“I need a plan”
You know it’s time — a new home, a new child, a health scare, or simply the nagging sense that nothing is written down. We start with what you want to happen, then choose the documents.
Start your estate planPierce Law Group | Estate Administration Lawyers North Carolina
North Carolina Probate and Estate Administration Lawyers
Estate Planning · Remote Options Available
Estate Plans Avoid Probate
A clear five-step process, from the first conversation through signing and the funding or deed work your plan needs. Remote options available.
Step one
Start your estate plan
- Wills, trusts & powers of attorney
- Deed work in-house
- Remote options available
Prefer to call? (919) 341-7055
Recognize your situation
You don’t need all the answers before we talk.
Three common starting points. All of them lead to the same introductory call — they aren’t separate packages.
“I need to update my plan”
Your documents were right for a different life. Marriages, moves, businesses, grandchildren, and new law all change what a plan should say. We read what you have and tell you what still works.
Start your estate plan“I’m not sure what I need”
Will or trust? Power of attorney? Something for the house? You don’t have to answer that before you call. Sorting it out is exactly what the introductory call is for.
Start your estate plan How it works
Your estate plan, step by step.
Know where you are, what happens next, and how we help.
- Introductory Call
Let’s see if we’re a good fit
Share your needs. Get to know our approach.
Tell us what you’re looking for and ask your initial questions. We’ll discuss whether our services match your needs — and whether you’d like to work with us.
Milestone A clear decision about the next step.
- Strategy Session
Build your strategy
Clarify your wishes. Gather the details.
We work through what you want your plan to accomplish and gather the family, financial, and other information needed to prepare it.
Milestone Agreed direction and the information needed for drafting.
- Drafting
We draft your plan
Your decisions become draft documents.
Our team prepares your estate-planning documents based on the strategy and information developed with you.
Milestone Documents ready for your review.
- Review & Approval
You review and approve
Ask questions. Review changes. Give your approval.
Review your draft documents, ask questions, and discuss any changes. Once the documents reflect your approved decisions, we move to signing.
Milestone Approved documents ready for signing.
Changes loop back to drafting until the documents say what you mean.
- Signing & Implementation
Sign and put your plan in place
Sign your documents. Complete the applicable funding and deed steps.
We guide you through signing and the funding or deed work included in your plan, with clear responsibilities and next steps.
Milestone Signed documents and completion of the agreed implementation work, with anything outstanding clearly identified.
Funding and deed work, as applicable.
The final step is more than a signature
Sign. Put the plan in place. Know what’s left to do.
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Signing
Complete your approved documents.
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Funding
Address the funding steps that apply to your plan.
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Deed work
Complete the real-estate document work included in your engagement.
We’ll explain which steps apply, who handles them, and what you need to do. Not every plan needs all three, and they don’t always happen in a fixed order.
You bring the wishes. We guide the work.
Here’s what we do together.
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01Introductory Call
You Share what you need and ask questions.
Our team Discuss fit and explain the next step.
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02Strategy Session
You Share information and make decisions.
Our team Guide the discussion and organize what is needed.
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03Drafting
You Answer follow-up questions.
Our team Prepare your draft documents.
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04Review & Approval
You Review, ask questions, and approve.
Our team Explain and make agreed revisions.
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05Signing & Implementation
You Sign and complete assigned tasks.
Our team Coordinate signing and agreed funding/deed work.
Same process. More flexibility.
A clear process. A flexible way to work together.
Remote options are available. We’ll explain how your meetings, document review, signing, and any funding or deed work will be handled — one service journey, with different ways to participate.
Remotely
Meet by phone or video from wherever you are in North Carolina. We’ll walk you through how document review and signing work for your plan.
In our office
Sit down with the team in person for any stage — the conversation, the strategy session, or signing day.
- How your meetings happen
- How you review your documents
- How signing is arranged
- Who handles funding and deed work
The introductory call
What happens on the first call
A conversation, not an application. It’s where we decide together whether there’s a fit.
01
What we talk about
What prompted you to reach out, what you’d like a plan to do, and your initial questions. We’ll tell you plainly whether the work you’re asking for is something we do — and whether we’re the right fit for each other.
02
What to bring
Just yourself. If you have existing documents or a specific event or deadline in mind, mention it — but you don’t need a financial inventory, account numbers, or a finished list of wishes for this conversation.
03
What happens after
When there’s a fit, we explain the next step and set up your strategy session with simple preparation notes. If you’d rather think it over, that’s fine too — you decide the pace.
Start Your Estate Plan
You don’t need a completed estate plan — or all the answers — to start this conversation.
Meet the team
The people who will guide your plan
North Carolina attorneys who will know your name, explain each step, and be there at signing.
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Jared W. Pierce Managing Attorney -
Kenzey Collins Attorney -
Caitlin Stone Litteral Attorney -
Ryan Jones Attorney -
Halie Coates Attorney
Trusted by North Carolina Families
★★★★★
Google Reviews
10,000+ clients helped since 2009
- ★★★★★
Wish there were more stars to give! So valuable, professional and an example of customer service at its finest.
Gail S. · Google - ★★★★★
My experience was very helpful for continuing my journey through the probate process. I very much appreciate their knowledge and kindness.
Ricky J. · Google - ★★★★★
While most attorneys saw dollar signs, she saw me as a person first and treated me with a level of professionalism that is fleeting these days.
Che X. · Google - ★★★★★
Everyone I interacted with in this firm was extremely supportive, informative and pleasant to work with. Highly recommend!
Mary A. · Google - ★★★★★
I called based upon positive reviews on the web. I was surprised that a human, Mr. Pierce himself, answered the phone!
Bill T. · Google - ★★★★★
Gave me closure in a matter of minutes with clear verbiage and professionalism. Thanks for the assist.
Jus M. · Google - ★★★★★
Pierce Law Group was both courteous and professional throughout our interaction.
DeBorra R. · Google - ★★★★★
We called for the free evaluation and were met with kindness, thoughtful insight, and were totally reassured of our anxieties.
Erika B. · Google
Practical questions
Before you request a call
Can we work together remotely?
Yes. Remote options are available. We’ll explain how meetings, document review, signing, and any funding or deed work will be handled for your plan.
Do I need to know exactly what documents I want?
You can start by telling us what you’re trying to accomplish. The introductory call helps establish whether we’re a good fit; the strategy session is where we work through your plan in detail.
What happens during the introductory call?
We discuss what you need, whether we can provide the requested services, and whether you’d like to work with us. We’ll explain the next step when there’s a fit.
Will I review the documents before signing?
Yes. Drafting is followed by your review and approval. You’ll have the opportunity to ask questions and discuss changes before signing.
What about funding or deed work?
We explain the funding and deed work that applies to your agreed plan, who is responsible for each step, and what needs to happen after signing. Not every plan requires the same work.
How much does it cost, and how long does it take?
Every plan is different, so we don’t quote a fee or a finish date before we understand what you need. After the introductory call and strategy session you’ll know the scope of the work and the fee before anything is drafted. Read how we think about pricing.
Start with a conversation — not a stack of paperwork.
Tell us what you’re looking for. We’ll help you understand whether we’re the right team and what comes next.