About Us

David E. Anderson, Esq.

About Me
I am passionate about planning! Every goal, whether big or small, starts with a plan. I enjoy helping my clients transition through the stages of life. From young adults starting their families and careers to end of life planning, then helping their loved ones after they pass. No matter where you are on your great journey through life, I am here to help!

My love of processes and numbers took hold as a high school senior who discovered an affinity for tax and accounting. However, the Lord lead me to serve in law enforcement and the military. After nearly ten years of law enforcement and military service, I followed a professional dream of becoming an attorney.

I was blessed to be able to marry my best friend, Beverly, and have two beautiful girls, Kate and Lily. We live in the Porter’s Neck Community of Wilmington, NC. In my free time, I love spending time with my family, woodworking, target shooting and watching comedy and action movies. Our family are members of First Presbyterian Church and attend Port City Community Church.

Estate Planning Process
Initial Consultation- The initial consultation is an opportunity to establish the relationship with the client to determine a starting point for the planning process. Education is provided to the client as to different planning options that may be beneficial to the client based upon the intake questionnaire.

Design Meeting- The design meeting is the strategy session where goals and objectives of the customized estate plan occur.

Signing Meeting- The estate planning documents are reviewed and executed.

Funding- The funding process is the critical component of a trust plan. It is far too common to review trust plans that have not been funded. As a matter of practice, I generally include the initial funding in the estate planning fees.

Client Care Program- Coming Soon

Professional Collaboration- We work closely with you other professionals, including financial planners, insurance experts, accountants, realtors, bankers and advisors to make sure that your estate plan is robust and comprehensive.

Professional Information
David is a member of the Wealth Counsel Community. This enables David to provide his clients with the sophistication of a 4000+ attorney, nationwide law firm experience, combined with the coastal boutique attorney atmosphere. By using Wealth Docs and Business Docs drafting platforms, my clients receive the most current, relevant and robust planning advise available. Ask me how. I also assign top priority to continuing legal education and attend numerous planning conferences each year.

I am currently attending the American College on a scholarship from the Penn Mutual Center for Veterans Affairs. I am completing the course of study required for the designations of Chartered Financial Consultant (ChFC) and Certified Financial Planner (CFP). These courses enhance my expertise in estate planning and tax practice areas.

Education –
J.D., North Carolina Central University School of Law, 2013
B.S., Mount Olive College, 2008

Professional and Community Affiliations –
New Hanover County Estate Planning Council
Treasurer 2016 Secretary
2015-2016
Vice President 2015
North Carolina Bar Association
Estate Planning and Fiduciary Law section
Tax Law Section
Pro Bono Chair 2016
Law Practice Management & Technology Section
American Bar Association
Real Property, Trusts and Estates Division
Wealth Counsel
Wilmington Chamber of Commerce

Admitted to Practice
North Carolina 2013, all state courts
US Court of Appeals for Veterans Claims 2014
US Tax Court 2014
US District Court, Eastern District of NC – 2015

Proudly serving as General Counsel:
Wilmington Police Recreation Association
Get Right Enterprises, LLC

 

Jeanie B. Futrell, CPA, NC Certified Paralegal

About Me
I am a Pender County native, UNCW alumna, Certified Public Accountant (CPA) and NC Certified Paralegal. I enjoy working with people and handling estate administration matters. Estate administration can be daunting and overwhelming for clients. Estate administration is comprised of legal and administrative processes. Accounting is an integral part of estate administration, is a natural fit for me professionally. My goal and hope is to make this process as smooth as possible.

As a paralegal, I have been dedicated to the service of clients in the planning and estate administration for over 25 years! I had the privilege of being employed and mentored by an exceptional estate planning attorney in Wilmington from 1991 until his untimely death in 2017 at the young age of 55. I am truly grateful and blessed to have the opportunity with David to continue that same level of service, dedication and loyalty to clients!

My husband, Norwood, has served the State of NC in public safety for 28 years. We have two children, Addison, a graduate of UNCW, and Harley, a student at Topsail High School. We enjoy boating and cookouts with family and friends. We love traveling anywhere warm, especially the Florida Keys!

Professional Information
Education –
B.S. Accountancy, University of North Carolina at Wilmington, 1989

Licenses –
CPA, North Carolina State Board of Certified Public Accountant Examiners, 1993
North Carolina State Bar Certified Paralegal, 2006

Professional Associations –
North Carolina Bar Association
Paralegal Division Member
Council Member 2001-2005, 2007-2009
Tresurer 2005-2006
Estate Planning and Fiduciary Law section
North Carolina Association of CPAs