phoebe, Author at Wagner Oehler, Ltd

Where Should You Keep Your Estate Planning Documents?

February 12th, 2026

Where Should You Keep Your Estate Planning Documents? You’ve signed your estate plan. You’ve got the binder in hand. You walk out of the office feeling accomplished. Now what? One of the most common questions we get from families is: Where should… Read More

Categories: Estate Planning

Testimonials

“Great service and very knowledgeable it was truly a pleasure””

“Judi Wilson was a joy to work with. Very professional, efficient, and personable. I recommend her highly. – Ron Anderson””

“Knowledgeable, professional and very personable. Would highly recommend.””

“I was in need of some custom work for my closing situation which involved selling a mobile home. Working with Becky by email and phone, I was able to have the forms needed ready for me on a short timeline. Everything went smoothly thanks in part t…”

“Very professional, courteous, and accommodating to our needs. I would highly recommend for estate planning!””

“Their estate planning services are very comprehensive and educational. They strive to make sure the plan is tailored to your individual needs.””

“Very friendly, patient and always accessible.””

“Our investment counselor recommended Wagner Oehler to us. Initially, we did not consider the necessity of an estate plan, but working with Jen Gumbel made the process relatively straightforward. Estate planning is a legally complex endeavor, and J…”

“thoughtful Attorney, practical suggestions””

“We received excellent legal help with our family’s farm transition and estate planning. I was a partner at a law firm for decades and recognize highly skilled legal service, which is what we got from Jason Wagner and the firm.””

“Wow! What a great team Becky and Connie are! So helpful with all the questions and quick responses. Highly recommend!””

“We had a wonderful experience with Wagner Oehler, Ltd.Our attorney was able to translate complicated matters, into easily understandable language for us. I would recommend them to anyone who is considering setting up a will or trust.””

“I have been very impressed and happy with the service and advice I’ve received. I will definitely be using the firm again as needed””

“I discovered Wagner Oehler thanks to Ashley who referred me to who would best suit my legal needs and I am so thankful for all of Alyssa Jerde’s legal counsel to get as much work in order that is possible to prepare for the future.””

“Excellent staff & attention to detail.””

“Judy is caring and professional in all she does. Cindy and I would recommend her to all my acquaintance’s! Dave Martens””

“They assisted myself and two other family members with creating estate docs, setting up a trust and proccessing through a Probate. They took their time to explain the process in each instance and answered any questions we had. Very professional. I…”

“Very goog work..Very satisfied. Will use again””

“Professional service, courteous, customer focused service and support, reasonable pricing.””

“Attorney Judi Wilson and her team did fabulous work putting together my estate plan in the midst of a series of complicated life changes for me. They rolled with everything, adapted, dealt with my multiple postponements, did not charge me a penny…”

“They developed a very comprehensive estate plan for me. I have the highest confidence in the competence of these professionals coupled with their extensive real-world experience.””

“We have complete confidence in Wagner Oehler … handling two separate trusts for our estate planning. Our attorney, Judi Wilson, has been with us for years, and we thank her for joining this firm to allow great backup if she is not available.…”

“I was provided individualized attention and felt I was understood and the service provided in a timely fashion. Guidance to the right resources also was a big help. Of course Ms Wilson took special interest in my situation, understanding it fully,…”

“Every person we dealt with was so professional, friendly and answered all of our questions and concerns.””

“Great people to work with. Highly recommended.””

“Great team to work with. Very knowledgeable, professional, accurate, and timely. Love working with them.””

“They do excellent work and are very thorough. Would highly recommend them!””

“Settle estate””

“The service provided by Wagner Oehler attorney office was great. The security system utilized was trustfull. The quick answers were submitted at the right time. Thank you.””

“I worked with Jennifer Gumbel and Becky Henry as the trustee of my mom’s estate. Both were excellent to work with and they made the process of handling the trust and selling real estate very smooth. I appreciated the feeling of kindness in a…”

“Very happy with Wagner Oehler service for our new Trust documents. Highly recommend.””

