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Estate Planning

Wills, Trusts, Powers of Attorney, Health Care Directives, and Other Tools
to Protect You, Your Family, and Your Assets

Estate Planning Services

With a well-thought-out estate plan, you can prepare yourself and your loved ones for whatever the future holds. When emergencies happen, your family will know how to navigate the situation with your legal guidance. If you have loved ones or any assets, an estate plan is a necessary legal framework to prepare for the inevitable.
No matter what the future holds, we can help you stay well-prepared and ready. 

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Wills

Avoid intestacy laws, simplify probate, and lower estate administration costs by making your Last Will & Testament. Name guardians for any minor children, choose an executor, and name who receives your property. Learn More

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Incapacity Planning

Let a trusted loved one make medical and financial decisions on your behalf if you are unconscious or unable to make decisions for yourself using tools like Powers of Attorney and Health Care Directives. Learn More

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Special Needs Trusts

Care for loved ones with special needs or disabilities by establishing a Special Needs Trust to create and preserve eligibility for public benefits while they also receive income from the trust as a supplement. Learn More

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Trusts

Trusts can offer unique protection for your assets by sheltering your resources from probate court costs, creditors, public records, and complicated legal processes. Learn More

ESTATE PLANNING PACKAGES

A will is one of the most important estate planning documents you can have. It ensures that your wishes are carried out after you die. But it’s not just for wealthy people – everyone needs a will, no matter how much or how little money they have.

At Hopler, Wilms, and Hanna, we want to help you protect yourself and your loved ones. We offer a wide range of estate planning services, from wills and trusts to healthcare directives and long-term care planning.

We designed our four estate planning packages with you and your needs in mind! Let us help you draw up the legal documents you need to ensure your future is taken care of.

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LAST WILL AND TESTMANENT ONLY: $500

Your Last Will & Testament includes everything you need for inheritance and guardianship planning! Consider your future and get started today!

Keep your Last Will & Testament safe! We prepare a written package for you and can also send an emailed digital version or provide a USB version. We include storage at the courthouse and our office at no charge to you!

FOR THOSE INTERESTED IN ONLY A WILL

If you are concerned about keeping the original Will safe, you may elect to have the Will stored at the local courthouse or with our office. There is no additional fee for either option.

You are provided with a notebook containing your documentation as well as an electronic copy that can either be emailed to you, provided to you on a USB drive, or sent securely to you through a secure online portal.

This “Will Only” service is only recommended for people who have other estate planning documents already. Incapacity planning is just as important as inheritance planning, but we offer this service for clients that only desire to have a Will prepared.

Fees are due as follows: One-half prior to the commencement of work, and one-half at the completion of work Recording the Will is $50.

Includes a Last Will and Testament for inheritance planning and guardianship planning. There’s a $100 additional charge if preparing mirror documents for a spouse or prospective spouse. There are also additional fees quoted at the initial consultation if complex provisions are requested.

Do you have a child? We can prepare a “Consent for Health Care Treatment of a Minor” for $50 per child with a cap of $150.

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ESTATE PLANNING ESSENTIALS PACKAGE: $750

You may not know what will happen tomorrow, but having an estate plan in place for yourself and your loved ones can ensure that everyone is cared for no matter what the future holds.

We help you plan for the future with everything you need for inheritance and guardianship planning in addition to financial incapacity planning.  Start securing your future today!

FOR THOSE WITH STRAIGHTFORWARD NEEDS

Includes a Last Will and Testament for inheritance planning and guardianship planning

Includes a Durable General Power of Attorney for financial incapacity planning

Includes a Health Care Power of Attorney, Living Will, and HIPAA Release for medical incapacity planning

There’s a $100 additional charge if preparing mirror documents for a spouse or prospective spouse. There are also additional fees quoted at the initial consultation if complex provisions are requested.

Fees are due as follows: One-half prior to the commencement of work, and one-half at the completion of work

Do you have a child? We can prepare a “Consent for Health Care Treatment of a Minor” for $50 per child with a cap of $150.

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ESTATE PLANNING ESSENTIALS PLUS: $2150

Plan for the future care of your loved ones and ensure your heirs receive their inheritance with a Last Will & Testament. Secure your own future well-being in case of emergencies with guardianship and incapacity planning.

We work with you to create a Living Trust allowing your loved ones to skip probate, making transfer of assets to your heirs easier!

