Law Offices of Carlson & Lunde, S.C. - Waukesha, WI
Law Offices of Carlson & Lunde, S.C. provides distinguished legal counsel in Waukesha, Wisconsin, focusing on estate planning, probate administration, living trusts, marital property agreements, and residential real estate with over three decades of trusted local experience.
Dedicated Estate Planning and Probate Representation in Waukesha County
When families and individuals face significant life transitions, having knowledgeable and compassionate legal guidance is essential. The Law Offices of Carlson & Lunde, S.C., located in Waukesha, Wisconsin, has provided premier legal counsel across southeastern Wisconsin since 1986. Spearheaded by Attorney Sally Mohr Lunde, who served for twenty-four years as the Waukesha County Register in Probate, Probate Registrar, and Court Commissioner, alongside veteran attorney David J. Carlson, the practice pairs unmatched institutional knowledge with personalized care. When individuals need to find an attorney who understands the complexities of Wisconsin estate law, Carlson & Lunde delivers clear strategies designed to safeguard family wealth and preserve personal legacies.
Custom Estate Planning, Wills, and Living Trusts
Sound estate planning ensures that your hard-earned assets pass smoothly to your intended beneficiaries while avoiding unnecessary judicial delays, tax complications, and familial disputes. Carlson & Lunde crafts comprehensive estate solutions tailored to the unique goals of every household:
- Wills and Testamentary Guardianships: Structuring legally enforceable wills that designate beneficiaries, name personal representatives, and appoint guardians for minor children.
- Revocable and Irrevocable Trusts: Creating sophisticated living trusts that streamline asset distribution, minimize estate taxes, protect vulnerable heirs, and entirely avoid the probate process.
- Trust Administration: Guiding successor trustees through fiduciary compliance, asset inventorying, creditor notices, and timely distributions following the passing of the grantor.
Thorough Probate Administration and Court Representation
Navigating the probate court following the loss of a family member can feel overwhelming. Drawing on decades of direct probate court experience, the firm provides authoritative representation for formal and informal probate proceedings throughout Waukesha, Milwaukee, and neighboring counties. The firm regularly assists with:
- Validating wills and petitioning the court for the appointment of personal representatives.
- Identifying, appraising, and managing probate estate assets according to Wisconsin statutory mandates.
- Resolving creditor claims, settling estate debts, and managing final state and federal tax returns.
- Handling complex estate disputes and acting as court-appointed administrators in sensitive or contested probate matters.
Powers of Attorney, Guardianship, and Marital Property Agreements
Unanticipated incapacity can place immense stress on family members without proper advance planning. Carlson & Lunde assists clients in executing durable powers of attorney for finances and healthcare powers of attorney, ensuring trusted advocates hold legal decision-making power. Furthermore, because Wisconsin is a marital property state, the firm crafts customized marital property agreements (prenuptial and postnuptial agreements) to clarify asset ownership, especially within blended families or second marriages. The practice also represents families in establishing adult guardianships when an aging or disabled loved one requires protective legal oversight.
Residential Real Estate Transactions
In addition to wealth protection and estate distribution, the firm guides buyers and sellers through seamless residential real estate transactions. Whether you are transferring real property as part of an estate settlement or completing a home sale, having experienced counsel protects against title defects, contract contingencies, and closing hurdles.
Compassionate Legal Guidance and Free Consultations
Those who urgently need a lawyer to address a probate deadline, construct an estate plan, or review legal documents receive responsive, cost-effective representation at the Law Offices of Carlson & Lunde, S.C. The firm prioritizes transparent communication and offers complimentary initial consultations to help you evaluate your legal options with complete confidence.
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Location & Access
Primary Address
Situated near the southwestern corner of the Highway J and I-94 exit, in the northern gateway of Waukesha.
Building Location
The office is located in the Siepmann Realty Building, a professional multi-tenant commercial office building. The property is situated just north of the Waukesha County Airport.
Parking Details
An on-site surface parking lot surrounds the building, offering ample free client parking for visitors.
Public Transit
Served by Waukesha Metro Transit Route 9 (Northview); nearest stop is at W Moreland Avenue at Pewaukee Road.
Accessibility / Suite Access
Enter through the main front entrance of the Siepmann Realty Building. The office is located within the first-floor shared office suite known as the Law Offices at Rivers Edge; proceed through the main foyer to Suite 4.