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BEST RATED CARY, NC ESTATE PLANNING LAWYERS

3 Best Estate Planning Lawyers in Cary, NC

Expert-recommended Top 3 Estate Planning Lawyers in Cary, North Carolina. All of our estate planning attorneys actually face a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. You deserve only the best!

Jackie Bedard - Cary, NC Estate Planning Lawyers
Jackie Bedard - Cary, NC Estate Planning Lawyers
Best Estate Planning Lawyers in Cary NC - Jackie Bedard - CAROLINA FAMILY ESTATE PLANNING video
10+ YEARS IN TBR
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JACKIE BEDARD

(4.9 Score)
CAROLINA FAMILY ESTATE PLANNING
51 Kilmayne Drive, Suite 200,
Cary, NC 27511 Directions

Since 2006

Practice Areas:

✓ Estate Planning and Asset Protection ✓ Wills ✓ Trusts and Estates ✓ Asset Protection ✓ Protecting Minor Children ✓ Elder Law ✓ Long-term Care Planning ✓ Medicaid and Nursing Home Care ✓ Veterans' Aid and Attendance ✓ Alzheimer's Planning Center ✓ Business Planning and Business Succession ✓ Probate Estate ✓ Trust Administration

"Jackie Bedard is the founder of Carolina Family Estate Planning. She completed her Bachelor of Science at the Massachusetts Institute of Technology and her Juris Doctor at the University of Richmond School of Law. She provides full-service estate plans to those in and around North Carolina's Triangle. Jackie Bedard is a member of the National Academy of Attorneys for Alzheimer's Planning and the National Academy of Elder Law Attorneys. She is also a former council member of the Elder Law and Special Needs section of the North Carolina Bar Association. Jackie Bedard got a Cary Magazine's Maggy Award for Best Attorney and received a North Carolina SuperLawyer in Estate Planning & Probate. Carolina Family Estate Planning wants to help you make the best possible decisions for your family's long-term wellness and financial security. They have helped thousands of North Carolina families live better lives by helping them navigate the complexities of estate planning, long-term care planning, probate, and trust administration. They also offer legal assistance to clients throughout North Carolina, including Apex, Clayton, Durham, Holly Springs, Morrisville, and Raleigh.

2026 Update: Carolina Family Estate Planning provides legal assistance to soon-to-be retirees, high net worth individuals, business owners, medical practices and professionals, rental or vacation property owners, families with a loved one with special needs, executors, and trustees."

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“Best Attorney” by popular vote in Cary Magazine’s Maggy Awards in 2017-2023

Contact:

(919) 737-2030 (919) 822-8646

Mon-Fri: 8am - 5:30pm
Sat & Sun: Closed

TBR® Inspection Report:

Paul Yokabitus - Cary, NC Estate Planning Lawyers
Paul Yokabitus - Cary, NC Estate Planning Lawyers
Best Estate Planning Lawyers in Cary NC - Paul Yokabitus - CARY ESTATE PLANNING video
7+ YEARS IN TBR
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PAUL YOKABITUS

(4.8 Score)
CARY ESTATE PLANNING
1255 Crescent Green, Suite 200,
Cary, NC 27518 Directions

Since 2013

Practice Areas:

✓ Business Succession Planning ✓ Elder Law ✓ Estate Administration ✓ Estate Planning ✓ Financial Planning ✓ Guardianship ✓ Medicaid Planning ✓ Power of Attorney ✓ Probate ✓ Disability and Special Needs Planning ✓ Trusts ✓ Wills

"Paul Yokabitus, the owner of Cary Estate Planning, holds a law degree from Campbell University School of Law. Paul stands out from other traditional lawyers due to his unwavering dedication to the client-attorney relationship and ensuring his clients' peace of mind. He has been recognized as a Legal Elite in Tax & Estate Planning from 2017 to 2023 and was named Best Attorney in Cary. Cary Estate Planning is created with the client in mind, first and foremost. They are a fiduciary, relationship-focused, and client-centered comprehensive estate planning law firm. They only recommend strategies in your best interests and establish long-term relationships with their clients to allow ongoing access to legal advice. Their team provides customized guidance to estate administrators, helping them understand their roles and responsibilities in the estate administration process. They offer a free case consultation. They also have an office in Chapel Hill and Raleigh.

2026 Update: Paul Yokabitus takes a “planning, not paperwork” approach, simplifying complex legal concepts into clear strategies so clients feel informed and empowered at every step. He is a member of the North Carolina Bar Association, Elder Law Section, the North Carolina Advocates for Justice, and the American Bar Association."

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Best Attorney in Cary” Category: 2016 & 2017
Legal Elite – Tax & Estate Planning in 2017-2023
Rising Star in 2020-2023
Best Attorney in Western Wake” Category by Cary Magazine in 2017-2020
License #46517

Contact:

(919) 659-8433

Open 24 hours

TBR® Inspection Report:

The Law Offices of Amy Whinery Osborne, P.C. - Cary, NC Estate Planning Lawyers
The Law Offices of Amy Whinery Osborne, P.C. - Cary, NC Estate Planning Lawyers
Best Estate Planning Lawyers in Cary NC - The Law Offices of Amy Whinery Osborne, P.C. video
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THE LAW OFFICES OF AMY WHINERY OSBORNE, P.C.

