Updates and resources from the NCBA/NCBF regarding COVID-19

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Estate Planning & Fiduciary Law

Welcome to the Estate Planning & Fiduciary Law Section Page

The Estate Planning & Fiduciary Law Section brings together attorneys engaging in estate planning and trust and estate administration, promoting public awareness of estate planning and administration issues and the role of attorneys in these fields.

About the Estate Planning & Fiduciary Law Section

The Estate Planning & Fiduciary Law Section offers members the opportunity to network with other estate planning attorneys and other professionals who are involved in the estate planning process, such as bankers, financial institutions, clerks of court and CPAs. The section has a "Joint Statement of Principles" with banks and financial institutions; works to resolve differences with CPAs who are engaging in "legal" transactions; and publishes the Estate Administration Manual.

  • Section Scholarship Guidelines & Application

    The Section Council annually considers CLE scholarships to be awarded to members of the Section.

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  • Pro Bono Estate Planning Clinics

    The Estate Planning & Fiduciary Law Section designed a model for pro bono estate planning clinics.

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  • Optional Statutory Forms in Article 3 of the North Carolina Uniform Power of Attorney Act

    Access the NC Statutory Short Form POA, NC Agent’s Certification As To Validity of Power of Attorney and Agent’s Authority, and North Carolina Limited Power of Attorney for Real Property here.

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  • Committee Sign-Up

    Get involved and join a committee today!

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