Post-Signing Materials

All clients get a sample copy of our “Termination of Representation, Retention of Client Data and Documents Policy, and Record of Notarial Services for Existing Clients” document (also known as the “Notices and Acknowledgments” document or “N&A”) with their estate plan document drafts. We require clients to complete the N&A at their signing appointment. The N&A includes the following provision: “I understand that there are post-signing tasks that I must do to ensure my estate plan works as intended.”

We provide our clients with informational handouts detailing post-signing tasks at their signing appointment. The handouts are tailored to each client's specific estate plan documents and household/family structure. All handouts are below for your informational, planning, and reference purposes. Review the materials below corresponding to your estate plan document drafts and household/family structure. These general-use documents are not legal advice and may contain information not applicable to you/your documents. Although each handout is reviewed and updated periodically, typos and outdated information may still occur. These documents are offered here as a courtesy to our clients. They are copyrighted intellectual property and not for general distribution. Our Client Representation and Fee Agreements do not include guidance regarding their contents.

Please note: Some next steps and to-dos are only possible after the estate plan documents are signed. While we intend to keep the information below current and error-free, our primary focus must remain on providing legal advice and estate planning documents to our current clients. Accordingly, old information and typos are to be expected. We appreciate your acceptance and understanding.

Termination of representation, retention of client data and Documents policy, and record of notarial services for existing clients, aka N&A

• For Clients Signing Trusts with Pour-Over Wills

• For Clients Signing Wills with or without Testamentary Trusts (for minor children)

REVOCABLE LIVING TRUSTS

• Revocable Living Trust (individual or joint) and Pour-Over Wills

• Sample Memorandum for Tangible Personal Property Distributions - Individual Trust

• Sample Memorandum for Tangible Personal Property Distributions - Joint Trust

WILLS

• Will with no minor children (Will does not include testamentary trust and guardianship nomination)

• Will with minor children (Will includes testamentary trust and guardianship nomination)

• Will Codicils

• Sample Memorandum for Tangible Personal Property Distributions for Wills

POWERS OF ATTORNEY AND ADVANCE DIRECTIVES

• POAs Post-Signing Information & Tasks

• Information about the North Carolina Secretary of State’s Health Care Directive Registry (external link to sosnc.gov)

• Durable General POA: Agent’s Certification and List of Agent’s Duties

other information & tasks

• The Ultimate Adulting Organizer Worksheet

• Writing a Letter of Last Instruction (with a downloadable sample)

• Avoiding/Minimizing Probate without a Revocable Living Trust

• Additional Information for Married & Partnered People

• Rights of a Surviving Spouse in an Estate/Probate Proceeding

• Ensuring Your Executor Remembers You Fondly - things to do now to make your Executor’s job easier