Yes. You will need to fill out and return the Estate Planning Worksheet and the Estate Planning Family Worksheet. Please be sure to return the worksheets to our office one week prior to meeting so that we can prepare for your appointment. Instructions on how to return the worksheets to us are printed on the Worksheet. Fillable PDF Worksheets can be found under the Getting Started tab on our website.
Need guidance from an Experienced Estate Planning Lawyer in North Carolina?
Whether you're ready to create an estate plan, need help navigating the complexities of probate, are concerned about your loved one's financial future, or even exploring business succession planning, our caring and experienced team at Carolina Family Estate Planning is here for you. With over 15 years of helping families secure their legacies, we can provide the clarity and peace of mind you deserve.
Let's talk about your future today.
Contact us online to schedule a case assessment, or call our office at (919)443-3035. We proudly serve clients throughout North Carolina, including Cary, Apex, Clayton, Durham, Holly Springs, Morrisville, and Raleigh. We look forward to guiding you every step of the way!
Attorney, Author, and Founder of Carolina Family Estate Planning