Love Plans Ahead℠

Care for your family’s well-being with thoughtful estate planning.

Get Started
Does your current plan measure up?

Transform what-ifs into what’s next

Planning

Ensure that your wishes control important decisions impacting your life, loved ones, and legacy.

Probate

Conduct estate and trust settlement efficiently so you can worry less and heal more.

Business

Launch and run your business with confidence that your legal house is in order.
  • A couple embracing with a focus on a white rose and green floral wedding bouquet.
  • Loving parents reading with cheerful toddler in cozy living room, embracing family time.
  • Close-up of hands holding a key with a house-shaped keychain, symbolizing new beginnings.
  • Back view of a graduate walking in an autumn park in academic dress.
  • Senior woman enjoying coffee in a cozy home setting, reflecting a peaceful and relaxed moment of leisure.
  • A mother and daughter bond while preparing traditional dumplings in a cozy kitchen setting.
  • Elderly couple gardening outside their home with joy and happiness.

    • ESTATE PLANNING

    Assurance across moments that matter.

    Now that two have become one, align your mutual interests and set a foundation for your shared future.

    Incorporate guardianship and inheritance protections that ensure the safety and well-being of your growing family.

    Secure your legacy by thoughtfully structuring your plan to protect the wealth you’re building in real estate, investments, businesses, and more.

    Before they hit campus, ensure that you can continue to make decisions on your children’s behalf with advance care plans of their own.

    As your children head off into the world to build lives of their own, it’s a perfect opportunity to reevaluate past choices for renewed interests.

    Whether relocating to North Carolina, going through a divorce, blending families, or retiring, your plan should be changed to reflect your new chapter.

    Get Started Learn More

    Don’t end up in probate. Avoid it.

    The legal process of settling a loved one’s affairs after they pass away can take months or even years to settle. With an estate plan, you:

    • Lessen interference by third parties
    • Reduce friction in estate settlement
    • Transition your estate as smoothly as possible
    • Maintain privacy over estate details
    • Free your loved ones to grieve
    Get Started
    Learn How
    A couple in a new apartment carefully wrapping items with bubble wrap during a move-in.
    Play

    The Cullens

    Memories as sweet as s’mores

    It’s tough for Rebecca and Dan to image a summer without the sticky fingers of their s’mores-obsessed kids playing well into the night. But they know that club sports schedules, part-time jobs, and new cities will be competing with their summer traditions in no time. Transferring their camp properly into a revocable trust gives them hope that, one day, the boys can relive these memories with their own children.

    Find out if you are Estate Ready℠ in 3 minutes.

    Take our quiz. Discover your score. Receive helpful insights.

    Start Quiz

    Guidance for the path you’re on

    Smart planning begins with understanding your options. Start with these short reads.

    Planning Primer

    Understand the basics of estate planning and consider what strategies are best for you and your loved ones.

    Learn More

    Essential Steps in Probate

    Learn how to effectively manage estate settlement in North Carolina.

    Learn More

    5 Questions Every New Business Owner Should Consider

    Launching a business requires confidence. Clarity will take it to the next level.

    Learn More

    Be the planner your family deserves.

    Protecting your people begins here.

    Get Started
    Adult woman in stylish denim outfit working at home on a couch with a laptop and planner, enjoying a productive day.