ESTATE
PLANNING (HAPP)
The Homeownership Asset Preservation Program (HAPP) offers free estate planning and personalized support to help homeowners secure their property, maintain family wealth, and successfully transfer their homes to the next generation through expert legal guidance.
Homeowner must reside within the City of Portland limits*. If you are unsure about whether your home is within this area, please visit this link or call us at 503-595-3517.
Total gross household may not exceed 80% of Portland Metro Area's Median Family Income (MFI) for household size.
HOW TO SUBMIT INTAKE?
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Completing the online intake form
OR
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Call our office at 503-595-3517 ext. 301 to complete your Intake by phone.
Please complete the online intake form to begin the Foreclosure Prevention Counseling process.
After submitting your intake, review the Application Checklist and gather the required documents:
Within 2-3 business days of reviewing your intake for eligibility, a program coordinator will confirm eligibility and send an application to join the program. Submit a completed app, copy of your Photo ID, and proof of income (paystubs, SSI, SSD award letter, etc) covering 30 days using one of the following methods:
Option 1: Upload your documentation through our Secure Dropbox Link
Option 2: Email a copy of your proof of income to happ@aaah.org or mail to:
825 NE 20th Ave, Suite 100, Portland, OR 97232
Option 3: Call us at 503-595-3517 to schedule a time to come by our office and let us make a copy of your income documents for your file.
We are always happy to conduct your intake over phone and mail you application materials if requested. Just call us! 503-595-3517.
Follow Up
Following the review of your application, a program coordinator will contact you to discuss your estate planning needs and connect you with a representative at Commons Law Center to receive your free estate planning services.