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.
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
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
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
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.
01
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.
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 $150.
02
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 $150.
03
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 $150.
Prepare for Life & Death Situations
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.
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