Trusted estate planning in Cary when you need it most.

Wills, Trusts, Estate Planning, Elder Law, Probate and Special Needs Planning Lawyers

Your needs and your life don’t fit into neat little boxes, so your estate planning solutions shouldn’t be limited to a one-size-fits-all estate plan. We take a comprehensive approach, diving deep into your specific wishes, fears, and planning nuances to create a narrowly tailored plan that meets your specific planning needs, and keep in touch to make sure your plan actually works.


Why Choose Us

What makes us different is not just what we do, but why we do it.
Your peace of mind is our passion. We believe that the traditional law firm model is broken. We believe that selling with fear and pressure is not how lawyers should be delivering legal services, and Estate Planning Lawyers are some of the worst culprits. This isn’t a “Dollars for Documents” proposition. Forget billable hours, we hate them as much as you do.
Estate Planning as Our Primary Concentration
Estate Planning as Our Primary Concentration
Not as a side project, supplemental revenue, or just because “why not?”
No Surprise Fees
No Surprise Fees
You’ll only be charged a fixed fee that is agreed upon ahead of time in writing – no surprise invoices or unexpected charges
No Up-Selling
No Up-Selling
Estate Planning that is only in YOUR best interest, nothing more and nothing less.
Relationship First
Relationship First
We don’t just take your money and shuffle you out the door. We take the client-attorney relationship very seriously and maintain that relationship for the long haul. You get continuous and consistent communication from us and we’ll be here for you whenever you need us: a major event or minor question.
No Barriers to Entry
No Barriers to Entry
No consultation fees*, in-person and phone call options, multiple office locations, and flexible scheduling options. We bend to fit your needs, not the other way around.
Client Service as a Priority, Not an Afterthought
Client Service as a Priority, Not an Afterthought
We have crafted our entire practice around the client experience. From having multiple office locations, to the way we structure our fees, and the set-up of our conference rooms, we have you in mind first and foremost. Our flexible payment options also make our legal planning cost-effective and cash-flow friendly.

Our Services

Estate Planning Services for North Carolina Residents

With multiple offices, a comprehensive estate planning approach, and planning platforms that meet most budgets, we make the estate planning process easy, accessible, and enjoyable. Our planning solutions may involve tools and strategies including:

Special Needs Trusts

Planning for long term care is complex. We create a comprehensive plan for you or your loved one to protect your assets, qualify for Medicaid as soon as possible, and while preserving as much of your wealth as possible.

Estate Administration & Probate

A loved one has just passed and you’re left to settle the estate with little or no guidance and what to do or where to start. We help executors and administrators navigate the complexities of the estate administration process.

Estate Planning, Wills, & Trusts

Wills, Trusts, and Powers of Attorney work together as part of your overall planning strategy. No “one-size-fits-all” planning here. We tailor your plan for the solution you need. Your peace of mind is our passion.

Elder Law & Medicaid Planning

Planning for long term care is complex. We create a comprehensive plan for you or your loved one to protect your assets, qualify for Medicaid as soon as possible, and while preserving as much of your wealth as possible.

If this is the experience you’ve been looking for from a law firm, we look forward to speaking with you.
Call us today!
(919) 659-8433
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Seek Guidance from a Cary Attorney

Whether you find us online, meet us at an event, or were given our information by a trusted advisor or client of ours, the initial contact with our firm will be either the first phone call to our office or the submission of a contact form on our website. We’re not allowed to call or email you unless you ask us to – so don’t be afraid to reach out, and don’t be offended if we aren’t able to reach out to you. You’ll speak with one of our friendly and caring team members who will help you with:

  • Determining the type of Strategy Session you need (Estate Planning, Elder Care, etc.)
  • The meeting time and day that works best for you.
  • The office location you prefer to meet us at.
  • Gathering your contact info for the next steps.
Our Locations
We Have Several Offices Spanning Across Central North Carolina

We understand that location and accessibility are important consideration when you choose and estate planning lawyer, and we’re intentionally located within a short drive of most of Wake County.

Wake Forest
1776 Heritage Center Dr Ste 204
Wake Forest NC  27587
Cary Office
155 Parkway Office Ct STE 200
Cary NC  27518
Wake Forest

Located near the Holding Village community and The Shoppes at Heritage Village, our Wake Forest office is easily accessible from US-1 and Capital Boulevard. Whether you live in Wake Forest, Youngsville or Northeast Raliegh, the Wake Forest office is perfectly placed near many restaurants, shops and other amenities.

Cary Office

Located in the Parkway Professional Park, off of SE Cary Parkway between Tryon and US-1, and near Raleigh Radiology and REX Cancer Center. Our Cary office is conveniently accessible at the Cary Parkway exit of US-1.

Whether you live in Cary, Apex, Holly Springs, Morrisville, Prestonwood, or Fuquay-Varina, the Cary office is a short drive and near many restaurants and amenities.

Get in touch
Reach out to us today to set up a free no-obligation consultation