The Walls Law Group

The Walls Law Group The firm’s mission is to provide peace of mind to its clients through planning, protecting, and preserving families and legacies.

At The Walls Law Group, our mission is to help clients achieve peace of mind by crafting strategic & comprehensive legal planning designed to protect and preserve a family's cherished assets and legacy for generations to come. The Walls Law Group is a North Carolina law firm focusing in the practice areas of estate planning, asset protection and charitable planning, business formation and succession planning, trust/estate administration and probate, and selected family law matters. With its principal office in Raleigh, North Carolina, and satellite location in Greensboro, The Walls Law Group serves clients throughout central and eastern North Carolina. Attorney Jason Walls is the founder and principal of The Walls Law Group. He is a member of WealthCounsel, a national organization of estates and tax attorneys. He is a member of the North Carolina Bar Association and also serves as an adjunct professor at the School of Law at Campbell University. Jason graduated from the Campbell University School of Law, where he was President of the Student Bar Association. He received a graduate and undergraduate degree from North Carolina State University. He is a frequent speaker to civic, community, and religious groups on a variety of different topics, such as essential estate planning, agricultural and business succession planning, wealth preservation, and charitable planning. Attorney Ruth Allen joined the firm in 2019 and provides excellent estate planning, estate administration and guardianship services. If The Walls Law Group can assist you in your planning needs, or if you are interested in having Attorney Jason Walls speak to your organization, please contact our offices at either 919-647-9599 or 336-802-1742.

An emergency is the worst time to find out that the people closest to a young adult do not have the documents needed to ...
10/01/2026

An emergency is the worst time to find out that the people closest to a young adult do not have the documents needed to help.

Once someone turns 18, planning for medical information, health care decisions, and financial matters becomes their responsibility. A simple legal plan can identify who may step in and what authority that person has if the young adult cannot communicate or manage their own affairs.

Three documents to understand:

• HIPAA authorization: states who may receive protected health information within the authorization’s scope.
• Health care power of attorney: names an agent to make health care decisions when the young adult lacks the ability to make or communicate them.
• Durable financial power of attorney: gives a chosen agent authority over the financial matters granted in the document.

A will and current beneficiary designations can round out the plan by addressing property and account beneficiaries.

The right plan depends on the person. But having the conversation before college, travel, a first job, or a move can make a difficult moment easier to manage.

Schedule a discovery call at wallslawnc.com/discovery-call

Read our guide for young adults and families: https://www.wallslawnc.com/legal-articles/estate-planning-for-young-adults-after-graduation-north-carolina

General information, not legal advice.

October is a good time to reset more than your calendar. Your estate plan should still reflect the life you are living n...
10/01/2026

October is a good time to reset more than your calendar. Your estate plan should still reflect the life you are living now.

A review may be worth scheduling after:

• Marriage, separation, divorce, or annulment
• The birth or adoption of a child or grandchild
• The death or changed circumstances of a beneficiary, executor, trustee, guardian, or agent
• A move to another state
• The purchase or sale of real estate or a business interest
• A significant change in finances, health, or family relationships
• Several years without a formal review

A review does not always mean starting over. Sometimes it means confirming that your will or trust, powers of attorney, beneficiary designations, and decision-makers still work together.

Use our estate-plan review checklist to get started: https://www.wallslawnc.com/legal-articles/spring-cleaning-your-estate-plan-a-complete-review-checklist

Schedule a discovery call at wallslawnc.com/discovery-call

General information, not legal advice.

October is almost here, and we are planning a month of practical estate-planning content for North Carolina families.Wha...
09/30/2026

October is almost here, and we are planning a month of practical estate-planning content for North Carolina families.

What would you like us to explain next? Wills versus trusts? Choosing the right decision-makers? Planning for young adults? Updating an older plan? Preparing your family for an emergency?

Leave a general question below. Please do not include private family, financial or medical details in a public comment.

If your question is personal and you would rather discuss it privately, book a free 25-minute Discovery Call: https://www.wallslawnc.com/discovery-call

Your estate includes more than a house, accounts and physical belongings. It may also include email, cloud photos, socia...
09/30/2026

Your estate includes more than a house, accounts and physical belongings. It may also include email, cloud photos, social media, websites, online stores, cryptocurrency and other digital records.

In North Carolina, access to digital assets can depend on directions made through an online tool or in a will, trust, power of attorney or other record. Platform terms and other laws can also affect what a fiduciary may receive. A password list by itself is not a complete digital estate plan.

Start by making an inventory, recording the planning tools used by each platform and deciding who should have legal authority to act.

Read our digital-assets guide: https://www.wallslawnc.com/legal-articles/digital-assets-and-passwords-the-estate-planning-problem-nobodys-solving

Need help connecting your digital life to the rest of your estate plan? Book a free 25-minute Discovery Call: https://www.wallslawnc.com/discovery-call

General information, not legal advice.

