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
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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
Estate Planning
Posted by anonymous
December 11, 2023
Hired Attorney Katti Esp

It had been many years since we revised our estate documents but after hearing her speak a few years ago we wanted Katti to put together our next estate plan. At different decades of our life the estate plan served different needs At the end of our lives our wishes are for SIMPLE. Katti understood our intentions and created documents that stated our wishes clearly and simply, not only for the remaining spouse, but also for those who will eventually handle our estate after we are gone. I couldn't have wished for a better experience in putting together this estate plan than we had with Katti.

 
Wills and Probate
Posted by anonymous
April 05, 2020
Hired Attorney Katti Esp

Katti Esp In December of 2018 I suffered the devastating sudden loss of my husband of 45 years. Left with no will, no insurance and major business debt, I was led to Katti Esp. Thanks to her compassion, professionalism and amazing talents, I was able to sleep nights! It was over a year of probate and Katti was able to do decrease my debt by what I call a miraculous amount. She is worth every $$ you pay. Thanks so much Katti!

 
Trusts and Estates
Posted by anonymous
April 12, 2018
Hired Attorney Katti Esp

Consulted with Katti on estate planning and a will. Very knowledgeable and efficient. Not the cheapest will around but we feel comfortable it is done correctly and will carry out our wishes.

Trusts and Estates
Posted by anonymous
September 29, 2017
Hired Attorney Katti Esp

I've worked with Katie Esp twice, once in 2013 when she helped me create my Will and other documents including setting up a Trust, and recently when I needed to update the information. Katie's advice, suggestions, and clear verbal and written explanations, smoothed out the process both times.

Trusts and Estates
Posted by anonymous
June 20, 2015
Hired Attorney Katti Esp

Katti Esp was extremely knowledgable and helpful for assisting my husband and myself on planning our wills, also Katti assisted my elderly mother with a Power of Attorney. She was patient and caring towards her and also an excellent advocate for her concerns and protective of her. We truly appreciated how she worked with her. She was very articulate and knowledgeable for our work, which along with our wills, also with our health care directives and POA. I would recommend Katti with confidence.

 
Trusts and Estates
Posted by anonymous
June 19, 2015
Hired Attorney Katti Esp

Katti Esp has been an excellent attorney in everyway. She is supportive, a good communicator, efficient, highly professional, and has given me critical advice in other areas. This has been particularly important during a difficult time in my life. She has also worked with my financial advisor to create a will that is to my highest good in every way. I recommend her without qualification.

 
Elder Law
Posted by anonymous
June 03, 2015
Hired Attorney Katti Esp

During the time that my husband was suffering from Normal Pressure Hydrocephalus(NPH - dementia) Katti guided us through the legal jungle of caring for a person whose brain is failing, making it possible for me to survive financially.As a volunteer, working with Alhzeimer and other dementia patients and their caregivers, I have often recommended Katti as a go to person for help and support and will continue to do so.

 
Trusts and Estates
Posted by anonymous
May 30, 2015
Hired Attorney Katti Esp

I have refered several family members to Ms. Esp for various help with estates and wills. She is very knowledgeable about the law governing estates and taxation. She has worked with me over the years to get me in the best position to safegaurd my estate. After my husband died, she stepped up and saved me a lot of expense and time. I would recommend her to those in need of estate planning.

 
Trusts and Estates
Posted by anonymous
May 26, 2015
Hired Attorney Katti Esp

She prepared the documents for my family's estate plan. At my recommendation, she also has represented my extended family in wills, trusts and estates. I regularly refer my clients to her when they require assistance with such matters.

Trusts and Estates
Posted by anonymous
August 19, 2010
Hired Attorney Katti Esp

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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