The first step in creating an Estate Plan is deciding what documents you want and need.  Our attorneys will discuss your unique situation, explain the purpose of each document, and help you decide what options are best for you.   The process begins with one of our attorneys gathering basic information about you and your estate, including your assets and desires for distributing your property.  We do this by sitting down with you face to face, by telephone, or by emailing you our Estate Planning Questionnaire Packet to complete on your own time.  

Once we've gathered all necessary information, we will begin drafting your Estate Plan to fit your individual needs and wishes.  We will then provide you with the finalized documents, walk you through the steps required to properly execute and store these documents, and help you execute these documents if you would prefer to do so at our office.  We will be there every step of the way to ensure that you have an Estate Plan that reflects your desires and wishes while complying with North Carolina Laws and regulations.