Who We Are

Steve Fine Photo

My name is Steven Fine, founder and principal of Estate Plan for Wisconsin and beyond. Over the last 28 years I have helped families in Wisconsin grow and protect their estates. I have witnessed, just as you have, how laws can be used, changed, and altered in ways that can negatively affect individuals and families if they are not fully aware of their options.

We work with individuals, couples, and families; educating and creating an estate transfer plan that minimizes the cost, time, and frustration to themselves and those that they love. Our goal is simply to bring the benefits that wealthy families have taken advantage of for so long to everyday, hard-working families in a cost-effective manner.

Every individual, couple and family can benefit from the services we offer. Beyond just the financial benefits and lifetime assistance, there are additional benefits that are greatly needed by families with special needs children, blended families and non-traditional couples.

I represent Legacy Assurance Plan, a 40-year-old, family-owned, A+ rated company.  Legacy works with local attorneys and representatives to service thousands of members throughout 20 states, offering a lifetime of benefits.

You owe it to yourself and your loved ones to learn more about Legacy Assurance Plan and why its members are so excited to have turned the uncertain future into a plan with certainty, clarity, and services.  You can learn more about Legacy Assurance Plan on their website or FaceBook Page.

I encourage you to spend 17 minutes watching the videos below and then arrange for a no-obligation, educational visit. By phone or in person, you will have your questions answered so that you will be able to make an informed decision that honors both you and those you love.

I look forward to speaking with you.

Steven Fine
Estate Plan of Wisconsin and Beyond