North Carolina Estate Planning Resources
Explore videos, answers to common questions, and educational resources designed to help North Carolina families better understand estate planning.
Meet Your North Carolina Estate Planning Attorney
📞 (704) 259-7656
providencewillsandtrusts.com
Serving Families Throughout the Charlotte Area
Zachary B. Setzer
Founder, Providence Wills & Trusts
North Carolina Contributing Attorney, American Estate Planning Series
Zachary Setzer is a North Carolina estate planning attorney and the founder of Providence Wills & Trusts. He focuses his practice on helping individuals and families create wills, trusts, powers of attorney, healthcare directives, and other planning strategies designed to protect loved ones and preserve family legacies.
A graduate of the University of North Carolina at Chapel Hill and Duke University School of Law, Zach founded his firm with a commitment to providing clear guidance, flat-fee planning, and long-term relationships with clients. He is passionate about helping families plan ahead, avoid unnecessary conflict, and create lasting peace of mind for future generations.
Common North Carolina Estate Planning Questions
Find answers to common North Carolina estate planning questions and learn the concepts that affect many North Carolina families.
-
Many North Carolina families can accomplish their goals with a will-based estate plan, while others may benefit from a revocable living trust. The right choice depends on factors such as your assets, family situation, privacy concerns, and probate goals.
-
If you die without a valid will, North Carolina law determines who inherits your property. The distribution may not reflect your wishes and can create additional complications for your loved ones.
-
Probate is the legal process used to transfer certain assets after death. In North Carolina, probate matters are generally handled through the Clerk of Superior Court. Proper planning can help simplify the process for family members.
-
A power of attorney allows you to appoint someone to handle financial and legal matters if you become unable to act for yourself. Without one, loved ones may need court involvement to manage certain affairs.
-
A healthcare power of attorney allows you to appoint someone to make medical decisions on your behalf if you cannot communicate your wishes. It is often paired with an advance directive or living will.
-
Many people should review their estate plan every few years and after major life events such as marriage, divorce, births, deaths, significant changes in assets, or moving to another state.
-
Generally, no. A will directs how probate assets are distributed, but it does not avoid probate. Other planning strategies may help certain assets pass outside of probate.
-
In many cases, yes. Assets such as life insurance policies, retirement accounts, and certain financial accounts generally pass according to beneficiary designations rather than the instructions contained in a will.
-
No. Estate planning helps families of many different financial backgrounds. Planning can address guardianship for children, incapacity planning, healthcare decisions, beneficiary designations, and the orderly transfer of assets.
-
The best time is before a crisis occurs. Meeting with an attorney early allows you to create a plan while you have the opportunity to carefully consider your goals and options.
Estate Planning Starter Workbook
A simple worksheet designed to help individuals and families organize the key information needed for estate planning.
Completing the workbook can help clarify planning goals, identify important assets, and prepare for conversations with an estate planning professional.
17-page fillable PDF
Download instantly — no email or signup required
The Estate Planning Starter Workbook is designed to help individuals and families begin organizing the information commonly needed for estate planning.
Completing the workbook can help clarify planning goals, identify important assets, and prepare for conversations with an estate planning professional.
This workbook may be helpful if you:
want to begin organizing your estate planning information
are thinking about creating or updating an estate plan
want to better understand your assets and beneficiaries
plan to meet with an estate planning attorney in the future
want to organize information for your family
What the workbook includes:
Personal and family information
Asset and property overview
Beneficiary designations
Planning goals and priorities
Notes and questions for future planning discussions
Many people find it helpful to complete the workbook before meeting with an estate planning attorney or beginning the planning process.
Featured Estate Planning Videos
These foundational estate planning videos address topics that affect families throughout North Carolina and across the United States.
The Estate Planning Documents Most Families Actually Need
The Difference Between Having Documents and Having a Plan
Why Estate Planning Is About More Than Money
Why Naming Beneficiaries Is More Important Than Most People Realize
The Biggest Estate Planning Mistakes Families Make After a Death
Wills
What Happens When an Estate Plan Is Outdated?
The Estate Planning Documents Most Families Actually Need
Why a Simple Estate Plan Can Still Fail
Trusts
Before You Create a Trust to Avoid Probate, Watch This
What a Revocable Living Trust Actually Does
Probate
Before You Create a Trust to Avoid Probate, Watch This
The Difference Between Probate, Trust Administration, and Estate Administration
The Biggest Estate Planning Mistakes Families Make After a Death
Powers of Attorney
What Adult Children Need to Know About Aging Parents and Estate Planning
Power of Attorney Explained (The Document That Can Save Your Family)
Healthcare Directives
Why Your Estate Plan Should Name Backups for Everything
What a Healthcare Directive Does
North Carolina-Specific Topics
North Carolina-specific videos will be added as new content becomes available.
Ready To Learn More?
Whether you're just beginning to explore estate planning or ready to create a comprehensive plan, professional guidance can help ensure your wishes are clearly documented and your loved ones are protected.