North Carolina Estate Planning Forms - Estate Planning Package

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North Carolina Personal Planning Package - Last Will, POA, Living Will, etc. Estate Planning North Carolina

Most Popular: Our Personal Planning Package is our most popular package. Includes your Last Will, Power of Attorney, Living Will and other planning forms.

Use the Quick Order Process to receive your forms by email or the Regular Order Process to download online.

Personal Planning Package

Personal Planning Package

Get this package and save over 60% off of the forms ordered individually. Last Will, Power of Attorney and More!
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North Carolina Living Trust Package Forms For Estate Planning

This package is for people who want to establish a Living Trust rather than a Will as the main way to transfer their property. This package will include the Living Trust Agreement, Amendment to Trust, Assignment to Trust, Notice of Assignment to Trust, Property Record and Pour Over Will.

North Carolina Last Will Trust And Estates North Carolina

If you only need a Will, please use the North Carolina Wills Page, or select one of the following, answer the questions and we'll email you your Will. Married with Children, Married No Children, Single, Divorced , Widow or Widower or Other Persons

Estate Planning North Carolina Living Will

What is estate planning? 

The overall planning of a person's wealth is estate planning. All of the assets owned or controlled by a decedent and the debts that were the responsibility of the decedent at the time of deceased's death are included in estate planning. Estate planning includes the preparation of a will and the planning for taxes after the individual's death. In order to meet a person's goals with respect to preparing for incapacity and death, numerous factors such as financial, estate law, insurance, investment, and tax implications must be taken into consideration..

What type of estate planning do I need? 

Estate planning is tailored to the circumstances in each individual's situation. Usually, estate planning includes: creation of a will; limiting estate taxes by setting up trust accounts in the name of beneficiaries; appointing a guardian for living dependents; appointing an executor of the estate to oversee the terms of the will; making funeral arrangements; and establishment of annual gifting to reduce the taxable estate.


North Carolina (NC) Power of Attorney Documents

In North Carolina, a Power of Attorney document is a legal form that allows someone, known as the "Principal," to grant another person, referred to as the "Agent," the authority to make decisions on their behalf. This document is often used in situations where the Principal is unable to handle certain matters due to illness, disability, or personal circumstances. The Agent can then manage a wide range of affairs for the Principal, such as handling financial transactions, making healthcare decisions, or managing real estate. It is important to note that a Power of Attorney in North Carolina can only be valid if it is signed by the Principal while they are mentally competent and willing to grant this authority to someone else.


North Carolina DMV Power of Attorney

In North Carolina, the DMV Power of Attorney is a legal document that allows someone to act on behalf of another person when dealing with the Department of Motor Vehicles (DMV). This power of attorney can be used for various tasks like renewing a driver's license, registering a vehicle, or obtaining special license plates. It is important to note that the person granting this power, also known as the principal, must fully understand and authorize the actions taken by the appointed agent. This document simplifies processes and helps individuals who may not be able to personally attend to DMV matters due to various reasons such as illness, disability, or being out of state.


North Carolina Power of Attorney for Care of Minor Child

In North Carolina, the Power of Attorney for Care of a Minor Child is a legal document that allows a parent or legal guardian to give someone else the authority to care for their child. This can be helpful in situations where the parent or guardian is unable to care for the child temporarily. The person given this power is known as the "attorney-in-fact" and they may have to make important decisions regarding the child's health, education, and other daily needs. It's important to remember that the Power of Attorney for Care of a Minor Child is only valid for a specific period of time and should be notarized to ensure its legality.


How to Get Power of Attorney in North Carolina

In order to get Power of Attorney in North Carolina, you need to follow some simple steps. First, you and the person you want to give the power to (known as the "agent") need to be of sound mind and at least 18 years old. You should both fill out a Power of Attorney form, which you can find online or at a legal document center. Next, you need to sign the form in front of a notary public, who will also sign and seal it. It's important to choose your agent carefully, as this person will have the authority to make decisions on your behalf. Finally, you should provide a copy of the Power of Attorney to your agent and keep a copy for yourself. Remember that Power of Attorney allows your agent to act on your behalf, so it's essential to trust the person you choose.


North Carolina POA Requirements

In North Carolina, a Power of Attorney (POA) is a legal document that allows someone, known as the principal, to appoint another person, called the agent, to make decisions on their behalf. The state has specific requirements for creating a POA. First, the principal must be mentally capable and of sound mind when signing the document. They must also sign and date the POA in front of a notary public and two witnesses who are both at least 18 years old. These witnesses should not be the agent or the agent's spouse. It is important to carefully consider who you choose as your agent, as they will have the authority to handle your affairs in your absence or incapacity.