The “TW” difference- caring about you!

by Stacey Riley Walters on Aug. 20, 2020

Estate 

Summary: We help our clients develop a comprehensive estate plan that is tailored to their unique needs, family dynamics, life circumstances, and future generational goals.

At Thomas-Walters, PLLC, we pride ourselves on maintaining the highest standards of integrity and professionalism in our relationships with our clients. We help our clients develop a comprehensive estate plan that is tailored to their unique needs, family dynamics, life circumstances, and future generational goals.  We believe that education is the key to having the right plan in place for you and your family – after all, we don’t know what we don’t know.  The attorneys with TW Estate Planning help with a well thought out and developed plan that will provide peace of mind in making the transitions through generations easy and cost efficient.


With our multi-state presence, we collaborate freely to provide insight into a wide variety of estate planning areas so every detail is covered.  Cumulatively, our attorneys have over 80 years of combined legal experience. We have the foresight to ensure a smooth and seamless passing of assets to your heirs that live both near you and far away.  More than anything, our attorneys are dedicated to developing lasting relationships with you and your family.


“Stacey is an exceptional Estate Planning attorney who works very closely with her clients. The first time you meet with her, you will know immediately that she has the expertise to walk you through the entire estate planning process. My wife and I are extremely pleased with the comprehensive Estate Planning Portfolio we now have in place that safeguards out assets and investments. It is a wonderful feeling to know that our estate will be distributed according to our wishes. We are also pleased that we can contact Stacey in the future to make changes or updates to all of our Estate Planning Documents.” - Bobby Glisson, Fuquay-Varina, NC


We know that having a current estate plan is vital to passing your assets on without added stress on your family during a difficult time. TW Estate Planning’s complimentary Lifetime Lawyering means that you can make changes to your documents throughout your life knowing we will not bill you for making changes.  It’s too important to have a current plan in place, now and in the future.  We have seen families torn apart by outdated documents, all of which could have been easily prevented.  In this day and age of technology, where documents can be quickly and easily changed, there is no reason for families to have outdated documents.  And because we do this gratuitously, we know it further strengthens our relationships with you, our valued client.


When your loved one dies with a Last Will and Testament, or with no Will at all, the only way to get assets out of the name of your loved one so you can pass those on is through a Court process called Probate. Families find the process overwhelming, time consuming, and daunting in trying to figure out the everything including where to go, what paperwork is needed, and the necessary laws to follow, when all the while your loved one’s assets are frozen and cannot be distributed.  As an executor of a Will or an heir named in a Will, you need prompt legal services to assist you through the maze of Probate and the estate administration process.  Utilizing the attorneys and staff of TW Estate Planning, you and your family will enjoy many of the benefits of our estate administration legal services, including:


  1. Easy and quick access to attorneys and staff by email, telephone, or in our office, to discuss your specific concerns and develop a written plan to complete all matters related to the probate or succession process;
  2. A no-cost, initial visit in our easy-to-find, easy-to-park, comfortable offices to get educated about the estate administration process, including where to start;
  3. Signing all of the necessary probate or succession pleadings at your very first meeting so that an executor or administrator can quickly be appointed – expediting the estate administration process; 
  4. Obtaining a written customized Probate plan of action which shows you how all of your specific Probate concerns will be addressed, along with a checklist which you can follow as we proceed through this process;
  5. Frequent updates and communication with our office so that you always know the current status of the Probate;

Our clients love that we are crystal clear and there is never any question or confusion about the financial and legal services that are provided. We operate on a Flat Fee basis and all of our complete Estate Planning Programs offer complimentary lifetime changes to your documents, free of charge!


“I am privileged to write a testimonial for Stacey Walters and her outstanding law practice. My wife and I contracted with Stacey to do our entire Estate Planning including a Revocable Trust, Will, Durable Powers of Attorney and all essential legal documents concerning our health proxies and end of life wishes. At all times Stacey answered complex questions with clarity and clear language easily understood by the layman. Her attention to detail was impeccable. Additionally, her promptness for scheduled meetings was appreciated and should be a model for the legal profession. In closing, I consider Stacey Walters to be the certain go-to attorney for Estate Planning.” - Mr. and Mrs. Spendley, Wake Forest, NC


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