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Estate Planning

At Ezer Legal Solutions, we don’t just provide generic estate planning legal templates, we provide comprehensive solutions customized to meet your specific needs. Our team is committed to providing compassionate estate planning services that preserve your wealth, your property, and your legacy for future generations. We will take care of you and your family with our tailored approach and flat rate fees that are individualized for your personal needs. This means you do not have to worry about billable hours, charges for phone calls, or any hidden costs!
Schedule your 15 minute complimentary strategy call to get started today!

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Did you know that estate plans expire as soon as you experience a life changing event, your assets change, or the law changes?  Is your family prepared for the unexpected, for example, death or incapacitation? Do you know what would happen to you, your loved ones, your money, and everything else you care about if something unexpected happened to you? If you do not, the first step is to get informed about exactly what would happen, legally and financially. Many states have laws that govern how your assets will be shared in the absence of a will. These laws are typically not ideal and would not appropriately serve your family. Further, the laws generally require that all debts are paid before dividing assets with your grieving family. Additionally, if you have an estate plan and it’s out of date, your assets could be lost to the State Department of Unclaimed Property, or to an unnecessary court process.

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Ezer Legal Solutions is committed to protecting your privacy and respecting the highly sensitive nature of estate planning. As a client, you will be afforded all attorney client privileges including confidentiality as governed by state laws along with competent and comprehensive legacy strategy services. Every client will receive: 

 

  • A customized estate plan designed with your unique needs in mind

  • The opportunity to pick your own flat fee for your estate plan, as our plans are priced at the intersection of affordability and efficiency

  • A guardianship plan for your children to ensure they are never in the care of state authorities

  • Preservation planning for your values and intangible assets

  • Plan check-ups every 1-3 years to keep your estate valid and reliable 

Estate Planning is not just a plan for death or incapacitation, but it is an opportunity to make wise choices during your life to create and sustain harmonious connections with your family NOW! Proverbs 13:22 states “a wise person leaves an inheritance for their children’s children”, and Ezer Legal Solutions is here to guide you in this process.

Our Legacy Solution Packages utilize various options that may include:

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Wills - A legal document that coordinates the distribution of your assets after death. 

 

Trusts - A fiduciary arrangement that allows a third party to hold assets on behalf of your beneficiaries.

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Guardianship Care Plan - This plan is designed to keep the court from making decisions about your children’s care in the event of your incapacity or death. This will prevent a judge, who doesn't know you or what matters to you, from deciding who raises your children.

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Health Care Directives – This is a written document or set of documents that is used to express your health care wishes when you are no longer able to personally communicate those wishes. 

 

Family Wealth Strategy Session -This meeting empowers you to select the right estate plan for yourself and your family. The choices you make will keep your children out of conflict and assist in the secure transfer of your legacy.

 

Inheritance Planning - The gateway to understanding life and creating harmonious connections with your family. 

 

Durable Power of Attorney - This allows you to appoint someone to make important financial decisions on your behalf and becomes effective in the event of incapacity and stays effective until your death or until you act to revoke the power granted.

 

Medical Power of Attorney - This allows you to select someone to make health care decisions on your behalf if you are incapacitated.

 

Advance Healthcare Directives - This is a document that provides instructions about how medical decisions should be made concerning your care. 

Our estate plans are designed to pass on your whole family's wealth legacy including financial, intellectual, faith beliefs, oral traditions, family stories, physical property, and material assets with as much ease and efficiency as you desire.

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Perry Law, PLLC

1144 Executive Circle #222

Cary, NC 27511

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Office: (919) 924-0887

Fax: (919) 535-9954

©2022 Ezer Legal Solutions

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