Probate Q&A Series

How to Schedule a Probate Consultation with an Attorney

Detailed Answer

When you need guidance on probate in North Carolina, setting up a consultation with a qualified attorney is the first step. Probate deals with settling a person’s estate after death and follows the rules in Chapter 28A of the North Carolina General Statutes. A consultation helps you understand the probate process, deadlines, and costs before you commit to legal representation.

Here is how you can make an appointment:

  1. Gather Basic Information
    Before you reach out, collect key details about the estate. This may include the decedent’s date of death, approximate value of assets, whether there was a will, and any urgent deadlines set by the clerk of court. Having this information ready ensures the attorney can assess your needs quickly.
  2. Contact the Law Firm
    You can call Pierce Law Group at (919) 341-7055. If you prefer, send an email to intake@piercelaw.com. Provide your name, phone number, and a brief description of the probate matter. This helps our intake team match you with an attorney who handles estate administration under N.C. Gen. Stat. Chapter 28A.
  3. Schedule a Time
    Our team will offer you available dates and times for an initial meeting. Appointments can be in person at our office or by phone or video conference. Let us know if you need accommodations or have time constraints.
  4. Review Fee Structure
    During intake, we will outline our hourly rates, flat fees for certain probate tasks, and any retainer requirements. This transparency ensures you understand the cost before you meet with the attorney.
  5. Prepare for the Meeting
    Bring copies of the death certificate, will (if any), lists of assets and debts, and contact information for beneficiaries. Having these documents on hand allows the attorney to give you specific advice during your consultation.

Key Steps to Schedule Your Probate Consultation

  • Collect estate details: death certificate, will, asset inventory.
  • Call (919) 341-7055 or email intake@piercelaw.com.
  • Provide a brief summary of the probate matter.
  • Choose an appointment date and format (in-person, phone, or video).
  • Review fee agreement and retainer terms.
  • Gather and bring documents to your meeting.

Get Started Today

Probate can feel complex, but you don’t have to navigate it alone. At Pierce Law Group, our attorneys have extensive experience guiding clients through estate administration in North Carolina. Contact us now to schedule your consultation. Email intake@piercelaw.com or call (919) 341-7055. Let us help you settle your loved one’s estate with confidence.