Estate plan requirements

Wisconsin

Everything you need to create a valid estate plan in Wisconsin: wills, trusts, powers of attorney, and healthcare directives.

Will

2W

Trust

POA

N

Healthcare Dir.

2W

E-will

Not adopted

Online notary (RON)

Authorized

Since 2020

Remote witnessing (ROW)

Wills only

Since 2024

Community property

Yes

Minimum age

18

2W + N = 2 witnesses + notarization2W = 2 witnesses, no notarization
N = notarization, no witnesses = no formal requirements
1

Will

Witnesses: 2 required

Two witnesses must sign within reasonable time after witnessing testator's signing or acknowledgment

Notarization: Recommended

Not legally required, but recommended for self-proving affidavit

Holographic will: Not valid

Wisconsin does not recognize handwritten wills without witnesses

Self-proving affidavit: Available

Allows the will to be admitted to probate without witness testimony

2

Living Trust

Witnesses: None required

No formal execution requirements beyond settlor signature; notarization strongly recommended when funding real property

Notarization: Recommended

Not legally required for the trust document, but needed to transfer real property

State-specific notes

Wisconsin's Marital Property Act means spousal property classification rules affect trust planning (Wis. Stat. §§766.58, 766.588)
Spouses may use a marital property agreement to classify assets before transferring them into a trust
3

Durable Power of Attorney

Witnesses: None required

No witnesses required for power of attorney

Notarization: Required

Notarization is required for a valid durable power of attorney

State-specific notes

Acknowledged before a notary public — Wis. Stat. §244.05
Durability is presumed unless the instrument states otherwise
4

Healthcare Directive

Witnesses: 2 required

Wisconsin requires 2 witnesses for healthcare directive execution

Notarization: Not required

Notarization is not required but may be accepted

State-specific notes

Two witnesses required — Wis. Stat. §154.03 / §155.05
Witnesses cannot be the agent or relatives
Living will declaration is ineffective during pregnancy unless the document expressly provides otherwise

Community property

Wisconsin is a community property state. Assets acquired during marriage are jointly owned by both spouses. This affects all four estate planning documents.

Married couples should consider how community property rules interact with their will, trust, power of attorney, and healthcare directive to ensure consistent coverage.

Electronic will status

Wisconsin has not adopted electronic will legislation. A traditional paper will with physical signatures is required.

Remote online notarization

Wisconsin authorized remote online notarization (RON) in 2020. You can have your estate planning documents notarized via live video call with an approved notary, without an in-person appointment.

Remote online witnessing

Wisconsin authorized remote online witnessing (ROW) in 2024. Witnesses can observe your will signing via live video call instead of being physically present. Other estate planning documents still require in-person witnesses.

This information is general in nature and not legal advice. Laws change. Consult a licensed estate planning attorney in Wisconsin for guidance specific to your situation.