Helping Clients Create a Solid Plan for the Future

Estate planning is crucial for protecting your loved ones and establishing a lasting legacy. After working hard for your wealth, you deserve to secure it with valid, legally sound documents that shield you from creditors, taxes, lawsuits, and irresponsible beneficiaries.

Our law firm offers estate planning services that help you satisfy all North Carolina legal requirements, both now and in the future. We can assist in avoiding probate for your loved ones, which can protect them from a lengthy and stressful process and help preserve the value of your estate for your beneficiaries.

Contact Attorney Steven Lundberg and his team at Compass Estate and Tax Planning to learn more. We’ll explain your options and thoroughly analyze your estate to find the right solutions for you. Call 919-646-6549 to schedule a consultation today!

Are Wills Required in North Carolina?

While having a will is not a legal requirement in North Carolina, we strongly recommend that every person consider creating one. The will is a foundational part of a comprehensive estate plan. It indicates your wishes and outlines how the estate will be distributed to your beneficiaries.

When you die intestate, or without a will, the court will make critical decisions regarding your assets and any minor children. For example, the court will assign the inheritance based on state laws, so the majority of your estate will go to your surviving spouse, children, or parents, depending on the circumstances. Distant relatives, friends, and charitable organizations could be left with nothing. A guardian for surviving minor children will also be appointed by the court rather than being named according to your wishes.

Do not leave your hard-earned wealth or a guardian for your children to be assigned by the court. Take control of your future and your family’s well-being by consulting our estate planning attorney as soon as possible.

What Are the Most Important Parts of a Will?

Several components make your will legally valid and effective. First, we’ll ensure your will is legally enforceable by complying with North Carolina law. Some requirements include the testator being at least 18 years old, of sound mind, and not acting under duress. The will should also be written and signed by the testator in the presence of eligible witnesses. Handwritten, or holographic, wills include additional requirements to be legally valid and may be more easily contested.

In addition to the legal requirements, your will should include several sections that indicate your wishes regarding your estate after you die. You’ll indicate people to perform key functions, such as administering the estate. You may also name beneficiaries and describe which assets you’ll assign to each person. Finally, you’ll need to name a guardian for any minor children who may survive you if you die.

With a capable legal team, you can create a clear will that outlines your wishes and prepares your family for the future. Our estate planning attorney can also assist with updates as needed.

Why Do I Need to Hire a Lawyer to Create a Will?

North Carolina families engaging in estate planning should always consult an experienced estate attorney, such as Attorney Steven Lundberg at Compass Estate and Tax Planning. The estate planning lawyer can help the person or family create a comprehensive estate plan that protects their assets and prepares for a future of success and security.

NC wills are one example of a legal document that is best created with the help of a lawyer. Some other estate planning documents you may wish to use are trusts, powers of attorney, an advance directive, and a living will. With the legal guidance of a trusted attorney, you can protect your assets from probate, minimize estate taxes, and ensure minor children are cared for by a person you trust.

Our legal team has assisted numerous North Carolina families throughout the estate planning process. You can rely on us for legal services that are based on honesty and dedication. If you are a business owner, we can also assist with business succession and planning.

Should You Hire Our Lawyer for Wills in Cary, NC?

Your family’s future is too precious to leave up to chance or to the court. To adequately prepare for the future, you need legally sound documents created by a careful, caring estate attorney like Attorney Steven Lundberg.

We are here to prepare a will, trusts, and other documents that guard your wealth from predators and creditors. We can also assist you in administering the estate of a family member, including paying debts and distributing assets to beneficiaries.

Attorney Lundberg and his team can be your trusted advisors as you tackle trust administration, probate, and other estate planning matters. We offer a customized approach that matches our skills with creative solutions. We will always fight for your best interests, even in complex situations such as blended families.

Please don’t go it alone with so much at stake. Reach out to a team of professionals you can trust for honest answers and dedicated assistance. Call Compass Estate and Tax Planning at 919-646-6549, serving Cary, NC, and other communities in Wake County.