Contact Us

Office Hours By Appointment Only (including walk-ins to ensure devoted time):
  • Monday through Friday from 9:00 AM - 4:00 PM Eastern
  • (Scroll below to request an appointment)
Call Us:
  • Phone: 910-755-PLAN (7526)
  • Toll Free: (844)75-4-LIFE (5433)
Physical Office Locations:

Shallotte Office:

4436 Main St., Shallotte, NC 28470

Mail (for both locations):
PO Box 628, Shallotte, NC 28459

Wilmington Office:
(inside the Law Office of Scott Overholt)
2505 South College Road, Wilmington, NC 28412

Submit Your Request for an Appointment or Contact
  • I am a client

  • I want to inquire about your services

How can we help?
I need to change my scheduled appointment.
My loved one is hospitalized and I need guidance.
I have a question about a design element in my estate plan.
I need to make changes to my already existing Estate plan.
Nature
This matter is emergent and needs immediate attention.
We have time.
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REPORT SUSPECTED SCAMS

Call AARP's Report Line
1-800-222-4444, option 2
or

Register for Our Upcoming Event!

Age Like You Mean It!

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Planning for the Second Half of Life

Our clients love our Zoom concierge meetings! We offer closed captions for the hearing impaired - both in meetings and in the webinar.

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You're Not Alone Book Series

A new informational guide for those who have received an Alzheimer’s Diagnosis and their families.

10.0Helayne Levy Payne
Helayne Levy PayneReviewsout of 45 reviews
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