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estate planning trust will last will
business formation business planning
surplus funds claim
probate estate admininistration
guardianship minor guardianship incapacity incompetency
guardianship minor guardianship incapacity incompetency
kids protection plan protect children
business formation business planning
guardianship minor guardianship incapacity incompetency
guardianship minor guardianship incapacity incompetency
Estate Planning
estate planning
peace of mind

Everyone needs an estate plan to lay out their wishes for what should happen to their assets and belongings after they're gone. It doesn't matter if you rent or own, have $100 or $1,000,000, you need a plan that ensures what you worked so hard for, ends up where you wanted. If you don't make these arrangements, the state will decide for you, and it may not be what you would have wanted.

We have a range of services to fit different needs. Let us help you find the peace of mind of knowing your life and legacy will benefit those you love after you're gone.

estate planning
Business Formation
business formation business planning

Owning a business is exciting. Forming it correctly is vital to both your business's success - and your personal success. Our attorneys will discuss your business goals and walk you through the options to ensure you know which business entity structure is right for you. Be sure to start your business ownership adventure off on the right foot!

Business Formation
Surplus Funds
surplus funds claim excess funds foreclosure funds claim
peace of mind

If you lost a property to foreclosure, you may be entitled to the 'surplus funds' from the sale at auction. The state doesn't provide a claim form, so it's important you find a skilled attorney with experience filing these claims to help you recover your money.

Surplus Funds
Probate
probate estate administration

Probate, also called Estate Administration, is a complex court process to validate that one's Last Will and Testament is their true & current or "final" Will.

Once validated, the Probate Court then oversees the administration of the Will to ensure their wishes are carried out according to the document's instructions.
THIS PROCESS CAN BE COSTLY, TIME CONSUMING & CONFUSING!
------

But, you don't have to do it alone!

We have compassionate and knowledgeable staff to help you navigate a probate from start to finish.

probate estate administration
Guardianship
guardianship
peace of mind

Seeking a Guardianship can be a stressful process, whether it's for a minor child or for another adult suffering from incapacitation or incompetency.

Guardianships are usually not easy on the people involved, but we are here to help you navigate the complex legal process.

Guardianship
Incapacity Guardianship
guardianship

Seeking a Guardianship for incapacity can be stressful. Our Guardianship attorneys are skilled and compassionate and can help you navigate through this often stressful and difficult time.

Incapacity Guardianship
Kids Protection Planning
Kids Protection Plan

Our children are the light of our lives. You can ensure they are protected and cared for - the way you want them to be - if the unthinkable happens. We have developed a comprehensive child protection package that eliminates the worry of your child spending even one moment in child protective services or with a stranger, and are cared for the way you want if something happens to you.

Protect what matters most.

kids protection plan protect children
Business Planning
business formation business planning
peace of mind

Being a business owner is a lot of responsibility. From hiring your first employee to protecting your business from potential lawsuits and planning for your succession and retirement are all vital pieces to ensure your overall professional success.

Business Formation
Minor Guardianship
guardianship
peace of mind

Seeking the Legal Guardianship of a minor child can be both challenging and life-changing - for all involved. We can help you understand your options, and navigate the process, so you can spend your time and attention on what's important - caring for the child.

Minor Guardianship
The Walls Law Group
The Walls Law Group
peace of mind

Your Family. Your Business. Our Commitment.

The Walls Law Group is not your average law firm. We focus on treating each and every client like they are our only one. We believe our clients should understand the legal processes they are navigating, instead of just believing their attorney is doing what they need. We go into every matter with the heart of a teacher, so that you understand what is happening every step of the way throughout our legal journey together.

Our # 1 goal is to provide each client with resounding
PEACE OF MIND.

The Walls Law Group
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What our clients are saying…

