1590 Westbrook Plaza Drive, Suite 203
Winston-Salem, NC 27103
Estate planning isn’t just for people with children or a lot of complicated assets; it has
huge benefits for everyone. Under North Carolina law there is automatically a government-
designed plan in place for your assets and family, but that default plan means the courts will
decide who cares for your children and what happens to your home and other assets. Proper,
current estate plan documents are the key to preventing financial loss for your family, court
intrusion or disagreements. All estate plans start with a basic foundation and build from there
depending on your individual needs. Step one is always the hardest part…getting started.
Reviewing your goals and concerns
Asking questions to gain information about your individual needs
Discussing potential estate plan structures and options
Putting the estate planning foundation in place
Preparing your plan documents and reviewing them with you
Officially signing the approved estate plan to make it effective
Reviewing and updating your plan based on life changes and new
laws to keep your plan current
We focus our practice in North Carolina estate law, and
will make it easy for you to get your plan in place. Our
estate planning process typically involves:
Estate Planning is a meaningful and lasting gift
that you can give to your family.
Contact Ingersoll Firm and get started with your estate planning.
You'll be glad you did.