Homeownership Asset Preservation Program

The Homeownership Asset Preservation Program (HAPP) is a service for qualifying homeowners to protect homeownership and transfer wealth between generations. We have partnered with The Commons Law Center to help individuals develop estate plans and provide other legal services that help families preserve and protect their assets during this unprecedented time. We are all in this together!

If you are interested in learning about the tools of Estate Planning, join us for our next monthly webinar to learn how you can qualify for a free or discounted legal estate plan. Our webinars cover relevant topics and discussions about wills, power attorneys, and trusts in the African American community and highlight steps homeowners of all ages can take to protect their family's wealth.

Do you need a will or other legal estate planning services? Review our Eligibility Guidelines and complete a Client Intake Form to qualify for Free (or discounted) Estate Planning assistance.

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Eligibility Guidelines

Disclaimer: The Home Asset Preservation Program (HAPP) is a pilot program supported by the City of Portland and targeted specifically toward low-income N/NE Preference Policy homeowners. If you fall outside of this geographic area, our legal services partner, Commons Law Center, has prepared a "sliding-scale" fee structure based on your household income level.

We look forward to the continued success of this program and eventual expansion to allow us to provide free estate planning services to a larger number of households upon the hopeful renewal of this pilot program. If you have questions about the fee structure for low-income households outside the N/NE Preferred Policy area, please email anita@aaah.org.

Requirements

  1. Homeowner resides within the City of Portland N/NE Preference Policy Geographic Area. If you are unsure about whether your home is within this area, please visit this link or call us at 503-595-3517

  2. Total gross household income does not exceed 80% of Portland Metro Area Median Family Income.

Please refer to the table below to determine if your home falls within HAPP's income requirements.

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Application Process

Disclaimer: This program is supported by Portland Housing Bureau and AAAH is required to collect incoming client data and demographics. To successfully apply for the Home Asset Preservation Program, eligible households are asked to complete an Intake Form prior to receiving legal estate planning services.

1. Application

Complete the Home Asset Preservation Application Form and submit to AAAH.

  • Option 1: Fill out our Online Intake Form below

  • Option 2: Call our office at 503-595-3517 ext. 302 to complete your Intake by phone.

2. Income Verification

Submit a copy of your Photo ID and proof of income (paystubs, SSI, SSD award letter, etc) with 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 anita@aaah.org or mail to 825 NE 20th Ave, Suite 225, 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 happy to conduct your intake over phone and mail you application materials if requested. Call us at 503-595-3517

3. Follow Up

Following the review of your application, our Program Manager 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.