David has a passion for helping clients plan. Every goal, whether big or small, starts with a plan. He enjoys helping his clients transition through the stages of life, from young adults starting their families and careers to end of life planning, and then helping their loved ones after they pass. No matter where you are on your great journey through life, David is here to help!
Estate planning is the series of preparation tasks that serve to manage an individual's assets in the event of their incapacity or death. All wills of persons who are citizens of North Carolina are required to be filed with the County Clerk of Court, regardless of the size of the estate. The initial consultation is an opportunity to establish the relationship with the client to determine a starting point for the planning process.
Estate planning is the series of preparation tasks that serve to manage an individual's assets in the event of their incapacity or death. All wills of persons who are citizens of North Carolina are required to be filed with the County Clerk of Court, regardless of the size of the estate. The initial consultation is an opportunity to establish the relationship with the client to determine a starting point for the planning process.
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David Anderson
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I am passionate about planning! Every goal, whether big or small, starts with a plan. I enjoy helping my clients transition through the stages of life. From young adults starting their families and careers to end of life planning, then helping their loved ones after they pass. No matter where you are on your great journey through life, I am here to help!
Jeanie Futrell
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I am a Pender County native, UNCW alumna, Certified Public Accountant (CPA) and NC Certified Paralegal. I enjoy working with people and handling estate administration matters. Estate administration can be daunting and overwhelming for clients. Estate administration is comprised of legal and administrative processes.
Estate Planning
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Estate planning is the series of preparation tasks that serve to manage an individual's assets in the event of their incapacity or death. Proper estate planning may involve the use of Wills and Trusts, as well as other documents such as Powers of Attorney, Health Care Powers of Attorney and Living Wills.
Probate & Trust Administration
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All wills of persons who are citizens of North Carolina are required to be filed with the County Clerk of Court, regardless of the size of the estate. This process can become daunting for many clients, including the preparation of the multitude of forms and the accounting procedures. Call today to schedule a 30-minute no-risk consultation.
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