Discover How A Leading Trust Attorney Can Help!

"I want to protect my spouse and children from liability, lawsuits, or possible long-term care costs."

"I want my family to be able to focus on what's important in a crisis--NOT a bunch of 'red tape' and court costs."

"It would be a shame if I didn't do everything I could to provide for the people I love."

There are many reasons families in the Raleigh-Durham-Cary area hire a Trust Attorney to help with their estate plans. You may be wondering if you should set up a trust. Or you may have a trust that needs to be updated. Or you may be named as a successor trustee and need help settling an estate. In all of these cases, it pays to work with a law firm that is focused specifically on estate planning and long-term care issues.

There is a ton of information available about trusts online--maybe even a little too much. It's easy to understand how someone could be overwhelmed with all the different types of trusts, the tradeoffs involved, and the mechanics of how trusts work. It's no surprise that most people, after doing their initial research, want to find a professional to help guide them.

But who?

From the get-go, I founded my firm to help people live better lives by planning for a secure future. We do that by making it easy for our clients to do their planning right. We sometimes refer to Carolina Family Estate Planning as a "concierge-level" law firm. That's because we are with our clients, every step of the way. We sweat the details. Because we know how important it is to get the details right.

Is a Concierge-Level Law Firm Right For You?

It would be short-sighted of me to say we are the right firm for everyone. The truth is that each and every person has different needs and wants for themselves and their families. Each person's unique values map back to what their entire estate plan--not just the trust--can do for them.

"But How Should I Choose An Attorney?"

"We help people," is one of the Core Values of our firm. We are always striving to help people, regardles of whether they become a client of ours or not. A while back, we had a prospective client come ot our office after visiting multiple other law firms in the Raleigh area. After he and his wife sat down, he pulled a stack of papers from his briefcase. "You're the firm I want to work with," he said. "And here's why..."

The papers he pulled out of his briefcase were a set of questions and answers he had put together for choosing an estate planning attorney. At the end of the meeting, I asked him about his system for choosing an attorney. I knew that if I could share the system with others, it would be incredibly helpful for getting a lot of people over the hurdles and decision paralysis they face when looking for an attorney.

So we asked our client for permission to share his system. And after a little simplification, we developed a 6-Step System for Finding the Right Estate Planning Attorney for You.

Get Our System For Choosing A Will Or Trust Lawyer

We included the system in our new book, How To Choose a Will or Trust Lawyer. You can request your copy right now, for free.

Inside this book, you will discover:

• What can go wrong if you procrastinate. (We've seen it in practice. It ain't pretty.)
• How not knowing what you don’t know can be disastrous and why you need to work with a professional who will take the time to educate you about your options and how to best protect your family.
• Why a lot of lawyers actually love LegalZoom (and why a lot of clients end up regretting it).
• Why your “jack of all trades” general practitioner or real estate lawyer who ‘dabbles’ in Wills may do more harm than good and end up leaving you with a false sense of security
• How to avoid getting ripped off by ‘order takers’ and ‘dictators’
• How so-called “one-size-fits-all” planning leaves out issues that could be critical to your or your family’s future well-being
• 13 very specific questions you should ask any lawyer you are thinking about hiring
• A 6-Step System and a sample Scorecard for finding the right estate planning firm for you.
• And much more! This book is designed to empower you to find the right lawyer for your needs.

A well-rounded estate plan that truly protects you and your family is an investment in the future. You owe it to yourself to choose wisely. Get your copy of this valuable resource for free by filling out the form below.

And if you’d like to learn more about our firm, please take a look around our website, or give us a call at 919-694-4499 or contact us to get in touch with a Client Welcome Specialist. We would be happy to help you figure out your next steps.

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