In her trusts and estates practice, Courtney counsels individuals, couples, families, and businesses with a wide variety of lifetime planning and business succession matters and helps administer all sizes and types of estates. She assists in preparing estate plans including, wills, revocable trusts, powers of attorney, living wills, and more complex trusts for gift and related purposes.
Courtney has a background in banking, giving her unique insights into providing both technical and practical advice. She joined Ward and Smith after working for several years at Wells Fargo, where she helped clients set up, administer, terminate, and distribute irrevocable trusts, including life insurance trusts; provided fiduciary and life insurance administration guidance to mitigate risk; and, worked with outside advisors for various financial and estate and tax planning projects. As a result, Courtney has a unique perspective that should be very helpful to the firm's estate planning clients.
- J.D., cum laude, Campbell University School of Law 2014; Campbell Law Review, Managing Editor; Richard A. Lord Intramural Moot Court Competition
- B.A. University of North Carolina at Chapel Hill, 2011
Professional and Community Affiliations
- 10th Judicial District Bar
- Certified Trust and Fiduciary Advisor (CTFA) – American Bankers Association
Admitted to Practice
- North Carolina
An attorney‑client relationship may only be established through direct attorney‑to‑client communication that is confirmed by the execution of an engagement agreement. The content of any unsolicited email sent to Ward and Smith, P.A., or to any of its attorneys at an email address available on this website, will not create an attorney‑client relationship and the contents of such unsolicited email shall not be considered confidential. Therefore, do not use this website or the email addresses available on this website to provide confidential information about yourself or a legal matter to Ward and Smith or any of its attorneys.