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.

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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.
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Call us today!
(919) 443-6223

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 – North Raleigh Office
The Forum, 8601 Six Forks Road, Forum Drive, Unit 400
Raleigh,  NC  27615
Cary Office
1255 Crescent Green STE 200
Cary,  NC  27518
Cary Office

Our Headquarters/Cary office is at 1255 Crescent Green Drive, Suite 200, Cary, NC 27518, located on Crescent Green Drive halfway between Kildaire Farm Road and Tryon Road, with Lucky 32 on the Tryon side and Riccobene Dentistry and Harris Teeter on the Kildaire Farm side. As you’re entering the parking lot from Crescent Green, the 1255 building is a four-story L-shaped building on the left side (there is a three-story 1225 building on the right side). Our office is on the 2nd floor, suite 200. Stair and elevator access are just inside the building.

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