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also known as Vice-President of Advanced Planning, Fidelity Investments, Stacey R. Walters, Retired Partner of Thomas-Walters, PLLC
I grew up in Hillsborough, North Carolina. I attended Elon University, where I majored in Biology and helped found the first service sorority on Elon’s campus- Epsilon Sigma Alpha. While I planned to attend medical school, I changed my mind after sitting as an alternate juror on a murder trial when I was 19 years old! I fell in love with the legal arena and constant challenge of advocating for others! After graduating Cum Laude from Elon in 1992. I stayed active by volunteering with the Make-A-Wish Foundation helping grant wishes of terminally ill children. Eventually, I left for Lansing, Michigan, where I attended Thomas M. Cooley Law School. I graduated in the top third of my class in 1998.
Since then, I have practiced in the legal profession serving as general in-house counsel for two different Insurance Companies, as well as a partner and sole practitioner. After having a disabled daughter in 2008, my passions changed, and I became driven to educate the public about protecting assets while avoiding the financial and emotional hazards of probate. I served as a Founding Member and Managing Partner of the North Carolina Division of Thomas Walters, PLLC for 9 years. In August 2025, I retired from the practice of law to launch this same passion in a new direction.
My unique perspective as a special needs parent, coupled with my caring heart, drives me to educate and help families on how to plan and keep more of their hard earned money in a way that is least burdensome of their family. To me, nothing seems more unfair than for a family to lose all they have worked for after paying into a government system that was intended to be provide “a comprehensive social insurance system covering all major personal economic hazards with a special emphasis on unemployment and old age insurance.” Pres. Roosevelt Exec. Order #6765, 1934.
4
Practice Areas
14 years | 1,000 cases
14 years | 1,000 cases
14 years
14 years | 1,000 cases
We have not found any cost information for this lawyer
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Chat withState: North Carolina
Acquired: 2007
No misconduct found
State: Michigan
Acquired: 1999
No misconduct found
7 Client Reviews
Showing 1 - 3 of 3 reviews | Communication Style
Posted by Lisa | April 28, 2020 | Hired Attorney | Estate Planning
Ms
I have worked with Stacey thru my estate, as well as my mother’s. She walked us thru all the if’s, and’s, and but’s to make sure what we wanted to happen after our passing actually happened. Stacey does not use high pressure tactics to get business. She provides real life examples during her pre...
Posted by Mark | March 01, 2017 | Hired Attorney | Trusts
Establishing a family trust
Stacey walked us step by step through the process of establishing a trust. All of our questions and any concerns we had were answered fully. We had some work to do and once completed, Stacey and here staff prepared all the required docs and made all of the necessary filings. From beginning to end, th...
Posted by Robert | February 21, 2017 | Hired Attorney | Estate Planning
Trusts
Stacey worked very hard to put together our living trust. My wife and I did know anything regarding wills, trusts etc. and how they effect our lives. She took the time and effort (many times) to explain how a trust affects our current lives and how it will affect our heirs. She is always there to an...
"Stacey is one of the top lawyers in her area of practice. I have worked with Stacey on various matters and have found her knowledge of trusts and estate planning to be both wide and deep. She's a great resource for fellow attorneys and would be a great attorney for her clients. I fully endorse this attorney."
"Stacey's commitments to others is obvious from her resume and background. Her answers to Avvo questions are thoughtful, helpful, and demonstrate proficiency. I would not hesitate to refer my clients to her. I wholeheartedly endorse Stacey!"
"I highly recommend Stacey Walters. She is passionate about estate planning and genuinely cares about her clients."
"Stacey is an excellent attorney who takes pride in the profession and providing insightful advice to her clients."
Estate planning lawyer
Estate planning lawyer
Probate lawyer
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Personal injury lawyer
Criminal defense lawyer
Personal injury lawyer
2020
Peer Reviewed, Martindale-Hubbell
2018
10 Best Attorneys: Exceptional and Outstanding Client Service, American Institute of Legal Counsel
2015 - Present
Retired, Thomas Walters, PLLC
2015 - 2015
Counsel, Rabalais Law
2007 - Present
Orange County Bar AssociationMember
Michigan Supreme Court ruled in favor of NorthPointe Insurance- the patron could not be a third party beneficiary in order to enforce provisions of the policy.
1998
JD - Juris Doctor
1992
BA - Bachelor of Arts
2020
How to Avoid Probate and Make Things Simple for Your Family
2019
Estate Planning 101: The Good, the Bad and the Ugly
2019
Estate Planning 101: You don’t know, what you don’t know
2017
Wills, Probate, Avoiding Probate, Revocable Livng Trusts and Protecting Assets from the Nursing Home
2020
2017
2017
English
Legal Answers
Legal Guides
Am I entitled to life insurance without being listed in will?
09 Sep 2021
I shared a joint banking account with my now deceased father who had a Will? Do I have to disclose this account to the attorney?
05 Jul 2021
Does intestate succession not apply to real estate?
09 Jan 2021