Estate Planning

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Wills and Trusts

Part of a proper estate plan can include a Will. A Will allows a person to control what happens to their assets after they pass. If one should die without a Will, you would be considered to have died “intestate.” This means that the state of North Carolina will determine what happens to your assets upon death. To learn more about Wills, Trusts, and Intestate Succession, click here.

Health Care Documents

Equally important as having a will in place is ensuring you have properly executed health care documents. These types of documents inform loved ones, family, and/or healthcare professionals your wishes relating to health issues. Such documents include:

  • Health Care Power of Attorney (HCPOA)
  • Living Will (Advance Directive)
  • Do Not Resuscitate (DNR)

To learn more about Health Care Documents click here.


As we age, some of us begin to lose the mental capacity to make decisions regarding our financial and personal affairs. Such decisions include simple things like taking medication, bathing, paying bills, and other daily tasks. The Guardianship process allows an individual to handle certain decisions for a loved one. Click here to learn more.

Estate Administration

The loss of a loved one is never easy. What happens with the deceased’s property? What is the next step? An attorney can help guide family and loved ones through the process of handling the property of someone who has passed. This includes navigating the probate process, or the administration process if your loved one passed without a will. To learn more click here.

Durable Power of Attorney

A properly created Durable Power of Attorney is a document that grants certain financial powers to another person called your “Agent”. This type of document can be broadly drafted to include many powers, or can be very narrowly focused to only allow the Agent to perform limited tasks, such as close on a piece of real property, etc. Click here to learn more.

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