Preparing a will and estate plan means you decide where your assets go, who will make health care decisions on your behalf, and who will become guardians for your underage or adult children under certain circumstances. Assistance from a lawyer from Farmer & Morris Law, PLLC, can help ensure your family is provided for and your preferences are honored.
When you are ready to put your decisions into the proper legal forms, our team is ready to help. Our familiarity with state and local laws in Marion means we can provide you with legal guidance and direction you can rely on. We also provide a client service experience that seeks to minimize your tax liability and lets your heirs avoid the time, expense, and frustration of a prolonged probate course process.
The Advantages of Working with Our wills and Estate Legal Team
Writing a will and planning your estate is personal, so our team will talk frankly and openly with you about your wishes, your family, and the distribution of your assets. Our firm does not make decisions for you. Instead, we help you make your own decisions and put them in the correct legal form. In addition to listening to you, we also:
- Seek to limit your estate’s tax burden
- Help you gather the right documents
- Ensure compliance with state and local laws
- Ensure your preferences are clear and straightforward
As you reach important milestones and make changes to your lifestyle and finances, you may also opt to make changes to your will. We can help make your preferred changes as well and ensure your will stays up to date.
Our Firm Helps You Create a Clear Plan
The will you create is one document, while your estate plan is a collection of documents. Your estate plan can consist of your:
- Power of attorney
- Health care power of attorney
Together, these forms name the guardians, trustees, and executors of your estate. Your will and estate papers can also minimize the probate process and allow your family to support each other without wondering what your wishes are.
Our team works with you to organize the required paperwork, understand your goals, and make managing your estate as simple as possible for you and your family.
Know When to Start Preparing Your will and Estate Plan
As you age, you may decide to settle your estate and create a plan for who will receive your assets at your demise. While putting these decisions in writing is essential, they are not the only reason to make a will. Per GS §31-1, you can make a will if you are:
- At least 18 years old
- Of sound mind
At 18, many young people may not believe they need a will or estate plan. Even if you have limited assets as a young adult, the correct legal forms can:
- Appoint someone you trust to make decisions about your health care
- Appoint someone you trust to make financial decisions on your behalf
- Clarify your end-of-life and funeral and burial preferences
After you turn 18, our team can help you create a will. If you are a parent, the will we help you craft can also help you make important decisions that affect your family’s future.
Decide Who will Care for Your Family
If you have minor children or disabled adult children, it is vital to appoint guardians you know and trust in your will. Guardians play a significant role in your child’s life until they are legally able to make decisions for themselves. The guardians you name will bear responsibility for your child’s:
- Day-to-day needs
- Health care decisions
- Financial management
You may need to make similar provisions if you have elderly parents who rely on you for their daily and financial care. Our team will work closely with you to help you create a secure future for your children and other dependents.
Our Team Helps Put the Right Documents in Place
American Bar Association (ABA) guidelines define your will as the legal distribution of your assets. Writing your will and settling your estate can be challenging on your own. North Carolina probate, estate, and inheritance laws can be challenging to decipher and understand. It can also involve an incredible array of documents, including:
- Land and property deeds
- Financial records
- Stocks and bonds
- Birth and adoption records
- Marriage and divorce records
- Tax forms and records
We may also ask you to create several lists, including a list of:
- Family heirlooms
- Charitable organizations you support
Our Farmer & Morris Law, PLLC, team is ready to help. With the advice and guidance of an estate lawyer serving Marion, you can compile the necessary documents and meet the state’s legal requirements.
We Work Hard to Create Happy Clients
Estate planning is a personal matter, so our team will treat you with the compassion and respect you deserve. When previous clients talk about their experience with us, they say:
- “Andrea made me feel very comfortable and let me know from the beginning that she really cares for her clients and their wellbeing. She was always available if I had questions concerning my case and she did not make me feel like I was bothering her.” – Debbie
- “Andrea Farmer was very professional and was very instrumental in helping me get my social security disability and helping me draw up my power of attorney and will. I would strongly recommend her for any legal issues I would have.” – Douglas
We work hard to make sure you are as satisfied as all the clients we serve. When we help build your estate plan, our goal is to make the road ahead easier for you and the people you care about.
Call Today for Immediate Help Planning Your Estate
When you are ready to finalize your plans, you do not have to do so without legal assistance and support. A lawyer from our firm serving Marion can help you clarify your goals and give your family peace of mind by drafting your will and other estate documents.
To get started, contact our team at Farmer & Morris Law, PLLC, by calling today.