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A will and estate plan can help you designate who receives your personal property and financial assets after your passing. It can also help you make specific provisions for your children, including who will serve as their guardians. You can define who your beneficiaries, inheritors, trustees, and powers of attorney are in these documents, as well.
Whether you are married, a single parent, or part of a blended family, your will and estate plan can be complex. Your financial holdings and any property you own can add to the complexity of your will. You do not have to settle these legal matters on your own. Our North Carolina wills and estate administration lawyer team from Farmer & Morris Law, PLLC, serving Spindale can help you put the correct forms in order.
Start Planning for Tomorrow Today
A will and estate plan can help you make choices and decisions that affect your and your family’s future. The legal entities that let you make these choices now are beneficial, as you may be unable to make them later due to illness or at your demise. Our team can help you:
- Initiate these conversations with friends and family members
- Discuss your preferences and the necessary legal forms with a team member
- Decide who will care for your children and other dependents
- Make decisions about your physical and mental health care
- Handle your belongings according to your personal preferences
You can also make plans for your retirement years and decide how to resolve business partnerships. If you fail to put a will in place, the state of North Carolina will make these decisions for you. According to its intestate succession laws, the state will assign degrees of kinship to your surviving family members and apportion your property accordingly.
These are decisions you should make, and our team will help you put them in place and ensure they are honored. We can also help you file the necessary documents and store them in a place where they are accessible when needed.
Protect and Provide for Your Children and Dependents
As part of your will, you may need to appoint trustees to care for your child’s inheritance until they can do so. In addition, you may also need to appoint guardians who will make decisions regarding your children’s:
- Place of residence
- Daily care
- Financial matters
- Health care needs
- Current and future education
We can help you choose more than one guardian or successive guardians as well, if necessary. When we represent you, we will explain the life situations and legal complexities that might make multiple or successive guardians necessary. We also walk you through the process of making these critical designations.
The Role Our Team Plays in Planning Your Estate
When you hire Farmer & Morris Law, PLLC, an estate lawyer serving Spindale will help you define how you wish to distribute your property and assets and to whom they should go. To do so, we may request deeds and other property records.
We will also help you put your wishes for your future health care and the final disposition of your remains in written form. Doing so can help assure your family of your preferences and make a difficult time easier.
Preparing your will and estate plan can be complex, time-consuming, intricate, and emotional. Our team can help you take an objective look at challenging decisions and ensure your needs are met. With our help, you can gather the right documents, meet legal requirements, and ensure the future of the people you love.
We Help You Select the Documents You Need
Getting your will and estate goals started typically begins with a conversation and a collection of paperwork. In addition to many others, which our team will help you compile and organize, the basic documents you need can include:
- Deeds and other property records
- Birth, marriage, and divorce certificates
- Business interests, partnerships, and assets
- Personal and business tax history and tax forms
The property and assets you worked hard to acquire should go to the people and places you designate, not the one the state chooses for you. Our goal is to create a clear picture of your assets and help you make decisive choices for their distribution.
We Help You Comply with North Carolina Law
Like every state, North Carolina has laws that affect the preparing and filing of a will or estate plan. On your own, understanding and complying with these laws can be complicated. Relevant laws include:
- Intestate succession: laws governing what happens if you pass away without a will (GS §29)
- Execution of will: laws governing who can file a will in the state (GS §31)
- Health care power of attorney: laws governing who makes your future medical decisions (GS §32)
You do not have to interpret or meet the requirements of the law on your own. We can help you comply with the state while still ensuring your preferences are known and respected so you and your family have peace of mind.
Read What Our Clients Have to Say
We know the clients we represent have specific goals for the disposition of their assets—our goal is to help them meet theirs. Our clients say good things about the services we provide, such as:
- “The absolute best customer service I have ever experienced.” – Doug
- “Mr. Morris and his staff always treated me with the utmost respect, professionalism and courtesy.” – Darlene
- “The choice to hire Josh Farmer may have been the best decision I made.” – David
- “Mark is a very special attorney who gives his heart to help his clients.” – Kim
- “I recommend him highly to anyone.” – Jayne
Testimonials and Google reviews from previous clients speak to our dedication to the people we represent. Our team aims to provide you with the same service and experience previous clients rave about.
Get Help Preparing Your Will and Estate
Our team is ready to help you write your will and plan your estate goals. Learn more about how a lawyer serving Spindale can help by contacting a Farmer & Morris Law, PLLC, team member today.
