Greensboro Estate Planning Attorney
Estate Planning Services in Guilford County and throughout North Carolina
Your estate plan is the instrument that ensures your tangible legacy is distributed according to your wishes. With a thoughtful and comprehensive estate plan, you can provide for loved ones, preserve assets, and prepare for the uncertainties of life.
Every individual in the United States has an estate, regardless of age, assets, or financial status. Your estate is the total sum of your assets and the instructions you leave behind. Estate planning isn’t just for the wealthy or elderly; it’s for anyone who wants to protect their loved ones and ensure their wishes are honored.
With decades of experience, we work closely with clients to craft customized plans that offer peace of mind. Whether you’re planning for a spouse, children, grandchildren, a pet, or a charitable cause, our estate planning lawyer can help. Your estate plan is more than just a legal document; it is the legacy you leave behind, and we are here to help make sure it’s one that reflects your values and intentions.
Contact Law Offices of Cheryl David at (336) 717-0375 or submit a form online for a consultation.
What Does Estate Planning Include?
Your estate plan should incorporate appropriate legal instruments for the utmost protection of your estate and legacy. While our attorneys will help you draft an effective estate plan, you will retain all decision-making power and autonomy when it comes to creating your plan.
The plan that you and your attorney devise may include:
Do I Need an Estate Plan?
Estate planning isn’t just for the elderly or wealthy. It’s an essential step for anyone who wants to safeguard their loved ones, protect assets from unnecessary taxes, and ensure that their healthcare and end-of-life wishes are honored. If you want to keep your promises to those you love, protect your assets from tax burdens, or create a medical plan that maintains your dignity, estate planning is something you should consider.
At Law Offices of Cheryl David, we offer professional guidance for individuals of all ages and financial situations in Greensboro and other areas of Guilford County. By working closely with you to understand your needs, we ensure that your estate plan reflects your personal goals and complies with North Carolina laws.
Stories of Trust and Peace of Mind Hear From Our Happy Clients
At Law Offices of Cheryl David, your satisfaction is our priority! See for yourself what our clients have to say about working with us.
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"Kindness & Patience"Thank you for guiding my family through a difficult time with kindness and expertise. Your team’s support has been invaluable, and we’re forever grateful!- Pete S.
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"Friendly & Professional"Our experience with the Law Offices of Cheryl David was exceptional. Their caring team guided us through our Living Trust with professionalism and efficiency!- Sharon B.
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"Thank You Sincerely"Contacting Law Offices of Cheryl David was the best decision for me and my husband. Their knowledgeable team provided peace of mind and expert elder care guidance!- Sheila P.
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"Pleasant & Helpful"Sudden illness made me realize the importance of estate planning. The team was pleasant, competent, and incredibly helpful throughout the process!- Scot F.
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"Exceptional Service, Every Time"Professional, friendly, and efficient! Claudia ensured we understood everything during our annual update. Highly recommend the team at Cheryl David’s!- Charles H.
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"Compassionate Support During a Difficult Time"Blaire, Olivia, and Paula made a tough time easier with their dedication and support. Forever grateful for their help in handling my father’s estate!- Nicole H.
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"Personal Attitude & Sincere Caring"Thank you, Cheryl and team, for your genuine care and personal approach. I truly appreciate it and look forward to any updates you may have!- Phyllis B.
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"You Have Put My Mind At Ease"Thank you, Kelly, for your support and dedication. Your work has been a pleasure to experience, and you've truly put my mind at ease—much appreciated!- Roger Z.
Guided by Compassion, Built on Trust Our Promise to You
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Where Experience Meets CompassionWith decades of experience and a genuine understanding of family needs, we deliver legal solutions that ensure your loved ones are cared for today and tomorrow.
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Empowering Families Through KnowledgeWe believe in empowering families with the tools and information needed to make confident decisions about their futures. Your trust inspires our commitment to excellence.
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Trusted Advocates for Every Stage of LifeFrom estate planning to elder law, our experienced team stands by your side, providing compassionate and reliable support tailored to your family’s unique needs.
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Protecting What Matters MostYour family’s future is our priority. With personalized guidance and unwavering dedication, we help secure your loved ones’ legacies and peace of mind.
Estate Administration & Probate Support
When a loved one passes, managing estate responsibilities can be both emotionally and legally complex. Estate administration is the process of managing and distributing a deceased person’s assets, ensuring that debts, taxes, and other financial obligations are addressed, and that the remaining assets are distributed according to the decedent’s wishes. Estate administration typically involves a court process called probate, where a will is validated, or, if there’s no will, state law determines how assets are distributed.
The estate administration process involves a series of critical tasks that must be handled carefully to ensure proper distribution of assets and resolution of any financial obligations.
Our estate administration services include:
- Managing and distributing assets. We assist in the efficient management and distribution of assets according to the decedent’s will or trust, ensuring beneficiaries receive their inheritances as outlined. This includes identifying and valuing assets, coordinating asset transfers, and addressing any special circumstances that may arise in the distribution process.
- Filing legal documents. We handle all necessary legal filings with the court, including submitting the petition to open probate, preparing an inventory of estate assets, and ensuring all required documents are submitted accurately and on time to comply with North Carolina’s probate laws.
- Addressing creditor claims and resolving debts. We work with creditors to identify and address claims against the estate, ensuring debts are paid in a timely manner. This includes negotiating settlements and resolving any outstanding financial obligations, which is a critical part of the estate administration process to avoid potential disputes.
- Assisting with tax filings and compliance. We assist in preparing and filing any necessary tax returns for the estate, including estate taxes, income taxes, and inheritance taxes, while ensuring full compliance with both state and federal tax laws. Our team helps minimize the tax burden where possible, while adhering to all legal requirements.
Since 2000, we’ve offered comprehensive support to individuals and families in Greensboro and surrounding areas of Guilford County. We understand the complexities involved in estate planning and are here to provide reassurance, expert advice, and practical assistance to ensure that your estate is managed with care and in full compliance with the law.