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20000 West Pinecrest Lane, New Berlin, WI 53146

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Estate Planning Services: Wills, Trusts & Financial Estate Planning

As a financial services provider, I assist my clients with estate planning. Based on your unique circumstances, I help you determine whether a will alone or a complete estate plan is needed. Estate planning is a crucial process that involves creating a set of documents to manage the distribution of assets, end-of-life services, and healthcare decisions, both during life and after death.

Whether you're considering a simple will or an in-depth estate plan, having a comprehensive strategy in place ensures your wishes are followed. The estate planning process may involve the following documents:

Common Estate Plan Documents

  • Will/Trust – A legal document that specifies how your assets are distributed after death.
  • Durable Power of Attorney (POA) – A person you designate to make financial decisions on your behalf if you're unable to do so yourself.
  • Beneficiary Designations – Designating individuals to receive specific assets, such as 401(k) or retirement savings, that are not covered by your will/trust.
  • Letter of Intent – A document for your executor that outlines specific wishes for asset distribution, funeral arrangements, or other special requests.
  • Healthcare Power of Attorney (HCPA) – A person designated to make healthcare-related decisions on your behalf if you are incapacitated.
  • Guardianship Designations – Essential for those with children, this document names guardians who will care for your child(ren) in the event of your death or incapacity.


Next Steps in Your Estate Planning Process

Embarking on the journey of estate planning can feel overwhelming, especially when it comes to deciding on the right documents and discussing these matters with family members. As a financial services provider, I recommend starting the conversation with a financial partner to navigate asset distribution, wills, and other estate planning details. A third-party guide can help remove the emotional aspect of this very personal process.

If you don’t currently have a financial partner, I’m here to assist you with creating a personalized estate plan, including wills, trusts, and healthcare power of attorney documents.

Matt Sternkopf Financial Services and LPL Financial do not offer legal advice or services. We suggest that you discuss your specific situation with a qualified legal advisor.