Preparing for incapacity means you don’t have to worry about what will happen if you can no longer make decisions for yourself. You have a plan!

MOST POPULAR OPTION

Includes a Revocable Living Trust for both incapacity and inheritance planning

Includes an Assignment of Personal Effects to the trust, a Certification of Trust to make transferring assets to the trust easier, and printed resources to aid you in managing the trust.
Includes a Last Will and Testament for inheritance planning and guardianship planning
Includes a Durable General Power of Attorney for financial incapacity planning

Includes a Health Care Power of Attorney, Living Will, and HIPAA Release for medical incapacity planning

There’s a $100 additional charge if preparing mirror documents for a spouse or prospective spouse. There’s an additional $100 charge if we are preparing two individual revocable trusts rather than one joint trust. There are also additional fees quoted at the initial consultation if complex provisions are requested, such as tax planning or special needs planning.

When transferring North Carolina real estate to the trust, we will typically charge a discounted price of $150 per deed, which includes the filing fee charged by the Register of Deeds.

Fees are due as follows: One-half prior to the commencement of work, and one-half at the completion of work

Do you have a child? We can prepare a “Consent for Health Care Treatment of a Minor” for $50 per child with a cap of $150.

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MEDICAID ASSET PROTECTION PLANNING STARTS: $4750

Includes absolutely everything you need to plan for the future, including your Last Will & Testament, financial incapacity planning with Power of Attorney, long-term care planning and MORE!

We help you be ready for anything with medical incapacity planning. Ensure that your loved ones know how to care for you if something happens. Choose someone who will make difficult healthcare decisions in case the need arises!

Will you need long-term care coverage? We can help you qualify for future long-term care benefits through a Medicaid Asset Protection Trust, making you eligible for care coverage while protecting assets for your heirs’ inheritance.

AND, your Last Will & Testament has “Pourover” status, making it possible for ALL of your assets, including homes, to pour into your trust at death.

MOST COMPREHENSIVE PROTECTION

Clients sometimes need additional help with Medicaid planning separate from the documents listed above. In that case, additional fees are quoted at the time of service.

Fees are due as follows: One-half prior to the commencement of work, and one-half at the completion of work

Includes a Medicaid Asset Protection Trust to assist with inheritance planning, long-term care planning, incapacity planning, and means-tested benefits eligibility planning.

Includes a Pourover Will

Includes up to two Deeds transferring real estate into the trust which includes the filing fees charged by the Register of Deeds

Includes a Certification of Trust to make transferring assets to the trust easier, and printed resources to aid you in managing the trust.

Includes a Last Will and Testament for inheritance planning and guardianship planning

Includes a Durable General Power of Attorney for financial incapacity planning

Includes a Health Care Power of Attorney, Living Will, and HIPAA Release for medical incapacity planning

There’s a $100 additional charge if preparing mirror documents for a spouse or prospective spouse. There’s an additional $300 charge if we are preparing two individual trusts rather than one joint trust. There are also additional fees quoted at the initial consultation if complex provisions are requested, such as tax planning or special needs planning.

When transferring North Carolina real estate to the trust after the first two deeds are included in the base price, we will typically charge a discounted price of $150 per deed, which includes the filing fee charged by the Register of Deeds.

Do you have a child? We can prepare a “Consent for Health Care Treatment of a Minor” for $50 per child with a cap of $150.

Prepare for Life & Death Situations

No one knows what the future holds. We work with families daily who wish they had prepared for their future and made the tough decisions sooner instead of facing impossible choices now. It is crucial to think ahead about possible emergencies.

We know how hard it is to ponder these life and death issues, but you owe it to yourself and your family to make a plan now. Often, when individuals do not plan, their family faces disagreements over how to properly handle various situations. In some cases, this family strife even leads to lawsuits.

Not making decisions now just leaves them for someone else to make later. Do you want your medical decisions made by someone who may not have your best interest at heart? Do you want the laws to decide who receives your property?

If disaster strikes, help your loved ones know how to make medical and financial decisions for their future. Give them the security they need by making your estate plan now.

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See What Our Clients Say

I love these guys! Their turn around was quick, most all that I needed was done by phone and everything was flawlessly prepared for me for an on site signing party. And best of all, their costs were more reasonable than the other firms.

L. Chaiken

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