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

Opening the estate and filing the will
Providing notice to the heirs
Setting up an estate account and obtaining an EIN tax number for the estate
Publishing the Notice to Creditors
Gathering assets and paying debts
Filing the inventory and accountings to the Court
Distributing assets and closing the estate

We handle real property matters in estate administration including:

Petitions to sell real property
Partition matters

We handle estate matters for out of state property and clients including

Ancillary probate proceedings
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

Guardianship of an adult:
Guardianship of a Child
Guardianship of Minor's Estate
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

Wills
Trusts
Powers of Attorney
Living Wills
Business Succession Plans