Amy Marie Privette

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.

We highly recommend Amy Privette for estate planning. We had a will and estate plan from twenty years ago. Our family and the laws have changed much in those years. Amy did an excellent job explaining the estate planning process. She walked us through the various options available. In addition, A...my provided examples and scenarios so we could see the benefits and limitations of various estate planning tool options. Amy interpreted the legal speak for us. She was patient with us when we had questions and answered each question thoroughly. We feel confident with our estate plans.

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.

Imagine having to prepare a Will&Trust within a short period of time after your loved one's diagnosed with cancer? There's so much to think about and so many details that it seems completely overwhelming and frankly impossible! Amy's very professional, knowledgeable, thorough, patient and most of al...l caring. She walked us step-by-step, in a respectful manner, using examples and discussing scenarios that never occurred to us. She made sure all of our "I's" were dotted and "T's" were crossed. She responds quickly to any calls,emails and is always pleasant. It is without reservation that I recommend her to family, friends and neighbors. As a matter of fact, a couple of my friends/neighbors are currently working with Amy. They have all had very positive feedback about her and the work she does.

I reached out to Amy Privette, attorney in Cary, NC, for help when a family member died and I needed legal advice and guidance. After a phone consultation, I was very impressed by her professionalism, empathy and willingness to help me through this process. After hiring her, she has continued to re...spond quickly to any emails and correspondence. She has offered valuable advice, offered several options for handling matters while giving me the knowledge of various outcomes for choices I might make. She continues to offer that unfailing desire to help, encouragement through some of my most trying days and has been a blessing throughout this journey. I would highly recommend her based on my own personal experience.