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Virtual Estate Planning Consultations

Are you too busy to come into the office but anxious to get a plan in place for your loved ones? We hear you! Now you can do your estate planning from home. Our new and existing clients can now schedule virtual estate planning consultations with our attorney. Like our in-person consultations, our virtual consultations are in-depth meetings that typically last one hour to one and a half hours. Prior to the consultation, we will send you a Client Organizer to complete. The Organizer tells us about your situation and your estate planning goals. At the consultation, we will review the information you provide, answer your estate planning questions, and design a plan that is right for you.

There are three ways to schedule a virtual consultation. Call us at 704.508.4793 or fill out the "Get Help Now" contact form and indicate you would like to schedule a virtual consultation, or pick a time from our online appointment calendar. Tell us your preferred days and times to meet virtually. We will respond to you the next business day to schedule or confirm your meeting.

Want to get a head start on your planning? For great information about how to protect your loved ones with peace-of-mind estate planning, take a look at our valuable estate planning book and articles. Our materials are full of tips and advice. All materials are written by us and provide detailed North and South Carolina specific information designed to help anyone with estate planning questions. You can download your free copy of our book here.


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