Estate Planning Process

Planning for the future

Our Estate Planning Process

  • Set up a consultation
  • Take a look at our estate planning client worksheet
  • Consult with your attorney
  • Enjoy your life, while we draft your documents
  • Review your estate plan with your attorney, and sign the final draft
  • Check your estate plan off your to-do list

Throughout our estate planning process, you will enjoy full communication with our estate planning attorney, Sinclaire Owen. Always there to answer your questions, Sinclaire will be in contact with you at every stage of your estate planning process.

Working with us starts with a conversation.
Use the form below or give us a call.



1025 Dresser Ct.
Raleigh, NC 27609

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