Wisconsin Estate Planning Drafting Software
Wisconsin is technically a marital property state (similar to community property) under the Wisconsin Marital Property Act. The state has no estate or inheritance tax and offers transfer on death deeds for probate avoidance.
Quick Facts
- State Estate Tax
- None
- Small Estate Threshold
- $50,000
- Property System
- Community Property
Practice Snapshot for Wisconsin Attorneys
Estate planning in Wisconsin is shaped by community property rules. These rules make asset characterization and spousal rights central to drafting and funding decisions. There is no state estate tax. Small estate procedures are available for estates up to $50,000.
Local practitioners routinely navigate: Marital property (community property) state, No state estate or inheritance tax, Transfer on Death Deed available, and Informal probate procedures.
Common Wisconsin filings and forms include: Wisconsin Deeds, Wisconsin Power of Attorney for Finances, Wisconsin Power of Attorney for Health Care, and Marital Property Agreement. Key Wisconsin statutory touchpoints include: Wisconsin Marital Property Act, Wisconsin Trust Code, and Transfer on Death Deed statute.
Key Considerations for Wisconsin Attorneys
- —Marital property (community property) state
- —No state estate or inheritance tax
- —Transfer on Death Deed available
- —Informal probate procedures
Wisconsin-Specific Documents
State-specific drafting language and formatting aligned with Wisconsin statutes and local recording practices.
Core drafting set
- —Revocable living trust
- —Pour-over will
- —Durable power of attorney
- —Advance health care directive
- —HIPAA authorization
- —Deed templates aligned to local recording rules
- —Certification of trust
State forms and filings
- —Wisconsin Deeds
- —Wisconsin Power of Attorney for Finances
- —Wisconsin Power of Attorney for Health Care
- —Marital Property Agreement
Wisconsin Estate Planning Laws
- —Wisconsin Marital Property Act
- —Wisconsin Trust Code
- —Transfer on Death Deed statute
What Statular Offers Wisconsin Attorneys
Document Automation
Generate complete estate planning packages from a single interview—trusts, wills, POAs, and healthcare directives.
Client Questionnaires
Branded client portal with secure questionnaires that sync directly into your drafting interview.
80+ Document Types
Comprehensive library including trusts, wills, powers of attorney, deeds, and client materials.
Secure Cloud Storage
Enterprise-grade security with 256-bit encryption. All documents stored in your firm's secure vault.
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Join Wisconsin attorneys using Statular for estate planning document automation.
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Core Documents
- Revocable Living Trust
- Pour-Over Will
- Durable Power of Attorney
- Advance Healthcare Directive
- HIPAA Authorization
- Grant Deed & Quitclaim Deed
- Certification of Trust
- Asset Schedules