My wife and I attended a seminar held by Stacey Walters, of Thomas Walters law firm, a couple of months ago. It was an informative session, and we learned a lot about how to help our family get through the difficult time when we both pass away. We learned how to avoid probate, avoid paying an excess of taxes, and how to preserve our estate for our heirs. We so appreciate the way Stacey guided us through this process and making it so much easier for us to have this peace of mind. Thank you Stacey!

Dear Stacey, you have been a great help in the entire process of our estate planning. Without you, it would have been impossible for me to finish it alone. Your knowledge of the Law and your explanation of some very difficult questions were unsurpassed. I would recommend you to anyone interested in estate planning.

Attorney Stacey Walters and the Firm relieved our worries about estate planning. Her poignant, concise, explanation of estate planning is remarkable. We have many kudos for Mrs. Walters: fabulous, legendary, excellence in her practice. Thank you.

We attended one of Stacey’s Estate Planning Seminars and were impressed with the Estate Planning knowledge she exhibited.
We signed up for her program and have not been disappointed. She was able to guide us through the entire process in a very professional and caring manner. Stacey has “always” been accessible and quick to respond to any and all questions that we had. We look forward to a long-term relationship.

We had the good fortune of meeting Stacey Walters a few months ago at one of her presentations in Cary. We were so impressed with her ability to answer all of our questions and concerns. She is now in the process of drafting our Will & Trust. Meeting with her a second and third time has made the process a pleasure. Thanks again, Stacey.

It has been a number of years since I had last reviewed my Will. After seeing Stacey’s ad, we decided to attend one of her seminars, primarily out of curiosity. We were impressed with her presentation and decided to take the next step. We have been impressed with her professionalism, but more importantly her attention to detail. Would recommend her and her firm to anyone concerned about their estate planning.

Stacey is a dedicated and extremely knowledgeable estate planning lawyer, who treats you with dignity and respect. She is well versed on North Carolina laws and how to apply them to plan your estate and protect your assets. We are extremely pleased with her motivation and professionalism. In a few short months she has become a friend and trusted advisor on all matters concerning our estate. She delivered a highly detailed but easily understood Trust Portfolio, in a timely manner, right to our front door. We look forward to having her support in the future as we settle our estate.

We had the good fortune of meeting Stacey Walters a few months ago at one of her presentations in Cary. We were so impressed with her ability to answer all of our questions and concerns. She is now in the process of drafting our Will & Trust. Meeting with her a second and third time has made the process a pleasure. Thanks again, Stacey.

Stacey is an exceptional Estate Planning attorney who works very closely with her clients. The first time you meet with her, you will know immediately that she has the expertise to walk you through the entire estate planning process. My wife and I are extremely pleased with the comprehensive Estate Planning Portfolio we now have in place that safeguards out assets and investments. It is a wonderful feeling to know that our estate will be distributed according to our wishes. We are also pleased that we can contact Stacey in the future to make changes or updates to all of our Estate Planning Documents.

Stacey Walters is very professional and explains everything pertaining to estate planning in a way that is easy to understand. She took the time to find out about our family's circumstances and helped us decide what best suited our estate planning needs. Everything was done in a timely, but not rushed, manner. All of our documents are organized in a binder which makes things easy to find when needed. I would recommend Stacey Walters to anyone in need of estate planning. It is also very nice to know, that if we have any questions, we can call and incur no additional charges. She made a process that seemed daunting easy.

I believe very strongly that one of the greatest gifts one can do for family is to develop an estate and end of life plan. Don't leave family in turmoil over not knowing how to close out your affairs, let alone trying to second guess your intentions. Having said that, I attended Stacey Walter's seminar on estate planning looking only for information and food for thought. Stacey presented such a clear and common sense approach to estate planning backed up by her in-depth legal knowledge that I found myself wanting to know specifics. Here's the kicker, I sensed a very strong "trust" with Stacey. So what did I do? I have developed a comprehensive estate and end of life plan with Stacey Walters and now have that gift in place for my family!

My wife and I are both 76 years of age, have been married 55 years, in good health, and had planned well for a smooth retirement. To ensure that we had all the 'bases covered,' we decided to attend a breakfast information session with Stacey Walters to determine if further updates were necessary to our estate planning portfolio. In retrospect, not only did we not have all the answers, we began to feel uncomfortable with the questions, I.E. end of life decisions that everyone must make. Stacey Walters has a compassionate heart and feels 'called' to practice only planning and settling estates. When the final portfolio was available, Stacey spent significant time to explain any information, phrase, or detail that we did not understand. My wife and I are 100% satisfied with our experience with Stacey Walters. Because of her professionalism, her knowledge, and her compassionate heart, we have recommended her practice to several of our closest friends.

After losing my beloved husband, Mark, I was both grief-stricken and heart-broken. Stacey Walters was a great communicator and pulled from me the info she needed to put together a simplified version of a complex plan that even I could understand. What can I say? She’s the greatest!! I highly recommend Stacey and believe her to be an outstanding Estate Planning Attorney.

