Mooresville Wills & Trusts Attorneys
Providing Effective Legal Services & Well-Informed Advice since 2004. Serving Iredell, Mecklenburg & the Surrounding Counties.
Wills and trusts are the legal instruments that provide instructions as to how your property and other assets will be handled upon your death or incapacity. Wills and trusts do different things when it comes to your estate, so many people employ both of these legal means to protect their assets, their wishes, and their loved ones.
To ensure that you and your estate have the legal protections needed, you should retain the services of a competent attorney who focuses on this field of law. At the Law Office of Natalie J. Miller, you can work with our Mooresville wills and trusts lawyers who have focused our efforts in this practice area for over a decade. Our firm can give you the guidance and protection needed for your unique situation. We can use wills and trusts in a personalized estate plan that will address every facet of your estate.
A last will and testament allows you to:
- Name the beneficiaries of your property and assets as to which assets and/or how much of each asset they will receive, and when they are to receive these assets
- Designate guardians for any minor children
- Designate property managers for any minor children
- Designate who will act as the executor of your estate
- Provide instructions as to how taxes and debts should be handled
Wills can be changed as your circumstances change. Without a will, you will pass away “intestate,” which means that your estate will be handled through probate according to North Carolina law. You can address all of your assets through your will, including homes, savings and checking accounts, stock portfolios, other investment portfolios, vehicles, vacation homes, other real estate, and more.
Many types of trusts exist which can be used for various purposes. One of the most common is the revocable living trust that allows you to pass on your assets while avoiding probate. In this kind of trust, you must transfer the assets into the trust. You can remain the trustee of the trust, which allows you to manage and invest all of the trust assets while you are alive. You can designate a successor trustee upon your passing who then takes over the trust’s assets.
A revocable living trust keeps your assets and financial information out of the courts and gives you and your family privacy, as well as reduces the court costs and legal fees associated with probate.
To learn more about how trusts and wills can benefit you, and to get started with your unique estate plan using these legal instruments, you should consult with our Mooresville wills and trusts attorneys at the Law Office of Natalie J. Miller. Our firm is dedicated to providing you with outstanding service and ensuring that you thoroughly understand all aspects of these valuable planning documents.
Call our firm at (704) 228-4520 for effective legal assistance today.
Consultation Fees Waived if Retained
Focused on Elder & Probate Law
Work Directly With an Attorney
Will Travel for Clients Who Are Unable
Treats Clients Like Family
Flexible Hours - By Appointment