Moertl, Wilkins & Campbell, S.C.

What Moertl, Wilkins & Campbell, S.C. does

Moertl, Wilkins & Campbell, S.C., operating as MWC Legal Group since January 2026, is a privately-held Wisconsin law firm founded in 1949 by Jack D. Moertl in Milwaukee. The firm is a specialty boutique focused on trusts and estates, with practice areas spanning estate planning, probate administration, trust administration, special needs trust planning, guardianship, elder law and asset protection (including Wisconsin Medicaid/Title 19 eligibility), tax planning and preparation, closely-held business services, transactional real estate, and fiduciary litigation. Its primary client base is individuals, families, and small/closely-held businesses located in Southeastern Wisconsin, served through two physical offices (Milwaukee headquarters and Racine) and a centralized intake operation via phone and website contact forms.

The firm operates on a traditional professional services fee model, combining hourly billings with select flat-fee offerings (notably a $495 estate plan review that is waived if new documents are prepared). Client acquisition is predominantly referral-driven, supported by content marketing through a regularly updated blog covering Wisconsin law updates, blog content published on the firm's website, and testimonials displayed across the site. The firm has no disclosed external capital, no parent company, and no PE or institutional backing; ownership rests entirely with the attorney-shareholders (Stephen A. Lasky as Managing Shareholder and Jennifer R. Lasky as Partner & Shareholder, with associate Walter Brummund hired in 2025). Technology usage is limited to standard law firm infrastructure (LawPay payments, a content-managed website) with no proprietary platforms, AI tooling, or APIs.

Revenue is not publicly disclosed, and headcount sits in the 1-10 range per firmographics. Recent strategic activity — including the 2023 generational leadership transition, the 2025 associate hire, active recruitment for legal assistants/paralegals/tax professionals, a second office in Racine, and the January 2026 MWC Legal Group rebrand — points to deliberate but incremental capacity build-out within a regional specialty niche rather than a growth-stage scaling story.

Name

Moertl, Wilkins & Campbell, S.C.

Legal name

Moertl, Wilkins & Campbell, S.C.

Website

https://lawmwc.com

Company type

Private

Founded year

1949

Operating status

Operating

Headcount range

1–10 employees

Short description

MWC Legal Group (Moertl, Wilkins & Campbell, S.C.) is a Milwaukee-based boutique law firm serving individuals, families, and small businesses in Southeastern Wisconsin with estate planning, elder law, probate, tax, and closely-held business legal services.

Ownership category

akta.pro rank

Product category

Legal Services - Estate Planning, Trusts, and Elder Law

NAICS

Offices of Lawyers (541110)

SIC

Services-Legal Services (8111)

akta.pro primary industry

Family & Private Client (Trusts & Estates) Law (BPAHAAAK)

akta.pro secondary industry

Litigation Support & Expert Witness Services (BPAHALAG)

Keywords

• Estate planning services
• Probate administration
• Elder law services
• Tax planning
• Business law services

Headquarters

HQ city

Milwaukee

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Legal Services - Professional Services Fees: Law firm providing legal services including estate planning, probate administration, elder law, tax planning, and business law. Revenue derived from professional legal fees including hourly rates and flat fees for specific services.
2. Estate Plan Review Services: Flat fee service for reviewing existing estate plan documents at $495, waived if new documents are prepared.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

MWC Legal Group is a Wisconsin law firm delivering personalized legal counsel in estate planning, probate administration, trust administration, elder law and asset protection, special needs trusts, guardianship, fiduciary litigation, tax planning and preparation, closely-held business services, and transactional real estate. Services are provided by licensed attorneys to individuals, families, and closely-held businesses throughout Southeastern Wisconsin.

Product overview

MWC Legal Group is a law firm offering a unified suite of legal services focused on trusts and estates, elder law, and business law. The firm's practice areas include Estate Planning, Probate Administration, Trust Administration, Special Needs Trust Planning, Guardianship, Elder Law & Asset Protection, Tax Planning & Preparation, Closely-Held Business Services, Transactional Real Estate, and Fiduciary Litigation. These services are provided as integrated legal counsel offerings rather than separate software products, allowing the firm to address related client needs holistically.

