Our skilled Mooresville wills and trusts attorneys at Daly Mills Estate Planning have been dedicated to providing our clients with outstanding service while working to help ensure they thoroughly understand all aspects of these valuable estate planning documents to develop impactful futures for themselves and their loved ones.
We know our fellow North Carolina residents have worked hard to get to where they are, and we want to help secure their legacies with customized wills and trust planning strategies that fit their unique needs because this is also our home.
Our lead estate planning and elder law attorney, Danielle Feller, is a local North Carolinian at heart. The daughter of a Mooresville Graded School District member, Ms. Feller graduated from Mooresville High School and attended both undergraduate and law school in Raleigh before moving back to Iredell County to further her law career by developing important legal solutions for those in her community.
It is also where our attorney Miranda Mills was born and raised, home to her Alma Mater, the Wake Forest University School of Law, and where her parents and family live.
Contact our dedicated wills and trusts lawyers in Iredell County at Daly Mills Estate Planning today to learn how we can help establish the protection you need to enjoy life today while safeguarding your family’s tomorrow.
At Daly Mills Estate Planning, our wills and trusts lawyers in Iredell County empower our clients to maintain control of their futures while they are still enjoying life and long after they are gone — by providing their loved ones with detailed instructions on handling their property and other assets upon their death or incapacity.
Wills and trusts can work separately or together and are designed to protect our clients’ assets and final wishes, so their loved ones are not left searching for details that can take years to unravel in the courts without the proper estate plans in place.
No matter which legal document you prefer, estate planning instruments also provide families with privacy after the loss of a loved one while reducing court costs and legal fees associated with probate.
To plan for you and your estate to have the legal protections needed to endure, contact our dedicated attorneys in Mooresville today to get the guidance you need to create a personalized will and/or trust that will address every facet of your estate.
Creating a will allows our clients to outline and express their final wishes through a will that names:
North Carolina recognizes both holographic and nuncupative wills.
The difference is:
Without a will, your estate will be handled through probate according to North Carolina law.
Wills can be changed as our client’s circumstances change, so it is important to review your wishes as time goes by to appropriately address all your assets, including homes, savings and checking accounts, stock portfolios, other investment portfolios, vehicles, vacation homes, or another real estate, so it is designated for distribution to your beneficiaries and not left in the hands of the court.
Although there are many types of trusts that are designed to meet unique estate planning needs, one of the most common is the revocable living trust, which allows our clients to pass on their assets while avoiding probate.
Here is how it works.
First, to establish a revocable living trust, you must transfer all your assets into the trust.
While you are alive, you may maintain the title of the trustee, which allows you to manage and invest all the trust’s assets as you see fit.
Next, you must designate a successor trustee upon your passing who will assume control over the trust’s assets.
A revocable living trust keeps your assets and financial information out of the courts and gives you and your family privacy, as well as reduces the court costs and legal fees associated with probate.
To learn more about how trusts and wills can benefit and protect you and your family’s estate, contact our experienced estate planning attorneys in Mooresville today.
Our lead attorney, Danielle Feller, understands first-hand how important it is to make sure a person’s estate planning, asset protection, and estate administration needs are taken care of. When Danielle’s father was unexpectedly diagnosed with terminal cancer in 2016, Danielle made sure her parents spoke to an estate planning attorney to update their wills and powers of attorney documents. After Danielle’s father passed away, she personally experienced and witnessed how stressful and emotional it can be to administer a loved one’s estate while trying to grieve. It was then that Danielle made it her goal to help others plan for the unexpected and relieve the stress and burden during the process.
Danielle Feller is an AV Preeminent Rated attorney in Estate Planning, Rising Star Super Lawyer, and has an Avvo rating of 10.0. She is regularly appointed by the Iredell County Clerk’s Office to be an attorney Guardian ad Litem for Special Proceedings.
Danielle is a member of the Iredell County Bar and the North Carolina Bar Association Estate Planning & Fiduciary Law Section. She is also a member of WealthCounsel, LLC, a national organization where attorneys and other professionals collaborate, learn from each other, and stay current with ever-changing laws, including all applicable statutes related to our practice areas that focus on serving clients with end-to-end estate planning needs.
Her knowledge, experience, and dedication to elder law are acknowledged in an upcoming chapter with WealthCounsel’s second edition of Estate Planning Strategies, Collective Wisdom, Proven Techniques.
When you partner with our Mooresville wills and trusts law firm, you will receive one-on-one attention and care from our attorneys who provide customized legal strategies and solutions that allow our clients to make informed, intelligent decisions about their legacies.
To learn more about how we can help you and your family create a customized estate plan, including the drafting of wills and/or trusts to protect your legacy, call us at (704) 286-8437 to schedule an initial consultation with our attorneys in Mooresville, North Carolina at Daly Mills Estate Planning today.
Our Daly Mills Estate Planning attorneys in Lake Norman know that North Carolina Medicaid supports the health and well-being of more than 2.3 million annually. For thousands of North Carolina...
Read MoreThe Daly Mills Estate Planning attorneys in Lake Norman know it is nearly impossible to keep up with the Internal Revenue Service (IRS) and its annual Administrative, Procedural, and Miscellaneous tax changes....
Read MoreOur Daly Mills Estate Planning attorneys in Lake Norman know our North Carolina clients have done everything right when it comes to protecting their futures. We have seen firsthand the...
Read More