The Walls Law Group
5.0
Based on 67 reviews
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Judith BarwickJudith Barwick
22:46 30 Nov 23
Robert was very helpful and pleasant to work with. I would definitely recommend The Walls Law Group to anyone in need of legal help.
LaTraikeyonnia PridgenLaTraikeyonnia Pridgen
14:43 08 Sep 23
Jason was a great help. He answer all our questions. He gave us good advice and recommendations. Our meeting was definitely worth it. I would definitely recommend his services for estate planning.
P YP Y
12:42 01 Sep 23
Fantastic group! Jason and Dawne have been invaluable in helping our mom get her estate in order. They paid attention to every detail, have always been kind, considerate and helpful throughout the process and even afterwards with follow up questions, etc. We appreciate them so much! Highly recommend!!
Suzy SoutherlandSuzy Southerland
13:33 18 Aug 23
In a world where customer service is disappearing, our experience with Jason Walls was outstanding. He made us feel very comfortable, talking us through the estate planning process in clear, simple language. I would highly recommend him to anyone seeking estate planning services.
Kevin O'LearyKevin O'Leary
17:23 16 Aug 23
Jason and his team were excellent. He asked all the right questions and made us think about some very important estate planning topics. He has great interpersonal skills and really wants to get to know his client.
Catherine HinsonCatherine Hinson
20:54 13 Jul 23
Robert was excellent to work with to get our estate planning completed. He went through each of our documents step by step, explained everything thoroughly, and answered all our questions and possible scenarios. We highly recommend!
Ken MillerKen Miller
19:33 06 Oct 22
we have been working with Walls Law for almost 10 years and have been thrilled by the professional service that is provided. Recently completed a restatement of our living trusts and have recommended Jason's services. Both of our sets of parents have engaged Jason to either create new estate document or restate older living trusts.Jason helps by asking questions that we need to discuss with vs just giving options.
Rick MagnumRick Magnum
17:55 06 Oct 22
Jason & his team at the Walls law group did a fabulous job of guiding us through the highly detailed and daunting task of organizing and recording our Family Living trust and wills. They were instrumental in giving us direction, knowledge and follow through with this need that we all must face at one point. It is a monumental task of getting everything together, but they really made it easy. Don't delay on this important step with your family, they can really help.
Jack TigerJack Tiger
13:51 19 May 22
The Walls Law Group did not disappoint! I needed help with the probate of my mother's estate and Ashley delivered. Her attentiveness to my case was so refreshing because I had to part ways with a disinterested law firm early in the probate process. Her organizational skills, patience with all the heirs, and legal knowledge was spot on. She guided me through the whole process, easing all anxiety of fulfilling my mother's wishes.
Bill MeachamBill Meacham
18:51 18 May 22
Jason and his team have guided us through the maze of creating and funding our family trust. It is a vital planning estate tool for many families. I am appreciative of the support Jason and his team have provided along the way and after the trust was created. I am confident in the The Walls Law Group that my wishes are being met for my family in the best possible fashion.
Jeffrey FeuerhelmJeffrey Feuerhelm
17:36 18 May 22
We met Jason and his team in Spring of 2019 when we needed to update our wills, advanced directives and powers of attorney since our children were now adults. The experience was exceptional experience and worth the $300 or so we spent. Jason did not try to oversell us on what we did not need. His staff were courteous, knowledgeable and personable. I highly recommend they also help me set up my LLC as well and provided great guidance to me. Jason and his team.
Judith BarwickJudith Barwick
22:46 30 Nov 23
Robert was very helpful and pleasant to work with. I would definitely recommend The Walls Law Group to anyone in need of legal help.
LaTraikeyonnia PridgenLaTraikeyonnia Pridgen
14:43 08 Sep 23
Jason was a great help. He answer all our questions. He gave us good advice and recommendations. Our meeting was definitely worth it. I would definitely recommend his services for estate planning.
P YP Y
12:42 01 Sep 23
Fantastic group! Jason and Dawne have been invaluable in helping our mom get her estate in order. They paid attention to every detail, have always been kind, considerate and helpful throughout the process and even afterwards with follow up questions, etc. We appreciate them so much! Highly recommend!!
Suzy SoutherlandSuzy Southerland
13:33 18 Aug 23
In a world where customer service is disappearing, our experience with Jason Walls was outstanding. He made us feel very comfortable, talking us through the estate planning process in clear, simple language. I would highly recommend him to anyone seeking estate planning services.
Kevin O'LearyKevin O'Leary
17:23 16 Aug 23
Jason and his team were excellent. He asked all the right questions and made us think about some very important estate planning topics. He has great interpersonal skills and really wants to get to know his client.
Catherine HinsonCatherine Hinson
20:54 13 Jul 23
Robert was excellent to work with to get our estate planning completed. He went through each of our documents step by step, explained everything thoroughly, and answered all our questions and possible scenarios. We highly recommend!
Ken MillerKen Miller
19:33 06 Oct 22
we have been working with Walls Law for almost 10 years and have been thrilled by the professional service that is provided. Recently completed a restatement of our living trusts and have recommended Jason's services. Both of our sets of parents have engaged Jason to either create new estate document or restate older living trusts.Jason helps by asking questions that we need to discuss with vs just giving options.
Rick MagnumRick Magnum
17:55 06 Oct 22
Jason & his team at the Walls law group did a fabulous job of guiding us through the highly detailed and daunting task of organizing and recording our Family Living trust and wills. They were instrumental in giving us direction, knowledge and follow through with this need that we all must face at one point. It is a monumental task of getting everything together, but they really made it easy. Don't delay on this important step with your family, they can really help.
Jack TigerJack Tiger
13:51 19 May 22
The Walls Law Group did not disappoint! I needed help with the probate of my mother's estate and Ashley delivered. Her attentiveness to my case was so refreshing because I had to part ways with a disinterested law firm early in the probate process. Her organizational skills, patience with all the heirs, and legal knowledge was spot on. She guided me through the whole process, easing all anxiety of fulfilling my mother's wishes.
Bill MeachamBill Meacham
18:51 18 May 22
Jason and his team have guided us through the maze of creating and funding our family trust. It is a vital planning estate tool for many families. I am appreciative of the support Jason and his team have provided along the way and after the trust was created. I am confident in the The Walls Law Group that my wishes are being met for my family in the best possible fashion.
Jeffrey FeuerhelmJeffrey Feuerhelm
17:36 18 May 22
We met Jason and his team in Spring of 2019 when we needed to update our wills, advanced directives and powers of attorney since our children were now adults. The experience was exceptional experience and worth the $300 or so we spent. Jason did not try to oversell us on what we did not need. His staff were courteous, knowledgeable and personable. I highly recommend they also help me set up my LLC as well and provided great guidance to me. Jason and his team.

