Estate Planning
Beneficiaries, trusts and gifting checked and coordinated with your attorney
Included in ongoing planning, or $1,500 as a project.
Led by Leontine Vanterpool
What’s included
Your will, trusts and powers of attorney reviewed with your attorney
Every beneficiary form matched to your wishes
Trust funding checked account by account
A one-page summary for your executor
Also handled
Gifting plans for children and grandchildren
Inherited IRA rules for your heirs
Survivor planning after a death in the family
Selected client plans
Leontine checked every form with our attorney. Three accounts were still naming my late father.
The Winslow family, Chapel Hill
