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.

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.

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.