Probate Q&A Series

How do I find and select an attorney to draft a will and trust in North Carolina?

Answer

Planning your estate by creating a will and trust provides peace of mind. In North Carolina, properly drafted documents meet legal requirements under Chapter 31 of the North Carolina General Statutes (wills) and the Uniform Trust Code (Chapter 36C). Selecting the right attorney ensures your wishes carry out smoothly.

Start by confirming an attorney’s standing with the North Carolina State Bar. North Carolina lawyers must meet education, ethics, and continuing‐education standards. You can verify licensure and review any disciplinary history at the State Bar’s website. A lawyer in good standing demonstrates reliability and adherence to professional rules.

Next, focus on an attorney’s experience in estate planning. While any North Carolina lawyer may draft wills and trusts, those who regularly handle probate and estate matters know how to structure documents for tax efficiency and guardianship provisions. Ask about the number of wills and trusts they’ve prepared, typical client profiles, and sample scenarios similar to yours.

During an initial meeting, discuss the attorney’s approach. A clear fee structure—hourly rate or flat fee—lets you budget confidently. Make sure you understand the scope of services, including revisions and funding of trusts. Good communication is vital. You want an attorney who listens, explains legal terms in plain language, and responds promptly to questions.

Key Factors to Consider

  • Verify licensure and standing through the North Carolina State Bar (ncbar.gov).
  • Review experience in estate planning, wills, trusts, and probate administration.
  • Ask about the process: drafting, execution, and trust funding steps.
  • Clarify fees, billing methods, and what services the fee covers.
  • Assess communication style: plain‐language explanations and responsiveness.
  • Seek client testimonials or references when available.

Next Steps

Choosing the right attorney shapes how effectively your estate plan protects your family. Pierce Law Group has seasoned attorneys who focus on wills, trusts, and probate under North Carolina law. To discuss your needs, email us at intake@piercelaw.com or call (919) 341-7055. Our team stands ready to guide you through every step.