Partner Program
Preferred Estate Planning Partnership for Financial Professionals & Institutions in NC
If your clients need estate planning, you should be able to offer a trusted solution without hiring in-house counsel, buying expensive drafting software, or taking on the operational risk of managing a legal process.
Turnkey Drafting + Execution Without In‑House Counsel, Drafting Software, or Legal Drafting Risk
NC Wills & Trusts partners with financial professionals and institutions across North Carolina to provide a turnkey estate planning solution for their clients. Your clients receive preferred, flat‑fee pricing for core estate planning documents, and our firm handles the legal work end-to-end, including consultation and execution/signing under North Carolina law.
Call to discuss a partnership: (919) 759-6353. Book Online Here.
Legal Help With Local Roots
See What Sets NC Wills & Trusts Apart
We make affordable, dependable estate planning possible for families throughout North Carolina, helping you plan for the future with confidence. Explore some of the ways our personalized service can help you.
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Accessible Pricing
Estate planning should be accessible to everyone. Our flat fees are often one-third to one-half the cost of traditional firms—without sacrificing quality or care.
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Direct Attorney Access
Every client works directly with attorney Kevin Peach, ensuring personalized guidance and expert insight from start to finish—never passed off to support staff.
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Transparent Service
No hidden fees, no pressure tactics. We’re committed to making the process clear, simple, and easy to understand—so you can plan confidently.
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Rooted in Community
As a Raleigh native, Kevin Peach brings a local perspective, empowering clients through free webinars and educational resources.
Who We Partner With
Our Partner Program is a fit for organizations that serve individuals and families who need reliable estate planning, including:
- Financial planners and wealth management firms
- Banks, trust departments, and financial institutions
- CPAs and accounting firms
- Retirement planning and benefits companies
- Life insurance agencies and producers
- Corporate partners looking to offer estate planning as a value‑added service
If you’re serving clients in Raleigh, Wake Forest, Wake County, the Triangle, or anywhere in North Carolina, we can build a repeatable workflow that protects your organization and improves your client experience.
What Your Clients Receive
Your clients work directly with our law firm for:
- Attorney-guided estate planning consultations
- Legal analysis tailored to their situation
- Drafting of core estate planning documents
- A signing meeting supervised by counsel
- Execution formalities handled in compliance with North Carolina requirements
Because our firm manages drafting and execution, your organization can confidently offer estate planning as part of the client relationship without stepping into the practice of law.
How the Program Works
We keep the process simple and scalable:
- Your Team Introduces the Service
You provide our intake questionnaire to the client as part of your normal onboarding or review process. - You Send the Completed Intake to Our Firm
Once we receive the intake, we open a direct attorney‑client engagement with the client. - We Draft, Meet, and Execute
We handle drafting, attorney consultation, and execution/signing so the client gets a complete, compliant outcome with a clean, professional process.
Partner Program FAQs
Do we need an attorney on staff to offer this service?
No. Your organization is not drafting documents or giving legal advice. Our firm provides the legal services through a direct attorney‑client relationship.
Are you able to handle signing and execution?
Yes. We schedule the signing meeting and supervise execution/signing in compliance with North Carolina law.
Can our team review drafts or final documents?
Yes, with the client’s written authorization included in our intake process.
What does our team need to do day-to-day?
Typically: introduce the service, provide the intake questionnaire, and send the completed intake to our firm. We handle the rest.
Is this program only for Raleigh/Wake County?
No. We partner with organizations across North Carolina, while being locally based in the Triangle.
Compliance-Forward Structure
All legal services are provided through a direct attorney‑client relationship between NC Wills & Trusts and the client. We can share drafts and final documents with your organization only with the client’s authorization (included in our intake process).
We are happy to discuss partner billing and administration structures that align with applicable ethics requirements and your compliance needs.
Let’s Talk About a Partnership
If you’d like to explore a referral/partner arrangement, we welcome a call to discuss workflow, client eligibility, and how your organization can offer estate planning without operational drag or legal drafting exposure.
Call (919) 624‑9290 or submit an online contact form and we’ll be in touch.
To book online, visit: https://calendly.com/plan-willsandtrustsnc.
Why Partners Use NC Wills & Trusts
- Offer Estate Planning Without Practicing Law: Partners can provide a valuable service to clients without drafting legal documents, providing legal advice, or supervising execution formalities.
- Reduce Operational Burden and Liability: We eliminate the headache and risk that comes with document preparation, version control, witnessing/notarization requirements, and signing logistics.
- Repeatable Workflow at Scale: Standardized intake, predictable steps, and a partner-friendly process that works whether you’re serving 10 clients per month or 100.
- Better Client Retention and Higher Trust: Clients value proactive planning. Offering a clear estate planning path strengthens your relationship and keeps you positioned as the trusted advisor.
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"Easy to Work With"
Kevin Peach was so helpful and easy to work with. He was always available to answer questions and responded quickly to calls and emails. His services were professional and cost-effective. Thanks Kevin.
- Nancy H. -
"He was very polite and knowledgeable."
Kevin was really helpful. He finished our required documents quickly. He answered all of our questions. His fees are quite affordable. He was very polite and knowledgeable.- S.S. -
"Simple From Start to Finish"
Kevin made the process simple from start to finish and was always quick to respond to our questions. Highly recommend working with Kevin!- Robert C. -
"I highly recommend NC Wills and Trusts"
Kevin did a great job with our estate planning documents. We had lots of questions which he answered promptly and thoroughly. We were anxious to get our affairs in order and he was very responsive and reasonably priced. I highly recommend NC Wills and Trusts for your estate planning needs.- P.B. -
"Personalized Service & Reasonable Fees"
We had a very positive experience with Kevin Peach. He was responsive, patient, and answered all our questions. Our documents were prepared with a quick turnaround time. NC Wills and Trusts offers personalized service paired with reasonable fees.- C.S. -
"Very polite and professional"
Mr. Peach is very polite and professional. My mother’s passing put my father in a position to have to redo his will and estate. I felt my Dad would be more comfortable at home with this process and Mr. Peach was happy to do so. Great experience.- J.M. -
"Highly Recommend"
Kevin D. Peach, has helped my family with our will and trust. He has made the process clear and easy to understand, and he has finished all necessary documents in a timely manner. I highly recommend him for your needs.- Silvia K. -
"Extremely Grateful"
Kevin was so compassionate, kind, and had so much empathy for what our family was going through.- Kathleen M.