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 Existing documents sometimes have gaps, outdated beneficiaries, or clauses that no longer match your wishes.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

How Clients Opt In to Text Messages

Last updated: August 26, 2026

Why This Page Exists

Clients of Carolina Legacy Law Group, PLLC opt in to text messages inside their secure client portal, which requires a password to enter. That protects client confidentiality, but it also means the consent screen cannot be reached by anyone who is not a client — including a carrier or Campaign Registry reviewer verifying our messaging program. This page reproduces that consent experience in public so it can be reviewed without signing in. The screenshots below are taken from the live client portal, using a demonstration account with fictitious client information; the screen, the wording, and the setting are exactly what a real client sees.

Step 1 — Only Existing Clients Reach the Screen

There is no public sign-up for text messages and no keyword a member of the public can text to join. A person becomes eligible only after engaging the firm as a client, at which point the firm issues access to their own secure portal at portal.carolinalegacylaw.com. Nobody outside that group can enrol, and the firm does not buy, rent, or import phone numbers from any source.

Step 2 — The Client Opens Their Profile Page

Once signed in, the client opens the Profile page of their portal. It shows their own contact details and account settings, including a section headed "Text message updates." The setting is off by default for every client. The firm cannot switch it on for a client: the system rejects any attempt to change this setting from an attorney or staff session, so consent can only ever be given by the client themselves.

The Carolina Legacy Law client portal Profile page showing the "Text message updates" consent setting switched off, which is the default state for every client.

Step 3 — The Client Reads the Disclosures and Turns It On

The consent control states, in the client's own words: "Yes — text me at (the client's mobile number) when David sends me a message, so nothing waits on me checking email. Message frequency varies. Message and data rates may apply; reply STOP to any text to opt out." Directly beneath it: "By turning this on you agree to our SMS Terms and Privacy Policy," with both documents linked and publicly readable at the addresses below. The mobile number that will be texted is named on the screen, so the client can see exactly which number is being enrolled. Switching the control on is the consent action; nothing else on the page or elsewhere in the portal enrols the client.

SMS Terms and Conditions · Privacy Policy

Step 4 — Consent Is Recorded, and Can Be Withdrawn

Turning the setting on stores a timestamped consent record against that client's account, which the firm retains as its record of when and how consent was given. The client may withdraw consent at any time, either by switching the same setting off or by replying STOP to any message. Both paths stop all further texts. Opting out never affects the client's legal representation, their access to the portal, or the email notifications they continue to receive.

Consent Is Never a Condition of Service

Text messaging is a convenience only. A client can engage the firm, use every part of the client portal, exchange messages with their attorney, receive documents, and pay invoices without ever turning texts on. Consent to messaging is not bundled into the engagement agreement or any other required document, and it is not requested during sign-up or checkout.

What the Messages Contain

Enrolled clients receive a text when their attorney sends them a message in the portal. Each text identifies the firm by name, directs the client to sign in to read and reply, and carries opt-out instructions. Message content, matter details, and any other confidential information stay inside the portal and are never placed in a text. Example: "New message from Carolina Legacy Law. Sign in to your client portal to read and reply: [portal link] Reply STOP to opt out." This is a transactional program; no marketing or promotional messages are sent through it.

Full SMS program terms

Questions

Carolina Legacy Law Group, PLLC — david@carolinalegacylaw.com, (704) 268-9480. Reviewers verifying our messaging program are welcome to contact either directly.

Carolina Legacy Law Group, PLLC · Privacy Policy · Terms of Use · SMS Terms · Disclosure