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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.

INTAKE FORMS
EP Forms
Estate Planning Worksheet for Initial Consultations
[this is the only form required ahead of your estate planning consultation]
ARChecklist
Audit Review Checklist for Prior PLP Clients
administration
Estate/Trust Administration Worksheet for Initial Consultations [this is the only form required ahead of your administration consultation]
Estate/Trust Administration Informational Handouts
The documents provided on this webpage are for general information purposes only and do not constitute legal advice. They are representative of the handouts and worksheets used by Privette Legacy Planning for estate planning and administration clients in North Carolina. Before using or relying on the content of any of these documents, it is important that you consult with an estate planning or estate administration attorney in the proper jurisdiction.
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