“Jason Wagner is an impressively intelligent, and experienced family lawyer with a heavy emphasis on farm business and real estate law. He has built up an incredible support staff and additional lawyers to cover a broader spectrum of the complex bu…”

“Jennifer was clear and concise while explaining our needs. She answered our questions in a very timely manner. The costs were very competitive and a great value for our life plan needs. Highly recommend.””

“Knowledgable, understanding and caring.””

“All interactions with Wagner Oehler, Ltd were very positive and beneficial. I recommended two friends to this law firm and their needs were met in a professional manner. I would recommend them to others in need of legal assistance..””

“Wagner Oehler works efficiently and gets the job done right for all of our legal needs. It’s been a great experience having attorneys we trust and can fully rely on””

“We would like to thank Judy Wilson and the office staff at Wagner Oehler for all their assistance in handling the estates of our deceased father and sister. They were great to work with and gave us peace of mind during a difficult period. They too…”

“Excellent services from the very first phone call to the conclusion of our situation, this team was honest, timely, considerate and transparent with every aspect of our situation. Jason Wagner and his entire team dealt with a difficult estate sett…”

“Very helpful in helping us prepare our will and trust. Highly recommend””

“Jason was great in handling our real estate issues. He wrote a letter for us that was very detailed and professional and addressed the issue to the buyers, all while supporting us. We greatly appreciated his advice, to the extreme of using his off…”

“Great customer service, answered all my questions, quick turn around with documents!””

“What a relief to have worked with Judi Wilson at Wagner Oehler. She took her time to explain things well, and we’re confident in everything that’s been set up. We loved the followup videos they sent after the final meeting. Great remin…”

“Jason was extremely professional, kind and helpful. We would highly recommend Wagner Oehler Ltd Legal Services!””

“Alyssa and the staff were courteous and professional. Helped us answer any questions and help guide us in the process. They made the process very easy. Loved how they explained everything to me in an understandable way. I will definitely use them…”

“Jason and his whole team is the best! I’ve been in business for 42 years never had a legal team this good. Smart, sharp and fair!””

“Wagner Oehler Ltd. have been very helpful and through I’m helping me prepare and estate plan and with performing title transfer roles for real estate sales after my wife died. The attorneys and staff were very helpful, pleasant, and patient answ…”

“Professional, thorough and kind service was provided. Would recommend.””

“Highly professional and responsive firm.””

“Wagner Oehler, Ltd. provided exceptional service to the Coalition for a complex Low Income Housing Tax Credit project.””

“Working with Jennifer was great, especially her explanations of the “legalize” required. Their client communication portal was difficult at best. Generally non-usable.””

“These guys took over for Steve Peterson and his associated firm. Pretty great hand off I’d say!!A bit more on that…If you used Steve in the past, you know he knew you personally and could suggest or leave ‘r be scenarios. We have…”

“Great place to get legal assistance. Attorney Cade Pederson was great to work with. Helpful, knowledgeable, friendly. I have and will continue to recommend this firm to others.””

“I have consulted with Jason Wagner to establish and update an estate plan for my farm. Jason grew up on a farm and understands the legal, financial, and emotional issues related to farm transitions. He and his associates are a great resource. Than…”

“When I met with Jason he was very professional and thorough with my needs. He listened to what I needed and wanted to have happen, and he made it happen. I left the office, feeling confident and happy with the end result.””

“Friendly and knowledgeable staff helped me with my will.””

“My wife and I were referred to Wagner Oehler by friends who had just completed their wills. We met with a young man named Cole and he guided us through the Trust process. He was very knowledgable, had a lot of patience, and in the end, I have the…”

“Very knowledgeable and professional group. My wife and I had everything explained very thoroughly and professionally in a manner we could understand. All the staff was amazing. Thank you to everyone at Wagner Oehler””

“For our case it was simple upfront pricing. Thorough work on the details.””

“Excellent; prompt, patient, helpful / great teamwork & communication skills – Thank you.””

“Jennifer Gumbel did a great job with probate of my fathers estate! Would highly recommend Wagner Oehler, Ltd.””

