We have four Triangle locations! Our Cary (HQ) office moved (Jan 2024) and is located at 1255 Crescent Green Drive, Suite 200, Cary, NC 27518.
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Blog

Financial Fiduciaries: What’s the Difference?
A common question that we receive from clients is: “How do the Financial Agent, Executor, and Trustee work together and what does each control?” Each of these roles have very…
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The “90-Day Inventory”: Inventory For Decedent’s Estate (AOC-E-505)
The Inventory for Decedent’s Estate, also known as the “90-Day Inventory,” is a very important filing in the estate administration and probate process. The form for the Inventory can be found through…
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Does My Will Control My Retirement Accounts?

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How Many Executors Should I Name?
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What Does an Executor Do?
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