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

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