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 7 reviews | Probate

Posted by Tina | December 31, 2024 | Hired Attorney | Probate

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 Catherine | March 29, 2023 | Hired Attorney | Probate

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 Julie | September 12, 2019 | Hired Attorney | Probate

Review - Amy Privette

Following an initial recommendation from an investment advisor, my husband and I chose Privette Legacy Planning. This was both due to cost and the fact that, based on an interview, Amy appeared thorough, knowledgeable, motivated, and calm. Within two months after my husband signed his documents, I h...ad to call on Amy to provide estate services. Amy understands that she is working with people during a difficult time in their lives, and her guidance enabled me to move forward while grieving. Proactive lists and detailed questions were part of her work, and I always had an action plan/way forward after meeting with Amy. I was very grateful that Amy did the small amount of probate work needed and I did not have to go to the Wake County Courthouse. As we close out the estate, I am indeed aware that this transaction has been held to a high standard. My husband’s estate had some international heirs, meaning that attorneys in a foreign country will be able to review the estate documents if they choose to do so. I am certain that the documents produced by Privette Legacy Planning will answer all questions and demonstrate that the estate has been distributed according to the terms of the will/trust in a professional and accurate manner.

Posted by Michele | September 10, 2019 | Hired Attorney | Probate

The Best

I was very lucky which is an understatement to have Amy referred to me by a family friend. I was and am still so grateful for the referral because Amy turned out to be all that I could possible hope for in a lawyer and more! I met with Amy because my father had passed away and I needed a lawyer to he...lp with his estate. Upon meeting Amy, I knew I was in the best hands possible, she literally came to my rescue and took care of every detail of the estate for me from opening up the estate to closing the estate. Amy is professional, prompt, kind and considerate, she has tremendous empathy and is totally supportive. I could not and would have not wanted to do this without her. I will continue to work with Amy going down the road knowing she will put my best interest at heart which provides me a comfort level which I sincerely and absolutely appreciate!

Posted by anonymous | September 08, 2019 | Hired Attorney | Probate

With you from day one!

A lot of turns in the road with an estate not to mention two within six months. Amy and Sara were with me since day one until the end. I hope in the end more people will use this group!

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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