Apex Estate Administration & Estate Planning Attorney

Q: How much does a probate attorney charge in North Carolina?

A common rule of thumb is that total probate and estate administration costs tend to end up in the range of 2-8% of the estate. And while it might be tempting to think that a smaller estate will be on the lower end of that range, it often is an inverse relationship—for smaller estates, a large percentage may be spent on probate expenses because there are certain expenses and tasks that need to be handled even though it’s a smaller estate. Apex, NC residents can contact us for an initial consultation that we call the “Information Gathering Meeting.”

Q: What are the essential documents included in an estate plan?

A well-rounded estate plan typically includes a Last Will and Testament, which specifies how your assets will be distributed after your death and appoints guardians for minor children if necessary. Additionally, residents often create a Living Trust to avoid probate and provide privacy for their estate distribution. Other crucial documents include a Durable Power of Attorney, Healthcare Power of Attorney, and Living Will, which grant authority to trusted individuals to make financial and medical decisions on your behalf if you become incapacitated.

Q: How can estate planning help minimize taxes for North Carolina residents?

Estate planning allows residents to implement strategies to reduce their potential estate tax liability. By utilizing tools such as irrevocable trusts, gifting strategies, and other tax-efficient instruments, individuals can protect a more substantial portion of their estate from taxation, ultimately benefiting their chosen beneficiaries.

Apex Area Office:
Carolina Family Estate Planning
Apex, NC
Phone: 919-443-3035
Fax: 919-324-6987
Office Hours: Call 24 Hours
About a 13 minute drive from Apex, NC
Directions

At the highest point on the Chatham Railroad rests the bustling town of Apex, North Carolina, which seamlessly blends the small-town community with big city comforts. Within 30 minutes lies three powerhouse universities, the University of North Carolina, Duke University and University of North Carolina at Chapel Hill. Estate Planning and Estate Administration are important decisions that affect the entire family, and you need to make the best choices to ensure your family’s health and happiness. Whether you need help creating a general power of attorney or to protect your minor children with our detailed Child Safeguard Planning, our goal is to provide you unrivaled service, to help you seamlessly manage your estate matters with high professionalism. No matter if you’re near the historic railroad tracks, or closer to the downtown area, our dedication is to provide you with a service that reflects the town’s motto: “The Peak of Good Living”.

Estate Planning Services for Apex, North Carolina Residents:

With a deep understanding of the unique needs and goals of Apex residents, we offer tailored estate planning strategies that provide peace of mind and protection for you and your loved ones. When the time comes for estate administration, our experts handle the complexities with utmost care and efficiency, ensuring a seamless process. Trust us to guide you through the intricacies of estate law, and secure your legacy for generations to come.

Wills, Living Trusts, and Estate Planning

Our Estate Planning services in Apex range from preparing wills and living trusts to devising comprehensive estate strategies that safeguard your assets and ensure your wishes are honored. This brings you and your family a sense of calm and certainty.

Powers of Attorney and Health Care Directives

Deciding on matters concerning your healthcare and finances can often be overwhelming. Our dedicated team works meticulously to formulate Powers of Attorney and Health Care Directives that uphold your choices, even in times when you may not be able to express them yourself.

Long-Term Care Planning

We assist you in future-proofing with our Long-Term Care Planning services, crafting financial plans that shield your assets while guaranteeing access to the best possible care in your senior years.

Alzheimer’s & Dementia Planning

Facing the difficulties that Alzheimer's and dementia bring is a daunting task. Our specialized planning services are aimed at safeguarding the rights and welfare of individuals diagnosed with these conditions and their families.

Asset Protection for You & Your Family

Our top-notch Asset Protection Services in Apex focus on defending your hard-earned wealth from possible future creditors, lawsuits, and other financial threats, working intimately with you to fortify your family's financial future.

Business Planning & Business Succession

The key to the long-term success of any enterprise lies in effective business planning and succession. We facilitate strategies for smooth leadership transition and the protection of your diligently built business.

Probate & Estate Administration

Navigating the probate and estate administration process can often be intricate and time-demanding. Our Apex probate lawyer provides guidance to executors and administrators, helping them meet their responsibilities while avoiding potential legal hurdles from filing a petition with the probate court to distribution of remaining assets to heirs.

