NOTE: Don't forget to update your estate plan after major life changes, including divorce, death of a beneficiary, and financial changes.
If we can be of assistance regarding your estate plan, contact our office at 704-412-1442 to speak with one of our Estate Planning lawyers today.
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.
To speak with one of our attorneys regarding estate planning and/or guardianship and incompetency, call us today at 704-412-1442.
To speak with one of our Charlotte Estate Planning attorneys regarding powers of attorney, call us at 704-412-1442.
Our attorneys can help with all aspects of the estate planning process, including:
* Reviewing your current estate documents
* Drafting estate documents on your behalf
* Updating, Changing, or Re-writing prior documents
If we can be of assistance regarding any of the topics listed below, contact our office at 704-412-1442 to speak with one of our Charlotte Estate Planning lawyers today.
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To speak with one of our Charlotte Estate Planning attorneys regarding trusts, call us at 704-412-1442.
To speak with one of our Charlotte Estate Planning attorneys regarding drafting or reviewing your Will, call us at 704-412-1442.
The future is uncertain. Unfortunately, none of us know what lies around the next corner. Planning for unexpected circumstances, such as illness or death, can greatly reduce the stress on our loved ones during these difficult times. An estate plan may include one, all, or any combination of a number of documents, including Wills, Living Wills, Medical Powers of Attorney, General Powers of Attorney and Trusts. Our attorneys are available to explain the purpose of each of these documents and whether they may be a suitable part of your estate plan given your particular situation. Our attorneys are also available to help with guardianship and incompetency proceedings. Protecting your family and love ones is a priority. Let us help you make sure it is done right.
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Charlotte, NC 28262
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