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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
    "Kevin was amazing to work with!"
    Kevin was amazing to work with, very knowledgeable, and very timely. His prices and processes are clear and transparent. He answered all of my questions. If you want timely service without the runaround, NC Wills and Trusts is for you!
    - Q.S.
    "Extremely Grateful"
    Kevin was so compassionate, kind, and had so much empathy for what our family was going through.
    - Kathleen M.
    "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.
    "He took the time to explain everything"
    I am very satisfied with the service I received from NC Wills and Trust. Kevin Peach was very professional and answered all of my questions. He took the time to explain everything to me and my mother. I will probably use his services when I am ready for my will and/or trust. I would highly recommend NC Wills and Trust to anyone needing estate planning information.
    - J.M.
    "Kevin and Remington were absolutely amazing to work with"

    From start to finish, they made my deed process smooth, clear, and completely stress-free. They were very professional, knowledgeable, and patient. They took the time to explain everything so I fully understood the process. That level of service is some

    - D.H.
    "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.
    "Mr. Peach offered excellent guidance"
    Thereafter he was extremely receptive to my comments and suggestions so that in the end I was completely satisfied with the product (my will.) After the signing I was encouraged to make contact if I had any remaining questions. In my opinion he is doing a
    - R.S.
    "Kevin turned something I'd been putting off for a while, into an item marked off my todo list."
    Straightforward, flat pricing was a huge draw for me. Kevin met with me, answered a lot of questions, then we executed the plan. No fuss, no surprises. Kevin turned something I'd been putting off for a while, into an item marked off my todo list.
    - J.W.