free resources

Strategy. Protection. Solutions.
For you and your family

We have complied free resources for our clients and the community to better understand the overwhelming area of estate planning and estate administration.

Estate planning is an important part of everyone’s lives, whether you are single, married, divorced, widowed, have children or grandchildren, own real estate, or are a business owner. 

We have resources if you are looking to create an estate plan for yourself or if a loved one has passed away and you grieving or are trying to figure out where to start in regard to estate administration. These are a great place to start, but if you are looking for more guidance then please contact us to see if we can help you with your needs.

Our Resources:

• Articles

• Handouts

• Sue Hunt’s Tuesday Tips

• Julia Walker’s Life & Legacy Videos

• Kids Protection Plan

• Free Book – Wear Clean Underwear!

• Free Guide – Special Needs Freedom Guide

• Free Events

Family Resources:

• Choice Care Navigators — Free senior living advisory service

• Now What — A support network for widows

• AuthoraCare Collective — Grief Support for Adults and Children

• North Carolina AARP — Empowering Americans 50 and older to choose how they live as they age

Estate Administration Resources:

• NC Estate Procedures

• NC Estate Forms

Property Resources:

• Guilford County Register of Deeds

• Guilford County Tax Department

Business Resources:

• North Carolina Secretary of State

• Loan Amortization Calculators