Estate Planning:
Plan for the future so you can stay in the present.
Let’s Plan.
A Gift: No matter what your situation, everyone needs an estate plan. Ask anyone who has had a loved one pass or become incapacitated without a plan and they will confirm: planning is the gift you give your loved ones that you never get to see.
Flexibility: Let’s be realistic, flexibility is important now more than ever. You can do all of the initial planning remotely, then review drafts, and in most cases, I will come to you for the signing. Easy-peasy. Can’t meet? No problem, I’ll send you the final documents with instructions on how to finalize everything.
More than Documents: When you plan with an attorney, you get more than a stack of documents, you get a relationship, education, and consultation.
A Dash of Whimsy: Born of some of the challenges of COVID, meet Estate Plan Van, making estate planning more approachable, and dare I say…fun!
Let’s Connect
Charlotte, NC
Areas of Practice
Basic Estate Planning
When people think of estate planning documents, they usually think of these 4 foundational documents: Will, Durable Power of Attorney, Health Care Power of Attorney/Living Will, and HIPAA form.
Child-Specific Planning
These documents help express your wishes for your kiddos in the event you are incapacitated or are deceased: Nomination of Guardian, successor guardian, temporary guardians, medical powers of attorney, durable powers of attorney and ancillary instructions.
Advanced Planning
Every person’s situation is different, and sometimes more detailed documents are the best fit, such as a Revocable Living Trusts.
Where there’s a will…there’s a way forward.
Get in Touch
I would be happy to talk with you further so that you can determine what documents will best serve you and your current situation. Have existing documents that need review? Let’s talk about that, too.