Forward-thinking estate planning in Durham, N.C. We work with clients at their pace to create a plan to set them at ease for their future. Call today for a free phone consultation.
For the self-reliant planner who is comfortable interacting with a North Carolina-licensed lawyer through web forms, online portals, and email. We provide documents tailored to your unique situation, and you arrange to sign them on your own schedule.
Single $650 Couple $950
The Basic Planner
For those who want a higher level of guidance and personal touch. Through in-office consultation, you will receive information on the full landscape of estate planning options and advice on your personal and family situation.
Single $1,750 Couple $2,250
The Careful Planner
For the client wanting to spare loved ones the hassle and expense of probate after death. Jeff works with you to develop a trust-planning solution that can protect your bequest from creditors, leave assets to a disabled family member, and protect you late in life.