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Milwaukee Estate Planning, Trusts, Probate & Business Attorney
Heritage Law Office provides personalized legal services to individuals, families, entrepreneurs, and business owners throughout Milwaukee and Wisconsin.
Our practice assists clients with estate planning, wills, trusts, probate, elder law, business law, and franchise legal matters.
Most consultations are conducted by phone or video. Our remote-first approach allows you to discuss your legal needs without unnecessary travel.
In-person appointments at our Milwaukee location are exceptionally limited and may be available only by prior arrangement. Walk-in appointments are not available.
Call: 414-253-8500
Legal Services for Milwaukee and Wisconsin Clients
Estate Planning, Wills & Trusts
Planning for your family's future involves important decisions about your property, finances, and loved ones.
Heritage Law Office assists with wills, revocable living trusts, irrevocable trusts, powers of attorney, and other estate planning arrangements tailored to individual circumstances.
Whether you want to prepare your first estate plan, update existing documents, or explore trust planning for more complex assets, we can discuss your legal options.
Explore Our Milwaukee Estate Planning Services
Learn More About Wisconsin Trust Planning
Probate & Estate Administration
When a loved one dies, family members and personal representatives may face difficult legal and financial responsibilities.
Our probate services help clients understand estate administration, probate procedures, and the duties involved in settling an estate.
We provide guidance tailored to the circumstances of the estate and the requirements of Wisconsin law.
Explore Wisconsin Probate Services
Elder Law & Long-Term Care Planning
Long-term care planning can involve complicated decisions about financial resources, family needs, and eligibility for government benefit programs.
Heritage Law Office assists with elder law and Medicaid planning matters, including evaluating legal strategies that may be appropriate for particular circumstances.
Planning outcomes depend on applicable law, timing, and individual circumstances. No trust or other planning technique automatically guarantees asset protection or Medicaid eligibility.
Business Law & Business Succession Planning
Our firm also helps entrepreneurs and business owners with legal matters involving business formation, contracts, ownership arrangements, transactions, and succession planning.
Whether you are starting a business, planning an ownership transition, or reviewing an important agreement, we can help you evaluate the relevant legal considerations.
Learn More About Business Succession Planning
Wisconsin Franchise Law
Buying or operating a franchise can involve substantial financial commitments and complex legal documents.
Heritage Law Office assists with franchise-related legal matters, including franchise disclosure documents, franchise agreements, and related business transactions.
Explore Our Wisconsin Franchise Legal Services
Serving Milwaukee and Clients Throughout Wisconsin
Heritage Law Office serves clients in Milwaukee and communities throughout Wisconsin, including Waukesha, Brookfield, Madison, Green Bay, Appleton, Racine, Kenosha, and other locations.
You do not need to live near our Milwaukee office to request a consultation.
Many legal discussions, document reviews, and planning meetings can be handled remotely by phone or video. Certain matters may require specific signing procedures, notarization, witnessing, court appearances, or other arrangements.
Our Milwaukee address is:
Heritage Law Office
757 N. Broadway, Suite 300
Milwaukee, WI 53202
This is not a walk-in office. In-person availability is exceptionally limited and must be confirmed in advance. Please contact us before making travel arrangements.
Why Work With Heritage Law Office?
Personalized Legal Guidance
We recognize that each client has different goals, concerns, and legal needs. Our approach begins with understanding your circumstances and explaining the available options.
Legal Advice Informed by Financial Experience
Attorney Brad Sarkauskas brings a background in finance, investments, taxation, and insurance to his legal practice.
This perspective can be particularly valuable when addressing estate planning, trusts, business ownership, and related financial considerations.
Convenient Virtual Consultations
Phone and video consultations make it easier to begin working with our firm from your home, workplace, or another convenient location.
Our goal is to provide straightforward communication and practical legal guidance without requiring unnecessary in-person visits.
Frequently Asked Questions
Can I work with Heritage Law Office without visiting Milwaukee?
Yes. Many consultations, planning discussions, and document reviews can take place by phone or video. Some legal matters may require additional arrangements for document execution or other procedural requirements.
Can I walk into your Milwaukee office?
No. We do not offer walk-in appointments. In-person meetings are exceptionally limited and require prior arrangements and confirmation.
Do you serve clients outside Milwaukee?
Yes. We provide legal services for eligible matters involving clients throughout Wisconsin. You can contact us to discuss whether our firm is appropriate for your legal needs.
Do you handle both estate planning and business law?
Yes. Our practice includes estate planning, trusts, probate, and selected business and franchise legal matters. Business owners may also benefit from coordinating their estate plans with business succession planning.
How do I request a consultation?
Complete our online contact form or call our office. We will review your inquiry and contact you regarding the next steps and available consultation arrangements.
Request a Consultation With Heritage Law Office
Need legal guidance for an estate planning, probate, business, or franchise matter?
Heritage Law Office provides personalized legal services to Wisconsin clients, with convenient phone and video consultations available.
CONTACT HERITAGE LAW OFFICE TO REQUEST A CONSULTATION
Phone: 414-253-8500
This page provides general information and does not constitute legal advice. In-person appointments are exceptionally limited and are not available without advance confirmation. Contacting Heritage Law Office does not establish an attorney-client relationship.