Who makes sure the documents are done correctly?

David personally makes sure your documents are done correctly. He reviews every answer you provide, drafts the documents himself, and confirms each decision with you before anything is finalized. Nothing is templated or automated without an attorney's involvement, and nothing moves to signing until you're satisfied it's right.

What if my situation is complicated?

Complicated situations are exactly where an attorney matters most. Blended families, business ownership, out-of-state property, and long-term care concerns are all handled directly by David, who tailors your plan to your circumstances. Every plan is built around trust-based protection, and Legacy Complete adds white-glove trust funding and advanced tax planning for families whose needs go further.

What if I already have a will or an online plan?

If you already have a will or a plan from an online service, David can review it and tell you whether it holds up for your situation and your state. Existing documents sometimes have gaps, outdated beneficiaries, or clauses that no longer match your wishes. He'll advise whether yours can be updated or is better replaced, so you're not starting over unless you need to.

What happens to my family if I don't have a plan?

Without a plan, the state decides how your assets are distributed and a court decides who manages your affairs, which can leave your family waiting months for access to a home or accounts they need. If you have young children, a court, rather than you, chooses who raises them. An estate plan puts those decisions in your hands and spares your family from making them under pressure.

What happens if I have questions after I sign?

You can reach David directly whenever something changes or you're unsure about a decision. Every plan also comes with a complimentary three-year review, so as your life evolves, with new children, a move, or a change in assets, your plan stays current. This is built as a lasting relationship, not a one-time transaction.

What's included in an estate plan?

Every estate plan includes the core documents your family needs: a will, healthcare and financial powers of attorney, a living will, and HIPAA authorization, plus guardian designations if you have minor children. Every plan is also built around a revocable living trust with asset protection. David confirms the right document set for your situation during your review, so nothing essential is missing and you're not paying for anything you don't need.

How much does an estate plan cost?

You can start for free. Everyone begins by building their plan online at their own pace, answering the guided questions and entering their family's details at no cost and with no commitment. When you're ready to move forward, a $500 deposit reserves your consultation with David. In that meeting, David reviews what you've built and recommends the plan that best protects your particular family: The Legacy Plan at $6,500, or Legacy Complete at $8,500, which adds white-glove trust funding where our team retitles your assets into the trust for you. Which plan is right isn't decided by a menu. It's decided together, based on your situation and what your family actually needs. Whatever plan you agree on is a single flat fee, settled before any work begins, with no hourly billing and no surprise invoices. Your $500 deposit is credited toward that fee, so you know your full cost up front. Legacy Complete can also be paid in a 50/50 split.

How long does the process take?

Most families go from completing the online experience to a signed plan in as few as 14 days. You spend about 30 minutes on the guided online questions, have a 45-minute virtual review with David, then a mobile notary comes to your home or office for a signing of about 45 minutes. That's roughly two hours of your time in total for an attorney-drafted plan.

Do I have to come into an office?

No office visit is required at any point. You complete the guided experience online, meet David by video for your review, and a mobile notary comes to your home or office for the signing. The entire process is built to fit around your schedule, so families across North Carolina and South Carolina can work with David without traveling to meet him.

Do I need a trust, or is a will enough?

Whether you need a trust or a will comes down to how you want your assets handled and how much court involvement you want to avoid. A will directs who receives what, but it still goes through the court process. A revocable living trust transfers your assets directly to your family without that delay and keeps your affairs private. David walks you through which approach fits your family during your review, so the decision is made with an attorney, not guessed at.

Can I update my plan later if things change?

Your plan is built to be updated as your life changes. A revocable living trust and the supporting documents can be amended when you have a new child, move, buy property, or your wishes shift. Every plan includes a complimentary three-year review, and David can make updates whenever a major change calls for one. Legacy Complete includes your first plan update at no additional cost.

Is my information secure?

Your information is kept secure throughout the process. You complete everything through a protected online platform, communicate with David through secure messaging, and your documents and personal details stay within the firm's system. This is the same confidentiality you'd expect from any law firm, handled digitally so you can work at your convenience.

What's a revocable living trust?

A revocable living trust holds your assets during your lifetime and passes them to your family without going through court. Revocable simply means you stay in control: you can change it or cancel it entirely at any time. Because a trust avoids probate, your family gets access to what you've left them faster, and your affairs stay private. A revocable living trust is included in every plan.

What does a will actually do?

A will names who receives your property, who settles your estate, and who raises your children if they're still minors. It takes effect only after you die, and it passes through the court probate process before anything reaches your family. Every plan includes a will, drafted and reviewed by David so it holds up under North Carolina or South Carolina law.

What's a healthcare power of attorney?

A healthcare power of attorney names the person who makes medical decisions for you if you're ever unable to make them yourself. Without one, your family may need a judge's permission to act, at the worst possible moment. Every plan includes one, along with a HIPAA authorization so the person you've chosen can actually access your records and speak with your doctors.

What's a financial power of attorney?

A financial power of attorney, also called a durable power of attorney, names someone you trust to handle your finances when you can't. That covers paying bills, managing accounts, dealing with property, and filing taxes. Without one, your family may have to petition a court for that authority. It works while you're alive and ends at your death, which is where your will or trust takes over.

What's an advance directive, or living will?

An advance directive, often called a living will, puts your end-of-life wishes in writing: which treatments you'd want, and which you wouldn't, if you were terminally ill or permanently unconscious. It speaks for you when you can't speak for yourself, and it spares the people you love from guessing, or arguing, about what you would have chosen. Every plan includes one.

Do I need to name guardians for my kids?

If your children are under 18, yes. Without named guardians, a judge who has never met your family decides who raises them, and in the hours right after an emergency your children could be placed in the care of strangers. Every plan includes both long-term and short-term guardian designations, so someone you've chosen can step in immediately.

LEGAL

Privacy Policy

Last updated: August 22, 2026

Information We Collect

We collect information you provide directly to us, including when you complete the online planning experience, schedule a consultation, or contact us. This includes name, email address, phone number, and information about your family and assets necessary to prepare estate planning documents.

How We Use Your Information

We use the information we collect to provide legal services, communicate with you about your matter, improve our services, and comply with legal obligations. We do not sell your personal information to third parties.

Attorney-Client Privilege

Information you share with Carolina Legacy Law Group, PLLC in connection with legal services is protected by attorney-client privilege and professional confidentiality rules. We take the security of your information seriously.

Data Security

We implement appropriate technical and organizational measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. Our online planning experience uses encrypted connections and secure data storage.

Cookies and Analytics

Our website uses cookies and analytics tools to understand how visitors use our site. You can disable cookies in your browser settings. We use anonymized analytics data only to improve our website.

Text Messaging and Mobile Information

If you opt in to text message updates about your matter, we collect your mobile number and a timestamped record of your consent. No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. All other categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties. Text messaging is off by default and is sent only after you turn it on yourself in your secure client portal. Message frequency varies and depends on activity in your matter. Message and data rates may apply. You may withdraw consent at any time by replying STOP to any message or by turning the setting off in your portal.

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Your Rights

You have the right to access, correct, or delete your personal information. To exercise these rights, contact us at david@carolinalegacylaw.com or (704) 268-9480.

Contact Us

If you have questions about this Privacy Policy, please contact Carolina Legacy Law Group, PLLC at david@carolinalegacylaw.com or (704) 268-9480.

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