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Wills and Trusts Attorneys in Mooresville, North Carolina

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.

Mooresville Wills and Trusts Attorneys Protecting Families Throughout North Carolina

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.

Why Do I Need a Will in North Carolina?

Creating a will allows our clients to outline and express their final wishes through a will that names:

  • A designated executor of their estate
  • Beneficiaries of their property and assets and how they will be divided
  • Guardians and property managers for minor children
  • Instructions for handling taxes and debts

North Carolina recognizes both holographic and nuncupative wills.

The difference is:

  • Holographic wills are handwritten and signed in the testator’s writing, without requiring a witness.
  • Nuncupative wills are oral wills created in the presence of at least two witnesses, which are only recognized for distributing personal property.

What Happens to My North Carolina Estate if I Do Not Have a Will?

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.

What is a Revocable Living Trust in North Carolina?

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.

Why Choose Our Dedicated Lake Norman Area Wills and Trusts Attorneys at Daly Mills Estate Planning?

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.

Contact Our Dedicated Wills and Trusts Attorneys in Iredell County, North Carolina Today

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.