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.
If this is the experience you’ve been looking for from a law firm, we look forward to speaking with you.
Call us today!

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.
Cary Estate Planning – Chapel Hill
101 Europa Dr #120
Chapel Hill NC  27517
Cary Estate Planning – Raleigh Office
1033 Wade Ave STE 104
Raleigh NC  27605
Cary Estate Planning – Wake Forest Office
1776 Heritage Center Dr STE 204
Wake Forest NC  27587
Cary Office
1255 Crescent Green STE 200
Cary NC  27518
Cary Estate Planning – Wake Forest Office

We want to make your experience visiting our office locations a pleasant one and understand accessibility may be top of mind. We have included information for you on this page about accessing our office locations and please feel free to contact us at 919-659-8433 for further details and assistance.

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
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