Our Estate Planning Process in Western North Carolina & North Georgia
How Long Will It Take to Get a Plan in Place?
Our estate planning process is designed to be simple, supportive, and timely. At Blue Ridge Legacy Law, most clients complete their custom estate plan in 6 to 8 weeks—sometimes faster if decisions are made quickly and documents are confirmed.
We guide you every step of the way to ensure your plan is legally sound, aligned with your goals, and ready when your family needs it most.
What to Expect at Blue Ridge Legacy Law
We’ve created a clear and proven process for building your estate plan—whether you're preparing wills, trusts, incapacity documents, or planning for your family’s long-term care.
Our Planning Process
Planning Session
We begin with your initial estate planning consultation. This may include a second meeting if additional design work is needed. This session lays the foundation for your plan.
Signing Ceremony
Once your documents are ready, we’ll schedule a formal signing appointment to ensure everything is legally executed and properly witnessed.
Binder Delivery Meeting
At your final meeting, we deliver your complete plan in a bound estate planning binder and walk through your next steps.
About 6–8 Weeks Total
That’s just the beginning—because we’ll support you to maintain your plan over time so it works when your family needs it most.
How Long Does It Really Take?
While many estate plans can take months to complete, our structured method allows most plans to be finalized in 4 to 8 weeks—often closer to 28 days when clients are responsive and ready.
We’ll keep you informed and on track, but never rushed.
Why This Process Works
Frequently Asked Questions
Will I work directly with Julie, or with support staff?
You’ll always work directly with Julie—no handoffs, no call centers. Your estate planning is personal, and so is our service.
What’s the benefit of using a local wills and trusts attorney?
We understand the unique needs of mountain families in Western NC. You get personalized, region-specific guidance—not a generic plan from a large law firm.
Can a trust help me avoid probate in North Carolina?
Yes. When properly drafted and funded, a revocable living trust can avoid probate and preserve privacy. We help you evaluate what’s best for your goals.
What happens after my plan is signed?
We keep your documents secure and offer complimentary three-year reviews. You can update your plan as your family or life circumstances change.
Let’s Talk About What Matters Most
Whether you’re just getting started or ready to revisit an old plan, we’re here to help.