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Probate System: Forms and Procedures Handbook, Wisconsin
  • AK0076
  • 0-945574-76-2

719+ pp; 4th ed., 2012 (includes 2016-2017 supplement)

Get the guidance you need to probate an estate accurately and efficiently

Whether you’re new to probate practice or an experienced practitioner looking to refine your skills, you’ll find the answers you seek in the Wisconsin Probate System: Forms and Procedures Handbook.

It supplies you with a comprehensive summary of Wisconsin probate law along with the sample forms, letters, checklists, and other tools you need to successfully probate an estate — and everything is kept up to date through supplementation.

Demystify the practice of probate

You’ll deftly navigate this complex area of law by taking advantage of the Handbook’s straightforward approach and fact-based hypothetical scenario. You’ll appreciate how the Handbook lists all of the steps to take and reproduces all the required forms — easily printed from an accompanying CD-ROM.

Tackle tough tax issues

To help ensure that you won't miss important tax considerations, you’ll find all material dealing with estate and income taxes gathered into one convenient chapter.

Stay on track with the Master Information List

You’ll be able to reduce the number of transmittal letters, phone calls, and client meetings with the Handbook’s Master Information List. This system is designed to simplify the information-gathering process and facilitate other office procedures.

Newly updated

The 2016-17 supplement reflects key legal developments since publication of the 2015 supplement, including:

  • The addition of digital property into the procedure for determination and inventory of assets
  • A U.S. Supreme Court holding that all states must allow and recognize same-sex marriages

All forms in the book have been updated when necessary. Similarly, statutes, case law, and procedural rules have been updated, as have the attendant discussions. Practice tips, sample letters, and examples were also been updated when appropriate.

Helpful content includes:

1. Probate Practice Aids

  • Introduction
  • Summary of Master Information List
  • Master Information List
  • Cash Requirements Worksheet
  • Estate Progress Worksheets
  • Critical Date Chart

2. Planning the Representation

  • Introduction
  • Outline of Planning the Representation
  • Forms and Letters

3. Informal Probate

  • Introduction
  • Outline of Informal Probate Procedures
  • Fact Pattern
  • Comparison of Informal Probate Forms & Formal Probate Forms
  • Forms and Letters

4. Formal Probate

  • Introduction
  • Outline of Formal Probate Procedures
  • Procedural Guide to Initial Hearing on Petition for Administration
  • Procedural Guide to Hearing on Final Account
  • Comparison of Informal Probate Forms & Formal Probate Forms
  • Forms and Letters

5. Summary Procedures

  • Introduction
  • Outline of Summary Procedures
  • Forms and Letters

Forms Index

Subject Index

Bonus materials!

  • Forms on CD
  • Sample letters
  • Checklists
  • Tax forms and instructions

Your indispensable resource

Join the many Wisconsin attorneys who’ve come to rely on the Wisconsin Probate System: Forms and Procedures Handbook to streamline the probate process.

Order your copy today!

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