Waukesha County

Estates and Trusts

Estates and Trusts are handled in the Probate Court and are filed in Room JC-103 of the Waukesha County Juvenile Center. As we continue to develop content for this web page, we welcome you to use the following research links to help guide you through the court process. Thank you for your patience.

General Probate
Probate Related Legal Questions and Answers	Wisconsin FAQ’s for subjects such as probate, durable powers of attorney, revocable living trusts, will & estate planning, and marital property.
Wisconsin Registers in Probate Association	Information for Registers in Probate and others conducting business in Probate Court.

Local Court Rules and Practices
Local Probate Court Rules	Waukesha County Probate Court rules and established policies and procedures.
Best Practices and Tips	Guide to practices and tips for general Probate Court matters.

Estates and Trusts
Wisconsin Statutes Chapter 851-879	Search Wisconsin Statutes that pertain to probate of an estate.
Wisconsin Statutes Chapter 701	Direct link to the Wisconsin Statutes that pertain to trusts.
A Personal Representative's Guide to Informal Probate	A guide to help individuals understand the informal probate process including the necessary documents.
Wisconsin Fiduciary, Estate, and Trust Tax Forms	Information on tax forms.
Transfer Vehicle to Surviving Spouse	Information on eligibility to use this process, forms and instructions to complete the transfer, and a contact for questions.
Transfer Vehicle to Heir	Information on eligibility to use this process, forms and instructions to complete the transfer, and a contact for questions.
Medicaid Estate Recovery Program	Information on how the State of Wisconsin recovers expenses after a person has died, for certain government benefits paid to that person during his or her lifetime.
Powers of Attorney & Trusts: Duties and Rights as Agents and Trustees	Guide to understanding basic duties of an agent under a power of attorney or a trustee.

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Estates and Trusts

General Probate

Local Court Rules and Practices