A family can change while old beneficiary forms stay exactly the same.Marriage, remarriage, divorce, a death in the fami...
09/29/2026

A family can change while old beneficiary forms stay exactly the same.

Marriage, remarriage, divorce, a death in the family or the arrival of children and stepchildren are all reasons to review the people named on retirement accounts, life insurance and other transfer-on-death assets.
North Carolina law recognizes several beneficiary-designated assets as non-probate transfers, so your will and beneficiary forms need to be reviewed together rather than treated as separate projects.

For blended families, that coordination matters even more.

Learn more about intestacy and blended families in North Carolina: https://www.wallslawnc.com/legal-articles/estate-planning-high-income-raleigh/intestacy-blended-families

Not sure whether your documents and beneficiary choices still match your family? Book a free 25-minute Discovery Call: https://www.wallslawnc.com/discovery-call

General information, not legal advice.

Being named executor is an honor, but it does not mean you should immediately start distributing property or closing acc...
09/29/2026

Being named executor is an honor, but it does not mean you should immediately start distributing property or closing accounts.

In North Carolina, the person named in the will generally applies to the Clerk of Superior Court to qualify as the personal representative. That role carries a duty to act in the estate’s best interests and to keep accurate records.

A better first approach is to secure important documents and property, locate the original will, identify urgent expenses and get guidance before making irreversible decisions.

Read our first-year executor timeline: https://www.wallslawnc.com/legal-articles/im-the-executor-now-what-a-complete-first-year-timeline

If you were named executor and are unsure what to do first, book a free 25-minute Discovery Call: https://www.wallslawnc.com/discovery-call

General information, not legal advice.

A complete estate plan can still leave a family scrambling if no one knows where the documents are stored.Your family do...
09/28/2026

A complete estate plan can still leave a family scrambling if no one knows where the documents are stored.

Your family does not need every detail today, but at least one trusted person should know where to find the originals, whom to call and how to locate the account and insurance information they may need. A simple inventory and a clear storage plan can spare them an avoidable search later.

Use our article as a starting point: https://www.wallslawnc.com/legal-articles/the-one-document-you-hope-your-kids-never-need-but-they-will

If your documents are scattered, outdated or still on your to-do list, book a free 25-minute Discovery Call: https://www.wallslawnc.com/discovery-call

Turning 18 brings new independence, and a legal shift families often miss.In North Carolina, a person is no longer a min...
09/28/2026

Turning 18 brings new independence, and a legal shift families often miss.

In North Carolina, a person is no longer a minor at 18. A young adult can choose trusted people to act through documents such as a health care power of attorney and a financial power of attorney.

If someone in your family has recently turned 18 or will soon, this is a good time to put a simple plan in place.

Read our estate-planning-by-age guide: https://www.wallslawnc.com/legal-articles/estate-planning-by-age

Want help understanding what a young adult legal plan may include? Book a free 25-minute Discovery Call: https://www.wallslawnc.com/discovery-call

General information, not legal advice.

The biggest estate-planning mistake in your 50s may not be choosing the wrong document. It may be assuming the plan you ...
09/25/2026

The biggest estate-planning mistake in your 50s may not be choosing the wrong document. It may be assuming the plan you signed years ago still fits the life you have now.

A lot may have changed since then. Children may be adults. Parents may need more support. Retirement accounts may have grown. A business may be worth more. The people you once named to serve may no longer be the right choices.

Your will is only part of the picture. Under North Carolina law, a power of attorney can remain effective during incapacity, and a health care power of attorney can authorize someone to make health care decisions if you cannot.

A thoughtful review should ask:

• Who can handle financial matters if you cannot?
• Who can make health care decisions for you?
• Do your beneficiary designations and account titles still reflect your wishes?
• If you own a business, does its succession plan match your estate plan?
• Are the people named in your documents still willing and able to serve?

Your 50s are not too early to review your plan. They are a chance to fix gaps while you still have time and choices.

If it has been several years, or your family, finances, health, or business have changed, it may be time for a review.

Book a free 25-minute Discovery Call: https://www.wallslawnc.com/discovery-call

General information, not legal advice.

Working 9 to 5 is nothing new around here—but today, we’re doing it with a little extra Dolly-inspired sparkle! ✨🤠In hon...
09/25/2026

Working 9 to 5 is nothing new around here—but today, we’re doing it with a little extra Dolly-inspired sparkle! ✨🤠

In honor of September 25—9/25 Day—Danie dressed for the occasion in sequins, denim, rhinestone earrings, and cowboy boots. It’s a fun way to brighten the workday while our team continues helping families create thoughtful estate plans that protect what they’ve worked so hard to build.

Are you adding a little Dolly sparkle to your day? We’d love to see your 9/25 Day look! 🧡

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The Capital Center, 5511 Capital Center Drive Suite #180
Raleigh, NC
27606

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

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