Additional resources provided by the author
If you have additional questions on how to create an estate plan, you will want to talk to an estate planning attorney to make sure your plan is prepared properly.
James Hart is a North Carolina Estate Planning Attorney with an office in Cary, North Carolina, just outside of Raleigh. If you would like to set up a time to meet with him for an initial wealth planning session, please contact our office at (919) 460-5422. This checklist was originally published on The Hart Law Firm Estate Planning Blog (link below).