• Apex Area Office:
    Carolina Family Estate Planning

  • Apex, NC
  • Phone: 919-443-3035
  • Fax: 919-324-6987
  • Office 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.

Cary estate planning office building and entrance

Communities We Serve throughout North Carolina:

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

  • 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.