Morgan & Perry Law - Estate Planning & Wills Serving Holly Springs, Fuquay-Varina, Apex & Angier

Protect What Matters Most—With a Plan Built Just for You

At Morgan & Perry Law, we believe every family deserves peace of mind. Our estate planning services ensure that your wishes are honored, your loved ones are protected, and your assets are distributed according to your plan—not the government’s.

What Is Estate Planning?

Estate planning is about more than just creating a will. It’s the process of making important legal decisions now—so your family is cared for later. A solid estate plan can:

  • Direct how your assets are distributed after your death.
  • Appoint guardians for your minor children.
  • Minimize probate and estate taxes.
  • Designate trusted individuals to make medical and financial decisions if you're unable to.
  • Avoid family disputes by providing clarity.

Our Estate Planning Services

Will Preparation

We create legally sound, personalized wills that reflect your exact wishes. Your will may include:

  • Distribution of personal property and financial assets
  • Guardianship designations for children
  • Appointment of an executor to carry out your instructions
  • Instructions for debts and final expenses

We also update outdated wills to reflect new family dynamics, financial situations, or legal requirements.

Advance Directives & Powers of Attorney

Every estate plan should include legal tools to protect you during your lifetime, not just after.

  • Durable Financial Power of Attorney—Allows a trusted person to handle your finances if you're incapacitated.
  • Healthcare Power of Attorney—Names someone to make medical decisions on your behalf.
  • Living Will (Advance Directive)—States your wishes about end-of-life care

Probate Avoidance Strategies

For families looking to reduce the time and expense of probate, we help explore options such as

  • Beneficiary designations
  • Joint ownership structures
  • Transfer-on-death and payable-on-death accounts
  • Living trusts (when appropriate)

We also update outdated wills to reflect new family dynamics, financial situations, or legal requirements.

Advance Directives & Powers of Attorney

Every estate plan should include legal tools to protect you during your lifetime, not just after.

  • Durable Financial Power of Attorney—Allows a trusted person to handle your finances if you're incapacitated.
  • Healthcare Power of Attorney—Names someone to make medical decisions on your behalf.
  • Living Will (Advance Directive)—States your wishes about end-of-life care

Probate Avoidance Strategies

For families looking to reduce the time and expense of probate, we help explore options such as

  • Beneficiary designations
  • Joint ownership structures
  • Transfer-on-death and payable-on-death accounts
  • Living trusts (when appropriate)

Small Estate Planning for Young Families

If you're starting a family or buying your first home, estate planning is just as important. We help young couples and parents with:

Basic wills and guardianship designations


Naming backup decision-makers


Planning for life insurance and 401(k) beneficiaries


Coordinating with financial and tax advisors


We don’t just draft the paperwork—we guide you from initial LOI to final closing with a focus on protection, clarity, and speed.

Why Estate Planning Matters—Even If You’re Not Wealthy

Estate planning isn’t just for the wealthy or elderly. If you have children, own property, or simply want your wishes respected, you need a plan in place. Without one, North Carolina’s default laws—not your preferences—will decide how things are handled.



We take the time to listen, explain your options, and build a plan that truly fits your life and legacy.

Start Planning Today—Protect Your Legacy

The best time to plan is before you need to. Whether you’re starting fresh or updating an old will,

we’re here to make the process simple and stress-free. Call Morgan and Perry Law, PLLC,

at (919) 584-5293  or email Ava@morganperrylaw.com today.