Fare Well Associates' advance planning services are an excellent investment for any individual or family, regardless of age, current health status, or wealth.  

Clients often embark on the pre-planning process after receiving a life-altering diagnosis or experiencing a change in marital, employment, or family status.  

For those navigating a recent loss, we can begin helping as soon as a Death Certificate has been issued.

Estate Planning and Probate Attorneys provide legal expertise to create key documents and work through the court system, but much of the day-to-day work of settling an estate falls to individual executors.  We fill in the gap to help executors stay organized and complete key tasks on their behalf, but we do not offer legal advice and require our clients to seek counsel from attorney when necessary.

Each individual and family will face a different set of circumstances.  A set of adult siblings who have lost a parent will navigate different challenges than a recent widow or widower who shared a home with the deceased.   In general, you can expect the following:

• Completing state-specific requirements to file the will, including probate as necessary

• Identifying, closing, or transitioning banking and investment accounts

• Managing vehicles and other property

• Shutting down subscriptions and social media accounts

We see each after-loss engagement as a unique project, and will develop a customized, living project plan to help you stay on track as you wrap up your loved one's affairs.  

Thinking about end-of-life planning can be uncomfortable and intimidating, but a few simple actions can make a huge difference.  To start, we recommend the following:

• Make sure your estate-planning documents, advanced directive, and any other important documents are up-to-date, signed, and stored in a safe and secure location that is known and easily accessible to whoever will be in charge of your affairs after you die.

• Create a centralized list of financial accounts, life insurance policies, and other assets including account numbers and contact information for service representatives

• Confirm that all accounts are correctly named to reflect joint ownership or "payable on death" provisions

Above all, communicating openly and clearly with your loved ones is the biggest gift you can give them before you die.  

Yes!  Advance Planning and After-Loss Coaching services can be offered virtually across the United States.  For full-service/after-loss proxy services, the decedent's primary residence at the time of death must be within the greater Raleigh-Durham area.