Planning across state lines
Based in Maple Valley, Washington, we help families and business owners organize estate planning questions and coordinate next steps with their independently engaged advisers.
We welcome inquiries from the following regions and communities. Meetings are by appointment; contact us to confirm service availability and meeting arrangements for your location. These are service areas, not branch offices.
Providence Planning is a consulting and coordination firm, not a law firm. Attorney availability, licensing, scope, fees, and engagement are confirmed separately for each jurisdiction and matter.
Puget Sound, the Eastside & beyond
For households balancing a home, retirement accounts, and family responsibilities, a review can start with beneficiary records, decision-makers, and questions for your attorney. For moves within or outside Washington, bring existing documents and property details so your advisers can identify what needs review.
Communities: Maple Valley, Covington, Black Diamond, Kent, Renton, Issaquah, Bellevue, Seattle, Tacoma, Everett, Spokane, and Vancouver.
Portland metro, the Willamette Valley & Central Oregon
A move between Oregon and Washington, or property in both states, is a useful reason to bring estate documents and ownership records into one review. We help organize the questions for your legal and tax professionals; the applicable rules depend on your circumstances.
Communities: Portland, Beaverton, Hillsboro, Lake Oswego, Salem, Eugene, Bend, and Medford.
Treasure Valley, North Idaho & eastern Idaho
For families relocating to Idaho or passing a closely held business to the next generation, start with who will manage assets, who will inherit them, and who can act during an emergency. A shared planning checklist helps the family and its advisers work from the same information.
Communities: Boise, Meridian, Nampa, Eagle, Coeur d’Alene, Post Falls, Twin Falls, and Idaho Falls.
Las Vegas Valley & Reno–Carson City
Seasonal residences and business interests can make it useful to review where documents are stored, who is available locally, and how ownership and beneficiary choices fit together. Any Nevada legal services require a separate engagement with counsel who accepts the matter.
Communities: Las Vegas, Henderson, North Las Vegas, Reno, Sparks, and Carson City.
Wasatch Front, Utah Valley & Southern Utah
When a family business and personal assets overlap, a succession discussion should separate ownership, day-to-day management, and transition funding. We help organize those discussions and coordinate the questions that need an attorney, tax professional, or other adviser.
Communities: Salt Lake City, Sandy, South Jordan, Ogden, Provo, Orem, and St. George.
Southeastern Wisconsin, Madison & the Fox Valley
If family decision-makers live in different places, plan for access to documents, practical caregiving responsibilities, and clear points of contact. A review can also help organize questions about a family business or property intended for the next generation.
Communities: Milwaukee, Waukesha, Brookfield, Madison, Appleton, Green Bay, and Eau Claire.
Tampa Bay, Southwest, Central & South Florida
For seasonal residents or families making Florida their permanent home, gather existing estate documents, property records, and beneficiary information before meeting with advisers. Your attorney can review the implications of residence, property, and family circumstances; planning coordination helps prepare that conversation.
Communities: Tampa, St. Petersburg, Clearwater, Sarasota, Bradenton, Fort Myers, Naples, Orlando, Winter Park, Jacksonville, Boca Raton, Fort Lauderdale, and Miami.
Prepare for an estate planning review with questions about wills, trusts, powers of attorney, health care directives, and the people you want to act for you.
Connect beneficiary choices and trust funding questions with your attorney’s instructions and your account providers.
Organize business transition planning around ownership, management, buy-sell arrangements, and funding questions.
Tell us where you live, whether property or a business is located elsewhere, and what has changed. Please use our secure arrangements for documents rather than sending account numbers or estate documents in an initial message.
Outside these states? Ask us about availability and appropriate next steps.