Bringing both estate planning and business law under one roof reduces risk, saves time, and supports long term stability. Proper estate planning protects loved ones and preserves family legacies, while strong corporate planning guides transitions, funding, and regulatory compliance. Our integrated approach helps clients reduce probate challenges, simplify ownership changes, and enable smoother leadership handoffs.
Coordinated plans help shield assets from unnecessary probate challenges and creditor exposure while preserving access to funds for family needs and business continuity. Structured trusts and carefully drafted powers of attorney ensure assets pass according to your instructions.
Our North Carolina based firm combines coastal community familiarity with broad corporate and estate planning capabilities. We listen first, explain options clearly, and craft durable plans that reflect current objectives while remaining flexible to future needs. Our approach prioritizes client understanding, prompt service, and measurable results.
Documentation remains organized, with compliant execution standards, asset storage access, and clear fiduciary instructions. This supports continuity during transitions and reduces potential disputes that can arise after major life events.
In Manteo and Dare County, we offer estate planning, wills and trusts, powers of attorney, living wills, guardianship planning, business formation, corporate governance, and succession planning. Our approach emphasizes clarity, accessibility, and practical results. We tailor plans to families, entrepreneurs, and professionals while staying compliant with North Carolina law, ensuring documents are actionable, portable, and easy to update as circumstances change over time ahead.
Estate planning can take as little as a few weeks for basic documents or longer if trusts, business agreements, or complex tax planning are involved. We prioritize clear timelines, client feedback, and efficient drafting. During this process, you will review drafts, ask questions, and approve final versions. We keep communication open and coordinate with financial advisors and accountants to ensure the plan integrates with existing assets.
Yes. We help form corporations, limited liability companies, and other entities in North Carolina and advise on bylaws, ownership structure, and governance. We also assist with merger planning, integration, and compliance to support smooth transitions. Our team coordinates with tax, accounting, and regulatory specialists to align the corporate strategy with estate and succession plans, helping owners protect wealth and maintain operational continuity.
Costs vary based on scope, documents, and complexity. A basic plan may be affordable for individuals, while integrated business and estate programs require more time and coordination. We discuss pricing upfront and tailor solutions to fit your goals. Transparency is important, and we provide clear estimates that cover drafting, reviews, and execution. There are no hidden fees when you choose to update or expand your plan later as needs evolve.
A living will describes your preferences for medical care if you become unable to speak for yourself. It helps guide physicians and loved ones, reducing uncertainty and ensuring your treatment aligns with your values. When paired with a healthcare power of attorney, directives become a practical, coordinated plan for medical decisions, so families can focus on care rather than conflicting choices during challenging times.
Regular reviews help ensure documents reflect current goals, assets, and relationships. We recommend a formal review every three to five years, or sooner after major life events such as marriage, birth, business changes, or relocation. Updates can be straightforward or require new documents; we guide you through the process, keeping you informed about timelines, costs, and implications for family and company governance as changes arise.
Yes. We draft several types of trusts tailored to goals, including revocable living trusts and irrevocable arrangements. Trusts can help manage assets, preserve wealth, and streamline transfers across generations. We ensure proper funding, designation of trustees, and tax considerations, to maximize benefits and minimize disruption during life events or unexpected changes. Your plan will reflect current goals and remain adaptable.
Absolutely. Plans are designed to evolve with you. Updates may involve new beneficiary designations, revised guardianship terms, or changes to corporate documents, ensuring your documents stay aligned with current priorities. We guide you through each step, explain implications, and provide transparent pricing, so updates are practical and affordable. You can expect timely drafts, clear communication, and efficient execution when making changes.
The process begins with a free or low cost initial consultation to listen to your goals and explain options. We gather basic information about your assets, family, and business to tailor a plan. From there, drafting, reviews, and execution follow with clear timelines, pricing, and opportunities to ask questions. We coordinate with other professionals to ensure a cohesive strategy for your personal and business needs.
You can reach us by phone at 984-265-7800, via email, or through our website contact form. We respond promptly, scheduling time for in depth conversations when you need guidance and support. Our local presence in Manteo and NC ensures convenient meetings, flexible scheduling, and on site consultations when appropriate. We aim to make the planning journey straightforward and comfortable for busy families and busy business owners.
