Carteret County, North Carolina Estate Planning Lawyer
What do you consider when choosing an attorney to help establish your estate plan? At the Schulz Stephenson Law, we encourage people to choose legal representation that can ensure a complete estate plan is in place. Our firm provides this type of comprehensive service by identifying the unique needs of each client. For some, we may need to go beyond a simple will, such as in cases where there are high assets, children or special needs individuals in the family.
Would you like to schedule a consultation to discuss your estate planning needs? Call the Schulz Stephenson Law at 252-808-3344. You may also fill out an online contact form and someone from our firm will be in touch with you promptly.
What might you expect at the initial consultation?
We advise new clients to bring in any old estate planning documents you may have. Of course, many new clients will not have any estate planning documents. We are able to establish new estate plans as well as modify and review existing estate plans. New clients will complete intake sheets that will help attorney Sundee G. Stephenson identify the estate planning documents you require. We will find out more about your finances, property, assets, family, healthcare wishes and more. With this information, we will recommend estate planning documents that can include:
- Wills
- Trusts
- Powers of attorney
- Health care powers of attorney
- Durable powers of attorney
- Living wills
- Revocable and irrevocable trusts that can impact Medicare planning
- Special needs trusts
At the Schulz Stephenson Law, we can determine if your estate planning needs going beyond a will and trust. Contact our firm today to schedule your consultation.
