Legal/Attorney - Charlotte, NC, US
The value in a good Estate Plan is less about what you get today and more about the headaches you never get tomorrow. We solve problems before they exist. Let's talk about your plan today (704) 494-9944We take the time and financial hardship out of estate planning by offering a completely virtual experience, from consultation to conclusion. You choose a day and time that works best for you, we send you an intake form, I contact you either by secure video portal or telephone, you get a comprehensive overview of your options as well as answers to all your questions, then you choose the plan that works best for you. When it's time to sign the documents we send the completed plan directly to your home or place of business, we review the plan together for accuracy, and then we make notaries and witnesses available at the location of your choosing to execute the will. As an added bonus, members of our Estate Maintenance Program receive: 1) annual strategy sessions with me, 2) annual updates to your entire estate plan (as needed), 3) 24/7 access to your entire estate plan on any device through our secure client portal, and 4) access to a yearly comprehensive financial checkup with a financial advisor, accountant, insurance specialist, and mortgage broker. Every client is unique, and I don't mean that from a strictly financial perspective. Client's values and beliefs are every bit as important to their estate planning objectives as their money is. That's why we don't market one-size-fits-all plans. There are plenty of places just a few clicks from here that will sell you a plan, and nothing else. Every plan I create is custom-tailored to achieve the goals and objectives of each client. Contact me today to take control of your legacy.
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