Our Values

We believe that every client matters.

We realize that our work has real implications for real people and are proud to serve individuals from every background and walk of life.

We believe in quality over quantity. We believe each client’s situation is unique. We are committed to listening, understanding, and crafting personalized solutions.

We believe in expertise. Since our founding in 1997, we have focused on estate planning and its related disciplines, allowing us to provide a higher level of service and promote innovative thinking. Each of our partners is recognized by the North Carolina State Bar as a Board Certified Specialist in Estate Planning and Probate Law.

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