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.

Estate Administration: The Spousal Allowance

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Estate Administration: Full Probate

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Trust Administration

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Estate Administration: The Small Estate

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Estate Administration: Non-Probate Assets

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Additional Services

Trust Protector

Professional Fidcuiary

What Our Clients Say

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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.