Carroll Estate Planning, LLC is a Brookfield-based estate planning law firm specializing in comprehensive, personalized legal solutions for individuals and families throughout Southeastern Wisconsin. The firm’s core mission is to provide clients with peace of mind by crafting tailored estate plans that protect legacies, prevent family disputes, and simplify asset transfer.
The firm takes a client-centered, stress-free approach to estate planning, beginning each relationship with a free, no-obligation consultation that avoids lengthy questionnaires. Their process focuses on understanding each client’s unique family dynamics, financial situation, and long-term wishes to develop clear, effective legal strategies. They emphasize probate avoidance, tax planning, and ensuring clients maintain control over health and financial decisions even during incapacity.
Services Offered
- Estate Planning
- Trusts
- Trust Administration
- Special Needs Trusts
- Irrevocable Trusts
- Successor Trustee Guidance
- Wills
- Small Estate Administration
- Power of Attorney
- Healthcare Power of Attorney
- Probate
- Probate Avoidance
- Guardianship Appointments for Minor Children
- Estate Tax Planning and Minimization
Serving clients in Brookfield, Waukesha, Elm Grove, New Berlin, Pewaukee, and the Lake Country area, the firm is dedicated to making estate planning accessible and straightforward, helping individuals and families secure their futures with confidence and clarity.
