Amy Marie Privette

Amy Marie Privette

5.0
Rating: 7.7

Licensed for 10 years

Estate planning Lawyer at Cary, NC
Practice Areas: Estate Planning, Probate

130 Iowa Lane, Suite 203, Cary, NC

About Amy

Biography

Practice Areas

2

Practice Areas

Fees and Rates

We have not found any cost information for this lawyer


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Licenses

Licensed in North Carolina for 10 years

State: North Carolina

Acquired: 2015

Active

No misconduct found

Location

Privette Legacy Planning

130 Iowa Lane, Suite 203, Cary, NC, 27511

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Amy Marie Privette's Reviews

Avvo Review Score

5.0 /5.0

20 Client Reviews

Filter Avvo Reviews (20) Refine reviews to match your needs. Use the filters to quickly surface reviews that align with your case or priorities.

Showing 1 - 5 of 20 reviews

Posted by Tina | December 31, 2024 | Hired Attorney | Estate Planning

Assisted with father's estate settlement

Privette Legacy Planning provided the legal services we needed for our father's estate. Amy Privette, Atty, and her staff (Pamela) were super. They provided great customer service by answering all of our questions and helping us each step of the way to ensure our father's estate was handled corre...ctly. Thank you so much Amy and Pamela for everything you did for our family!

Posted by Gwen | December 24, 2024 | Hired Attorney | Estate Planning

Respectful, Organized, Professional

This office is incredibly organized and professional. They respected our time and made the process efficient and straightforward. Their deep knowledge of wills and trusts was evident, and they skillfully navigated complex family dynamics with understanding and care. I highly recommend their services ...for anyone looking for thoughtful and thorough estate planning assistance.

Posted by Billie | December 13, 2024 | Hired Attorney

Great Guidance

Amy explains things so well no matter your situation. She's a great listener and will guide you and your family in the right direction.

Posted by Catherine | March 29, 2023 | Hired Attorney | Estate Planning

Personalized, helpful, wonderful service

Amy helped us after my mom passed navigating the state requirements to become an executor for her estate, do what is required for probate, and finally distribute her estate as per her wishes in her will. She is also going to be our estate lawyer after this dust has settled. She's wonderful, and has h...eld our hands throughout the process, carefully answering questions and in this time when a loved one passes, offering her grace and empathy. What we recommend is that EVERYONE AT GLENAIRE meet with her right away, to make sure your estate is in order and your plans are exactly what you want - because she is RIGHT AROUND THE CORNER FROM YOU. I *thought* my mother's plans were in order but learned they were not after she passed. Please make sure you work with Amy so this doesn't happen to you.

Posted by Sherrod & Odessa | November 16, 2021 | Hired Attorney | Trusts

Sherrod & Odessa Gresham Testimonial

My wife and I set up a revocable family trust with Privette Legacy Planning. We set up a consultation meeting with Amy. We felt that Amy had the expertise and great attitude to put together a trust for us. She exhibited a great amount of patience with us as she translated legal terms in our trust t...o plain English! We’re glad we finally moved ahead with her firm. We felt the price we paid for her services was fair. Amy’s assistant, Sara, supported us during the entire process. Amy wanted to be sure our documents were set up properly and that our assets were named properly to the trust. This office even assisted us in filling out the paperwork to transfer most of our holdings to the trust. This is quite a process, so this help meant a lot to us. It was a pleasure working with this firm.

See All Client Reviews

Amy Marie Privette's Lawyer Endorsements

Endorse Amy
Kara Nichole Ransom headshot
Kara Ransom

Estate planning lawyer | Apr 27

Relationship: Worked together on matter

"I have known Amy for several years, and I had the honor of working with her both on estate planning matters and in constitutional law matters in law school. Above all, Amy is kind-hearted and hard-working, not to mention exceptionally smart. "I don't know" is not in her vocabulary because she will work tirelessly to find the RIGHT answer when presented with a question. Her work ethic and caring nature make her an exceptional estate planning attorney, an area of law that focuses on many personal issues. Her clients can be confident that she truly cares about the things most important to them and that she will help them design a plan that works best for their families. I recommend Amy highly!"

