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.
Do You Need to Speak With an Experienced Estate Planning Lawyer in North Carolina?
If you have questions about creating an estate plan, find yourself going through probate, are concerned about your loved one's financial needs if you were to pass away, or are even just curious about business succession planning, the experienced lawyers of Carolina Family Estate Planning are here to help! Contact us online to schedule your consultation or you can call our Cary office directly at 919.891.8290. We serve clients throughout North Carolina, including Cary, Apex, Clayton, Durham, Holly Springs, Morrisville, and Raleigh. We look forward to helping you!
Attorney, Author, and Founder of Carolina Family Estate Planning