• Morrisville Area Office:
    Carolina Family Estate Planning

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

  • About a 15 minute drive from Morrisville
  • Directions

Morrisville is one of the most diverse towns in North Carolina, and in 2022 was named number 5 on the Best Place to Live for Families list. Morrisville is a family-friendly place, with a love for cricket and an in-town shuttle system that provides transportation free of cost to residents within the city limits. We promise that our Estate Planning and Child Safeguard Planning services will bring you closer to your goal of living an active and safe life with your family and provide peace of mind for you and your spouse. Whether you need help to create an estate plan, updating your current plan, navigating the probate process, or protecting your minor children, we’re dedicated to ensuring your success.

Morrisville Residents Choose Carolina Family Estate Planning For Several Reasons:

Carolina Family Estate Planning offers services ranging from drafting wills and trusts, designating powers of attorney, and providing tax planning advice, to ensuring healthcare directives are in place. Moreover, we assist in designating guardians for minors and offering counsel on charitable giving. By securing an estate planner's expertise, Morrisville residents can confidently navigate the complexities of wealth transfer, ensuring their legacies are preserved in line with their wishes.

Wills, Living Trusts, and Estate Planning

Our Estate Planning services in Wake County 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-rated Asset Protection Services in Morrisville 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 Morrisville 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

Areas We Serve throughout North Carolina:

We serve residents all over the State of North Carolina, including the areas of Wake County and the surrounding area including:

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

Directions from Morrisville to Our Cary, NC Office

Directions from Morrisville:

  • Take Chapel Hill Rd and NW Maynard Rd
  • Turn right onto Kildaire Farm Rd
  • Continue on Commonwealth Ct to your destination

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.