Estate Planning

Do you have an updated will that expresses your current wishes?

Are your heirs prepared and capable of managing their inheritance?

Have you considered what to do with your estate after your heirs have been adequately provided for?

We will work with your attorney and the executor of your estate to ensure your estate plan is properly carried out. While Carolina Financial Advisors cannot act as a corporate fiduciary, our advisors as individuals sometimes assume the role as trustee, successor trustee or executor.