ABOUT

The Walls Law Group

LEARN MORE ABOUT

OUR COMMITMENT

The Walls Law Group is committed to protecting and serving your family…

for life.

Our Attorneys

Our Team

Meet the Team!

How we're different!

Find out what sets us apart!

Our Philosophy

What makes us tick?

Our Process

Our Process

Comprehensive Commitment

Estate and business planning is not just what we do…
it’s who we are!


It may surprise you to hear, but our mission is NOT to create exceptional estate and business plans.
*yes, we do create exceptional estate and business plans – but that’s not our mission.


OUR COMMITMENT IS TO PROTECTING YOU AND YOUR FAMILY…

and, we want to be the first call you make when a need arises.

We provide unique, strategic, and comprehensive solutions to plan, protect, and preserve your estate and business. We have carefully crafted our process (over many years) to guide you through every step to ensure that you understand what your options are, and what the final outcome will be.

We take care of our clients from start to finish (and beyond).

Unfortunately, some lawyers don’t take the time to fully invest time in genuinely understanding their clients. They fail to get to know – and really understand – a client’s goals, their unique family structure, or deep-down concerns. In the end, clients receive planning documents that are ineffective or even have unintended results. Not to mention the impersonal experience that has given lawyers such a bad reputation – you know the one – where clients feel like they are just an (overcharged) “billable hour.”

Our firm is unlike the traditional estate and business planning law firm you may be used to… we want to ensure every client we work with feels a true sense of
peace of mind.

How do we foster thatpeace of mind?

We’re glad you asked!


We put YOU first!


Our focus will always be on you and your unique needs.
From returning phone calls in a timely manner, to taking the time to really listen and understand your individual and unique needs. Our first and utmost priority will always be you! Our attorneys and staff are committed to helping you navigate the process in a way that best suits you, personally.

You Get a Dedicated Team


We have a dedicated legal and administrative team in place for every client so that we can answer your questions quickly and ensure the process of working with feels easy and painless.

We Craft Customized, Advanced-Strategy Plans

Your family, estate, and business are unique. A “one-size fits all” approach to planning fails to meet the needs of most clients. Our focus is not to create a legal document, have the client sign it, and send them on their way – never to think of it again. We create custom-designed comprehensive planning solutions, working with clients every step of the way. From titling assets and educating clients about their planning solutions, to guiding clients through what can be emotional and confusing times during guardianship or probate matters.

We Use Advanced Legacy-Based Planning Techniques

(Estate Planning)
We believe that planning is about much more than just the transfer of your financial wealth. With all of our plans, we include a process to help you transfer your most important personal wealth to your loved ones, including your intellectual, spiritual and human assets – who you are and what’s important to you.

Continuous Ongoing Plan Maintenance

(Estate Planning)
From the start, our process involves scheduling your recurring plan review meetings – before you leave our office at your final signing meeting. These meetings are scheduled at a minimum interval of every 3 years (with annual check-ins to be sure your plan stay up-to-date in-between standard reviews). We believe you hired us to be a trusted counsellor – not just to draft a one-time legal document and send you on your way. That means we need to focus on fostering a genuine lifetime relationship with each and every client we serve. And – if we do that, we are doing the job you actually hired us to do – be your trusted counsellor.

As you know, in life – things change. You change, your assets change, your family changes, and the law will definitely change. Because of this inherint and pervasive ever-present change in our lives, we can’t stand firmly behind our services without also continuously ensuring your plans for your life and family are being updated accordingly.

If you are seeking a law firm that puts your first, actually listens to your needs, and focuses on bilding a trusted relationship with you and your loved ones, we would love to meet you!

OUR PHILOSOPHY

Our Philosophy

Our philosophy and core mission is to help our clients achieve PEACE OF MIND through planning, protecting, and preserving.

