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Lets Get Started

Lets Get StartedContact: us to schedule an office meeting or choose our online client services


Lets Get StartedCommunicate: your needs and specific situation so that we can develop the proper plan to coincide


Lets Get StartedReview: your plan and process so that you completely understand


Lets Get StartedRevisit: your plan to ensure your needs and desires continue to be met

Get Started!

Video Tutorials to Help you Get Started:

Why Choose Us?

To fulfill your estate planning and/or business development needs with the security and convenience of your online personal account.

Benefits of Becoming an Online Client

  • Convenience of accessing your account 24/7
  • Legal guidance from a NC certified attorney and CPA.
  • Secure storage of online documents