Welcome from the Milwaukee Estate Planning Forum!

The Milwaukee Estate Planning Forum is a multi-disciplinary organization that supports the team concept of estate planning. We admit to membership attorneys, trust officers, accountants, insurance and financial planners and planned giving professionals, as well as allied professionals.

Our website is intended to help you find qualified professionals, informative articles, and other resources related to estate planning. Please browse at your pleasure; be aware however, that certain links are reserved for members only and require password access.

Inquiries from individuals inside and outside the Greater Milwaukee area are encouraged. We ask that you send any questions or suggestions to: admin@milwaukeeepf.org or phone us at (262) 951-4518.

The Milwaukee Estate Planning Forum is a member of the National Association of Estate Planners & Councils, a national organization of professional estate planners and affiliated local estate planning councils focused on establishing and monitoring the highest professional and educational standards.