Lawyer of Firm Description

About McCormack Law, LLC — Estate Planning Brookfield WI

McCormack Law, LLC is a boutique estate planning Brookfield firm serving individuals, families, and small business owners throughout southeastern Wisconsin. Amanda J. McCormack founded the practice with nearly two decades of legal experience in estate, tax, and post-death administration. The firm operates from offices in Brookfield at 200 South Executive Drive, Suite 101, and in Kenosha. The Brookfield location places the firm within easy reach of the Waukesha County Probate Court for clients in Elm Grove, New Berlin, and Pewaukee.

Services span wills, revocable trusts, healthcare directives, and advanced planning tools such as ILITs, SLATs, and charitable remainder trusts. The firm also handles probate administration, trust administration, and federal estate and gift tax return preparation. For families researching estate planning attorneys, ReachAttorneys lists vetted firms by location. McCormack Law operates Monday through Friday, 9:00 a.m. to 4:30 p.m., and consultations are typically scheduled by appointment.

What Clients Say

Reviewers consistently describe Amanda McCormack as knowledgeable, caring, and patient with families navigating sensitive end-of-life questions. Clients note her ability to make complex tax and trust topics understandable. Several reviews highlight how she reduced stress during the planning process and explained each document carefully. The practice draws repeat business from clients updating plans across decades.

Estate Planning Brookfield — Practice Areas & Services

Comprehensive estate plans including wills, revocable trusts, powers of attorney, and healthcare directives
Advanced planning with irrevocable trusts, ILITs, SLATs, FLATs, and charitable remainder trusts
Probate administration through the Waukesha County Register in Probate
Trust administration, fiduciary income tax returns, and post-death tax filings
Deed work, beneficiary designations, and estate plan reviews after life changes

Frequently Asked Questions

What’s the difference between informal and formal probate in Wisconsin?

Wisconsin offers informal probate administration for most uncontested estates, while formal probate requires at least two court hearings to open and close. Estates valued at $50,000 or under can use simpler transfer procedures such as summary settlement. The Waukesha County Register in Probate handles both types for Brookfield residents.

Do I need a trust if I already have a will?

A will alone sends your estate through probate, which can take many months and become public record. A revocable trust funded during your lifetime can avoid probate entirely for the assets it owns. Most Brookfield families with appreciable real estate or investment accounts benefit from at least exploring a trust.

Where are probate cases filed in Brookfield?

Brookfield estates fall under the Waukesha County Probate Court, located at the Waukesha County Courthouse. The Register in Probate coordinates filings, hearings, and trust administration. Wisconsin’s procedures are detailed by the state court system’s self-help center.

Quick Facts: Estate Planning in Brookfield, Wisconsin

Probate threshold: Wisconsin allows informal probate for most estates and simpler transfer procedures for estates valued at $50,000 or less — Wisconsin Court System Self-Help
Formal probate: Formal administration requires a minimum of two court hearings — Waukesha County Register in Probate
2024 update: Recent Wisconsin probate law changes streamlined transfer-on-death deeds and digital asset access — Wisconsin Legislature

AI-Powered Reviews Summary

McCormack Law, LLC, located in Brookfield, Wisconsin, is highly regarded as an exceptional estate planning attorney firm. Clients consistently praise Amanda and her team for their compassion, professionalism, and ability to make complex legal matters understandable, creating a supportive environment throughout the planning process. Many have recommended McCormack Law to others, highlighting their thoroughness and dedication to ensuring clients feel comfortable and well-informed when addressing important estate planning decisions.

Users Reviews Comments – Google

I would and have recommended this law firm to others. Our lawyer was fair and approachable. There was good follow -,up which is rare these days.

Amanda and her team are some of the most compassionate and kind hearted attorneys I have ever had the pleasure of interacting with. If you are looking for an estate planning attorney that listens and has your best interest at heart….this is the law firm for you.

Ms. McCormack helped us with estate planning strategies and documentation. She was very knowledgeable, professional, timely and friendly throughout the process. We were very satisfied with the services she provided.

After meeting with Amanda and having her draft and execute our estate planning, we were immediately impressed with her ability to exude trust, and confidence. She made us feel welcome and comfortable discussing less then enjoyable topics regarding the planning process. We look forward to working with her in the future keeping our plan relevant and up to date. We will comfortably recommend her to anyone that asks our opinion.

We worked with Amanda for our Mother’s estate and was very pleased with her knowledge in dealing with a somewhat complicated case. She was very professional and was very personable which made it easy to understand all the legalities and we felt comfortable asking any questions that would come up. We would highly recommend McCormack Law LLC , we had such a good experience when doing our Mother’s estate we decided to do our own estate planning with her. We will definitely work with her again when needing legal help! Happy clients, thanks again!

I have had the pleasure of working with Amanda McCormack many times and have shared numerous mutual clients with her. She is truly exceptional at what she does! Her deep knowledge of estate planning, combined with her ability to explain complex legal matters in a clear and compassionate way, makes her an invaluable resource for anyone looking to secure their future and families.

Amanda reviewed and revised our trust when my husband died. She was very thorough. Told me what I need done and the cost of doing it upfront, and explained the final document in away I could understand and share with my children.

Amanda is thorough, organized, understanding, patient and efficient. She brought up things we while creating our trust; all things that we would never have thought to cover/protect us. We had been to other lawyers but she is the only one we would recommend for estate planning.

Attorney McCormack handled out trust and we couldn’t be happier with her service. She was thorough, patient, and gave so much time and attention getting to know us so she could personalize our trust to fit our family’s goals. She addressed so many details that we hadn’t even considered and saved us from making some mistakes. I would definitely use her services again, and highly recommend her to anyone seeking estate planning services

Excellent experience. Amanda was thorough, thoughtful, affordable, and very easy to work with. Highly recommend McCormack Law.

We worked with Amanda to set up a trust. She did an awesome job guiding us through a pretty complicated process and made us feel at ease with the end result.

Amanda helped my husband and I update our will and trust when we moved to Florida after retiring. She is knowledgeable, caring and passionate about helping people plan their estates and legacy.

After experiencing a series of personal losses, we found ourselves in need of estate planning, and we are so grateful to have had Mandy by our side throughout the entire process. As parents of four young children, the thought of creating an estate plan felt overwhelming, but Mandy made the entire experience manageable and even reassuring.

I highly recommend McCormack Law for all of your estate planning and associated legal needs! Amanda and her staff take great care in walking you through what can be difficult topics and decisions. They make this process as stress free as possible and treat everyone with such dignity, respect and kindness. Our entire family utilizes McCormack Law and could not speak more highly of their support and our experience with them!