Not sure how to plan your North Carolina estate? Let us help

Jackie Bedard
Connect with me

If you want to learn more about protecting your family, we can help. We provide several different places to get started, depending on your current comfort and knowledge level:

Learn More: If you are just getting started, you can find out more about us and what we do by signing up for our email newsletter and reading our blog, or download one our free books, reports and resources.

Attend a Workshop: Attending a workshop is the best way to learn more about how we work with our clients to protect their families and their wealth. You’ll get to hear more about estate planning while also getting to know us a bit too. All of our workshops are free to attend. Click here for more information and upcoming workshop dates.

Schedule a Vision Meeting: By now you’ve seen that Carolina Family Estate Planning is something special, and because you love your family, you know they deserve the kind of protection and guidance we provide. You’ll want to start the process with our Vision Meeting. This is generally a one-hour educational meeting to discuss your goals and planning scenarios available.

Call our office at (919) 443-3035 and talk with Aimee, our Client Services Director, who will schedule the most convenient appointment time available for you. Aimee will explain our process to you in more detail in preparation for your session.

If you are calling regarding long term care planning, Medicaid or veteran's benefits, we will first conduct a telephone consultation to determine how our firm can help you and assess if it is a time-sensitive situation, as it sometimes the case with crisis planning.

What to Do Prior to Your Vision Meeting
About two to three days after scheduling your appointment, you will receive a priority mailer with your Estate Planning Worksheets and other important information that you will need to review prior to your Vision Meeting. We will tailor the Vision Meeting to specifically discuss your family’s needs.  For that reason, we need you to return your completed Estate Planning Worksheet to our office one week prior to your appointment, by mail, fax or email, or we will need to reschedule your appointment. Of course, you can call the office (without worrying about being billed for it!) at any time if you need assistance completing your worksheet, or if you have any questions at all. This is just another way we’re different from other law firms you may have worked with in the past.

If you have existing estate planning documents, please make sure we receive those documents in our office at least one week prior to your meetings so we can review them for your personalized session.

What to Expect the Day of Your Vision Meeting
On the day of your meeting, you should expect to spend about 1-1.5 hours with our office. The initial meeting has two purposes:

  • To discover your primary goals regarding planning for you and your family and help you identify the planning tools that best achieve those goals.
  • To identify whether there is a good fit between you and the firm.


If there is a good fit between your family and our firm, and if we can assist you with the specific goals you identify, we will discuss the fees and payment options for a personalized plan that takes your unique needs into account.  We use flat fee billing, so when you hire us, you'll know upfront exactly what the fees will be for your planning. From there, we’ll schedule your design meeting and get started started with our planning process.

Read more about the next stage in Our Process.