If you are interested in scheduling an appointment, use our online scheduler to see available dates and times. You can also call our office at (919) 678-5761.

Our Business Planning Services
Creating a personalized, comprehensive estate plan for you and your loved ones is our mission. Many of our families build their plan around one of the pre-packaged bundles highlighted below. However, not every family has the same goals or needs. For example, some families have minor children that need to be planned for while others do not. Some clients have a business to consider while others are more concerned about what happens to their pets. Regardless of your need, we will meet you where you are, which is why our estate planning services are also available a la carte.
Business Formation
Name search
Choice of Entity (Biz Strategy Session)
Preparation and Filing of Articles with Secretary of State
Applying for EIN
See LLC Handout for more
Succession Planning
Probate Avoidance
Buy-Sale Agreements (and how to fund)
No Mergers/Acquisitions
Business Management
Operating Agreements
By-Laws
Stock Ledgers
Stock Certificates
Corporate Resolutions
Annual Reports
Employee-Related Services
Non-Compete Clauses
Employee Contract Review
Non-Disclosure Agreements (NDA)
Check BizDocs to see what else included
What Our Clients Say
