Find an Estate Planner near Burlington, NC

Find an Estate Planner near Burlington, NC

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Find an Estate Planner near Burlington, NC

5 near you

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Avatar for Law Offices of Cheryl David Greensboro, NC Thumbtack
Avatar for Law Offices of Cheryl David Greensboro, NC Thumbtack
2. Law Offices of Cheryl David
5.0 from 1 review
5.0 (1)
5.0 (1)
In High Demand
In High Demand
  • 1 hire on Thumbtack
  • Serves Burlington, NC
Our firm only does one thing, Estate Planning and Preservation and we do it well. With 30+ years of experience and two ABA Board Certified Estate Planning attorneys accredited through the NAEPC , a dedicated Estate and Probate Staff, and a knowledgeable Elder Lawyer and Medicaid Department we are the go to source for Estate Planning and Asset Protection. We believe that everyone deserves to know and understand the tools available to protect their family and assets from the devastating effects of illness and death on the average estate. Proper estate planning which is thoroughly done and patiently explained makes the difference between losing everything to end of life care or preserving your assets for your spouse and family. Thorough estate planning also determines whether you family will spend huge sums of money and countless hours in court or be able to avoid the court process at death saving countless hours and a substantial amount of money. Sometimes court is unavoidable and when it is, we make sure the process is organized, efficient and understandable. If you are concerned about estate planning and estate preservation we can help! We're passionate about our jobs because we've lived through the trauma of losing those closest to us and watching them suffer from prolonged end of life illnesses and unexpected death. Attorney Cheryl David lost her sister as a young attorney and changed her life's work to make things easier for families suffering from the death or disability of those they cherish most. Unfortunately, Attorney Justin Plummer's first case was handling his Dad's estate after an unexpected aneurysm. In every meeting Justin brings with him a passion and expertise at helping families who are going through the most devastating time of their lives. Attorney Blaire McClanahan, Cheryl's daughter grew up in the business and after finishing law school joined her mother. Blaire works with families where illness has destabilized their lives and directs them how to qualify and obtain Medicaid and Veteran's Benefits without losing the family nest egg. She is so dedicated to making sure that her clients truly understand their options and helps them save their homes, property and qualify for benefits. We couldn't do what we do without the dedication and perseverance of our staff, who treat our clients like family. We feel so blessed that we are able to wake up each day and do the work we do.

Q & A

Answers to commonly asked questions from the experts on Thumbtack.

What kind of lawyer does wills?

No one likes talking about death, but it’s better than leaving your children or siblings to sort out your estate. A clearly planned will can make the time of mourning easier for everyone. An estate attorney will develop a legal will, create trusts on your behalf, and ensure the proper execution of your estate after you pass away.  

Family attorneys and estate attorneys, also called probate and wills attorneys, can each prepare wills. The type of lawyer best suited to prepare your will depends on your situation. Most family attorneys provide services to prepare basic wills, including bequeathing property and personal items to family or naming a guardian for minor children. However, estate attorneys specialize in preparing wills in more complex situations. Consider hiring an estate attorney if you:

  • Have a large number of assets, especially those subject to estate taxes
  • Want to create a trust, such as allowing a spouse to live in your home until he or she dies and then leaving it to your children, or set up long-term care for a beneficiary
  • Have an ownership stake in a business
  • Expect someone to contest your will
  • Want to disinherit your spouse

How much should an estate plan cost?

The cost of an estate plan depends largely on the number of parts it includes and the complexity of the documents. The most basic estate plan is simply a will, but it may also include designating power of attorney or a health care proxy to another person, writing a living will, or making a HIPAA authorization. The average national cost to make an estate plan ranges from $350 to $900, but can cost much more in complicated situations. For example, an estate attorney may charge only $900 to prepare a basic will providing outright distribution — meaning that property and assets are distributed upon death. Writing a more complicated will and holding assets in trusts can cost $3,000, or more. The process of creating an estate plan generally takes two to four weeks, starting with the initial consultation with the wills attorney to identify areas of concern in order to design an estate plan that fits your goals and budget. Once an estate plan is written, the attorney meets with the clients, a notary, and two neutral witnesses to review and sign the plan and associated documents.

How much does it cost to have a living will?

Either a family attorney or an estate, or wills, attorney can help you prepare a living will, either as part of your general estate planning or as an individual document. The cost typically ranges from $250 to $500, depending on your attorney’s fees; some charge by the hour, while others have a flat rate for writing a living will. Some states require living wills to be notarized, which adds an average of $5 to $15. In a living will — also called an advanced healthcare directive — you specify whether you want to be kept on life support if you become terminally ill or lapse into a persistent vegetative state. You can also answer other important questions in a living will like your preferences for tube feeding, artificial hydration and pain medication in situations when you cannot communicate your wishes on your own.

How do you find a good lawyer for wills?

Estate planning is an important part of financial planning, so it’s important to find the right attorney to prepare your will. Although most family attorneys can put together a basic will, you may want one who specializes in wills and estate planning, especially if you have a lot of assets or a dependent to take care of. You may need an attorney who has expertise in planning and executing trusts and a background in taxes. Ask how the attorney charges; some charge by the hour, others have a set fee for writing wills, and some charge a percentage of the total value of the estate. Make a list of several potential wills attorneys to interview. Make sure you make a strong personal connection with your attorney — you need to be comfortable telling him or her personal, confidential information about your life, and you need to feel that the attorney is committed to solving any problems that may arise while writing your will. Also find out how long the attorney has practiced estate law and whether he or she has handled wills similar to yours.

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