"I thought creating a will would be cold and just about the nuts and bolts. Sue made it personal and made me feel comfortable talking about stuff - that quite frankly - is uncomfortable."
Kim, Greensboro
Strategy. Protection. Solutions.
For those planning wills, trusts and estates
Who are we kidding – we still believe we’re invincible. So we put off creating wills or trusts.
Well, I know life can be cut short. That’s why I’m passionate about estate planning.
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I lost my mom when I was eight. She didn’t have a will, so I’ll never know which heirlooms she really wanted me to have.
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I almost lost my own life. While the doctors tried to figure out why I was sick - at least I knew my wishes for all my loved ones would be carried out because I had a will.
Without a will or trust, state law decides who gets what. Proper estate planning gives you that control and simplifies an already stressful situation for your loved ones. This type of planning also helps you be prepared for the time when you might still be alive but are unable to make legal and financial decisions for yourself.
To help alleviate your anxiety…and make estate planning about living, we charge flat fees for most of our services. After you fill out our survey, I can tell you the cost. In addition, we include free resources such as funeral planning, personal property distribution and more. For convenience, with our ongoing client maintenance plan, we house all of your documents in our Clientdocx, which you and your family can access through our website at any time, from any computer, anywhere in the world.
Services we provide include:
wills • minors’ trusts • revocable & irrevocable living trusts • powers of attorney • health care directives • asset protection planning • domestic partnership planning • pet trusts • pre-nup and post-nup agreements • business succession planning • guardianship and incompetency proceedings • retirement planning • special needs planning • disability planning • HIPAA authorizations • ethical wills • trust administration
• probate and estate administration
