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Many people look at estate planning as a simple exercise in preparing documents. Some even download templates from a website and proceed to fill in the blanks and check off certain boxes. Unfortunately, this approach is not a reliable way to accomplish what you want most from an estate plan: ensuring that your death or disability triggers vital support as quickly as possible, with the least disruption possible and the least possible intrusion by the court. At Fidelis Law NC, I have many years of estate planning experience, counseling clients in a variety of circumstances, from active duty military members to retirees. I am committed to helping you create an estate plan that addresses the full range of your concerns at a price you can afford.
To help you with estate planning that accomplishes your goals, my firm strives to understand your needs and concerns so that I can tailor recommendations to your circumstances. I ask relevant questions to learn as much as possible about your situation, so I can provide reliable advice and appropriate options. By listening carefully to your concerns, I am able to help you identify the proper goals for your estate plan. I also take the time to educate our clients about the tools of estate planning. I can then implement a carefully planned strategy that addresses your family’s needs and gives you peace of mind.