What do you consider when choosing an attorney to help establish your estate plan? At 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 one of our Beaufort estate planning attorneys at 252-728-7300. 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 Beaufort and Morehead City wills and trusts lawyer Sundee G. Stephenson identify the estate planning documents you require. We will find out more about your finances, property, assets, family, health care 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
Morehead City Wills and Trusts Attorney Handling Disputes
Attorneys Stephenson and Schulz also represent people who are involved in estate litigation. These types of disagreements frequently involve will contests, trust disputes and breaches of fiduciary duty. If you would like to bring a claim, or if you need to defend your actions or standing in someone's estate plan, you can turn to our law firm with confidence.
At the Schulz Stephenson Law in Carteret County, North Carolina, we can determine if your estate planning needs going beyond a will and trust. Contact our firm today to schedule your consultation.
