Here’s The Deal: Jackie Bedard has been the founder of Carolina Family Estate Planning since 2009. 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 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. Carolina Family Estate Planning helps you make the best possible decisions for you and your family's long-term wellness and financial security. The firm has assisted thousands of North Carolina families in living better lives by guiding them through the complexities of estate planning. The firm offers flat fees and free seminars. They provide free workshop.
3 Best Estate Planning Lawyers in Cary, NC
Expert recommended Top 3 Estate Planning Lawyers in Cary, North Carolina. All of our estate planning lawyers actually undergo a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. You deserve only the best!
TOP 3 JACKIE BEDARD - CAROLINA FAMILY ESTATE PLANNING REVIEWS
Carolina Family Estate Planning provided a seamless process. Their staff of professionals educated and advised us with a plan to best fit our needs. Excellent follow-up and communication.
The staff was very professional, and made the trust update easy to understand and would recommend them to others.
Carolina Family Estate Planning were very easy to work with and were flexible to accommodate our needs.
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These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.
Here’s The Deal: Paul Yokabitus is the owner and estate planning attorney of Cary Estate Planning. He completed his law degree at Campbell University School of Law. His relationship-centered knowledge emphasizes a focus on solutions rather than just documents and deliverables. Cary Estate Planning is created with the client in mind, first and foremost. They are an exact 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 legal advice access. They also don't charge for any additional coordination with your Financial Advisor or CPA. The firm also offers a free consultation.
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TOP 3 PAUL YOKABITUS - CARY ESTATE PLANNING REVIEWS
I recently had to set up an rrevocable trust fund. I worked with Paul and Alicia. Working with the team has been a very smooth experience. They are professional and personable. I had many questions and the team was patient with me as I was learning and processing a great deal of new info. This can be a very daunting process at times and I appreciate the ongoing support that is offered post signing our documents.
We highly recommend Cary Estate Planning! They explained all the ins and outs of trusts and worked closely with us to create our trust, wills and other legal documents. Their responses to our questions and concerns were always quick and thorough. Once we were satisfied with the documents, the signing session was incredibly easy.
Great Experience with Cary Estate Planning. They are very digital friendly and are quick to make documents and walk through the details. We have appreciated working with Paul and the whole team. They fit us in last minute for signing right before taking off on a 2 month trip. We are thankful for their work!
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The ratings displayed on our website are derived from our own proprietary tool, incorporating a comprehensive 50-point inspection check that evaluates specific aspects of each business.
These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.
![J. Duffy Palmer - PALMER ESTATE PLANNING Cary Estate Planning Lawyers J. Duffy Palmer - PALMER ESTATE PLANNING Cary Estate Planning Lawyers](https://threebestrated.com/images/JDuffyPalmerPALMERESTATEPLANNING-Cary-NC.jpeg)
Here’s The Deal: J. Duffy Palmer is the owner of Palmer Estate Planning. He received his JD from North Carolina Central University School of Law and graduated from Brigham Young University-Idaho. He is a member of the North Carolina State Bar. He has assisted hundreds of clients with diverse estate planning needs, from drafting wills and trusts to navigating complex probate matters. The legal services he provided included a broad range of legal counsel and document drafting that included creating customized trusts to avoid probate, protect assets, and avoid unnecessary taxes, putting in place proper and up-to-date Last Will and Testaments, preparation of directing affairs upon sickness or incapacity, special needs planning, and guardianship and competency issues. He also communicated in Spanish. J. Duffy Palmer provides free consultation.
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TOP 3 J. DUFFY PALMER - PALMER ESTATE PLANNING REVIEWS
I couldn't be happier with the experience of putting my trust together with Duffy Palmer's firm. I found the firm to be knowledgeable, responsive, professional, and thorough. His firm answered all of my questions promptly and anticipated most of them. Although trusts can be complicated the firm process and knowledge crisply led me through the steps while addressing my specific needs. I never felt rushed as I determined our best options. Duffy Palmer was the attorney but the support staff all contributed to the effort. The trust process doesn't end with writing documents. The funding phase where your legal entities are transferred to the trust was also clearly defined. I was provided a package with detailed instructions, forms, and a discussion to answer any questions. I thought the price was fair for the amount of work performed and would strongly recommend Duffy Palmer for any of his service offerings.
Mr. Palmer will make you comfortable. His cool, calm, relaxed demeanor is a welcome asset in client relations. Having gone through Trust establishment with my parents with a different law firm, my wife's and my experience in establishing our own Trust with Mr. Palmer was a pleasant and easy thing. The entire process was open, explained, and very thorough. We thank Mr. Palmer for his expertise and the ease of dealing with him, and can heartily recommend him for Trust and estate services.
Duffy has been involved in our trust planning for several years; preparing Trust documents, wills, power-of-attorney, dealing with my wife’s probate, etc. He has always been well professional, understanding, and competent. His assistance with the details of my wife’s death has been invaluable as we traversed the legal process. I would highly recommend Duffy as an Estate Attorney.
Help others: Click Here to send review or send us your review to reviews@threebestrated.com. Negative and positive review will be used for rating. Make a difference.
The ratings displayed on our website are derived from our own proprietary tool, incorporating a comprehensive 50-point inspection check that evaluates specific aspects of each business.
These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.