Privette Legacy Planning

Privette Legacy Planning Creating a personalized, effective plan for your family is our mission. Our job is to help you share that legacy with those you love. Old or young.

There are many different types of legacies that we can leave behind for our families, friends, and loved ones: a financial legacy, a spiritual legacy, a moral legacy, an educational legacy, a legacy of heritage and culture, and many others. Single or married. Kids or no kids. No matter the size of the family or the portfolio, everyone should have an estate plan in place for their life. We want to

help you leave a legacy for the next generation and beyond. Most attorneys focus only on the financial legacy (that is, the estate). We are not so limited. Yes, we work with each of our clients to create a customized estate plan that protects their assets, but that only scratches the surface of what we do. We sincerely want to learn about your family, about the people and things that matter most to you, so that we can effectively advise you on setting up an estate plan that will endure beyond your lifetime and ensure that your loved ones are protected. In addition, contrary to popular belief, the worst thing to happen to you is not your death. Rather, the worst thing is to be suddenly incapacitated and incapable of making decisions for yourself. This is why it is vital to work with an estate planning attorney to put a comprehensive plan in place now - while you are capable of expressing your wants and wishes! Visit our website or give us a call to learn more about the vast array of services we offer. No posts on this page should act as legal advice. For legal advice pertaining to your case or situation please call to speak with our staff.

05/29/2026

Your child trusts you to catch them.
But have you planned for who will step in if you can’t?

Without legally naming guardians, the decision could end up in court.

Don’t leave your children’s future up to chance. Or worse, a stranger.
Plan now so your kids are protected later.

We've been doing this long enough to know a few things:1. There is no such thing as a "normal."2. While every client has...
05/28/2026

We've been doing this long enough to know a few things:

1. There is no such thing as a "normal."

2. While every client has their own struggles or fears, the specifics of those concerns are different for each client.

3. People have wildly different ideas about what should happen to their assets and personal belongings after death.

The point is that YOU are unique. There is no one else on Earth quite like you. You deserve an estate plan that is unique too.

Privette Legacy Planning is not a will mill or trust factory. We do not churn out cookie-cutter documents that look the same for every family we meet.

We don't try to shoehorn you into a particular path.

Rather, we work hand-in-hand with you to design a customized estate plan that meets your needs and helps you achieve your individual and unique goals for your loved ones.

We’d love to help you with yours! Book your consultation online or give us a call at (919) 678-5761.

There’s a kind of chaos that only busy moms know—the kind made of permission slips, laundry that never ends, graduation ...
05/27/2026

There’s a kind of chaos that only busy moms know—the kind made of permission slips, laundry that never ends, graduation plans, texts you still haven’t answered, and a mental list that somehow grows at 11:47 p.m.

And if you’ve got a high school graduate in the house, that chaos shifts again—college forms, celebrations, “lasts,” “firsts,” and the quiet emotional weight of watching your kid step into a whole new world while you’re still trying to remember what day it is.

It’s easy to feel like you’re just moving from one task to the next, trying to keep everything from slipping or falling apart.

But there’s beauty tucked inside all of it.

It’s in the conversations that happen while you’re folding clothes. It’s in the way you somehow show up—again and again—even when you’re tired. It’s in the bittersweet pride of watching your graduate become who they’re meant to be, even while you’re still managing a thousand small details behind the scenes.

You don’t have to make it all look perfect to be doing it well. Some of the most meaningful seasons of life are the messiest ones.

But do try to find the beauty in the moment. It's there if you look for it.

As a kid, fresh fruit wasn’t exactly my first choice for a snack.That changed when my mom introduced me to the simple pl...
05/26/2026

As a kid, fresh fruit wasn’t exactly my first choice for a snack.

That changed when my mom introduced me to the simple pleasure of a crisp slice of apple dipped in creamy peanut butter.

To be fair, my apple-to-peanut-butter ratio leaned heavily toward the peanut butter side… but it worked.

Sometimes the right combination makes all the difference.

That’s exactly how I approach helping my clients.

On your own, you may already be doing a lot of things right. But with the right strategy, guidance, and partnership, you can make smarter decisions, avoid costly mistakes, and create a stronger future for yourself, your family, and your business.

The best results happen when we work together.

If you’re ready to see what’s possible, let’s start building a plan that works for you.

This Memorial Day, we pause to honor and remember the brave men and women who gave their lives in service to our country...
05/25/2026

This Memorial Day, we pause to honor and remember the brave men and women who gave their lives in service to our country.

Their courage, sacrifice, and commitment to protecting the freedoms we enjoy will never be forgotten. We also extend our gratitude to the military families who have carried the burden of service and sacrifice alongside them.

“As we express our gratitude, we must never forget that the highest appreciation is not to utter words, but to live by them.” — John F. Kennedy

05/22/2026

It's that time of year again where we recognize those who have served in the Armed Forces with our Wall of Honor. And with this being the 250th anniversary of our Nation's birthday, there's no better time to celebrate these heroes who have sacrificed and fought for our freedom.

Last year, we had 51 stars on the wall. We can't wait to see how many are added this year!

⭐️If you're local, stop by to check it out and to add the name of a servicemember you want to honor.

⭐️If you aren't local but want to add a name to the Wall, add the person's name, rank (if known), and branch of service in the comments and we'll add them.

The Wall of Honor stays up from Memorial Day through July 4th.

A client shared this poem with us, and we wanted to share it with you.The poem reminds us that loss is often a matter of...
05/21/2026

A client shared this poem with us, and we wanted to share it with you.

The poem reminds us that loss is often a matter of perspective.

A ship disappearing beyond the horizon may seem gone to us, yet it continues its journey — whole, strong, and awaited by others on another shore. ⛵️

For those struggling with the loss of a loved one, may the poem's beautiful imagery provide comfort during this time of grief and transition. And may you find solace in Van Dyke's reflection on the enduring connection we share with those we love.

Sometimes the horizon is not an ending… just a beginning we cannot yet see. 🌊

I don't know who needs to hear this, but if you're waiting to do your estate plan until you "feel ready," this post is f...
05/20/2026

I don't know who needs to hear this, but if you're waiting to do your estate plan until you "feel ready," this post is for you.

You'll never "feel ready."

Ready isn't a feeling. It's a decision:

A decision to prioritize your family.
A decision to recognize the fragility of life.
A decision to take control of your future.
A decision to stop making excuses.
A decision to Be Ready.

If you're ready to take the first step, call us at (919) 678-5761.

If the thought of estate planning feels overwhelming, you're not alone.Most people don't put it off because they don't c...
05/19/2026

If the thought of estate planning feels overwhelming, you're not alone.

Most people don't put it off because they don't care about their family.

They put it off because it feels:
Too big.
Too complicated.
Too uncomfortable.
Too easy to deal with "later."

But estate planning isn't about having everything figured out.

It's about taking one step at a time.

One conversation.
One decision.
One plan that makes things a little easier for the people you love.

You do not have to do everything today.

You just have to start.

If you're ready to take the first step, call us at (919) 678-5761.

Summer travel season is almost here ☀️✈️Before heading out on vacation, take a few minutes to make sure your estate pla...
05/18/2026

Summer travel season is almost here ☀️✈️

Before heading out on vacation, take a few minutes to make sure your estate plan is up to date. From wills and powers of attorney to guardianship designations and emergency access, planning ahead can help protect the people you love most.

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1400 Crescent Green Ste G-100
Cary, NC
27518

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Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 3pm

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+19196785761

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