My wife and I have generally dismissed 'free lunch' seminars but are so happy that we attended this one. Attorney Stacey Walters gave an interesting and informative presentation of estate planning information. We have decided to utilize her services and have been very pleased with the expertise and professionalism as well as her friendly 'down to earth' personality. We are now confident that our estate planning has been well accomplished.

From our first meeting, Stacey made my husband and I feel very comfortable with our estate planning. She answered all of our questions simply. The services she provided were excellent. I feel confident in knowing that any time in the future I can contact her.

Stacey Walters did an excellent job for our estate planning. She explained every detail to us. Gave us a list of things we needed to tend to with detailed instructions on how to handle each item. When we went for our final meeting she explained everything without rushing us. She wanted to make sure we understood everything before we left. We were very comfortable with Stacey and would recommend her to our friends.

We enjoyed our opportunity to work with Stacey on planning and executing our trust. She has a great personality and she was responsive to our questions. We appreciate the fact that she clarified the legal jargon and worked hard to ensure that our individual preferences were considered throughout the process. We highly recommend Stacey and the services she offers.

My experience with Stacey is: she is a very down-to-earth competent estate lawyer. She will explain the different options of estate planning with you and how they will affect your family. It is then your decision how you take care of your loved ones after you have passed. She puts you at ease and you feel as though you are talking with your family member – she does not talk down to you or make you feel incompetent. At any time, if you have a question, you feel free to ask it regardless of what it is. She will also tell you that her fee for having her as your lawyer is a lifetime commitment. You can call her anytime with questions and she will respond at no additional charge.

Stacey Walters is up [to] the minute on all aspects of LLC and trusts. She goes all the way to be sure her clients receive the latest information and makes sure they get what they want.

Stacey Walters and her Firm made something I had dreaded into a simple and efficient process within a matter of weeks. From the initial lunch presentation, to the first locaiton meeting, to the actual signing of the estate plan, I was impressed and pleased with all of the explanations, organization and delivery of the estate plan that I needed. I’m grateful for her knowledge, experience and kindness as we worked through the process.

We met Stacey at one of her 'info' lunches. My wife and I were both impressed by her clear and concise explanation of the probate process and the options available to avoid probate and ease the burden on our son after our passing. The process of gathering information to complete our trusts, as well as the healthcare directives has been very easy and straightforward. Stacey and her group have been very professional in the entire process and a pleasure to work with. We have recommended her to a number of friends who need the same advice.

We were very comfortable with Stacey. She led us through the process with understanding of the law and empathy for our wishes. It was a very satisfying experience for us, knowing our wishes were laid out as we wanted. We recommend her for her knowledge and high level of experience.

We've been comfortable working with Stacey, and pleased with the service she's provided. Found her to be very informative, answering all of our questions. After almost 30 years, we felt it was important to update our current trust and wills. Feel much better prepared, now that we've addressed these and added other essential documents to our portfolio – Living Wills, POAs, etc.

We met Stacey Walters at an estate planning event session and were convinced she was the attorney we wanted to prepare our revocable trust and other documents associated with estate planning. When we did not understand something, she explained it to us in a way that let us know she really cared that we understood each and every document we signed. We have already recommended her to friends and family.

Our experience in working with Stacey Walters was very positive. The manner in which she conducted herself was professional yet open and friendly. We sensed early on in our meeting we could trust her in dealing with matters important to us. She picked up quickly on our needs and described the manner in which they could be protected in a trust. Her communication left out legalese while she created a mental picture we could use to process the concepts we discussed. She was efficient while being respectful of our time and worked toward the completion of the trust in a purposeful manner. We are confident the trust she helped us prepare will carry out our unique wishes and protect our assets so they will be passed on to our children. Her demeanor was trustworthy which earned our trust and ultimately the formulation of a document that will greatly benefit our children.

During the last several years dealing with trust issues of my wife's family we wanted to be very careful with our trust and not make the same mistakes, so during that time we have been going to all the advertised gatherings of the various elder-care attorneys. It was quite a pleasure to meet Stacey at her gathering. I found her to be very easy to understand, especially the way she converted each point into an easy to understand story. I was also impressed with the lawyer for life concept, with trying to figure all aspects of your trust needs is difficult and will probably remain fluid throughout your lives. After going with Stacey, I have continued to find her prompt, knowledgeable, caring and very easy to work with. I would highly recommend Stacey to anyone looking for help in their trust planning.

We found Stacey to be highly competent and helpful in pointing out things we had not considered or thought about. She was thorough with the entire process and we have recommended potential clients for her services.

Stacey has done a great job for me, as far as I can tell. Answered all of my questions and accomplished what I asked her to do. So far so good!"

Estate planning and establishing a trust can be overwhelming. Stacey made it simple and straightforward.

Unfortunately we did not get our estate plan in order in time, and my husband unexpectedly died before we finalized paperwork. Stacey and her team have been so fantastic in supporting me through the process of not only getting my trusts and other estate matters in order so my children do not have to go through the pains and expense of probate, but she helped me connect with an attorney to handle probate and a financial advisor. She has been a rock to me throughout this process.

