• Durham Area Office:
    Carolina Family Estate Planning

  • Durham, NC
  • Phone: 919-443-3035
  • Fax: 919-324-6987
  • Office Hours:

  • About a 30 minute drive from downtown Durham
  • Directions

Let Carolina Family Estate Planning Help You Enjoy All Durham Has to Offer 

Durham, NC is a hub for education and innovation, being home to prestigious institutions like Duke University and North Carolina Central University. Durham also thrives on the economic development of local businesses, favoring community-driven establishments like Lula and Sadie's.

At Carolina Family Estate Planning, we want you to enjoy all that Durham has to offer without worrying about whether your family's interests are sufficiently protected. Whether you're raising a family or own a local business, Carolina Family Estate Planning is here to help you secure your family's legacy or protect your business assets in this dynamic city.

Top-Rated Durham Estate Planning Attorneys

seniors on boat | Durham estate planning attorneysCaroline Family Estate Planning doesn't just manage assets; we honor life stories, ensuring families remain secure and that wishes are honored. From guiding pivotal health care choices to safeguarding a child's future, we've become a beacon in one's journey to preserve love, legacy, and memories.

Wills, Living Trusts, and Estate Planning

As a Durham, North Carolina resident, crafting a comprehensive estate plan is essential to ensure your wishes are carried out and your loved ones are provided for. This may involve creating a will to outline how your assets should be distributed, establishing a living trust to avoid probate, and developing a broader estate plan to address issues such as long-term care, asset protection, and business succession. Don't leave your legacy to chance – take control of your estate planning today.

Powers of Attorney and Health Care Directives

It's important to have a power of attorney and health care directive in place to ensure your wishes are respected if you become incapacitated. These essential documents can give you and your loved ones peace of mind during a difficult time. A power of attorney allows you to appoint a trusted individual to make financial and legal decisions on your behalf, while a health care directive specifies your preferences for medical treatment, including end-of-life care. 

Long-Term Care Planning

As you get older, the possibility of needing long-term care, whether in a nursing home, assisted living facility, or at home, becomes increasingly likely. For Durham residents, long-term care planning involves carefully evaluating your options, determining how to finance this care, and putting the necessary arrangements in place. By planning ahead, you can help ensure your wishes are followed and your family is prepared to support you, should the need for long-term care arise. Don't leave your future to chance. Let our experienced legal team create a plan that meets your unique needs.

Alzheimer’s & Dementia Planning

Durham residents living with Alzheimer's disease or other forms of dementia may require comprehensive planning to ensure their loved ones are cared for and their wishes are honored. This may include creating a durable power of attorney, establishing a living trust, and making advance decisions about medical treatment and end-of-life care. By planning ahead, you can help provide for your loved one's needs and give your family the guidance they need during a challenging time. Protect your family's future by addressing these important considerations.

Asset Protection for You & Your Family

As a Durham resident, protecting your assets is an essential part of comprehensive estate planning. This can involve strategies such as establishing trusts, transferring ownership of property, and minimizing exposure to liability. By taking proactive steps to safeguard your assets, you can help ensure your wealth is preserved for your loved ones and your legacy is protected. Secure your family's financial future with the help of our experienced estate planning attorneys.

Business Planning & Business Succession

If you own a business in Durham, North Carolina, it's crucial to have a well-crafted business plan and succession strategy in place. This may include determining ownership and management structure, addressing tax implications, and ensuring a smooth transition of leadership. Effective business planning can help protect your investment and secure your company's future, even in the face of unexpected events. Don't leave the fate of your business to chance – plan for a successful future.

Probate & Estate Administration

The probate process in Durham, North Carolina can may involve inventorying assets, paying debts and taxes, and distributing the remaining assets to the designated beneficiaries. An experienced estate planning attorney at Carolina Family Estate Planning can guide you through the probate process and ensure your wishes are carried out. 

Trust Administration

If you have established a trust as part of your estate plan, trust administration is the process of managing and distributing the trust assets according to the terms of the trust document. As a Durham resident, this can involve ongoing management of investments, making distributions to beneficiaries, and ensuring the trust remains compliant with applicable laws and regulations. 

Medicaid & Nursing Home Planning

The costs associated with Medicaid and nursing homes can quickly drain a family's resources. Medicaid and nursing home planning involves understanding the eligibility requirements, evaluating your financial situation, and exploring strategies to protect your assets while accessing the necessary care. By working with our experienced Durham attorneys, you can make informed decisions and ensure you are prepared for potential long-term care needs. 

Special Needs Planning

Individuals with disabilities or special needs in Durham, North Carolina, often require specialized planning to ensure their well-being and financial security. Special needs planning may involve creating a special needs trust, coordinating government benefits, and making provisions for the care and support of your loved one. This type of planning can help provide for your family member's unique needs and give you peace of mind. Ensure your loved one's future is secure by working with a skilled estate planning professional.

Cary estate planning office building and entrance | North Carolina Estate Planning Lawyer

Areas We Serve in the Tar Heel State

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

Via virtual meetings, we are able to provide assistance to most individuals throughout the state of North Carolina.

Directions From Durham to Our Cary, NC Office

  • Take I-40 East to Exit 291 for Cary Towne Blvd
  • After .8 miles on Cary Towne Blvd, turn left onto SE Maynard Rd
  • After 1.6 miles, turn right onto Kildaire Farm Rd.
  • After .3 miles, turn right on 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.