We work with CFP’s and Financial Service Providers

Preparing for the future can be complicated and intimidating, which is why Estate Planning of the Carolinas is here to help. Because of this, we provide a collaborative estate planning method that combines the knowledge of our seasoned attorneys with a group of investment advisors, financial consultants, insurance experts, Certified Public Accountants, and tax advisors.

We are able to offer our clients the most thorough, practical, and efficient estate plans by working as a team. Our combined expertise enables us to recognize potential obstacles and possibilities as well as to develop specialized solutions that are suited to the particular requirements and objectives of each of our clients.

Our collaborative approach guarantees that no detail of your estate plan is neglected and that it is created to safeguard your assets, reduce taxes, and best provide for your loved ones. To make sure that your estate plan is current and adapts to your changing needs over time, we are committed to working closely with you and your advisors.

At Estate Planning of the Carolinas, we are committed to offering the greatest caliber of service and knowledge to our customers. Allow us to guide you through the difficulties of estate planning so that your legacy is safeguarded for future generations. Call us right away to arrange a consultation.

Our Approach

At Estate Planning of the Carolinas, we focus on teamwork, communication, and education while working with clients. We are dedicated to provide individualized service and close attention to every detail, starting with the initial consultation and continuing through ongoing assistance and maintenance of the estate plan.

We start with a thorough consultation during which we pay close attention to the aims and objectives of our clients. We offer our clients customized advice and a price quote for the services we will be offering based on our knowledge and experience. The retainer agreement is then given to our clients, who can study it and sign it there and then or take it with them after the meeting.

We keep in constant contact with our clients during the implementation phase using all suitable channels, including the phone, email, and face-to-face meetings. For us to create an effective plan and establish a lasting relationship with our clients, continuous contact is essential. We collaborate closely with our clients to establish goals, collect data, talk over options and trade-offs, and respond to any queries that may come up.

We take considerable care to make sure that our customers fully comprehend the ramifications of the agreements they are signing as well as the documents themselves. We spend a considerable amount of time explaining each component of the plan and responding to any queries that have come up during the planning process before we sign any papers.

We work closely with our clients or their chosen agents to make sure the plan is properly funded after the paperwork is signed. Via our seminar programs and yearly client appreciation celebration, we also regularly inform and update our clients on our services. These touchpoints enable us to tell our clients about legal changes that might have an impact on their plans and serve as a gentle reminder to them to review their plans in light of significant life events.

In order to make sure that our clients' estate plans are successful, current, and representative of their particular goals and objectives, we at Estate Planning of the Carolinas are dedicated to provide great service, individualized attention, and continual education. To arrange a consultation and find out more about our thorough approach to estate planning, get in touch with us right now.

Your Approach

At Estate Planning of the Carolinas, we are dedicated to collaborating with our clients' advisers and tailoring our services to their unique needs and specifications. We offer individualized and successful estate planning solutions that satisfy the particular needs and objectives of our clients by combining our separate techniques. To find out more about our cooperative estate planning strategy, get in touch with us right now.

Joint Marketing Resources

  • Joint Marketing:

    • At Estate Planning of the Carolinas, we offer customized workshops and webinars on a range of estate planning topics, including basic estate planning, strategies for families, and advanced topics such as generation-skipping, business succession, and asset protection. We are happy to work with you to plan and deliver these events to your clients or prospects. Contact our office to learn more and schedule an event.

  • Monthly Estate Planning Newsletter:

    • Stay up-to-date on the latest estate planning issues with Estate Planning of the Carolinas' monthly e-newsletter, designed for professional advisors like you. Subscribe to our online list to receive the latest updates, industry news, and insights on estate planning straight to your inbox each month. Contact us today to subscribe and stay informed.