What Should Be Included in Your North Carolina Estate Plan?
Planning for the future is one of the most important things you can do for your family. But estate planning is more than just writing a will. At Perry & Waters, LLP, we help individuals and families in Vance and Granville Counties build comprehensive plans that protect what matters most.
1. A Legally Valid Will
Your will outlines how your property should be distributed and who should serve as guardian for your minor children. In North Carolina, your will must meet specific legal standards to be valid.
2. Power of Attorney Documents
A durable power of attorney allows someone you trust to manage your finances if you become unable to do so. Without this, your loved ones may face court delays or disputes.
3. Advance Healthcare Directive
Also called a living will, this document outlines your medical care preferences and appoints someone to make decisions if you're incapacitated.
4. Trusts (Optional, but Powerful)
Trusts can help your estate avoid probate, protect privacy, and manage assets for children or beneficiaries with special needs. We help clients decide if a trust is right for them.
5. Beneficiary Designations
Review and update beneficiaries on life insurance, retirement accounts, and bank accounts. These override your will if they conflict.
A solid estate plan gives you peace of mind—and saves your loved ones from confusion and court battles. Contact Perry & Waters today to start building your plan in Henderson or Oxford.


