitate to due business with him again.
My husband and I worked with Paul to put together our wills and an estate plan. He was a pleasure to work with and very reasonably priced. We can rest easily now knowing that we have our affairs in order should something happen to us. We highly recommend Paul and wouldn't hesitate to due business with him again.
Paul Porter
Jul 08, 2020
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Timmothy Merath
Mar 03, 2020
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Andy Reid
Jul 30, 2019
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I recommend PAUL! He truly has come through for me on everything I have sent his way. Paul is very responsive, knowledgeable and caring. I could go on and on about how easy it is to work with Paul, no doubt about it! Thank you for all you have and will do for me! If I could give more than 5 stars, I would! :) Andy Reid Realtor/Real Estate Broker.
Ben Hoffman
Mar 01, 2018
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With all of these shootings and situations happening lately, I decided it was time for me to look into estate planning in case something happened to me. I was very fortunate to be referred to Paul Margerie at Margerie Law LLC, and worked with him to make sure I had everything in order. I rarely do recommendations like this on Facebook, but Paul’s… level of service was simply amazing. I think most people assume estate planning to be a burdensome process, but Paul made everything very simple and hassle-free. He has a tremendous amount of knowledge and is very reasonably priced. For anyone
Matthew J. Holbrook
Mar 15, 2017
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Aubry Dimmer
Feb 17, 2017
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