Estate Planning Process

Planning for the future

Helpful
Links

Firm
Overview

Firm
Blog

Attorney
Profiles

ESTABLISH A PLANMAINTAIN A PLANESTATE ADMINISTRATION & PROBATE ESTATE PLANNING PROCESSTRUSTS & BUSINESSESCLIENT REVIEWSNEW TO NORTH CAROLINA?

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.

    Estate Planning

    Estate Planning Attorney Raleigh

    Maintaining Your Plan

    Keeping your estate plan up to date is just as important as establishing your plan. If you have an estate plan but have not updated your estate plan in several years, you may want to consider thinking about the following items:

    Your Home State

    If you have recently moved to a new state your estate plan may need attention. A change in home state can affect the validity of your will and effectiveness of your other estate planning documents.

    Life Events

    A purchase of a new home, birth, death, remarriage, divorce, or estrangement may require changes to your estate plan.

    Business Changes

    If you owned a business when you initially established your estate plan, changes to the business and new tax implications may need to be considered. If you have acquired a business since you established your estate plan, your estate plan likely needs to be updated to accommodate your current assets.

    Beneficiary Changes

    Your preferences regarding who receives and how much may change over time. If your feelings have changed, you may want to restructure your beneficiary terms.

    If your estate plan needs an update, we are happy to assist you whether you established your estate plan with us or with a former firm.

    Our estate updating services include, but are not limited to, the following:
  • Last Will & Testament Codicils
  • Trust Amendments
  • Ancillary document re-drafts


  • Together, we can plan for your peace of mind. Contact Sinclaire Owen at Brady Boyette to discuss your estate planning needs.

    Contact Our Offices

    ADDRESS:
    1025 Dresser Ct.
    Raleigh, NC 27609

    PHONE:
    919.439.6777

    FAX:
    919.858.6854