Margerie Law LLC

Margerie Law LLC is an Estate Planning Attorney in Milwaukee, WI. Attorney Paul Margerie serves residents in Milwaukee, Brookfield, Wauwatosa, and surrounding areas, offering both in-person and virtual estate planning services. He helps families of all sizes and types understand their options and put a plan in place to protect their most valuable assets for future generations. The firm holds a 5.00 rating based on customer reviews.

Paul Margerie graduated from UW-Whitewater with a B.A. in 1997 and earned his J.D. from UW-Madison Law School in 2000. He is admitted to practice in Wisconsin and grew up in Greenfield, now living in Wauwatosa. Describing himself as an advocate for his clients' families, he works closely with top financial professionals to help families plan for tomorrow. The firm offers a tailored six-step Family Protection & Estate Preservation Plan designed to ensure clients get what they need to protect and preserve their family’s legacy.

The practice provides specific legal tools including Wills and Trusts. A Will is designed to protect minor children by designating a Guardian and stipulating how the estate is distributed after death. Without a Will, the court system makes these decisions. Trusts allow a third party, or trustee, to hold assets on behalf of designated beneficiaries. Since trusts usually avoid probate, they allow beneficiaries to control assets much quicker than going through probate court. Trusts can also help save on court fees and may reduce estate taxes.

The firm is known for its positive rating from the customers who have reviewed it. Clients have highlighted the attorney's knowledge, pleasant demeanor, and reasonable rates. One client noted the amazing support and attention to detail provided during the estate planning process. The firm maintains offices in Wauwatosa at 9125 W. North Ave. Suite 102 and in Elm Grove at 12970 W. Bluemound Rd. Suite 103. It is available Monday through Friday from 8:00 to 5:00 p.m., or by appointment.

Paul Margerie brings a personal commitment to protecting families in the Milwaukee area, combining his legal education with a clear focus on preserving legacies for his clients.

The firm is located on W North Ave in Milwaukee, just a fraction of a mile from North Swan Boulevard and Parkway Estates. It sits within walking distance of McKinley School and is near the Menomonee River and Hoyt Park.

BizScoreAI awarded the business an SEO Score of 85 out of 100, which helps search engines crawl and rank the site so nearby customers can find it. The business also received a Content Quality score of 75 out of 100, ensuring the website clearly answers customer questions and provides content that AI assistants can quote directly.