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Estate Planning Law

HeplerBroom LLC provides a complete range of estate planning services, including business succession planning, asset protection planning, family wealth transfers, and reduction of estate taxes, as well as numerous other aspects of estate planning. Our attorneys are experienced in estate planning techniques and in drafting documents that carry out clients’ plans.

We work closely with each client to determine those strategies that best fit his or her personal situation, taking into account family issues, the amount and type of assets involved, the client’s goals, and other relevant factors.

Services include:

  • Estate planning
  • Business succession planning
  • Asset protection planning
  • Family Limited Partnerships
  • Private foundations
  • Will and trust preparation
  • Trust administration
  • Will and trust contests
  • Probate administration
  • Premarital agreements
  • Guardianships
  • Retirement benefit planning
  • Charitable trusts and foundations
  • Irrevocable life insurance trusts


HeplerBroom LLC COVID-19 Response

HeplerBroom has been diligently working on its response and continuity plan to the COVID-19 pandemic in order to keep the health and safety of our employees, their families, and our clients as our top priority.

To help ensure everyone's continued health and well-being, effective March 17, 2020, all attorneys and staff began working remotely. We continue to assess the situation and will return to our physical offices when appropriate.

To ensure this, the firm has identified essential personnel in each office who will make certain that critical firm functions that cannot be done remotely continue to be handled. We have put in place protocol for those essential personnel to make sure they are keeping healthy per the CDC cleaning and sanitizing recommendations. All teams have back-up personnel and procedures that we will follow to make sure all deadlines are met and clients receive the same great service and work product that we have always been proud to provide.

HeplerBroom's IT department has been working hard to make sure all remote employees are set up with equipment and access from home to limit disruption to our clients. Maintaining security and confidentiality has remained, and will continue to remain, at the forefront of all processes and procedures, at all levels throughout the firm.

The firm has created emergency communication measures to communicate any changes to this plan to employees and are communicating on a regular basis with any and all new resources and helpful information during this uncertain time.

During these fluid and unpredictable times, HeplerBroom will continue its commitment to great service and results for our clients, all while keeping safe and healthy.

Wishing you and your families good health.

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