Have a question about estate planning, but don’t know where to start?
Have a question about estate planning, but don’t know where to start?
Have a question about estate planning, but don’t know where to start?
CALL KATHLEEN O’DAY
704-270-5511
Helping You Protect Your Nest 🪺
Helping You Protect Your Nest 🪺
What Is Estate Planning?
Simply put, estate planning is figuring out what happens to your assets at the time of your death, and planning for how we get from here to there. Preserving assets, protecting your interests, and setting up the proper legal documents are all parts of this process.
Estate planning not only includes planning for asset distribution upon your demise, but also encompasses advance directives, including advance healthcare directives, living wills, a health care proxy, a medical power of attorney, a financial power of attorney, and other documents to make your wishes and desires known. Known in advanced decisions or advanced directives, and directives that are personal to you are known and carried out.
What Documents Can We Prepare?
Foundational Documents
A Will
Financial Power Of Attorney
Medical Power Of Attorney
A Living Will (also called an Advanced Directive)
Living Trusts
Irrevocable Trusts and Revocable Trusts
Asset Protection Trust
Real Estate Trusts
Special Needs Trusts
Educational Trusts or Student Fund Trusts
Pet & Gun (NFA) Trusts
Beneficiaries Deed
Also called a “Transfer On Death Deed.” You name the beneficiaries that will receive any real estate property upon your death. A beneficiaries deed is paired with your living will. This is a great method for avoiding probate and transferring real estate without a trust. Always consult your estate planning attorney.
Kathleen O’Day
Estate Planning Attorney
Helping You Protect Your Nest!
I’m Attorney Kathleen O’Day. I’ve lived in North Carolina for 10+ years and have 25+ years experience as an attorney.
My planning approach is like an architect designing a custom home for my clients. In our meeting, we will create a “blueprint” together for your custom estate plan that has the features and benefits you request and need. Then, once we finish the design of your estate plan, I will create an estate plan like a contractor, building it nest egg by nest egg.
Kathleen O’Day
Estate Planning Attorney
Helping You Protect Your Nest!
I’m Attorney Kathleen O’Day. I’ve lived in North Carolina for 10+ years and have 25+ years experience as an attorney.
My planning approach is like an architect designing a custom home for my clients. In our meeting, we will create a “blueprint” together for your custom estate plan that has the features and benefits you request and need. Then, once we finish the design of your estate plan, I will create an estate plan like a contractor, building it nest egg by nest egg.
Would you rather talk with an attorney before scheduling?
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What Clients Are Saying…
⭐⭐⭐⭐🌟
Kathleen is a smart rock star at what she does. She’s so easy to work with, legal issues are actually fun with her! She communicates without jargon and confusing legal terms which we really appreciated to help understand the process. Everything was buttoned up and personalized. We’ve already recommended her in conversations with friends and family.
– Laura M.
After looking into estate planning and discussing it with friends and family, I realized it was time to get professional assistance. One friend recommended Kathleen, who did a fantastic job of explaining the various options, what to place where and why. I highly recommend Kathleen for your estate planning needs.
– William A.
Questions Your Attorney Will Ask You…
List of Assets, including approximate value – if you have investment assets, please bring a recent statement from the brokerage house that holds the assets
List of names, addresses, and phone numbers for those to whom you plan on leaving assets in a will – usually this is children, relatives, or even charities
A copy of the deed to any real estate you own – if you can find it
Decide who you want to use as your agent under a power of attorney, and that person’s name, address, and phone number, if not included above
Decide who you want to be in charge of distributing your assets upon your death, including that person’s name, address, and phone number, if not included above
Book Now
In-Person Or Video Conference
Would you rather talk with an attorney before scheduling?
Meet in-person at our headquarter offices
📍 228 Caldwell Lane, Suite D, Davidson, NC 28036