Differentiator

Problem solved

Functional benefit

Products and services

• Estate Planning Comprehensive estate planning services including wills, revocable living trusts, powers of attorney, and healthcare directives tailored to individual family situations and asset portfolios.
• Probate Administration Court-supervised estate administration services guiding personal representatives through identifying assets, paying debts and taxes, and transferring assets to beneficiaries.
• Trust Administration Management and distribution of trust assets after the trust creator's death, including trustee guidance, beneficiary communication, and compliance with Wisconsin trust law.
• Special Needs Trust Planning Trust planning services designed to provide financial support for individuals with disabilities while preserving eligibility for public benefits such as Medicaid and SSI.
• Guardianship Legal representation for guardianship matters including petitions, contested proceedings, and guidance on ongoing guardian duties under Wisconsin law.
• Elder Law & Asset Protection Planning for long-term care needs including Wisconsin Medicaid (Title 19) eligibility, asset preservation strategies, and spend-down planning.
• Tax Planning & Preparation Federal and Wisconsin income tax preparation for individuals, families, trusts, and estates, plus strategic tax planning to minimize tax liability.
• Closely-Held Business Services Business formation, contracts, succession planning, and legal support for closely held businesses including entity selection, operating agreements, and buy-sell agreements.
• Transactional Real Estate Residential and commercial real estate legal services including contract drafting, title review, deed preparation, and closing coordination throughout southeastern Wisconsin.
• Fiduciary Litigation Legal representation in trust, estate, and fiduciary disputes including will contests, breach of fiduciary duty claims, undue influence allegations, and trust administration challenges.

Quantifiable outcome

• Estate plan review completed for $495 flat fee (waived if new documents prepared)
• +1 more outcomes

Named customers4 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators2 records

Recent moves7 records

Expansion highlights5 records

Broad incumbents

• Quarles & Brady LLP: Major full-service Milwaukee-headquartered law firm with a substantial trust and estates practice serving higher-end estates, closely held businesses, and tax planning matters. Competes for the same HNW Southeastern Wisconsin clients but with broader corporate capabilities.
• Foley & Lardner LLP: Large full-service firm with a significant Milwaukee presence and established trusts and estates practice. Overlaps with MWC on estate planning for HNW individuals and business owners at the higher end of the complexity spectrum.
• Reinhart Boerner Van Deuren s.c. Milwaukee-headquartered full-service firm with a practice spanning estate planning, business succession, and tax matters. Competes with MWC for the same regional HNW and small-business estate planning mandates.
• Godfrey & Kahn, S.C. Large Milwaukee-based full-service firm with an established trusts and estates, business succession, and tax planning practice. A direct larger-firm competitor for complex estates and closely held business work.

Direct peers

• Heritage Estate Planning: Boutique estate planning firm serving individuals and families in the Midwest with a comparable practice focus on wills, trusts, and elder law. Closest analog in scale and service mix to MWC's Trusts & Estates practice.
• Cranmore Law: Estate planning boutique focused on wills, trusts, probate, and elder law for individuals and small business owners. Similar small-team, niche-specialist positioning to MWC.
• McCarthy Law (estate planning): Multi-office estate planning boutique offering wills, trusts, probate, and elder law services to individuals and families. Comparable specialty focus with an established referral-driven GTM model.
• Direction Law: Chicago-area estate planning boutique working with individuals and families on wills, trusts, probate, and elder law matters. Comparable small-firm, specialty-aligned model with similar client profile to MWC.

Others

• Wealth Enhancement Group: Independent wealth management firm with deep estate planning and tax coordination capabilities serving similar HNW clientele. Adjacent rather than competing — a logical referral partner for MWC's legal practice.

Emerging players

• Trust & Will: Direct-to-consumer online estate planning platform that commoditizes simple wills, healthcare directives, and basic trusts. Represents the legal-tech disruption risk to MWC's entry-level estate planning revenue.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/mwc-legal-group

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Moertl, Wilkins & Campbell, S.C.