Our
estate planning services cover the full set of documents most individuals and families need: a last will and testament, a revocable living trust, durable financial and healthcare powers of attorney, and an advance directive. For clients navigating probate after a loss, we assist executors and administrators through the full
probate and estate administration process in Orange County courts.
Chapel Hill's population includes a significant number of UNC faculty, staff, and retirees who often hold a combination of retirement accounts, real estate, and university-specific benefit arrangements. These asset types benefit from coordinated estate planning that accounts for beneficiary designations on retirement accounts, the interaction between trust structures and university benefits, and the estate tax implications of accumulated academic retirement savings. We work through that complexity with clients in plain language.
Many Chapel Hill clients also navigate estate planning alongside or following a divorce or separation. If you need
family law in Chapel Hill as well, we handle both.
