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Everything a thoughtful plan includes.

We focus only on estate planning and probate, so our documents are current with North Carolina law and our process is well practiced.

Wills & guardianship

A will names who inherits, who serves as executor, and who would raise minor children. It does go through probate, but for many families it's all they need.

  • Last will & testamentClear gifts, backup beneficiaries and executor choices.
  • Guardian nominationsPrimary and backup guardians for minor children.
  • Testamentary trustHolds a child's inheritance until an age you choose.
  • Pour-over willSends anything left outside your trust into it.

Revocable living trusts

A trust holds your assets during life and passes them privately at death, usually without probate. You stay in control and can change it any time.

  • Trust agreementYour instructions for management and distribution.
  • Deed preparationWe retitle your NC home into the trust.
  • Funding guideStep-by-step letters for banks and brokerages.
  • Successor trustee binderWhat your trustee needs, in one place.

Powers of attorney & healthcare

These documents work while you're alive. They let someone you trust act for you if illness or injury means you can't.

  • Durable financial POAPay bills, manage accounts, handle taxes.
  • Healthcare power of attorneyA trusted person speaks with your doctors.
  • Living willYour wishes about life-prolonging care.
  • HIPAA authorizationLets family get information from providers.

Probate & trust administration

When a loved one has passed, we guide executors and trustees through each step with a clear timeline and fee estimate.

  • Opening the estateFiling with the Clerk of Superior Court.
  • Inventory & noticesAssets, creditors and required deadlines.
  • Trust administrationGuidance for successor trustees, often without court.
  • Final accountingDistributions and closing the estate.

This page describes general services and isn't legal advice. Whether a document fits your situation depends on your circumstances and current North Carolina law.

Which documents do you need?

Take the two-minute quiz, or simply ask us on a free call.

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