In today’s busy and complicated world, parents seek peace of mindknowing their children’s physical and financial well-being is protected.

Business owners seek peace of mind of knowing their family business will be protected & preserved.

Grandparents seek peace of mind knowing their legacy will be transferred to the next generation.

Loved ones seek peace of mindwhen pursuing a guardianship.

And, family and friends deserve peace of mindwhen settling their loved ones estate during probate.

In essence, we all seek peace of mind.

Estate and business planning is NOT just about drafting a set of legal documents.

Estate and business planning is about
relationships.

Estate and business planning is about
commitment.

Estate and business planning is about achieving
peace of mind
.

Estate and business planning is much more than just a set of legal documents signed and hidden away in your home or office. We believe that our role as your estate and business planning attorney should be a life-long relationship designed to help you and your family achieve peace of mind knowing your entire family, estate, and business is fully protected and preserved.

If you’re interested in having

PEACE OF MIND

we invite you contact us at
919-647-9599
or use the contact form below to get in touch.

Continue reading to learn about our unique planning process and lifetime relationship.

Our Process

About Our Estate Planning Process…

We know, beginning your estate plan is a big step. So our process is designed to ensure your confidence in the planning process each step of the way. Every decision is carefully reviewed with you, and yet the entire process doesn’t stretch out beyond 8 weeks, so you know that soon after meeting with the Walls Law Group your family could be totally protected.It’s the perfect combination of efficiency and warmth.

estate planning process planning phase

The Planning Phase

The planning process itself begins with an initial meeting that is an opportunity for you to meet with our firm, so that you can each determine whether there is a good fit between you and our firm.

During this initial meeting, one of our estate planning attorneys will walk you through exactly what your loved ones would have to do and where your assets would go if something happened to you.

You will then be able to determine if there was anything about your current plan (or the state’s plan for you) that you wouldn’t like and you’ll get clear on what you would want to happen if something happened to you.

Assuming there is a good fit between you and our firm, we will help you to choose the planning level and fee that is right for your family (we have different planning levels to accommodate your needs – our estate planning fees are all-inclusive, so there are no surprises) and you and your attorney will then design a plan that will give you the peace of mind of knowing your family will be taken care of in the event the unthinkable happens.

Sometimes, depending on the level of planning you choose and the complexity of your situation, a second design meeting is needed or a Whole Family Wealth Audit meeting is offered to review your more complex financial matters.

The Execution Phase

Once your plan has been designed to your satisfaction, you will return to our office to sign your planning documents. At this point, your family and your assets will be protected in the case of your death or incapacity.

In most law firms, the relationship ends there. But we see the signing of these documents as the beginning of our relationship with your family. This is where our law firm isvery different.

estate planning process the execution phase execute estate plan
estate planning process the follow up phase

The Follow-Up Phase

Most people don’t realize that this may be the most important part of your entire estate planning journey. After you sign your legal documents, we don’t just send you on your way and wish you luck for the future.

Instead-

      • we create an electronic record of all of your legal documents so you can easily access them anytime you need to in the future, and then

      • then schedule a legacy meeting with you. This is one of the most important meetings of our process because it’s where we:

          • Ensure your assets are all owned in the right way (you can have the best set of legal documents, but if your assets are not owned in the right way, it’s all been a waste);

          • Make sure everyone you’ve named to take care of things in your absence knows just what to do. This means what you want for your kids, the money you are leaving behind, or you – if you cannot care of yourself.

          • Capture and plan for your intangible assets – the values, insights, stories, and experiences – you would never want lost.

And this is where we make sure you understand everythingwe’ve put in place for you and your family

so you can havepeace of mind.

We still aren’t done!

It’s a common misconception that once you’ve signed your estate plan – you’re done… but this couldn’t be further from the truth.

An estate plan is a dynamic legal document that MUST be updated – as your life changes – so that it can carry out your goals and do what you NEED it to do – when the time comes. So, our process includes built-in check-ins and scheduled reviews to keep your plans and life aligned.

If your plan doesn’t include your current circumstances it

won’t cover them!

LIFE CHANGES
So, when it does, your estate plan has to be updated to reflect those changes so that it will work the way you want and need it to!


DON’T FORGET!

We also provide legal services for

Guardianships,Probate, Estate & Trust Administration,Business Planning, & Surplus Funds.

CONTACT The Walls Law Group 919-647-9599 wallslawnc.com

Follow us online!

The Walls Law Group Represents Estate Planning, Business Planning, Probate and Estate Administration, Guardianship, and Surplus Funds clients throughout the state of North Carolina.
The principal office of The Walls Law Group is located at 5511 Capital Center Drive, Suite 180 Raleigh, NC 27606.
We proudly serve clients in every county across the State of North Carolina.

Copyright © Walls Law Group 2024.


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