919-659-8433

About

Paul Yokabitus – Your Planning Lawyer

paul@ncplanning.com | 919-659-8433

Paul is a talented and experienced Estate Planning Lawyer in Cary, NC who was born and raised in Grand Rapids, Michigan. The economic downturn led Paul and his wife, Alix, to the Triangle where Paul attended Campbell University School of Law and later planted his roots in the Cary community. His focus on client-attorney relationship and the peace of mind of his clients sets Paul apart from other traditional lawyers.

Paul takes his fiduciary role very seriously. His relationship-centered philosophy emphasizes a focus on solutions rather than just documents and deliverables. He believes in focusing on the client’s goals and pain points – not a stereotypical “one-size-fits-all” method. At the initial Strategy Session, Paul sits down with prospective clients, discusses their specific family and financial concerns, educates them on how the law works in North Carolina, and works with the clients to determine how their goals can be accomplished. Armed with that information, Paul then crafts a legal strategy tailored to the client’s unique goals and circumstances.

You won’t find Paul wearing a suit or tie. He believes in being authentic, not just fitting into the “lawyer mold”. And frankly, he hates suits and ties. Khakis and rolled up sleeves are part of the daily “uniform” at the office. Come as you are and be comfortable. This isn’t court or a wedding. Contact him today if you’re looking for an Estate Planning Lawyer in Cary, NC.

When he’s not helping families and business owners, you can find Paul spending time with his wife, Alix, and his sons, Mason (3) and Conor (10 months).

Awards

“Best Attorney in Cary, 2016” – Cary News

“Legal Elite 2017 – Estate Planning” – Business NC

Best Attorney in Western Wake – Runner Up, 2017″ – Cary Magazine

“Best Attorney in Cary, 2017 Runner Up” – Cary News

The Planning Process

Our planning process is created with the client in mind, first and foremost. It’s important of us to have a consistent process so that each of our clients have the same great experience from initial contact through the creation and maintenance of our client-attorney relationship. While the overall process is the same for every client, it is flexible to accommodate the needs of our clients, including upcoming travel or medical procedures.

The Initial Contact

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 our friendly and caring team members who will help you determine:

  • the type of Strategy Session you need (Estate Planning, Business Law, etc.),
  • the meeting time and day that works for you,
  • the office location you prefer, and
  • gather your contact info for the next steps.

Prior to Your Strategy Session

After you schedule your free Strategy Session, one of our team members will send you a confirmation email with the date, time, and location of your Strategy Session, and questionnaires for you to complete prior to your Session. We do ask that you return the completed questionnaires prior to the meeting so that we have an adequate amount of time to review prior to meeting with you – we certainly don’t want to waste your time going over the questionnaires during the Strategy Session.

Your Personal Strategy Session

On the day of your Strategy Session, you’ll enter our office and be welcomed by one of our friendly team members who will escort you into our meeting room adorned with a selection of beverages, mints, and chocolates for your enjoyment. Remember, this isn’t supposed to be intimidating, so feel free to indulge a little (or a lot). You’ll be joined by your planning lawyer and your Personal Strategy Session will begin. The Personal Strategy Session usually lasts around 60 minutes. This meeting is all about your:

  • Family,
  • Hopes,
  • Wishes,
  • Fears,
  • Finances,
  • Intentions,
  • Needs, and
  • Quirks

There’s no one-size-fits-all in legal planning, so your legal planning strategy will be specifically tailored to meet all of your needs – nothing more and nothing less. During your Session, you’ll go over different planning strategies and instruments – what they do, why, and how best to use them – and your planning lawyer will answer any and all questions or concerns you have as you go. Before agreeing on a strategy to implement, you’ll fully understand what it entails, why it’s being recommended, and the investment needed to complete your legal planning. You’ll be given several useful and thorough handouts to help with any further explanation or understanding you may need. If you want to hire us as your lawyers, we’ll complete and sign our Representation Agreement which will set out the specific plan being created and the fixed fee associated with that plan. You’ll then have any opportunity to ask any additional questions you may have and you’ll be given a brief overview of the next steps you should expect.

Welcome to the NC Planning Community!

When you hire us as your lawyers, you become part of our NC Planning Community. You’ll receive two emails from your planning lawyer welcoming you to the Community and introducing you to our Planning Team, and summarizing your planning strategy, how it will work and the important people who will take part in your plan. We’ll prompt you to fill in any gaps that may require your additional input. As our client, you have open and unlimited access to our team for any questions, concerns, or clarification you may need – whether by email or phone call, you choose. We’re accessible, so don’t hesitate to reach out.  Once we get to a place where the summary is full and final, we’ll begin drafting your plan document.

Drafting and Delivery

Our team generally plans for 2-3 weeks to draft your plan documents. That time frame will be based on our current workflow and any specific needs you may have (like upcoming medical procedures or vacations). We are certainly able to accommodate your needs. We will send you draft versions of your planning documents to review at your own pace. At that time, you may have additional revisions, questions, or clarification of terms. Our open communication platform means you don’t have to hesitate to ask or suggest. At the end of the day, this is your plan and we want you to be fully comfortable with the details and how it works.

Your Signing Meeting

After you’ve approved your draft documents, we’ll prepare your final documents to be signed and schedule your Signing Meeting at the office of your choosing, and on a date and time that’s convenient for you. When you arrive at the office, you’ll again be greeted by a friendly team member and escorted to the meeting room where your final documents will be waiting. Your planning lawyer will join you and go over your documents once more prior to signing. He’ll then be joined by two additional team members to witness and notarize your planning documents. The signing meeting usually lasts between 30-60 minutes. You’ll be given your original documents in prepared envelope with additional handouts for your information. We’ll also send you a digital version of your signed documents for your records. After your signing, the Peace of Mind Planning platform begins.

Peace of Mind Planning

For a full year following your signing meeting, you’ll receive our Peace of Mind Planning platform for no additional charge. During that year, you’ll be able to revise your planning documents as much as needed. You’ll also be invited back to our office for an Annual Review a year after your signing meeting to review your planning documents and discuss any changes that may have happened in the past year. You’ll also receive more information about continuing on our Peace of Mind Planning platform after the first year and the benefits and investments associated with that. Part of good planning is plan maintenance. Our Peace of Mind Planning platform insures that your plan will always work for you, no matter what life throws at you.

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