Raleigh Estate Administration & Estate Planning Attorney

Our Dedicated Legal Team Helps Raleigh Residents Prepare for Whatever the Future Holds

At the heart of North Carolina's capital, Raleigh, where the vibrant energy of a growing city blends harmoniously with the tranquil charm of Southern hospitality, our practice in estate administration and estate planning is built on a foundation of excellence. As the City of Oaks flourishes with its rich history, innovative tech scene, and diverse cultural attractions, we acknowledge that every family carries a unique story and legacy. Whether you're nestled near NC State, enjoying the historic Mordecai neighborhood, or residing in the bustling downtown district, we are dedicated to offering Raleigh's residents an experience in estate planning and administration that exceeds your expectations.

Our Offerings for Raleigh, North Carolina Residents

We understand that each family in Raleigh, North Carolina carries unique needs and goals. Our extensive suite of services is tailored to provide solutions that not only meet your individual requirements but also deliver peace of mind that you and your loved ones are well-protected by a plan set up with our Raleigh estate planning attorneys.

Wills, Living Trusts, and Estate Planning

Our estate planning services in Raleigh range from preparing wills and living trusts to devising comprehensive estate strategies that safeguard your assets and ensure your wishes are honored. We tailor our approach to your unique circumstances, considering factors such as family dynamics, asset composition, and long-term goals. Our experienced attorneys stay up-to-date with the latest legal developments to provide you with the most effective estate planning solutions.

Powers of Attorney and Health Care Directives

Our dedicated team works 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. We guide you through the process of selecting trusted individuals to act on your behalf and help you articulate your wishes clearly. Our documents are crafted with precision to ensure they stand up to legal scrutiny and truly reflect your intentions.

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. Our strategies consider various scenarios, including home care, assisted living, and nursing home care, to ensure you're prepared for any eventuality. We also help you navigate the complex world of long-term care insurance and Medicaid planning to maximize your options.

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. We help you put legal and financial safeguards in place early, ensuring continuity of care and protection of assets as the condition progresses. Our team also provides guidance on accessing resources and support services specific to Alzheimer's and dementia care.

Asset Protection for You & Your Family

Our asset protection services in Raleigh focus on defending your hard-earned wealth from possible future creditors, lawsuits, and other financial threats. We employ a range of sophisticated legal tools and structures to create layers of protection around your assets. Our strategies are designed to be flexible, allowing for adjustments as your financial situation and legal landscape evolve.

Business Planning & Business Succession

The key to the long-term success of any enterprise lies in effective business planning and succession. Our services include creating buy-sell agreements, structuring ownership transfers, and developing management transition plans. We also help you navigate the tax implications of business succession to maximize the value of your business for the next generation.

Probate & Estate Administration

Our Raleigh probate lawyers provide 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. We assist in inventorying and appraising estate assets, settling debts and taxes, and managing complex family dynamics during the process. Our team also helps executors understand their fiduciary duties and protects them from potential personal liability.

Trust Administration

We offer trust administration services to ensure assets are distributed timely and accurately in line with the trustor's desires. Our team helps trustees understand their legal obligations and guides them through the process of trust management. We also assist in navigating potential conflicts between beneficiaries and ensuring the trust remains in compliance with ever-changing tax laws.

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. Our attorneys are well-versed in Medicaid's complex eligibility rules and can help you structure your assets to meet these requirements. We also assist in planning for potential "look-back" periods to ensure your strategy is both effective and compliant with current regulations.

Special Needs Planning

If you have a loved one with special needs, our planning services ensure they have the financial resources they need to lead a fulfilling life without compromising their eligibility for vital government benefits. We help create and manage special needs trusts that provide for supplemental care and quality of life enhancements. Our team also assists in coordinating with care providers and government agencies to ensure comprehensive, long-term support for your loved one with special needs.

Areas We Serve in the Tar Heel State

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

Directions From Raleigh 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.