North Carolina Estate Planning

Estate planning isn't just about the end of life; it's about preserving the life you love.

An estate plan is not just about who is going to get your stuff.

In fact, it is so much more than that.

Big family in Cary NC

What are the benefits of an estate plan?

An estate plan creates peace of mind for you and your family and continues your legacy for generations to come.  What many people do not understand is that estate planning isn’t only about death.  In fact, there are many aspects about estate planning that help you and your family during your life.  

1) An estate plan takes the worry out of very hard decisions and the heavy burden of your wishes off your family.  Yes, a will or trust is the document that allows you to make clear decisions as to what will happen with your assets, but that is not where an estate plan ends. 

2) Most importantly, you make the decisions and instructions for your health and financial management if you ever experience an illness that unexpectedly deems you incapacitated, and how you want your health care to be managed at the end of your life.

3) This planning makes it easier on your family at a time they are dealing with your unexpected illness, the end of your life, and your death.  You get the peace of mind that you have left clear instructions and peace for your loved ones.

But...My Estate Plan Might Be A Bit Tricky!

No problem, we are here to help you smooth things out and design a plan that meets your needs.

If you are a North Carolina resident and die without a will, take heed....

Many people put off getting a will in place. However, did you know that in North Carolina, if you die without a will your assets do not automatically go to your spouse?  The rules of “who gets what” is written into North Carolina Intestate Succession Act This is called dying “intestate”. The state in which you live decides by statute, what will happen to your assets and will distribute them to your family members as your “heirs,” pursuant to that statute. Your estate will be appointed an administrator to distribute your bank accounts, real estate, household goods, jewelry, and other assets according to the requirements of North Carolina probate law. Not having a will equals giving the state the control to distribute your assets to not only your immediate family members but to long-estranged relatives.  We don’t think anyone would want this to happen to their family. 

How do I get started?

Getting your will and estate plan organized does not need to cost “an arm and a leg.” We have an affordable option…..

Step 1

After we speak on the phone and determine your estate planning needs, we will send you a questionnaire that you will fill out at home.

Step 2

We ask follow-up questions.

Step 3

We prepare a draft of the documents.

Step 4

We meet at length over zoom or in person to go over every aspect of your estate planning including a trust, living will 

Trust and Estate Administration

You are not alone in this.

Has someone you loved passed away?

 Let us make the process easier.  This free guide answers commonly asked questions about next steps.