All of the options were clearly explained, and all questions were answered thoroughly. Stacey and her staff are very professional and also very nice. We were very satisfied with the whole process.

Stacey is very knowledgeable of living trusts. We had several appointments and the trust paperwork was completed. There were so many changes from our previous paperwork, she explained the changes and easily understood the changes. Stacey and Duffy guided us through our trusts and we feel comfortable that our final arrangements are completed.

Stacey, and her team, are very professional. I felt special and felt as if Stacey had our best interest in mind. We discussed the most vital topics and issues to complete our estate planning. I would highly recommend Stacey (and have referred a few of our neighbors and friends).
We have received a complete package which will make it easier for our children (when our time comes – way down the road).

My search for an established Estate Planner with a high level of professionalism and expertise led me to Thomas Walters, where I found both in abundance provided by Stacey Walters. She proved to be an unusually skilled communicator with the exceptional ability to simplify technical “legalese” for the uninitiated. Moreover, Stacey made special accommodations for my blindness without being asked to do so. It is further noteworthy that the locaiton staff is friendly, attentive, and totally client-centered.
Consider me a highly satisfied client who will gladly refer family and friends to this company.
Thank you, Stacey!

We have found Attorney Stacey Walters extremely well qualified and very helpful and willing to answer all questions in an easy to understand manner. Without question, we would recommend her to all of our friends and coworkers.

Stacey, many thanks for your superb job in creating my estate plan, will and trust. I also appreciate the instructions you included in my estate plan. My family is now much more comfortable now that our future is protected. Thanks again.

Stacey Walters has developed a “Trust Class for Dummies”. She takes the client step-by-step through the development process and uses a wagon metaphor with which most can identify. She clearly explains each step and offers alternative explanations when the first is not comprehended. When the process is over, the client walks away with a clean understanding of their trust and binder that contains the trust document and more plus guidance for those to follow once the client has passed.
Stacey is very professional, knowledgeable and personable. We look forward to a life long relationship with her and the Walters Group.
Recommendation: I am a visual learner. If there was a picture of the trust and its components and how they all fit together, that would be a big help to people like me.

We would like to acknowledge the superior quality of estate planning provided, to us, by Stacey Walters. She was able to make the process of creating a sound and effective estate package much less daunting and emotionally taxing than we ever thought possible. We highly recommend her to do the same for others.

Stacey and her team did a great job preparing our Trusts, Wills and other appropriate documents. They listened and made sure that everything met our needs. I’m looking forward to a long and personal /professional relationship with Stacey and her team. All the best,

You take your treasures when they need to be managed only to the most trusted, worthy individuals. We took our future and out financial successes to Stacey Walters. She has proven our choice to be correct. We could not be more confident in her skills and professional vision... Another great decision.

Dear Stacey,
We were so fortunate to meet you at one of your luncheons. Although we didn’t like the restaurant, we loved everything you educated us on. You have now eliminated our worries about passing our estate to my son, who is a special needs child, so our hard-earned money won’t be eaten up by taxes and court costs. Your assistant was equally up to the task, answering all our questions and concerns. We rate our experience with your firm A plus.

Mrs. Walters is a client friendly attorney. Very helpful, competent, responsive and responsible. She and her assistant attorney always responded to out queries readily and in a manner that’s easy to understand. The documents (estate planning) that she prepared for us were truly impressive. Suggesting a lawyer that is very experienced and knowledgeable, especially in the area of estate planning. There are two minor criticisms. First, I thought that the fees charges were a bit steep. Second, the drafting of the documents took a fairly long time.

You don’t like to think about doing your estate planning, but it is a necessity. Ms. Walters and her team made everything easy to understand in order to help us make the necessary decisions that were right for us and our family. It is comforting for us to know that if/when something should happen to one of us, everything has been taken care of and it will be one less thing for our family to worry about.

Dear Stacey Walters,
Thank you for sharing your expertise concerning estate planning with my wife, Deborah, and myself. Your company has allowed us to achieve peace of mind through legal strategies to preserve our legacy and protect our loved ones. You and your staff have shown sincere dedication to us as clients by breaking down complex issues to a level that we can understand. Thanks again for being an integral part of our family’s future. Your company’s dedication and commitment to us allows us to feel totally comfortable with our future and simplifies the inheritance process for our children.

Stacey, thank you so much for your help, you have been a blessing to us. God bless you.

Stacey is very thorough and knowledgeable. Was concerned about protecting my assets and answered all my questions and concerns in a friendly and patient manner. She and her staff prepared and filled multiple documents. She is there to answer future questions and concerns.

We especially appreciated the time and effort that Stacey spent to understand our unique situation and craft a customized solution that best fulfilled our special needs. Apart from her manifest legal competence, expertise and overall efficiency, Stacey was genuinely caring. So, our consultations with Stacey were like visits to a long-standing primary care doctor as opposed to a first visit to a new doctor. To extend the analogy, Stacey delivered outstanding medical care with exceptional bedside manner at Medicare costs, not private insurance. Thanks, Stacey. We got all that you promised and more. Your very satisfied customers.