The NC Wills & Trusts Process
Initial Consultation
We begin with a brief complimentary consultation, conducted via Zoom or phone, at your convenience. This allows us to understand your unique circumstances, your goals for the future, and your specific estate planning needs. We'll answer your initial questions and help you determine the best course of action.
Comprehensive Estate Planning Questionnaire
Following our initial discussion, we'll send you our comprehensive estate planning questionnaire. This questionnaire is designed to gather all the essential information we need to draft your personalized estate planning documents.
Invoice
Once we receive your completed questionnaire, we will send you an invoice for our services.
Document Drafting and Rapid Delivery (2-3 Business Days)
Upon receipt of your payment, our experienced team will immediately begin drafting your personalized estate planning documents. We guarantee delivery of your draft documents within 2-3 business days, and often, we are able to provide them much sooner.
Review and Revision
We'll schedule a follow-up consultation to review your draft documents in detail. We'll discuss any necessary changes and answer any questions you may have. We'll then make the agreed-upon revisions and provide you with your final documents.
Document Execution and Notarization
To finalize your estate planning documents, you can either come to our office and execute, where we will provide the notary and the witnesses (appointment is required); or, you will need to execute them in the presence of a notary public and two disinterested witnesses who are over the age of 18. We can provide guidance on finding a notary in your area.
Get Started Today
At NC Wills & Trust, we are dedicated to providing you with a seamless and efficient estate planning experience. We are committed to helping you protect your legacy and provide peace of mind for your loved ones.
Contact us today to schedule your free consultation!
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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.
