Estate Planning & Probate

Surratt & Thompson offers comprehensive legal assistance to the Winston Salem community regarding Estate Planning and Probate. We consider our clients a part of the Surratt & Thompson family. As our family, we are diligent in making sure you and your loved ones are well-taken care of in every walk of life.

Estate Planning

The estate planning attorneys of Surratt & Thompson assist individuals and families by providing a wide range of estate planning services, accommodating the specific needs of each client. From basic estate plans to the development of wealth transfer strategies, we have the necessary experience to assist each client with their unique legal needs.

Our law firm provides a wide variety of estate planning and estate administration services to individuals and to corporate trust departments.

Estate planning requires an experienced attorney to protect your assets for the ones you love.  Our attorneys at Surratt & Thompson alleviate potential distress by offering legal assistance. We are able to prepare estate plans, minimizing any potentially adverse consequences as a result of tax and domestic laws. Our attorneys are up to date on the changes in Federal and State laws which can impact property transfers.

A well-developed estate plan allows survivors to have financial security and peace of mind.

Estate planning does not end with just a will or trust. Medical advance directives, also known as a living will, allow a person to make provisions for health care decisions in the event that they are unable to make decisions themselves. Powers of Attorney protect against the consequences of an unforeseen incapacitating injury or illness. Both are essential in protecting your family from having to make difficult decisions regarding your well-being.

We strive to provide Wills and Trusts that are tailored to our clients’ particular needs and desires. Everyone deserves experienced and knowledgeable representation, that is why we offer our legal expertise to the Winston Salem community.

Probate

In addition to Estate Planning, we provide competent and efficient legal assistance in the settlement and administration of trusts and decedents’ estates. We also provide representation for heirs and spouses, when they are not the fiduciary, ensuring they receive what they are entitled to under the law or will.

We can assist fiduciaries or personal representatives in the legal process of administering an estate or trust including:

  • assisting in the qualification process before the Clerk of Superior Court
  • preparing and filing court accountings
  • receiving and transferring assets
  • satisfying debts and claims
  • distributing the estate or trust according to the will, trust instrument, or State law
  • preparing and filing of the necessary federal and state tax returns

Every effort is made to provide such services in a clear and cost-effective manner.

Surratt & Thompson has a well-established and respected probate court practice experienced in administering estates, trusts, and guardianships.

Winston Salem Estate Planning & Probate Attorneys

Need representation?

Contact one of the attorneys below for assistance with your Estate Planning or Probate matter.