Partner Program
Preferred Estate Planning Partnership for Financial Professionals & Institutions in NC
If your clients need estate planning, you should be able to offer a trusted solution without hiring in-house counsel, buying expensive drafting software, or taking on the operational risk of managing a legal process.
Turnkey Drafting + Execution Without In‑House Counsel, Drafting Software, or Legal Drafting Risk
NC Wills & Trusts partners with financial professionals and institutions across North Carolina to provide a turnkey estate planning solution for their clients. Your clients receive preferred, flat‑fee pricing for core estate planning documents, and our firm handles the legal work end-to-end, including consultation and execution/signing under North Carolina law.
Call to discuss a partnership: (919) 759-6353. Book Online Here.
Who We Partner With
Our Partner Program is a fit for organizations that serve individuals and families who need reliable estate planning, including:
- Financial planners and wealth management firms
- Banks, trust departments, and financial institutions
- CPAs and accounting firms
- Retirement planning and benefits companies
- Life insurance agencies and producers
- Corporate partners looking to offer estate planning as a value‑added service
If you’re serving clients in Raleigh, Wake Forest, Wake County, the Triangle, or anywhere in North Carolina, we can build a repeatable workflow that protects your organization and improves your client experience.
What Your Clients Receive
Your clients work directly with our law firm for:
- Attorney-guided estate planning consultations
- Legal analysis tailored to their situation
- Drafting of core estate planning documents
- A signing meeting supervised by counsel
- Execution formalities handled in compliance with North Carolina requirements
Because our firm manages drafting and execution, your organization can confidently offer estate planning as part of the client relationship without stepping into the practice of law.
How the Program Works
We keep the process simple and scalable:
- Your Team Introduces the Service
You provide our intake questionnaire to the client as part of your normal onboarding or review process. - You Send the Completed Intake to Our Firm
Once we receive the intake, we open a direct attorney‑client engagement with the client. - We Draft, Meet, and Execute
We handle drafting, attorney consultation, and execution/signing so the client gets a complete, compliant outcome with a clean, professional process.
Partner Program FAQs
Do we need an attorney on staff to offer this service?
No. Your organization is not drafting documents or giving legal advice. Our firm provides the legal services through a direct attorney‑client relationship.
Are you able to handle signing and execution?
Yes. We schedule the signing meeting and supervise execution/signing in compliance with North Carolina law.
Can our team review drafts or final documents?
Yes, with the client’s written authorization included in our intake process.
What does our team need to do day-to-day?
Typically: introduce the service, provide the intake questionnaire, and send the completed intake to our firm. We handle the rest.
Is this program only for Raleigh/Wake County?
No. We partner with organizations across North Carolina, while being locally based in the Triangle.
Compliance-Forward Structure
All legal services are provided through a direct attorney‑client relationship between NC Wills & Trusts and the client. We can share drafts and final documents with your organization only with the client’s authorization (included in our intake process).
We are happy to discuss partner billing and administration structures that align with applicable ethics requirements and your compliance needs.
Let’s Talk About a Partnership
If you’d like to explore a referral/partner arrangement, we welcome a call to discuss workflow, client eligibility, and how your organization can offer estate planning without operational drag or legal drafting exposure.
Call (919) 759-6353 or submit an online contact form and we’ll be in touch.
To book online, visit: https://calendly.com/plan-willsandtrustsnc.
Why Partners Use NC Wills & Trusts
- Offer Estate Planning Without Practicing Law: Partners can provide a valuable service to clients without drafting legal documents, providing legal advice, or supervising execution formalities.
- Reduce Operational Burden and Liability: We eliminate the headache and risk that comes with document preparation, version control, witnessing/notarization requirements, and signing logistics.
- Repeatable Workflow at Scale: Standardized intake, predictable steps, and a partner-friendly process that works whether you’re serving 10 clients per month or 100.
- Better Client Retention and Higher Trust: Clients value proactive planning. Offering a clear estate planning path strengthens your relationship and keeps you positioned as the trusted advisor.
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"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. -
"he made it easy and explained everything to us to help us make the best decisions given our situation"
My wife and I had a great experience with Kevin, he made it easy and explained everything to us to help us make the best decisions given our situation. Thank you!- J.S. -
"Very Responsive"
I highly recommend NC Wills and Trusts for your estate planning needs.
- Pamela B. -
"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. -
"He listens"
Very pleased with the care and service and appreciate the reasonable price. It’s so hard to invest money towards things that aren’t “immediate” needs and Kevin’s services are affordable enough to make this important investment without sacrificing quality. He listens and advises without arrogance and his thoughtful demeanor is so appreciated in a world where so many are just self consumed. I’m so thankful I found Kevin and highly recommend!- N.L. -
"He took the time to explain everything"
I am very satisfied with the service I received from NC Wills and Trust. Kevin Peach was very professional and answered all of my questions. He took the time to explain everything to me and my mother. I will probably use his services when I am ready for my will and/or trust. I would highly recommend NC Wills and Trust to anyone needing estate planning information.- J.M. -
"Simple Process"
Kevin did a wonderful job answering all my questions and made the process simple and quick. Highly recommend using him when putting your trust and will together.
- S.S. -
"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.