Margerie Law | Brookfield is a distinguished estate planning and elder law firm serving clients throughout Southeastern Wisconsin, with a focus on Milwaukee, Brookfield, Wauwatosa, and Elm Grove. Led by attorney Paul Margerie, the firm stands out for its personalized, client-centered approach and its commitment to helping families protect their legacies through comprehensive legal strategies.
The firm employs a tailored 6-step approach known as the Family Protection & Estate Preservation Plan, ensuring each client receives a strategy designed to meet their specific needs. With extensive experience in estate and elder law, Margerie Law works closely with top financial professionals to assist families of all sizes and types, offering both in-person and convenient virtual estate planning consultations statewide.
Services Offered
- Estate Planning
- Wills
- Trusts (including Revocable, Irrevocable, Testamentary, Marital, Bypass, Irrevocable Life, QTIP, and Charitable Trusts)
- Durable Power of Attorney (for Finances and Health Care)
- Special Needs Trusts
- Real Estate Law
- Elder Law
- Asset Protection
- Probate Avoidance Strategies
- Life Planning Advice
- Virtual Estate Planning Services
Margerie Law serves individuals and families across Wisconsin, with physical offices in Elm Grove and Wauwatosa. The firm is fluent in addressing complex estate matters, including digital asset planning, Packers season ticket inheritance, and tax-efficient strategies, ensuring clients achieve peace of mind for the future.
