Estate Planning

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Properly prepared estate planning documents create enforceable legal instructions for your family, doctors, and beneficiaries. Effective estate planning can reduce the possibility of confusion and legal challenges following the incapacity or death of a loved one.  We can review existing wills and trusts, advise you on the advantages of various estate planning tools, and draft effective estate planning documents to serve your needs and preserve your wishes. In addition, we can discuss Powers of Attorney and Health Care Powers of Attorney, which can be important components of your overall estate plans.

Without a Will, your estate will be administered and executed according to North Carolina laws of intestacy. Although our firm does not act as a tax advisor, we stay abreast of changes in federal and state laws concerning estate administration and make recommendations to you to help you create an estate plan to provide for your family and loved ones according to your wishes

You are never too young to address the uncertainties of life. We help young families record their wishes in enforceable estate documents that can include provisions for the care and support of their children. The growing trend of second and third marriages in our society also requires greater attention to estate planning decisions and how existing laws affect the distribution of estate assets.

These are some of the documents we can provide to help with your estate plans:

  • Wills
  • Trusts – revocable trusts, children’s support and education trusts, special needs trusts
  • Living Trusts
  • Healthcare Powers of Attorney
  • Durable Powers of Attorney
  • Declarations of Desire to Die a Natural Death (living will)
  • Guardianships

Under FORMS on our main page you will find an Estate Planning Information Form.  Before meeting with us to discuss your estate planning needs, please review and complete the form, and bring it with you when we meet.

ESTATE PROBATE and ADMINISTRATION

Estate administration (probate) can be intimidating, in part because of the documentation filing deadlines required, and partly because it is usually a difficult time in the life of the individual acting as the Personal Administrator, who has just lost a loved one.  Our attorneys can assist with estate administration in Lee and surrounding counties and help make the process easier on the parties involved.  A number of different estate administration procedures may be available depending on the nature and quantity of assets in the estate.  We can help in choosing the administration procedure best suited to your circumstances.

Request For Estate Planning Information Form
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