Introducing Carolina Family Estate Planning

If you’ve tried to visit this blog in the past couple of months, you may have noticed that things have been on hiatus.  That was because I have been working on an exciting project–several months ago, I began to work on business plans for my own law firm and I am pleased to announce the opening of Carolina Family Estate Planning in Cary, NC.

As part of this new adventure, this Spring I applied and interviewed to join the Personal Family Lawyer network and am pleased to announce that I was accepted to the network in May.  The Personal Family Lawyer designation is awarded to estate planning lawyers who have demonstrated an unwavering commitment to  being a trusted advisor who will help you to make the very best personal, financial, legal and business decisions throughout your lifetime and will be there to guide your family and loved ones when you can’t be.

I’m thrilled to be included in this elite group of lawyers. I love helping people, being their trusted advisor, and helping them make the best decisions for their family for a lifetime. It has been my ambition to be this type of lawyer and not just prepare form documents, but to develop a true personal relationship with my clients. I’m very fortunate and honored.

In creating Carolina Family Estate Planning, I knew that I wanted to provide something more for my clients than the traditional estate planning experience. Joining the Personal Family Lawyer network was a natural fit because it is aligned with many of my ideals: using flat fee billing to eliminate surprises and create a more conducive atmosphere for asking questions and creating a lifetime relationship, client-oriented service, using a team approach to ensure all clients receive attentive and caring service and helping clients pass on more than just material wealth, but also their values, ideals, and stories.

So get ready for a totally different legal experience.  Estate planning shouldn’t be just a single transaction.  Your family’s needs will grow and change with time.  As such, the estate plan should be the beginning of a lifetime relationship with a trusted legal advisor.   At Carolina Family Estate Planning we will work with you to create an estate plan that works for you and your family and will continue to work during your lifetime and after.

We have a lot more information and details on the firm website at I hope you take a few minutes to check us out and while you’re there, be sure to sign up for our weekly ezine for additional articles and tips relating to personal, financial, legal and business planning for you and your family.

Carolina Family Estate Planning will not only meet your expectations, we will exceed them. We have unique systems to provide you and your family exceptional service.  We want to be your lawyer for life!  Contact our Client Intake Specialist at (919) 443-3035 and schedule your Family Wealth Planning Session today!

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