As the firm’s founder and principal, William J. Chandek holds the highest standards of client service and lawyer accessibility. He is a graduate of University of Wisconsin - Madison and Pepperdine University Law School. Mr. Chandek has been an active member in a number of local and national estate planning organizations including Wealth Counsel LLC, National Network of Estate Planning Attorneys, Wisconsin Forum of the National Network of Estate Planning Attorneys, Illinois/Wisconsin Forum of the National Network of Estate Planning Attorneys, National Committee on Planned Giving, and Planned Giving Council of Eastern Wisconsin. He is a fellow and co-founding member of the Estate Planning Institute of Collaborative Resources (EPICOR Corporation) and a fellow of the Esperti Peterson Institute (EPI). He is a graduate of the EPI Advanced Studies Program and the EPI Masters Program (a three year post-doctoral program concentrating in advanced estate and wealth planning strategies). 

At William J. Chandek & Associates, LLC, we believe in taking the “collaborative approach” to business and estate planning. We have found that effective and responsible service to our clients requires us to maintain relationships with other competent and motivated professionals including business consultants, CPA’s, financial planners, insurance brokers/agents, stock brokers, trust officers, and real estate professionals. We encourage involvement; cooperation is the cornerstone of our relationships with other team-oriented professionals. We recognize that planning is an on-going life process, and that our client’s needs and lives will change over time, so we continue to be a source of experience and help for them as time passes.

Professionals who strive to develop solid and involved relationships with their clients are our largest source of new clients. We focus on working with clients who have a compelling personal motivation to do planning. We also believe that the foundation of what we provide our clients is not just saving tax dollars, but understanding the value of planning for themselves and their loved ones.

Our clients involve us when planning for the two most important things in their lives: everyone they love and everything they own. Our clients share their hopes, dreams, needs and goals; we listen and we help them understand their options. We work with them (not for them) to develop a plan that reflects their own unique situation, while putting our knowledge and experience to work for their benefit. 

There are no cookie-cutter solutions to clients’ needs. Our competence, thoroughness, and accessibility allows us to prepare comprehensive personal estate and business plans which reflect our client’s personal and financial goals, and their unique cares and concerns for themselves and their families. 

333 Bishops Way, Suite 150

Brookfield, WI  53005

Phone: (262) 821-2078