“Jason did a fantastic job working on our trust and business entities. He and his firm get five stars!!””

“Alyssa Jerde was amazing helping us set up our trust and walking us thru it. She made it such an easy process. I would highly recommend her for all your estate needs.””

“First and foremost, Jason Wagner is a GOOD, honest person.Jason was referred and highly recommended by a handful of attorneys I contacted in regards to my farm’s legal needs.It was apparent to me, after our first conversation, I was in good hand…”

“The team at Wagner Oehler made our home sale extremely easy and stress free. We would absolutely use them again in the future. Cannot thank them enough!””

“I highly recommend Alyssa Jerde for estate planning. I called several attorneys in the Rochester area, many of whom seemed shady with disconnected numbers or voice mailboxes that were full. One reason I chose Wagner was because they have been a fi…”

“Great experience, great people. Alyssa and Alec took time to walk us through the process and paperwork of estate planning and answered all of our questions (in terms we could understand!). They also helped withclosing docs on our new house and the…”

“Jennifer was so knowledge and thoughtful. I felt very well cared for by her and the others there.””

“Highly recommend Wagner Oehler Ltd. they did a great job working with us to accommodate all our needs!””

“Thank you so much Alyssa for helping with our LLC and writing up contract for our small business. Alyssa has been very professional and quick to respond to my questions. I highly recommend Wagner Oehler, Ltd for all your small business needs. I pl…”

“best attorneys on town 😄””

“Great job handling estate planning and title management for our home sale!””

“Our attorney showed genuine interest and enthusiasm in every detail and question we asked. It was a pleasure working with them. Explanations were clear, timely, and tailored to our needs.””

“We curated a complete estate planning legal package, and Maggie not only answered all our questions, she provided excellent counsel around some challenging land management questions. In the end she helped us secure a trust for our children that is…”

“Becky Henry was the point-person in our recent real estate transaction she did a great job, especially with communication, which in a remote transaction situation is critical. Highly recommend Wagner Oehler, Ltd.””

“We recently had Wagner Oehler represent us in a real estate transaction, and were very, very happy with their work. They are professional, responsive, detail-oriented, and we would highly recommend them.””

“We cannot express a higher regard for Jason and his staff at Wagner Oehler. Jason has helped us with real estate transactions and with our will and estate planning. He is very knowledgeable and thorough with the details. He is also efficient with…”

“Alec is very professional and responsive to any and all questions. Our real estate issue was resolved quickly. He made sure all of our interests were protected. Thanks for your help.””

“I had a wonderful experience with Jason and the staff at Ward and Oehler law office!! He went above and beyond to make the process of closing on my property painless and smooth. I would recommend him to any one that needs legal representation for…”

“Wagner Oehler, LTD Is a wonderful firm to work with! We worked with Alyssa for our estate planning and Trust/Will. Alyssa is phenomenal!! She was highly professional yet was empathetic to our needs and desires involving farm transition and dealing…”

“We had an excellent experience with Wagner Oehler, Ltd. Our attorney took the time we needed to discuss and understand our desires, thoroughly explained the process to put our needs into effect, answered all our questions and explained alternative…”

“My wife and I chose the Estate Plan option. Cole and his team explained the process and answered our questions. Everyone was very friendly and easy to work with. We’re very happy with the completed documents and highly recommend Wagner Oehle…”

“They’ve been an invaluable help with many situations. Wonderful local resource. Great knowledge, ideas. Staff is prompt and courteous.””

“We had a great experience with Jennifer. She was extremely helpful in explaining the difference between a trust and a will. And she was so very helpful with putting or will together. Thank you so much.””

“Spoke using clear understandable language that was at our level.Very easy and friendly to talk with. Easy to like.Accurate and knowledgeable.Excellent experience.””

“Attorney Judi Wilson made the process of creating a trust and will straightforward. It was easy to communicate with her and very comfortable to work with her.””

“We would give more than five stars if we could. Very thorough and professional yet relaxed and comfortable meetings. Judi Wilson answered the questions we didn’t know to ask. Highly recommend!!””

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