Estate planning isn’t for you.
It’s for your loved ones.
Don’t put off your estate planning any longer. No matter your age or life circumstances, it’s time to ensure your loved ones are taken care of.
What can we do for you?
Take advantage of our virtual, one-on-one, customized problem-solving for your family’s unique estate-planning needs.
Will in a Day
A comprehensive package including last will and testament, asset-transfer planning, and power of attorney.
Power of Attorney
Appoint a trusted individual to act on your behalf in financial or health care matters in case you ever become incapacitated.
Living Wills
Outline your wishes for life-sustaining medical procedures so your loved ones can feel confident making decisions.
Revocable Trust
Create a revocable trust to save your family from having to go through probate.
Probate
Find assistance navigating the complex probate process for the estate of a deceased loved one.
Easy, Affordable Estate Planning
“Estate planning” is one of those terms that provokes a vague sense of anxiety in those who run across it. You know it’s something you need to do. But you don’t know how to start.
What will it cost? How long will it take? What all should I consider? Who can help me get it done?
We’re here to answer your questions and meet your unique needs. Before you know it, you’ll have estate planning checked off your to-do list.
Here’s what to expect for your appointment:
Learn how to achieve your goals through a will and other estate-planning documents.
Learn whether your real estate will transfer by law or if probate will be required.
Discuss how bank accounts and stocks can be transferred by law without the need for probate.
Learn how your investment plans and life insurance can fund a trust for your minor child.
Decide on a guardian for your minor child and the role they will play.
Determine whether you need to update the beneficiaries for your retirement plan.
Estate Planning: Frequently Asked Questions
“As a new business owner and growing family, we have always felt taken care of with Hope. She has walked us through every part of our evolving lives and made sure we understand everything we do. This is a great partnership we have in business and family!”
— Jeff R.
“We would have done this much sooner had we known how incredibly efficient the process Hope has set up. She was a great pleasure to work with. Thank you Hope!
— Steve C.
“Hope is friendly, flexible, and great at outlining what information is needed and why.”
- Casey H.
Contact Us
Have a question about estate planning, power of attorney, or probate? Submit your question and let us know how we can help you. We’ll get back to you as soon as possible.