Trusted Estate Planning In Cary When You Need It Most.
Wills, Trusts, Estate Planning, Elder Law, Probate and Special Needs Planning Lawyers
Our planning process is created with the client in mind, first and foremost. It’s important for us to have a consistent process so that each of our clients has the same great experience from initial contact through the creation and maintenance of our client-attorney relationship. While the overall process is the same for every client, it is flexible to accommodate the needs of each of our clients, including upcoming travel or medical procedures.
After you schedule your free Strategy Session, one of our team members will send you a confirmation email with the date, time, and location of your Session as well as some questionnaires for you to complete beforehand. We ask that you return the completed questionnaires prior to the meeting so that we have an adequate amount of time to review prior to meeting with you – we don’t want to waste your time going over the questionnaires during the Strategy Session.
Your Personal Strategy Session
On the day of your Strategy Session, you’ll enter our office and be welcomed by one of our friendly team members who will escort you into our meeting room adorned with a selection of beverages, mints, and chocolates for your enjoyment. Remember, this isn’t supposed to be intimidating, so feel free to indulge a little (or a lot). You’ll be joined by your planning lawyer and your Personal Strategy Session will begin. The Session usually lasts around 60 minutes. This meeting is all about your:
We are North Carolina’s top-rated and most trusted estate planning law firm and are proud to serve our community with a professional, efficient, transparent, and empathetic client-centric approach. Check out this short video to see what we are all about:
We welcome the opportunity to work with you on your legacy planning. We are here to be your guide to make sure that your plan is carried about according to your wishes and to take the burden off of your family members. If this sounds like the kind of relationship you’ve been looking for, we look forward to meeting you soon! Give us a call or click the green ‘Contact Us Now’ button below.