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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.
Contacting an attorney for help is not always an easy thing to do. We understand it can be intimidating and maybe even uncomfortable. It is our hope that these videos describing The Privette Process give you a sense of Amy's approach to working with clients and help you understand what you can expect in working with our firm. Amy is passionate about this area of the law, and we hope that shines through in these videos.
To hear more from Amy about various wills, trusts, and estates topics, check out our video library, featuring our newest series, "The 5 P's of Revocable Living Trusts" plus other informative videos.
The Privette Process for Estate Planning
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Step One of The Privette Process:
The Estate Planning Worksheet
Click to download the latest version of the Estate Planning Worksheet.
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Step Two of The Privette Process:
The Initial Consultation
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Step Three of
The Privette Process:
Drafting
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Step Four of
The Privette Process:
The Client Review
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Step Five of
The Privette Process:
The Signing Ceremony
In addition to her legal work, Amy is also a frequent speaker on wills, trusts, and estate issues. She would welcome the opportunity to share with your employees, clients, civic organization, church congregation, or other group about the importance of estate planning, the practicalities of probate, and the advantages of trusts. You can learn more about her seminar offerings here.
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