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 attorney Kevin Peach, 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 a Raleigh native, Kevin Peach 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 and Co are aces in my book!"
    Kevin and Co are aces in my book! They were my 3rd call during a tumultuous/perilous time, the first call wanted 3x more for the same service. Kevin is humble, patient, and understanding when you have a loved one with cognitive issues in and out of the hospital and delayed by such... The Rolesville Office setting was very nice, service outstanding, and the compassion shown was if it was his own family member. I will refer Kevin to anyone who will listen! Please do business with him without hesitation!!!
    - B.H.
    "Very Responsive"

    I highly recommend NC Wills and Trusts for your estate planning needs.

    - Pamela B.
    "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.
    "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 understood and fulfilled our needs with professionalism and speed"
    Kevin understood and fulfilled our needs with professionalism and speed. He was great to work with and I recommend him highly.
    - K.C.
    "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.
    "Helpful and Knowledgeable"
    I would definitely recommend him based on my experience with our situation!
    - Barbara K.
    "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.