Getting started is as easy as 1,2,3…4
Contact: us to schedule an office meeting or choose our online client services
Communicate: your needs and specific situation so that we can develop the proper plan to coincide
Review: your plan and process so that you completely understand
Revisit: your plan to ensure your needs and desires continue to be met
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.
Learning the Business Basics:
Estate Planning Basics:
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