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Wisconsin Probate System: Forms and Procedures Handbook

Product ID: AK0076
Published By: State Bar of Wisconsin PINNACLE
ISBN: 978-1-57862-553-6

Part of the Books Unbound Library Collection: Estate Planning, Probate & Elder Law

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.

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Part of the Books Unbound Library Collection: Estate Planning, Probate & Elder Law

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.

Read More ↓

750+ pp.; 5th ed., 2018-19
Includes 2020-21 and 2022-23 supplement

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!

  • Downloadable Forms
  • Sample letters
  • Checklists
  • Tax forms and instructions

The 2022-2023 supplement includes a number of changes such as:

  • Updated exemption amounts
  • Replacement of agency and court forms with most current versions
  • Revised sample tax returns

The 2020-2021 supplement includes a number of changes such as:

  •    An updated Transfer by Affidavit form and new related forms
  • A revised letter of representation
  • A 2020 change by the Wisconsin Legislature regarding whether a death certificate must be filed with the termination of decedent’s interest form
  • Tax regulations proposed in 2020, clarifying whether certain deductions are miscellaneous itemized deductions (and thus affected by the suspension of the deductibility of miscellaneous itemized deductions)

The 2018-19 revision includes a number of changes such as:

  • The effects of the Tax Cuts and Jobs Act 
  • Updated forms and instructions on how to use them
  • Efiling instructions and tips
  • The newly combined Termination of Decedent’s Interest form

State Bar of Wisconsin PINNACLE® is the premier publisher of practice guides and handbooks for Wisconsin's attorneys, written by Wisconsin's attorneys. PINNACLE relies on the expertise and contributions of volunteers from within the State Bar of Wisconsin membership to help develop and deliver timely, relevant information to assist Wisconsin's attorneys provide the highest-quality representation and service.

About the Authors

For an in depth view of the content in this book, please click to view Table of Contents.

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To help you keep your books up to date and save money, the State Bar offers an automatic supplementation service for print books. With this service, new supplements and revisions are mailed automatically with an invoice. The invoice includes the cost of the supplement or revision at a 10% discount, the standard postage and handling charge, and Wisconsin sales tax. Return privileges apply, and you may cancel your subscription at any time. If you DO NOT wish to subscribe to new supplements or revisions, please opt out at checkout or notify Customer Service after you order at (800) 728-7788.

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For information about these options or becoming a PINNACLE books distributor, please contact us at (800) 728-7788 or service@wisbar.org.

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Books UnBound® is the exclusive online digital resource from State Bar of Wisconsin PINNACLE® books that Wisconsin attorneys have trusted and relied on for decades, including all the “brown binders” and other treatises, the Wisconsin Attorney’s Desk Reference, Wisconsin Judicial Benchbooks, and now all of our most recent books previously released in print only. Featuring a fast, user-friendly interface protected by two-factor authentication, a powerful search function, an expanded notes feature, and one-click access to Fastcase and other primary law resources, Books UnBound is a one-stop shop for all your legal research needs.

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Have questions? Interested in a training session at your office? Contact our Books UnBound team at sbwbooks@wisbar.org or by phone at (800) 444-9404 ext. 6113.

Great for those handling Probate matters

By Karen Riemer on 6/14/2019

Format: Books UnBound

Step by Step Probate and the different available procedures. Use with the Probate code book for full effect.

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Customer Reviews

Great for those handling Probate matters

By Karen R on 6/14/2019

Format: Books UnBound

Step by Step Probate and the different available procedures. Use with the Probate code book for full effect.