Losing a loved one is never easy. At DeMark, Kolbe, & Brodek, S.C., we provide compassionate, experienced legal guidance to help you navigate the estate settlement process with confidence. Whether you're dealing with a straightforward estate or a complex one involving estate taxes, we handle all aspects of estate administration with care and efficiency.

Our Estate & Probate Services

Probate Administration

Probate is the legal process of transferring a deceased person’s assets to their beneficiaries. Our team assists with every step, including:

• Filing the necessary paperwork to admit a Will to probate

• Appointing a personal representative

• Preparing an inventory of assets

• Managing distributions and expenses

• Closing the estate in compliance with Wisconsin probate laws

Trust Settlement

If your loved one had a revocable trust, we provide knowledgeable legal support to ensure proper administration. We handle:

• Asset valuation and tax basis adjustments

• Filing necessary tax returns

• Compliance with state reporting requirements

• Resolving any legal or financial issues that arise

Non-Probate Asset Transfers

Many assets can pass outside of probate through tools like Transfer on Death (TOD) deeds and summary proceedings. We assist with:

• Filing a Termination of Decedent’s Interest for TOD deeds

• Navigating summary settlement procedures for eligible estates

Estate Tax Return Preparation

For estates required to file federal estate tax returns, we ensure accuracy and compliance. We also assist married couples in making the portability election, allowing the first spouse’s unused estate tax exemption to transfer to the surviving spouse.

We’re committed to making estate administration as smooth as possible. Contact us today for trusted legal guidance tailored to your family's needs.