The cornerstone for any estate plan is the last will and testament along with a trust, if needed. These documents will detail how you would like your assets to be distributed after death and allow you to name individuals to fulfill various trusted roles to carry out that plan. These roles include the Executor, Trustee and Guardian (if there are minor children).
A successful estate plan will be drafted with clarity and a deep understanding of the client’s goals and needs. At Ellis Family Law, P.L.L.C., our firm’s lawyers can help you create and update your estate plan as needed. As experienced estate planning attorneys, they know what questions to ask to ensure that you and your loved ones are protected. We work with clients throughout the Triangle area from our office locations in Durham, Raleigh, Cary, Pittsboro and Wake Forest.
Has getting a will always been on your to-do list? If so, you are like most people. In fact, the majority of North Carolinians die without a will, leaving the state government to dispose of their assets, including arranging care for any minor children. The problem with this scenario is that North Carolina is limited to following a strict set of guidelines that allow no flexibility for your or your family’s preferences, including guardianship for your children, burial preferences, and designation of beneficiaries.
Arranging for a will, and other legal instruments like trusts and power-of-attorney documents, is an easy process with appropriate guidance. It typically amounts to a few hours of your time and some careful thought and discussion of your preferences with your loved ones.
Let’s work together to get this off of your ‘To Do’ list and onto your ‘Done’ list.
It is important to remember that you can update your will or trust whenever you want. Most commonly, people update their estate plans after major life events, for example, marriage, divorce, the birth of a child, or death of a partner.
Shannon Tucker helped me achieve an exceptional result in my case, and her services were well worth the cost. She is highly experienced, competent, knowledgeable, and savvy. Throughout the process,...
Shannon Tucker helped me achieve an exceptional result in my case, and her services were well worth the cost. She is highly experienced, competent, knowledgeable, and savvy. Throughout the process, I felt that my case was in capable hands. If you are looking for an attorney who knows what she is doing and will take good care of you, I highly recommend Shannon Tucker.
Tremendously helpful, responsibly aggressive in an advisory capacity. Fortunate to have been referred to Kathleen.
...Tremendously helpful, responsibly aggressive in an advisory capacity. Fortunate to have been referred to Kathleen.
Kathleen and her team are excellent. She is straightforward, professional, and gives honest advice, even when it isn’t what you want to hear. She focuses on your best interests and...
Kathleen and her team are excellent. She is straightforward, professional, and gives honest advice, even when it isn’t what you want to hear. She focuses on your best interests and helps you work through a difficult process. I appreciate her guidance and the team’s support. Highly recommend.
Dear Shannon Tucker and Ellis Family Law, I truly cannot say enough good things about Shannon and her team. Going through a custody battle involving my son was one of...
Dear Shannon Tucker and Ellis Family Law,
I truly cannot say enough good things about Shannon and her team. Going through a custody battle involving my son was one of the most stressful and emotional situations I’ve ever faced, and having Shannon in my corner gave me an incredible amount of peace of mind.
From the beginning, I trusted her completely. Even with an incredibly short notice with my request for help, Shannon handled every aspect of my case tactfully, professionally, and with genuine care. She was an incredible negotiator, always made sure I understood what was happening and when/why it was happening, and most importantly, made sure I felt comfortable with every decision along the way.
In a situation that naturally comes with so much stress and uncertainty, Shannon took a tremendous amount of that weight off my shoulders. I knew she was fighting for what mattered most to me and that I could trust her judgment every step of the way.
Calling her a lifesaver honestly feels like an understatement. I will always be grateful for what Shannon did for me and my family. If you are looking for an attorney who is professional, compassionate, trustworthy, and someone you genuinely want in your corner, I cannot recommend Shannon and Ellis Family Law highly enough.
Five stars without hesitation, thank you so much!
I had a civil matter that two attorneys from different firms had handled very poorly. I engaged the services of Kathleen Murphy at Ellis and she did an exceptional job!...
I had a civil matter that two attorneys from different firms had handled very poorly. I engaged the services of Kathleen Murphy at Ellis and she did an exceptional job! My only regret is I didn’t meet her years ago
I was able to enjoy the professional and capable hands of a superior attorney. She made an ugly situation bearable. She was able to get things for me in negotiations...
I was able to enjoy the professional and capable hands of a superior attorney. She made an ugly situation bearable. She was able to get things for me in negotiations that I’d only hoped for. I couldn’t be happier with the results of my divorce.
We are equally skilled in litigation and in resolving disputes outside of court.
Mediation, arbitration, and collaborative approaches that resolve disputes with less stress and more cooperation.
Thoughtful advocacy for parenting arrangements that protect your children and preserve what matters most.
The attorneys of Ellis Family Law, P.L.L.C., can answer your questions and help you craft an estate plan that addresses your specific needs. Schedule a consultation with them by completing our online contact form.
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