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Our Process

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. 

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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! 

  • 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.

  • Direct Attorney Access

    Every client works directly with one of our attorneys, ensuring personalized guidance and expert insight from start to finish—never passed off to support staff.

  • 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.

  • Rooted in Community

    As North Carolina natives, our firm brings a local perspective, empowering clients through free webinars and educational resources.

Peace of Mind Shouldn't Break the Bank

Get Affordable Planning Today

Have questions? Ready to get started? Call (919) 759-6353 today or contact us online to schedule a free consultation.

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What Our Clients Are Saying

See the Difference Our Personalized Service Makes
    "They made the complexity of our Special Needs Trust Simple and Easy"
    They made the complexity of our Special Needs Trust Simple and Easy. Thanks for the help!
    - T.B.
    "he made it easy and explained everything to us to help us make the best decisions given our situation"
    My wife and I had a great experience with Kevin, he made it easy and explained everything to us to help us make the best decisions given our situation. Thank you!
    - J.S.
    "Kevin is knowledgeable, approachable, and made the process stress-free"
    I had an excellent experience working with Kevin Peach to set up my trust. Kevin is knowledgeable, approachable, and made the process stress-free. He was very quick to respond to my emails and answer any questions I had about the process. It was very easy to schedule an appointment and the turn around time to complete the trust paperwork was quick and efficient .
    - L.S.
    "I never imagined setting up a trust could be enjoyable"
    I never imagined setting up a trust could be enjoyable. I’d been stressed about all the details that go into establishing one but when it came time to go the office for the signing, everything was clear and I actually spent time laughing with family
    - S.P.
    "Kevin and his team made what I thought would be a complicated process very easy"
    The cost was affordable and they provided great customer service. I would highly recommend NC Wills and Trust. Thanks Kevin!
    - M.W.
    "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.
    "It is a pleasure working with someone that enjoys what they do"
    Estate process was straightforward. Questions were handled quickly and confidently. It is a pleasure working with someone that enjoys what they do. This has been on our to-do list for quite a while and now it’s done, and that’s a great feeling.
    - M.M.
    "Kevin was excellent!"
    Kevin was excellent! The process was seamless and easy to understand. I'm thankful for his service.
    - C.F.