wills & estate planning services
North Carolina’s experts in wills & thoughtful Estate Planning
We are on a mission to make estate planning & wills accessible, empowering everyday people to identify and preserve their legacies
What is a Will?
A Will, also known as a Last Will and Testament, is a legal document that allows you to specify how your assets and possessions will be distributed after your passing. It is an essential part of your estate planning, ensuring that your wishes are carried out and your loved ones are provided for according to your instructions.
Why Choose D.Rowe Law for Wills and Estate Planning?
1. Experience and Expertise
At D.Rowe Law, we understand that estate planning can be complex. Daniel Rowe, Esq., CPA, brings a wealth of knowledge and expertise to the table. With a background in both law and finance, we provide comprehensive guidance to help you navigate the intricacies of Wills and Estate Planning effectively.
2. Educational Approach
We believe that an educated client is a confident client. Our educational and empowerment-based approach ensures that you fully understand the benefits and implications of Wills and Estate Planning. We take the time to explain complex legal concepts in plain language, allowing you to make well-informed decisions.
3. Customized Solutions
Every individual's financial situation is unique. At D.Rowe Law, we don't offer one-size-fits-all solutions. Instead, we work closely with you to develop a customized Estate Plan that aligns with your specific needs and goals. Your peace of mind is our priority, and we tailor our services accordingly.
4. Comprehensive Services
Our commitment to your financial well-being extends beyond Wills. We offer a wide range of estate planning and financial advisory services, including Living Trusts, Power of Attorney, Guardianship, and Tax Planning. Our comprehensive approach ensures that all aspects of your financial future are secure.
The Benefits of Having a Will
1. Asset Distribution
A Will allows you to specify how your assets, including property, investments, and personal belongings, will be distributed among your beneficiaries. This ensures that your wishes are honored and your loved ones receive their intended inheritance.
2. Guardian Designation
If you have minor children, a Will allows you to designate a guardian who will care for them in the event of your passing. This is a crucial decision for their well-being.
3. Executor Appointment
You can appoint an executor or personal representative in your Will, who will be responsible for carrying out your wishes, settling your estate, and ensuring that your debts and taxes are paid.
4. Avoiding Intestacy
Without a Will, your assets may be distributed according to the laws of intestacy, which may not align with your preferences. Having a Will ensures that your wishes take precedence.
5. Peace of Mind
Creating a Will provides peace of mind, knowing that your affairs are in order, and your loved ones will be cared for according to your instructions.
Our Will and Estate Planning Services
At D.Rowe Law, we offer a comprehensive suite of Will and Estate Planning services to meet your specific needs:
Last Will and Testament
A Last Will and Testament is a foundational document that outlines your wishes for asset distribution, guardianship, and executorship. We ensure that your Will complies with North Carolina's legal requirements and aligns with your preferences.
Living Will and Healthcare Proxy
A Living Will specifies your medical treatment preferences if you become incapacitated and unable to communicate your wishes. A Healthcare Proxy designates someone to make healthcare decisions on your behalf.
Pour-Over Will
A Pour-Over Will is used in conjunction with a Living Trust to ensure that any assets not already in the trust are transferred into it upon your passing.
Will Codicil
If you need to make amendments to your existing Will, we can assist you in creating a Will Codicil, a legal document used to modify specific provisions without rewriting the entire Will.
The Will Creation Process
Working with D.Rowe Law to create your Will is a straightforward process:
1. Consultation
We begin with a consultation to understand your specific needs, financial situation, family dynamics, and goals. During this meeting, we'll discuss your wishes for asset distribution, guardianship, and executorship.
2. Document Drafting
We’ll draft your Last Will and Testament, ensuring that it complies with North Carolina's legal requirements and aligns with your preferences. We take great care to accurately reflect your intentions.
3. Review and Signing
We'll guide you through the Will, explaining each provision and ensuring that you're comfortable with the arrangements. Once you're ready, we'll assist you in signing the document in compliance with legal formalities.
4. Document Storage
We recommend safe storage of your Will and can provide copies as needed. It's important that your loved ones can access the document when the time comes.
5. Updates and Revisions
Your circumstances may change over time. We're here to assist you with updates and revisions to your Will as needed, ensuring that it continues to reflect your wishes.
Get Started with Your Will
Your legacy is worth protecting, and your loved ones deserve clarity and security. Don't leave your affairs to chance. Contact D.Rowe Law today to schedule a consultation and take the first step in securing your legacy and providing for your family's future. Your peace of mind is our mission, and we're here to support you every step of the way.
