Margerie Law LLC is an estate planning attorney practice in Milwaukee, WI. The firm serves residents in Milwaukee, Brookfield, Wauwatosa, and surrounding areas, offering both in-person and virtual estate planning services. Paul Margerie, the attorney, focuses on helping families protect their assets for future generations by working closely with financial professionals. The practice specializes in wills, trusts, and a tailored six-step approach to family protection and estate preservation. The goal is to ensure that clients' wishes are honored and that loved ones are protected in the event of incapacity or death. The firm holds a perfect 5.00 rating from the customers who have reviewed it.
Paul Margerie graduated from UW-Madison Law School in 2000 and holds a B.A. from UW-Whitewater. He is admitted to practice in Wisconsin. Margerie describes his role as an advocate for families, aiming to provide peace of mind that loved ones will be cared for. He emphasizes the importance of having a plan in place to avoid leaving decisions to the court system. The practice offers specific services such as wills, which designate guardians for minor children and stipulate estate distribution, and trusts, which allow a trustee to hold assets for beneficiaries, often avoiding the lengthy and costly process of probate. Margerie notes that while estate planning is not glamorous, it is a necessary step for everyone to ensure their legacy is preserved.
The Milwaukee office is located at 9125 W North Ave #102. This location sits on West North Avenue, just a short distance from North Swan Boulevard. The office is in the Parkway Estates neighborhood, about a third of a mile from McKinley School. The Menomonee River and Hoyt Park are also within half a mile of the practice, providing a recognizable local setting for clients visiting the office.
Margerie Law LLC is known for its positive client feedback and its structured approach to estate planning. The firm’s perfect rating reflects the satisfaction of those who have worked with Paul Margerie. Clients appreciate the attention to detail, reasonable rates, and the clear communication that helps them understand their options. The practice stands out in Milwaukee for its focus on protecting family assets and ensuring that clients' wishes are carried out efficiently.
In Milwaukee, Margerie Law LLC provides a dedicated resource for families seeking to secure their financial future. The combination of local knowledge, specific legal expertise in wills and trusts, and a client-focused approach makes it a distinct choice for estate planning in the region.