Our Process

The NC Wills & Trusts Process

Initial Consultation

We begin with a brief complimentary consultation, conducted via Zoom or phone, at your convenience. This allows us to understand your unique circumstances, your goals for the future, and your specific estate planning needs. We'll answer your initial questions and help you determine the best course of action. 

Comprehensive Estate Planning Questionnaire

Following our initial discussion, we'll send you our comprehensive estate planning questionnaire. This questionnaire is designed to gather all the essential information we need to draft your personalized estate planning documents.

Invoice

Once we receive your completed questionnaire, we will send you an invoice for our services. 

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Document Drafting and Rapid Delivery (2-3 Business Days)

Upon receipt of your payment, our experienced team will immediately begin drafting your personalized estate planning documents. We guarantee delivery of your draft documents within 2-3 business days, and often, we are able to provide them much sooner. 

Review and Revision

We'll schedule a follow-up consultation to review your draft documents in detail. We'll discuss any necessary changes and answer any questions you may have. We'll then make the agreed-upon revisions and provide you with your final documents. 

Document Execution and Notarization

To finalize your estate planning documents, you can either come to our office and execute, where we will provide the notary and the witnesses (appointment is required); or, you will need to execute them in the presence of a notary public and two disinterested witnesses who are over the age of 18. We can provide guidance on finding a notary in your area.

Get Started Today

 At NC Wills & Trust, we are dedicated to providing you with a seamless and efficient estate planning experience. We are committed to helping you protect your legacy and provide peace of mind for your loved ones. 

Contact us today to schedule your free consultation! 

  • Accessible Pricing

    Estate planning should be accessible to everyone. Our flat fees are often one-third to one-half the cost of traditional firms—without sacrificing quality or care.

  • Direct Attorney Access

    Every client works directly with attorney Kevin Peach, ensuring personalized guidance and expert insight from start to finish—never passed off to support staff.

  • Transparent Service

    No hidden fees, no pressure tactics. We’re committed to making the process clear, simple, and easy to understand—so you can plan confidently.

  • Rooted in Community

    As a Raleigh native, Kevin Peach brings a local perspective, empowering clients through free webinars and educational resources.

Peace of Mind Shouldn't Break the Bank

Get Affordable Planning Today

Have questions? Ready to get started? Call (919) 759-6353 today or contact us online to schedule a free consultation.

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What Our Clients Are Saying

See the Difference Our Personalized Service Makes
    "I would highly recommend him."
    Attorney Peach is thorough in details and explanations. He is also very easy to talk with. I would highly recommend him.
    - B.E.
    "Kevin understood and fulfilled our needs with professionalism and speed"
    Kevin understood and fulfilled our needs with professionalism and speed. He was great to work with and I recommend him highly.
    - K.C.
    "Kevin was amazing to work with!"
    Kevin was amazing to work with, very knowledgeable, and very timely. His prices and processes are clear and transparent. He answered all of my questions. If you want timely service without the runaround, NC Wills and Trusts is for you!
    - Q.S.
    "Kevin is knowledgeable, approachable, and made the process stress-free"
    I had an excellent experience working with Kevin Peach to set up my trust. Kevin is knowledgeable, approachable, and made the process stress-free. He was very quick to respond to my emails and answer any questions I had about the process. It was very easy to schedule an appointment and the turn around time to complete the trust paperwork was quick and efficient .
    - L.S.
    "Extremely Grateful"
    Kevin was so compassionate, kind, and had so much empathy for what our family was going through.
    - Kathleen M.
    "I highly recommend NC Wills and Trusts"
    Kevin did a great job with our estate planning documents. We had lots of questions which he answered promptly and thoroughly. We were anxious to get our affairs in order and he was very responsive and reasonably priced. I highly recommend NC Wills and Trusts for your estate planning needs.
    - P.B.
    "He patiently explained all the questions we had"
    We didn’t realize how easy it was to obtain a Will. The process went quickly and reasonably priced. We will definitely go back to Kevin to assist us with other legal documents. He patiently explained all the questions we had. And we had many. I highly recommend everyone to at least explore your options for obtaining a Will and Trust.
    - M.C.
    "He was very polite and knowledgeable."
    Kevin was really helpful. He finished our required documents quickly. He answered all of our questions. His fees are quite affordable. He was very polite and knowledgeable.
    - S.S.