Estate Planning

A proper estate plan can help ensure that your property is transferred to your chosen beneficiaries as quickly and easily as possible.

An estate plan can help you simplify the probate process and minimize the amount of fees and taxes that will need to be paid after your death.

Your plan can designate the individuals who can take care of financial and medical decisions if you become incapable of making those decisions yourself.  Your plan can also designate the individuals who will care for your children while they are minors.

Understanding the estate planning options that are right for you can be a complex undertaking.

The attorneys at Jones Branz & Whitaker LLP can help you identify your estate planning needs and explain potential solutions.

If you do not have an estate plan in place, we can help you begin the estate planning process.  We can also review your existing estate plan to see if we would recommend any changes, especially if your documents are older or if you have had a significant event in your life, such as marriage, divorce, the birth of a child or the receipt of an inheritance.

The ideal estate plan for you may include:
  • Wills and Testamentary Trusts
  • Special Needs Trusts
  • Revocable Trusts
  • Charitable Trusts
  • Life Insurance Trusts
  • Financial
  • Health Care Powers of Attorney
  • Living Wills
Ideal Estate Plan

Our Services

A Will is a legal document in which you set forth specific directions for the transfer of your assets upon your death. If you die without a Will, North Carolina statutes will direct the disposition of these assets. Learn More
We are attorneys dedicated to providing high quality legal services in a cost-effective manner, with an emphasis on personal attention. Learn More
A financial power of attorney, allows a person appointed by you to act on your behalf with respect to your financial affairs. Learn More
A Health Care Power of Attorney is a legal document that enables you to designate another person, your agent, to make medical decisions for you if you cannot make decisions for yourself. Learn More

Fill out our Estate Planning Questionnaire
and begin your consultation today.