OUR SERVICES
ESTATE ADMINISTRATION AND PROBATE
Handling the administration of a loved one's estate can be confusing and emotionally taxing, even if there is a will that specifically directs the decedent's wishes. We have experience advising clients through all types of estate administration issues.
We walk clients through serving as the Executor/Administrator including
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Opening the estate and filing the will
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Providing notice to the heirs
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Setting up an estate account and obtaining an EIN tax number for the estate
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Publishing the Notice to Creditors
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Gathering assets and paying debts
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Filing the inventory and accountings to the Court
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Distributing assets and closing the estate
We handle real property matters in estate administration including:
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Petitions to sell real property
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Partition matters
We handle estate matters for out of state property and clients including
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Ancillary probate proceedings
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Serving as Resident Process Agent
GUARDIANSHIP
In North Carolina, guardianships matters can be an emotional and trying time for families. I counsel my clients through difficult family disputes and help them resolve their guardianship challenges through mediation and if necessary, litigation.
I have experience advising clients on all types of guardianship matters in North Carolina including
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Guardianship of an adult:
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Guardianship of a Child
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Guardianship of Minor's Estate
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Limited Guardianship
ESTATE PLANNING
You worked hard to build your future and it's time to plan your legacy. We guide clients through how to ensure a smooth transfer of assets to your loved ones, ensure your family is protected, and your tax liability is limited. We will work with you on customizing your
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Wills
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Trusts
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Powers of Attorney
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Living Wills
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Business Succession Plans