Premium and Fast Estate Planning Legal Services

How the Estate Planning Works

At Hopler, Wilms, & Hanna, we have found most people have certain estate planning needs. For that reason, our Sanford and Durham Estate Planning Attorneys will often compile our client’s necessary documents and offer a flat fee for a package of estate planning documents. These packages are meant to address the needs of the majority but leave a lot of room for accommodating varied family situations. We offer transparent and reasonable pricing for our services, as shown above on this page. Once we assess your needs, we’ll direct you to the solution that best fits your situation. Our attorneys regularly practice in this area of law and are skilled at advising clients on what they may need.

There is a typical package of documents that we include for nearly every client. This package of documents includes all the fundamentals to help people with essential estate planning needs, and includes a North Carolina Will, Power of Attorney, Health Care Power of Attorney, and Living Will. Peoples’ needs vary, so you are free to pick and choose from this package as you wish, but we will review all your options with you so you can make an informed decision about your needs. Once you have made a selection, we will draft all the necessary documents and have you come into our office to execute. You may also need additional documents, such as deeds, trusts, or other custom estate planning tools. Those fees are quoted at the time of consultation and are based on the expertise involved and the time we expect to spend on the matter.

The Typical Estate Planning Documents We Draft Include:

• Last Will and Testament
• Durable General Power of Attorney
• Health Care Power of Attorney
• Advanced Directive for a Natural Death (“Living Will”)

Individualized Estate Planning

While we do package estate planning documents for a lot of our clients and charge one reasonable flat fee for the drafting of all the documents at one time, our attorneys understand that people have unique situations that do not neatly fit into our packages and require more specific plans.  For example, we regularly draft NC Revocable Living Trusts for our clients after full discussion of the benefits and detriments of such an addition to the estate planning package, as well as testamentary trusts to our Wills to handle children getting assets from a Will.  We can help with individualized North Carolina estate plans, including Irrevocable Life Insurance Trusts, Special Needs Trusts, and other documents that assist with individualized needs for our North Carolina clients.

Traveling; Non-Ambulatory Clients

For clients who are not ambulatory or have difficulty traveling, please communicate the situation when you contact our office and we will make arrangements to consult in your home.  We regularly visit clients and provide consultation over the kitchen table, at a nursing home, or in a hospital on occasion.

Contact us for help with your Will and Estate Plan

At Hopler, Wilms, & Hanna, you can select any or all of the documents in a North Carolina estate planning package or receive individualized planning.  If you’d like to inquire about an estate planning package or another document, contact us today.