FAQs

  • North Carolina law does not require an attorney to draft your will. While there are templates available online, every person’s situation is unique, and there are a variety of considerations that go into proper estate planning, many of which you may not have considered. A law practice is able to provide tailored advice, customization, and help ensure proper execution—reducing the risk of confusion, delay, and disputes later.

  • You can start by scheduling a free 15-minute introduction call to find out if we’re a good fit for your needs.

    Alternatively, if you’re already sure you want to move forward, you can book a paid planning session. After the paid planning session, if you want to move forward, you’ll receive a written scope and flat-fee proposal before drafting begins.

  • Yes. Estate planning isn’t just about managing wealth—it’s about control and protection: who can act for you if you’re incapacitated, who inherits, who you nominate to care for minor children if you’re gone, and how much court involvement and administrative friction your family may face. If you do nothing, North Carolina’s default rules will fill in the gaps. Estate planning lets you put your intentions in writing and gives your family clear guidance when it matters most.

  • It depends on what you actually need. Most matters are handled on a flat-fee basis, and you’ll receive a written proposal after the Planning Session so you can make a clear decision before any drafting begins.

    For more information, see our Fees.

  • You don’t need account statements, tax returns, or Social Security numbers to get started. Just a high-level snapshot: the assets you own (real estate, bank accounts, retirement accounts, life insurance, and business interests), rough values, how major items are titled or beneficiary-designated, and who you would trust to manage your affairs.

  • No. While e-signing is generally fine for engagement letters and other administrative paperwork, wills and many core estate documents have important execution formalities that need to be done in person. We will coordinate with you at the time of signing to ensure your documents are executed properly.

  • Plans need maintenance. You should review your plan every 3–5 years, or sooner if there’s a major life change (Marriage/divorce, births, moves, major asset changes, or health changes). Our goal is to build a stable plan now and make it easy to update later.

  • Estate planning is state-specific. If your planning is North Carolina-based, you want a North Carolina-licensed attorney drafting under North Carolina law.