• Carolina Family Estate Planning
  • 201 Commonwealth Ct #100
    Cary, NC 27511
  • Phone: 919-443-3035
  • Fax: 919-324-6987
  • Office Hours:
  • Directions

With the comforting southern charm of Cary, North Carolina, nestled between the breathtaking beauty of the Blue Ridge Mountains and the sun-kissed coastline of the Atlantic, comes an inevitable sense of life's delicate nature. As Cary’s dedicated Estate Administration and Estate Planning Attorney, we understand the profound emotions surrounding the need for clear, thoughtful planning for the future of your estate.

You and your loved ones deserve a first-class experience. We understand that the services we provide help you and your family during some of your most vulnerable and stressful life events and we don’t take that for granted. Carolina Family Estate Planning helps people build better lives for themselves and their loved ones by planning for a secure future via wills, trusts, and asset protection planning tools.

Services We Offer in Cary, North Carolina:

We can help you find the right solution for your family’s unique situation and goals so you can have true peace of mind that you and your family are protected.

Wills, Living Trusts, and Estate Planning

In Cary, North Carolina, Estate Planning encompasses services from creating wills and living trusts to designing comprehensive estate plans. These tools help safeguard your assets, ensure your wishes are respected, and provide peace of mind for you and your loved ones.

Powers of Attorney and Health Care Directives

Making decisions about your healthcare and finances can be stressful. Through careful crafting of Powers of Attorney and Health Care Directives, we ensure that your preferences are honored, even when you can't voice them yourself.

Long-Term Care Planning

We help you prepare for the future with Long-Term Care Planning services, which offer financial strategies to protect your assets while ensuring you receive the best possible care in your later years.

Alzheimer’s & Dementia Planning

Navigating the complexities of Alzheimer's and dementia is challenging. We offer specialized planning services to protect the rights and interests of individuals with these conditions and their families.

Asset Protection for You & Your Family

Our expert Asset Protection Services in Cary help shield your hard-earned wealth from potential future creditors, lawsuits, and other financial risks. We work closely with you to secure your family's financial future.

Business Planning & Business Succession

Successful business planning and succession is crucial to any enterprise's longevity. We help create strategies for effective leadership transition and protect the business you've worked hard to build.

Probate & Estate Administration

The probate and estate administration process can be complex and time-consuming. We offer skilled guidance to executors and administrators, helping them fulfill their duties while mitigating potential legal complications.

Trust Administration

Our team provides efficient Trust Administration services, ensuring the accurate and timely distribution of assets in accordance with the trustor’s wishes.

Medicaid & Nursing Home Planning

Medicaid and nursing home costs can rapidly deplete a family's resources. We provide effective planning strategies that can help you qualify for benefits without sacrificing your family's financial security.

Special Needs Planning

If you have a loved one with special needs, our focused planning services ensure they have the financial resources necessary to live a fulfilling life without jeopardizing their eligibility for critical government benefits.

Cary estate planning office building and entrance

Areas We Serve in The Old North State:

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 to Our Cary, NC Office

Directions from the North (Durham):

  • 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.

Directions from East (Raleigh):

  • 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.

Directions from South (Holly Springs & Fuquay-Varina):

  • Take US-1 N towards Cary
  • Take exit 99 to Cary Pkwy
  • After 1.1 milea, turn right onto Kildaire Farm Rd.
  • After .7 miles, turn left onto Commonwealth Ct.

Directions from West (Apex & Pittsboro):

  • 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.