Office | Bellingham, WA

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About Wealth Retention Services

Focusing her practice on ESTATE PLANNING and assisting clients with the probate process, Katti collaborates with families and individuals and their financial planners to retain the greatest amount of wealth for family, friends, and charities as well as limit the assets transferred to the government or unintended beneficiaries. This website is designed to provide estate planning information to my clients and their advisors. The hope in creating this site is to give clients information about basic estate planning documents and tax planning concepts to help them understand why they need to plan their estates and provide some general ideas for a smooth transition of their assets from one generation to the next. Please be advised however, the information contained on this website should neither be considered a replacement for, nor eliminate the need of, an estate planning attorney to assist in deciding what documents and techniques should be used in designing an estate plan, but rather as a supplement to that relationship.

 

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Overall Rating
Showing 1-10 of 13 client reviews from Lawyers.com
Lawyers.com Rating Snapshot
5 stars
77%
4 stars
8%
3 stars
8%
2 stars
0%
1 star
8%
What do people say on Lawyers.com?
Communication
4.5
Quality of Service
4.6
Responsiveness
4.7
Value for Money
4.5
Trusts and Estates
Posted by anonymous
May 26, 2015
Hired Attorney Katti Esp

My wife and I have known Katti for many years.
She has done work for client of our business and personal estate planning for our family.{para}We highly recommend her services.{para}Larry, CFP

Trusts and Estates
Posted by anonymous
July 14, 2011
Hired Attorney Katti Esp
Estate Planning
Posted by anonymous
April 14, 2019
Hired Law Firm

Services

Areas of Law

  • Trusts and Estates 2
    • Estate Planning/ Probate/ Wills
    • Trusts
  • Wills and Probate 2
    • Probate
    • Wills & Living Wills
  • Other 1
    • Elder

Contact Wealth Retention Services

4.8
36 reviews

301 Prospect StreetBellingham, WA 98225U.S.A.

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