3 Best Estate Planning Lawyers in Cary, NC

“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.”

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“Paul Yokabitus is the owner 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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“ 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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