Clayton, North Carolina Family Estate Planning Attorney

Let Our Dedicated Legal Team Protect What Matters to You

With a population of approximately 32,000 people, Clayton is ranked #29 on North Carolina's Most Diverse Suburbs list— a perfect place to raise a family. Whether you're drawn to Clayton for its educational opportunities like the Clemmons Educational State Forest and North Carolina Museum of Natural Sciences or the array of health care jobs available, such as those at Grifols Therapeutics, Carolina Family Estate Planning is here to safeguard what matters most to you. Contact us today for comprehensive estate planning tailored to your needs.

Why Clayton Residents Choose Carolina Family Estate Planning 

Just as Clayton takes pride in its historic downtown and cultural events like the Harvest Festival, an estate planner ensures that the legacy of its residents, their stories, and their aspirations remain preserved and cherished for generations to come.

Wills, Living Trusts, and Estate Planning

Our estate planning services in Johnston County range from preparing wills and living trusts to devising comprehensive estate strategies that safeguard your assets and ensure your wishes are honored. We take the time to understand your unique family dynamics and financial situation to create a tailored estate plan. Our attorneys stay informed about the latest legal developments to provide you with up-to-date advice and strategies.

Powers of Attorney and Health Care Directives

We can 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. Our attorneys will take the time to explain the implications of each document and ensure your wishes are clearly articulated. We also provide ongoing support to review and update your directives as needed.

Long-Term Care Planning

Our experienced team will help you navigate the complex landscape of long-term care options and funding sources. We'll work with you to develop a comprehensive plan that protects your assets and ensures you receive the care you deserve. We also stay up-to-date on changes in long-term care regulations and can advise you on how to adapt your plan accordingly.

Alzheimer’s & Dementia Planning

Our planning services aim to safeguard the rights and welfare of individuals diagnosed with these conditions and their families. We work closely with you and your loved ones to create a customized plan that addresses financial, legal, and health care needs. Additionally, we can offer support and resources to help families navigate the challenges of caring for a loved one with Alzheimer's or dementia.

Asset Protection for You & Your Family

We utilize a range of strategies in our Clayton asset protection services, including trusts, entity formation, and insurance, to shield your assets from potential risks. Our attorneys will work closely with you to understand your specific concerns and tailor an asset protection plan that aligns with your long-term goals. We also stay up-to-date on changes in asset protection laws and can advise you on how to adapt your plan accordingly.

Business Planning & Business Succession

The key to the long-term success of any enterprise lies in effective business planning and succession. This includes entity formation, contract drafting, and tax planning, as well as a comprehensive succession plan that ensures the seamless transfer of your business to the next generation or a new owner.

Probate & Estate Administration

Our Clayton probate lawyers understand the emotional and administrative challenges that come with estate administration, and we're committed to guiding you through the process efficiently and compassionately. Our attorneys will work closely with you to ensure all legal requirements are met and that the deceased's wishes are honored.

Trust Administration

Our experienced trust administration team will work closely with you to understand the terms of the trust and ensure all fiduciary duties are met. We'll handle the complex paperwork, tax filings, and asset management tasks, allowing you to focus on your role as a trustee. We also provide ongoing support and guidance to address any issues that may arise during the trust administration process.

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

Our attorneys have extensive experience in areas like special needs trusts, guardianship, and government benefit 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. Our legal team will work closely with you to create a customized plan that addresses their current and future care requirements. 

Areas We Serve Throughout North Carolina

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

Directions From Clayton to Our Cary, NC Office

• Take I-40 West to Exit 99 for US-1 S
• Follow signs for US-1 S
• From US-1 S take exit 99 to Cary Pkwy
• After 1 mile, turn right 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.