What is a Will?

A will is a legal document which states what a person wants to happen to his or her property upon their death. A will is one of the most important documents in estate planning and should be the result of much deliberation and discussion with your lawyer.

If a person dies with a valid will then the probate court must follow the wishes of the deceased.

If a person dies without a will in North Carolina then his or her estate is distributed by the operation of what are called the intestacy laws.

To make a valid will a person must be competent when they make the will and certain formalities must be followed in the execution of the document.

What is Estate Planning?

Estate planning is the process of evaluating your goals and concerns related to the transfer of your assets upon death and, in come cases, during your lifetime.

Estate planning can include professional advisors such as lawyers, accountants, financial planners and others.

Estate planning usually results in the preparation and signing of certain documents such as a will, advance directives, and trusts to accomplish your estate planning goals.

 

Get Started Now

Amanda Spence has over twenty-five years of experience assisting clients with Estate Planning, including the preparation of Wills, Trusts, and Powers of Attorney; Estate Administration and Probate; Medicaid Applications and Appeals; Guardianship; Veteran’s Benefits; and Asset Protection, including planning for long-term care.

Call Amanda Spence at (919) 863-4183 or email aspence@allenspence.com to set up an appointment to discuss elder law, estate planning, administration, Medicaid applications and appeals, and related matters.

Blog

You’ve Been Named an Executor; Now What?

If you’ve been appointed as an Executor or Executrix under a North Carolina resident’s Last Will and Testament, you must bring the original Will to the courthouse in the county where the decedent lived and qualify to administer the Estate. You’ll find the forms you need to complete...

read more

North Carolina Medicaid

  North Carolina Medicaid Manual http://info.dhhs.state.nc.us/olm/manuals/dma/abd/man/ This online manual contains the policy used in determining eligibility for Medicaid in North Carolina for the aged, blind, and disabled. Medicaid assists people with the cost of care in rehabilitation...

read more

What is a Trust?

A trust is a legal entity that is created as part of the estate planning process to hold assets that will be distributed by the terms of the trust documents. There are several different kinds of trusts that can be created to help accomplish your estate planning goals. A complex legal...

read more

What Clients Are Saying About Amanda

“(The clients I referred to you) said how very pleased they were with your work…. They praised your pro-active approach and problem-solving, and thanked me for referring them to you…”

“I just wanted to say I am so grateful I found you! You have guided me through the most painful period I have ever gone through….You have gone above and beyond in helping me navigate this estate. You were patient and kind when unexpected and difficult things arose. Just wanted you to know you are an awesome lawyer!”

Amanda I just wanted to say again how much I appreciate what you did for us.… if anyone needs your services that I am aware of I will surely send them your way.”