Joel A. Ready headshot
Joel Ready

Estate planning lawyer | Mar 26

Relationship: Worked together on matter

"I've known Amy for many years, and had the opportunity to work with her on a number of complex constitutional issues. Amy brings a knowledge of the more complex areas of law to her work for clients in the estate planning realm, and this knowledge results in a broader perspective on clients' needs. Above all, Amy is a woman of integrity who can be trusted to do what's best for her client and to give them all their options. I highly recommend Ms. Privette for your legal needs."

Aaron Daniel Lindquist headshot
Aaron Lindquist

Estate planning lawyer | Mar 24

Relationship: Fellow lawyer in community

"I have known Amy since law school. Amy pays great attention to detail and is highly analytical. She has years of practical experience in the estate planning field and is well versed in the law. I unreservedly endorse Amy as an estate planning attorney and recommend that you engage her services if you have any estate planning needs."

View All Endorsements
Jeffrey D. Zdenek headshot
Jeffrey Zdenek

Real estate lawyer

Kara Nichole Ransom headshot
Kara Ransom

Estate planning lawyer

Joel A. Ready headshot
Joel Ready

Litigation lawyer

Aaron Daniel Lindquist headshot
Aaron Lindquist

Business lawyer

Experience

Rating:  7.7 (Very Good)

Honors

2015

Book Award - Estate Planning, Regent University School of Law

2015

Book Award - Secured Transactions, Regent University School of Law

2014

Book Award - Non-Profit Tax-Exempt Organizations, Regent University School of Law

Work Experience

2015 - Present

Attorney, Privette Legacy Planning

2013 - 2013

Legal Intern, Law Office of David Watters, PLLC

2013 - 2014

Law Clerk, American Center for Law & Justice

2005 - 2012

Paralegal, Sullivan & Tanner, P.A.

Associations

2016 - Present

WealthCounsel

Member

2015 - Present

North Carolina Bar Association

Member

2015 - Present

North Carolina State Bar

Member

2015 - Present

10th Judicial District Bar Association

Member

2018 - 2020

Salvation Army of Wake County

Advisory Board Member

Education

2015

Regent University School of Law

JD - Juris Doctor

2000

Meredith College

Bachelor's of Music

Speaking Engagements

2025

North Carolina Probate and Trust Administration Tax Issues in Probate Administration

2024

Financial Advisor Quarterly Meeting

The 5 P's of Revocable Living Trusts

2023

The Executor's Workshop

Navigating the Probate Mindfield

2023

Realtor Conference

Understanding the Impact of Estate Planning on Real Estate Deals

2021

Part of the Navigating a Woman's World Series Estate Planning Pitfalls & Best Practices

2019

5-week series beginning September 22, 2019

Estate Planning Sessions for the Young Family: How to set your family up for success even if you're not around to protect them

2018

Women in Retirement Seminar

Estate Planning Pitfalls and Practicalities

2018

Financial Focus Conference Estate Planning 101

2018

Financial Empowerment Seminar Estate Planning: A Biblical Perspective

2017

Monthly Teller Meeting at SunTrust Bank of Cary

Top 10 Myths and Misconceptions about Estate Planning

2016

Monthly Teller Meeting at First Bank of Apex

Top 10 Myths and Misconceptions about Estate Planning

2016

Monthly Teller Meeting at Fidelity Bank of Apex

Top 10 Myths and Misconceptions about Estate Planning

2016

Legal Assistance for Military Personnel CLE Tips and Traps of Estate Planning and Administration

2016

Family Focus Series

Leaving a Legacy: What's Your Story?

Publications

2015

Regent University Law Review Call of Duty: Family Warfare Edition

2012

American Bar Association newsletter Quick Tips For Handling Military Retirement Benefits

Languages

English

Activity

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