Estates, Trusts, and Fiduciaries

Applicable Laws and Rules

This document provides statements or interpretations of the following laws and regulations enacted as of July 27, 2021: Sections 71.03, 71.04, 71.09, 71.125, 71.13, 71.14, 71.17, 72.02 and 72.36, Wis. Stats. Laws enacted and in effect after this date, new administrative rules, and court decisions may change the interpretations in this document. Guidance issued prior to this date that is contrary to the information in this document is superseded by this document, pursuant to sec. 73.16(2)(a), Wis. Stats.

​Contact Us​

MS 6-81
Estate and Fiduciary Assistance
PO Box 8906
Madison, WI 53708-8906
Phone: (608) 264-4217
Fax: (608) 267-0834
Email additional questions to

The department welcomes your input on our guidance. Submit comments on this guidance document.

Guidance Document Number: 100023

July 27, 2021