Our Friendly, Experienced
Professionals Are Trained to Help
You Plan for a Secure Future to Protect
Your Family from Financial Ruin
and Family Feuds After the Death
of a Loved One.
As a busy North Carolina parent or grandparent juggling your career and your family, you likely have a lot on your plate. That’s why we built our estate planning practice on providing efficient and effective estate planning and asset protection solutions, that take the worry, confusion, and frustration out of complex estate planning and asset protection issues.
At Carolina Family Estate Planning, we want to help YOU make the best possible decisions for your and your family’s long-term wellness and financial security.
How do you want to be remembered by your family? Your plan will become the legacy that you leave to your family. When you pass away or become incapacitated, your loved ones will be the ones living with the decisions that you made for their benefit.
We focus on Planning Solutions that
Provide Security and Peace of Mind
for North Carolina families.
If you are like our other clients, you want to leave a LOVING LEGACY of protection for your family after you are gone, rather than a mess for them to deal with.
Perhaps you know someone who has gone through the disaster of a failed estate—whether due to lack or planning or disorganization, family discord, a never-ending estate administration (and the bills to go with it), or other unintended consequences like children being left high and dry when a surviving spouse gets remarried and the assets eventually pass to their new spouse or stepchildren (we call it the dreaded “accidental disinheritance” and unfortunately, it happens A LOT).
I doubt you want YOUR LEGACY to be a disaster for your family.
At Carolina Family Estate Planning, we help North Carolina parents and grandparents make smart, thoughtful planning decisions for themselves and their loved ones.
We Are Friendly, Genuine Professionals
With No Surprise Fees.
Our friendly and dedicated team will help you step-by-step through the planning process to help you make smart planning decisions and implement them in a smooth and effective manner.
Our process is organized and straightforward: We’ll guide you each step of the way to make the process of creating a comprehensive plan as easy and painless as possible. This starts with our proven Vision Method Process for helping you identify and clarify your planning goals.
Once we have clarified your vision and desires, we’ll quote you a fixed, flat fee for your custom-designed plan. We’ll review our process and fees with you in advance so that you don’t have to worry about surprise fees or hidden costs.
Our Most Popular Planning Options Are
Designed to Protect Your Family and
Estate from Unnecessary Stress,
Confusion, Delays, Financial
Expense, Family Disputes, and the
Tedious Probate Process.
Far too many professionals take a cookie-cutter, one-size-fits-all approach to estate planning. Some don’t take the time to help you understand your options. Instead, they sell everyone the same old solution—which may lead to inferior results if it doesn’t have the right protection for your families. While others sell people tools that they may not even need.
Our Vision Method is focused on beginning with a clear picture of your current situation and what your goals are for your family. We will NEVER sell you or your family tools that are not aligned with your needs and goals.
Your plan will be custom-designed by you with our guidance. We do NOT use cookie-cutter forms or copy-and-paste documents from one client to the next like some firms.
Individuals, Business Owners,
and Professionals Who
Expect Superb Service and a
Commitment to Excellence.
We are REASSURINGLY NOT the "Cheapest Lawyers on the Block."
If your primary goal is to find the cheapest option possible, then we are
NOT the right planning professionals for you.
When making an investment, most people want three things: the highest quality, the best service, and the lowest price. In today’s world, you’d be hard-pressed to find a company that can offer the highest quality and the best service for the lowest price.
When your and your family’s future is at stake, we don’t believe in cutting corners. Our friendly, dedicated team of top-notch professionals provide exceptional value and service, diligent attention to organization and detail, and prompt, efficient service to our clients.
When you fully understand our process and everything that is included, it’s obvious that our fees cannot be the cheapest. We build high-quality, comprehensive planning for those that are willing to make a reasonable investment in providing a secure future for themselves and their loved ones.
Check out our many raving reviews to learn what our past clients have to say about their experience working with Carolina Family Estate Planning.
"Tomorrow is never guaranteed to anyone, young or old.
Today could be the last time to see your loved ones, which is why you mustn't wait;
do it today, in case tomorrow never arrives."-Marquez
For many individuals, the biggest risk to their family is procrastination. Don’t put your and your family’s future at risk by leaving them unprotected or with an outdated plan. Ready to learn more? Take the next step and reach out to us. We’ll help you figure out the best way to get started.
To get started, complete the Contact Us Form at the top or bottom of
this page to reach out to our Cary office now.
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We focus solely on wills, trusts, wealth protection, long-term care planning, business succession, probate, and related matters. Year after year, we have been recognized by several prominent organizations, both in the legal profession (AVVO, Super Lawyers) and in the Raleigh-Durham-Cary area (Cary Magazine, The Cary News). But our highest honor has been what we've accomplished for our clients!
Founding Attorney, Jackie Bedard, serves as the visionary of the firm by shaping the firm's process and serving offerings and building a stellar team to aid our clients in implementing great planning.
Cary Magazine's Best Attorney Maggy Award 2016, 2017, 2018, 2019 & 2015 Movers & Shakers Award
The Maggy Awards are presented each year by Cary Magazine based on popular online vote. More than 11,000 area residents vote for their favorite service heroes in Western Wake county, and we’re proud that Jackie Bedard, founder of the firm has been named as Best Attorney in 2016, 2017, 2018, and 2019! Thank you to our amazing CFEP Team, our fabulous clients, and to all who voted!
In the June/July issue of Cary Magazine, Jackie was included among thirty young professionals named as a 2015 Movers & Shakers who represent fields ranging from health and law to food and design: were named by the magazine. Nancy Pardue, co-editor of the magazine, explains these are the people impacting Western Wake, both now and for the future."
North Carolina Super Lawyers Rising Star 2017, 2018, 2019.
North Carolina Super Lawyers uses a multiphase selection process that includes a combination of peer nominations, evaluations, and independent research. Selections are made on an annual, state-by-state basis. Founding Attorney, Jackie Bedard has been named as a Rising Star for 2017, 2018, and 2019.
Legal Elite 2019
Founding Attorney, Jackie Bedard, was named to the NC Legal Elite in 2019 by Business North Carolina based on nomination by other North Carolina attorneys.
Cary News Best Attorney 2017
Based on popular online vote, Jackie Bedard was named Best Attorney in the The Cary News in 2017 (to our knowledge, 2017 was the last year that The Cary News conducted this award).
Jackie Bedard receives the top rating of 10 out of 10 by AVVO.com in both Estate Planning and Elder Law.
