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Privette Legacy Planning
Creating a personalized, effective estate plan for your family is our mission. We want to help you leave a legacy for the next generation and beyond.
We work with you to establish and safeguard your vision for the future of your family, your pets, and your business. We help you plan for your life and secure your loved ones' futures.
More important than any thing you can leave your family are the stories and memories of a life well-lived, told in your own way, in your own voice.
Serving as one's Personal Representative or Trustee can be a heavy load. We are here to help shoulder the burden and assist you with your fiduciary responsibilities.
Our blog posts are written for the "everyman" or "everywoman" who is looking for an easy-to-understand explanation of the law, who wants to learn more about the importance of estate planning, or who needs helpful tips and resources to navigate the administration of a loved one's estate.
Short answer: EVERYONE!
Old or young.
Single or married.
Kids or no kids.
No matter the size of the family or the portfolio, everyone should have an estate plan in place for their lives!
A 2021 survey by caring.com found that 67% of Americans do not have a Will. And the number one reason given for why not?
They simply haven't gotten around to it.
You're busy. We get that. But you're not too busy to die. You're not too busy to get sick. Your hectic schedule and rapid pace could actually accelerate your chances of having a severe medical issue like a stroke or heart attack. Fatigue and exhaustion negatively impact your immune system and your ability to fight off infections and chronic disease. It's fair to say the busier you are the more you actually need an estate plan!
Make yourself and your family a priority so that you don't lose out on all the benefits estate planning provides!
Imagine having to prepare a Will & Trust within a short period of time after your loved one's diagnosed with cancer? There's so much to think about and so many details that it seems completely overwhelming and frankly impossible! Amy is very professional, knowledgeable, thorough, patient and most of all caring. She walked us step-by-step, in a respectful manner, using examples and discussing scenarios that never occurred to us. She made sure all of our "I's" were dotted and "T's" were crossed. She responds quickly to any calls, emails and is always pleasant. It is without reservation that I recommend her to family, friends and neighbors. As a matter of fact, a couple of my friends/neighbors are currently working with Amy. They have all had very positive feedback about her and the work she does.
WHAT PEOPLE SAY
I am a 39 yr. old male, married with 2 children. With our kids being toddlers, my wife and I thought it was time to put things in place in case the worst happened. We did not know where to start and Amy guided us through the complex world of estate planning. The process really put things in perspective, and Amy was very patient throughout with all our questions. I respected her advice so much, I had my parents get their estate paperwork established. You typically don't think about this stuff until it's too late. I'm glad we went to see her.
Thank you, Amy!!
My wife and I set up a trust with Privette Legacy Planning. We set up a consultation meeting with Amy. We felt that 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! We’re glad we finally moved ahead with her firm.
Amy’s assistant, Sara, supported us during the entire process. Amy wanted to be sure our documents were set up properly and that our assets were named properly to the trust. This office even assisted us in filling out the paperwork to transfer most of our holdings to the trust. This is quite a process, so this help meant a lot to us.
It was a pleasure working with this firm.
I am a firm believer that the law is more than a profession; it is a calling. By working with families to create and implement an estate plan, I know I am helping them to be good stewards of all that God has blessed them with.
I also believe that the probate and estate administration work I do is a ministry, one that allows me the opportunity to help people make it through the dark days of losing a loved one.
Why do I do what I do? The answer is simple - YOU!
130 Iowa Lane
Cary, North Carolina 27511
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