Estate Planning

Wills.

A will lets you direct who receives your property and who is responsible for administering your estate.

What a will addresses

  • Who receives your property and in what shares
  • Who serves as executor and administers your estate
  • Guardianship considerations for minor children
  • Specific gifts of personal property or real estate

When to review your will

  • Marriage, divorce, or remarriage
  • Birth or adoption of children or grandchildren
  • Death, illness, or incapacity of a named beneficiary or executor
  • A move to or from North Carolina
  • Significant changes in property or finances

For a fuller discussion, read when to revisit your estate plan.

Start your estate plan.

We will walk you through each document so you understand what it does and why it matters.