Trust Administration

We offer proficient Trust Administration services, ensuring assets are distributed timely and accurately in line with the trustor’s desires.

Medicaid & Nursing Home Planning

The costs associated with Medicaid and nursing homes can quickly drain a family's resources. We offer strategic planning that can help you qualify for benefits without jeopardizing your family's financial health.

Special Needs Planning

If you have a loved one with special needs, our specialized planning services ensure they have the financial resources they need to lead a fulfilling life, without compromising their eligibility for vital government benefits.

Communities We Serve throughout North Carolina:

We serve all areas of Wake County and the surrounding counties including:

Cary
Raleigh
Apex
Holly Springs

Fuquay-Varina
Durham County
Johnston County
Chatham County

Via virtual meetings, we are able to provide assistance to most individuals throughout the state of North Carolina.

Directions from Apex to Our Cary, NC Office

Directions from West (Apex):

Take I-64 E towards Cary
Turn left onto Lake Pine Dr. in Cary
After 1.2 miles, turn right onto SW Cary Pkwy
After 1.5 miles, turn left onto Kildaire Farm Rd.
After .7 miles, turn left onto Commonwealth Ct.

Parking Instructions:

We have free parking, including handicapped-accessible parking, available right outside of our first-floor office. If you need assistance, upon your arrival, please call us and a member of our team will be happy to come out and assist you.

Need Help?

Fill out the quick contact form below, and a member of our team will contact you to discuss the next steps for your estate planning or long-term care planning needs.

Offices

Carolina Family Estate Planning

201 Commonwealth Ct #100
Cary, NC 27511
Phone: 919-443-3035
Fax: 919-324-6987
Office Hours: Call 24 Hours
Location Details
Directions

Apex Area Office:
Carolina Family Estate Planning

Apex, NC
Phone: 919-443-3035
Fax: 919-324-6987
Office Hours: Call 24 Hours
About a 13 minute drive from Apex, NC
Location Details
Directions

Clayton Area Office:
Carolina Family Estate Planning

Clayton, NC
Phone: 919-443-3035
Fax: 919-324-6987
Office Hours: Call 24 Hours
About a 30 minute drive from Clayton
Location Details
Directions

Durham Area Office:
Carolina Family Estate Planning

Durham, NC
Phone: 919-443-3035
Fax: 919-324-6987
Office Hours: Call 24 Hours
About a 30 minute drive from downtown Durham
Location Details
Directions

Holly Springs Area Office:
Carolina Family Estate Planning

Holly Springs, NC
Phone: 919-443-3035
Fax: 919-324-6987
Office Hours: Call 24 Hours
About a 18 minute drive from Holly Springs
Location Details
Directions

Morrisville Area Office:
Carolina Family Estate Planning

Morrisville, NC
Phone: 919-443-3035
Fax: 919-324-6987
Office Hours: Call 24 Hours
About a 15 minute drive from Morrisville
Location Details
Directions

Raleigh Area Office:
Carolina Family Estate Planning

Raleigh, NC
Phone: 919-443-3035
Fax: 919-324-6987
Office Hours: Call 24 Hours
About a 19 minute drive from downtown Raleigh
Location Details
Directions

Meet Our Team

Jackie Bedard Estate Planning and Elder Law Attorney, Founder

Kellie Corbett Estate Planning and Elder Law Attorney

Lauren Z. Quaas Estate Planning and Elder Law Attorney

Dan Bedard Executive Director

Emily Rogers Client Acquisition Director

Jennifer Mercer Operations Manager

Kendall Vardon Client Relationship Manager

Sara Munoz Client Relationship Manager

Jennifer Knapp Client Relationship Manager

Flora Pinkham Legal Assistant

Benefits of Working With a Apex Estate Planning Attorney

At our Caroline Family Estate Planning, we take pride in being more than just a one-time transaction. We believe in building lasting relationships with our clients, staying connected, and supporting you through all the twists and turns that life brings. Whether you've recently relocated to the area or have been a part of Apex's community for years, we understand that each person we serve is special, with individual dreams and aspirations. Our approach revolves entirely around getting to know you, your family, and your unique objectives, as well as understanding your hopes and concerns. Our goal is to make the estate planning process seamless and stress-free, ensuring that you've made the best decisions for your loved ones' future. We're here for you every step of the way, making sure your estate planning journey is a comfortable and personalized experience.