Legacy & Estate Planning

Serving North Carolina


Quick Links for Current Clients

To Make Payments

Clients will receive a link via email to a secure online portal to pay invoices. If you have trouble with the link we provide you, please call 828-707-5564.

Trust Funding Instructions

For estate planning clients, download trust funding instructions on how to fund your trust over your lifetime.

Legacy Interview Materials for Current Clients

Download the Legacy Interview Questionnaire here. After reviewing the questionnaire, you can tell us which section you want to discuss. If you don’t pick any, we will use our discretion.

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