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Minnesota Estate Planning Law Firm Serving Rochester & Surrounding Areas

Will & Testament

Power of Attorney

Healthcare Directives

Beneficiary Designations

Estate Planning Made Simple

No one wants to think about passing away or the possibility of incapacity. However, it’s essential to have an estate plan in place at any stage in life that will satisfy your wishes — and protect your loved ones.

 

At Wagner Oehler, Ltd., we have served multiple generations of families in Southeastern Minnesota for their estate planning needs. Taking a client-centered approach, we take our responsibility to them seriously and help to make estate planning simple. 

 

Whether all you need is a will, or your objectives would be better met with a comprehensive estate plan, our legal team provides trusted counsel to individuals and families to help ensure their affairs are in order. We have been honored to serve the estate planning needs of our community for over 50 years.               

From Confused to Confident: Client Experiences with Simple Wills

“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…”
“Very goog work..Very satisfied. Will use again””
“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…”
“Judy is caring and professional in all she does. Cindy and I would recommend her to all my acquaintance’s! Dave Martens””
“Excellent staff & attention to detail.””
“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.””
“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””
“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.””
“Wow! What a great team Becky and Connie are! So helpful with all the questions and quick responses. Highly recommend!””
“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.””
“thoughtful Attorney, practical suggestions””
“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!!””
“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.””
“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.””
“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.””

Will-Based Estate Plans

  • The foundation of every estate plan is a last will and testament. 
  • This document outlines your wishes and provides instructions concerning how you want your assets to be distributed when you pass away. 
  • It can also name a guardian for minor children and designate the individual who will be executor of your estate. 
  • A will-based estate plan does not include trusts and will go through the formal probate process. 
  • For some people, a will may be all they need, while others might benefit from using multiple estate planning tools. 
  • The will attorneys at Wagner Oehler, Ltd. can discuss the pros and cons of a will-based estate plan for your specific situation.

Contact an Estate Planning Lawyer Today for a Consultation

  • We can help you draft a thorough document that will satisfy the necessary legal requirements and ensure your wishes are met.   
Contact Us Today

Rochester

1801 Greenview Drive SW

Rochester, MN 55902

Learn more about us: www.wagnerlegalmn.com

Phone: (507)533-3503

 

St. Charles Office

819 Whitewater Avenue

St. Charles, MN 55972

Learn more about us: www.wagnerlegalmn.com

Phone: (507)533-3503

 

Winona Office

65 Johnson Street

Winona, MN 55987

Learn more about us: www.wagnerlegalmn.com

Phone: (507)533-3503

 

Lake City Office

120 W Center Street

Lake City, MN 55041

Learn more about us: www.wagnerlegalmn.com

Phone: (507)533-3503

 

Legal Disclaimer

The transmission of the information requested by this form to The Modern Firm,LLC (“Firm”) does not create an attorney-client relationship with the Firm.  Without an attorney-client relationship in the matter, the Firm cannot assure you that your communications will be privileged or that the Firm will treat them as such.  Please do not send the Firm any confidential or sensitive information until you speak with one of our attorneys and obtain prior written authorization to send that information to us.  Even though the transmission of this form does not create an attorney-client relationship, the Firm takes every step possible to protect your privacy. The Firm will only use your personal information in the event that you hire the Firm to represent you in your legal matter, and then only as necessary during the course of our representation.

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