Let us create an estate plan to

Build Your Legacy & Protect Your Loved Ones

What Makes Legacy Law Firm Different?

Estate planning on your terms: We meet you where you are

Life doesn't stop for estate planning, and we understand that getting to a law firm during traditional business hours isn't always easy. Whether you're juggling a busy career, caring for family, or facing limitations due to health or transportation, we believe everyone deserves access to quality estate planning - not to mention that it isn’t always fun trekking all the way to Gastonia or Lincolnton.

That's why we take a different approach and put our own spin on the classic law firm model. We offer a completely flexible estate planning experience designed to fit your busy life.

Need to meet outside of typical hours? No problem, we strive not to limit consultations to specific hours. We offer at least one evening appointment each week, with the possibility of more. Depending on our schedules, we are even open to weekend appointments.

Struggling with childcare or squeezing things in between practices? I’m a working mom of four – I get it. We can schedule a video or telephone call so you can participate wherever you are (in North Carolina), or we can come to your house.

Limited mobility or simply prefer the comfort of your own home? We are happy to bring the meeting to you. We are here to support you through the estate planning process and work within your limitations.

Accessibility is paramount to us. Our flexible approach ensures that you can prioritize your well-being and secure your legacy, free from unnecessary hurdles and scheduling conflicts.

Legacy Law Firm will make it easy for you to finally check "estate planning" off your to-do list without having to disrupt your entire day. Contact us today and let's get started on an estate plan that works for you.

I’m a firm believer in approaching estate planning with intentionality. A great estate planning attorney should always act with a client’s goals in mind and design their estate plan only after learning about my client as a whole.

I want to hear about your friends that are like family, the picture your young child drew in school last week, the pets you want to care for in your will, and your path in life. Getting to know you is as important in the estate planning process as knowing just numbers and facts about your assets.

Contact Legacy Law Firm today and allow us to collaborate with you on an estate plan designed with your life story in mind.

How Legacy Law Firm Can Help You

Legacy Law Firm focuses its practice in the areas of North Carolina Estate Planning, Estate Administration, and Trust Administration. We are experienced in guiding individuals and families through the process of creating comprehensive individually tailored estate plans that protect your assets and ensure that your wishes are carried out after your passing.

We also assist executors and trustees through the probate and trust administration processes, as well as provide you with the option of having our firm serve as the fiduciary or trustee in your place.

We offer a wide range of in-office, in-home, and remote virtual services, including:

Estate Administration

Year’s Allowances, Affidavits for Collection, Full Estates, Probate of Wills, Non-Probate Administration, and Ancillary Administration
Trust Administration

Ongoing Administration, Accountings, Beneficiary Distributions, and Trust Winddown
Estate Planning

Wills, Trusts, Healthcare Power of Attorneys, Durable Power of Attorneys, Limited Power of Attorneys, HIPPA Releases, and Living Wills

At Legacy Law Firm, we understand the importance of planning for the future and protecting your loved ones. We are committed to providing personalized, compassionate, and professional legal counsel throughout the entire process.

Contact Legacy Law Firm

Frequently Asked Questions

General

We charge a $250 consultation fee. We often spend a few hours preparing for the consultation and provide legal advice during the consultation. The consultation fee covers the time expended and the legal advice you receive.
We can do everything remotely! For our consultation and subsequent meetings, we can meet via Facetime, other video conferencing platforms, or via telephone call. I can securely email you a draft of your estate plan for review. For the final signing conference, I’ll mail you a binder containing your documents and assist with arranging for witnesses and notary services. All that is required is that you reside in North Carolina.
For all of our meetings, I will bring everything that we need, including my own internet. For the final signing conference, I’ll bring a printed copy of your estate plan for signature. I also pack a small printer in my car in case we need to make on the spot revisions. I am a notary, so all we need for the signing conference are two witnesses. If you have witnesses available, that’s great. If not, I’ll coordinate bringing or finding witnesses.
For anything within a 20-minute drive of my office (Gastonia, NC) or my house (Dallas, NC), the only additional fee is a mileage reimbursement. For anything outside of this radius, we can discuss the travel fee, which will vary depending on the distance.

Estate

Planning

To make things simple and affordable, I use flat-fee pricing. The fee for your estate plan depends on the documents we will be preparing as well as whether we need to draft special provisions. You’ll walk out of the consultation with the final fee quote for your customized estate plan.
Our goal is to have your estate plan completed within 1-2 months of our initial consultation. To stay on schedule, once you decide to move forward, we can reserve tentative times for the document review and signing conferences. In emergency situations, we can often accommodate an expedited timeline.
Absolutely! When we say we’ll come to you, that means we come wherever you need us, whether it be a hospital, an assisted living facility, your office, or other location where we can speak privately.
Your estate assets consist of everything you own: your home, your personal property, bank accounts, retirement accounts, business holdings, investment accounts, etc.

Estate

Administration

The only difference between an Executor and Administrator is whether there is a will. If there is a will, the named fiduciary is called the Executor. If there is not a will, the appointed fiduciary is called the Administration. Otherwise, the duties of each fiduciary are the same.
If you and the other eligible beneficiaries do not wish to serve as the Executor/Administrator, we can serve in your place. We will ensure you are as involved as you would like to be and kept informed of the status of the estate administration.
The probate process can generally take anywhere from 4-12 months to complete. In North Carolina, if you have to open a a full estate, the earliest the probate estate can be closed is just over 90 days after the Clerk’s office opens the estate. Occasionally estates must remain open beyond 12 months if there are assets or requirements that cannot be completed within 12 months.
Yes! We frequently work with purchasers, closing attorneys, and title insurance companies to open either a limited probate or a full probate to allow you to sell your inherited property. The type of probate we can open depends on many factors. If you are under a deadline, please let us know and we can expedite the process!
Yes. We've worked with many personal injury attorneys and clients to open the appropriate probate estate to allow you to file a lawsuit and/or accept settlement funds.