In addition to handling real estate transactions, we offer assistance in preparing Wills and related documents. If you are interested in having us prepare a Will for you, our Will Information Form will help. It sets forth some basic questions and information about preparing a Will.
In order to begin the process, please call me to discuss this (910-763-2417) or send me an email (Jeff@jeffreywporter.com). After we have discussed your circumstances, you can complete the Will Information Form and send it to me via fax (910-763-5395), email, or regular mail. I will prepare a draft of the Will and related documents, and we can then arrange a time to meet at my office, where we will review the draft of the Will, discuss the terms, make any revisions needed, and sign your Will.
Please bear in mind that I prepare “simple wills” — that is, wills that do not contain family trusts, tax-oriented trusts, or other tax planning features.
If you think you might benefit from such trusts or other tax planning features, I recommend that you discuss your estate planning needs with an accountant and/or a tax attorney.