(4.6 Score)
1145 Kildaire Farm Road,
Cary, NC 27511 Directions

Since 2003

Practice Areas:

✓ Estate Planning ✓ Long-term Care and Medicaid Planning ✓ Probate ✓ Trust Administration ✓ Special Needs Planning ✓ Guardianships ✓ Business Succession Planning

“2026 Update: The Law Offices of Amy Whinery Osborne, P.C. helps individuals and families protect what matters most through clear, compassionate estate planning. Amy W. Osborne is an attorney at The Law Offices of Amy Whinery Osborne, P.C., who is an attorney licensed to practice in North Carolina and is a member of the Wake County Bar. She also believes in proactive planning to help her clients achieve their desired goals. Amy offers elder law and estate planning services to residents of Wake, Durham, Orange, Chatham, and other surrounding counties. Amy W. Osborne's firm creates simple, personal, and complete legal plans so you can stop worrying about the future and move forward with confidence, explain every step in plain language, and guide you with care.”

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Contact:

(919) 913-5328

Mon-Thu: 8:30am - 12pm|1pm - 4:30pm
Fri: 8:30am - 12pm|1pm - 2:30pm
Sat & Sun: Closed

TBR® Inspection Report:

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JACKIE BEDARD REVIEWS

My wife and I have been using Carolina Family Estate Planning and could not be happier with them. We are a recently married lesbian couple and while I certainly do not expect everyone to agree with our relationship, I do expect professionalism from a law firm handling something as important and personal as our estate planning. CFEP has gone above and beyond to make us feel welcome, heard, and have earned our trust. I have been very impressed with their approach - offering free education rather than demanding money and a contract up front - which has allowed me to understand this process and make informed decisions that align with my values and needs. They have checked in about our level of comfort and satisfaction at every step of the process, explained every document, and answered every question timely. They are knowledgeable, empathetic, extremely thorough, and have automated information collection forms to make the process as easy as possible. I recommend CFEP to anyone, and have even shared their education materials with loved ones.

While putting off doing our estate plan for far too long, we finally decided to do it. After a fair amount of research we landed on CFEP. We were a little apprehensive of their unique approach to saving clients thousands by having group (classroom) sessions for part of the process. However, we were quickly impressed by this methodology and its effectiveness without losing the personal touch.Kellie and the team were great throughout the entire process. Highly recommend for any estate planning needs.

We set up my mother's will and it was such a professional experience that my wife and I did ours as well. We eventually settled my mother's estate when she passed away. I spent a lot of time over an 18 month period with members from Carolina Family Estate Planning and they were great each time. Professional, friendly, timely, and always ready to help. I highly recommend them.

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PAUL YOKABITUS REVIEWS

The entire process was smooth, engaging and enlightening. I did not attend their free trust ans estate planning seminar but would recommend doing so. The attornies I met with were very knowledgeable and easy to work with. Although given several choices for life end planning, I went with and strongly recommend revocable trusts to eliminate costly probate issues. The trust route can be a long and complex process which they make it easy to navigate. I have no hesitation to strongly recommend Cary Estate Planning.

Cary Estate Planning is amazing to work with. They patiently lead us through the process & answered all our questions over & over again. Estate Planning involves so much more than what's on the surface. I am so glad we found Paul & his team to lead us in the process. Their patience & integrity is second to none! One of the favorites that I love about their firm is the online secure vault that is available to all clients. It's easy, secure access can be shared with loved ones, making information always quickly available. I also greatly appreciate that we have an ongoing relationship with them, it doesn't end once our documents are completed & signed.

Working with Cary Estate Planning was wonderful. I had no clue how to set up a trust etc. they were super kind and patient. The process went so smoothly. This part of life can be very stressful, but they were really understanding, and explained everything really well. I would recommend them to anyone who needs, Wills, Trust, Health Care Power of Attorney etc.

THE LAW OFFICES OF AMY WHINERY OSBORNE, P.C. REVIEWS

We had a painless experience with Laura all the team of people at Amy W Osborne law office to prepare our legal documents! Everything was explained very clearly! We’re not legally oriented so the language was sometimes challenging but they always were very patient with us without the arrogance one may see with some lawyers! We were treated with respect by everyone we encountered! They are wonderful people and professionals! I’m very grateful we found them!

We made it to the best estate planner we have ever had. Discussing your will is so personal you need a team of compassionate professionals and we have found it with Amy and her employees. We feel very grateful to have her.

We had a very successful experience with the Law Offices of Amy Whinery Osborne, PC from the initial interview to the review to the final signing. I recommend this firm.

TBR® Inspection Score Report

JACKIE BEDARD Total Inspection Points: 118/120
Complete Info: 9
Experience: 9
Business Hours: 10
Business Images: 10
Contact Info: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Review Analysis: 10
Reviews Accuracy of : 10
Video: 10
Website Standard: 10

TBR® Inspection Score Report

PAUL YOKABITUS Total Inspection Points: 116/120
Business Images: 8
Complete Info: 9
Experience: 9
Business Hours: 10
Contact Info: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Multiple Awards: 10
Reviews Accuracy of : 10
Video: 10
Website Standard: 10

TBR® Inspection Score Report

THE LAW OFFICES OF AMY WHINERY OSBORNE, P.C. Total Inspection Points: 111/120
Business Hours: 8
Acknowledgments: 9
Business Images: 9
Complete Info: 9
Experience: 9
Review Analysis: 9
Reviews Accuracy of : 9
Social Media: 9
Contact Info: 10
Exact Services: 10
Legitimate Ratings: 10
Video: 10