Profile
Compassionate Estate Planning & Probate Services
Helping Madison Families Plan for Tomorrow
S. Lee & Associates, LLC is a trusted estate planning law firm located on the West Side of Madison, Wisconsin. Established in 1999 by Attorney Sonja A. Lee, the firm has spent over 25 years helping individuals and families secure their legacies. Attorney Lee understands that discussing death and incapacity can be difficult, which is why she prioritizes creating a comfortable, judgment-free environment. Her goal is to demystify the legal process, ensuring that every client feels informed, empowered, and confident that their wishes will be honored.
- Estate Planning: Crafting personalized wills, revocable living trusts, and marital property agreements to protect assets and minimize tax liabilities.
- Probate Administration: Guiding personal representatives through the Wisconsin probate process with sensitivity and efficiency during a time of grief.
- Powers of Attorney: Drafting essential documents for financial and healthcare decision-making to ensure you are protected in the event of incapacity.
- Trust Administration: Assisting trustees in fulfilling their fiduciary duties and distributing assets to beneficiaries according to the trust’s terms.
A Client-Centered Approach
At S. Lee & Associates, the philosophy is simple: clients come first. Attorney Sonja Lee takes the time to listen to each client’s unique story, family dynamics, and financial goals. Whether you are a young family nominating guardians for your children or a retiree planning for long-term care, the firm provides tailored solutions rather than cookie-cutter documents. The firm’s long-standing presence in the community is a testament to the relationships they have built based on trust and professional excellence.
Our goal is to provide a comfortable experience for both new and continued clients, where you feel part of the process and fully informed.
Convenient West Side Location
Located in the University Research Park, the office offers a quiet and accessible setting away from the congestion of downtown. With easy parking and a focus on accessibility, S. Lee & Associates makes it easy for clients from Madison, Middleton, and Fitchburg to seek legal counsel. If you need a Madison estate planning attorney who combines legal expertise with a personal touch, S. Lee & Associates, LLC is here to help you plan for the future.
Specializing In
Trust Administration, Marital Property Agreements, Elder Law
Address & Location
Located in the park-like setting of the successful University Research Park on Madison’s West Side.
Building Location
Situated in Park West II, an impressive four-story professional office building constructed in 1993, located near the intersection of Mineral Point Road and Whitney Way.
Suite Access
Enter through the professional lobby of the Park West II building. Take the elevator or stairs to the fourth floor and find the firm in Suite 404.
Parking Details
Ample free client parking is available in the spacious on-site surface parking lot surrounding the building.
Public Transit
Served by Metro Transit Rapid Route A (Junction); nearest stop is at Whitney-Mineral Point.
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