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White Fence

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


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

White Fence

Sherrod G., Knighdale, NC

Amy had the expertise and great attitude to put together a trust for us. She exhibited a great amount of patience with us as she translated legal terms in our trust to plain English! It was a pleasure working this firm.

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