Estate planning attorneys in Pewaukee, Wisconsin

"I met Joanne at one of her workshops. Everything was made easy for me to understand as she can talk in legal jargon as well as personally to me at the level I understand. Joanne was a pleasure to work with. She is professional in all interactions and took the time to explain my options as well as why something may or may not work in my estate plan. Though she has not met my family, I feel she is looking out for their interests as well as mine as we drew up my documents. I have referred my family to her and would not hesitate to work with her again."

"If I could give a higher rating, I would. The expertise and commitment to helping me with our trusts, estate planning and Veteran's assistance has been remarkable, nothing short of excellence, our needs really matter to her. Joanne’s compassion and care for us has been such a huge blessing, she has brought a peace of mind that is incalculable. Joanne offers help at any time for the future, I am truly amazed at her level of knowledge, skill and willingness to help. I highly recommend her services, I am grateful for all she does."

"5 stars is truly not enough for the professional, informative, respectful, and kind ways that Joanne and her entire staff treated our family and our daughter who has significant medical and learning needs. Joanne helped us secure guardianship for our disabled child while still empowering and listening to our daughters needs, wants, and dreams for her future. Joanne was a part of our team every step of the way. My calls, emails, and questions were all answered quickly and efficiently. I would highly recommend Attorney Joanne Leifheit and her staff, you will not be disappointed."

"Joanne does a great job educating people on the complexities of Estate Planning. We worked with Joanne to create our estate planning documents (Trust and Will) and have followed up to make changes as needed. We greatly value her advice. She is very detailed and methodical in her approach to these matters. Highly Recommend."

"I had a complimentary consultation with Atty. Leifheit and was pleasantly surprised with her recommendations for a trust update and suggestions for consideration of options she believed to be in my best interest. I have had a trust for over twenty years that had been amended numerous times. And as a result, it was messy and recent life events placed my family and myself at risk. Given my goals of ensuring that my estate does not go through probate nor incurs any surprises after my passing, I was pleased with her creative suggestions that were crafted with simplicity and clarity. I contracted with her law firm and worked directly with her paralegal, Val, to accomplish my goals. It became evident that Val’s talent for communicating at many levels has a positive impact on the client’s understanding of the legal ramifications of decisions and the importance of actions. In my opinion, he and the firm also provide value-added services to clients during the process: discussion of how to title assets into the trust (because without this step, the trust only has potential value) and a comprehensive list of client assets including action needed are both products that I have not received from estate law firms I have hired in the past. I found the client focus of Atty. Leifheit’s firm to be superior. All of the added-value steps and products pulled the process and documentation together into one that is cohesive, easy to understand, painless, and yet provides the highest level of protection. I highly recommend Atty. Joanne Leifheit’s estate law firm as one that is knowledgeable, dedicates time to client communication and education, understands the client’s needs, and provides a well-designed trust product to ensure protection."