Estate Planning/Administration

Everyone needs to consider end of life issues. If you don’t have a Will or other valid estate planning device in place, before death or incapacity, North Carolina law will mandate how your estate will be distributed upon your death. Those laws contained in the North Carolina Intestate Succession Act may lead to serious unintended consequences.  

Whether you need a new Will, revision or review of an existing or out-of-state Will, a Durable Power of Attorney, Health Care Power of Attorney, and/or a “Living Will” (Declaration of Desire for a Natural Death), we are happy to meet with you and review your existing plan and make suggestions for changes. Often times we advise that your existing plan documents may be adequate.    

You may be tempted to “do it yourself” or utilize an online provider. While it is possible these providers may get you a workable document, with Rose Harrison & Gilreath you get an affordable, team-based approach, and a lasting relationship with whom you can pick up the phone and talk to with questions anytime. 

Should you need more complex planning, we routinely work with tax accountants and other professionals if your situation is more complex.  We don’t profess to know everything, but we maintain a trusted network of skilled companies and individuals who can help if needed.

In addition to our estate planning practice, our firm routinely assists loved ones or others named as Executor or Personal Representative with the probate process. The estate administration (or "Probate") process can be daunting for some.  We can help alleviate your burden and legal obligations during what may be a difficult and emotional stage. Our team works with you to create an administration plan customized to your needs. We assist out-of-state attorneys with ancillary administration as many of their clients may have owned second homes or investment properties on the Outer Banks. Our team has a wealth of experience dealing with the collection, inventory, accounting and distribution of property in an estate. In addition to our in-house team, we routinely work with local accountants to assist with tax issues and maintain relationships with specialized tax lawyers should your estate administration need the involvement of other professionals.