3 Best Estate Planning Lawyers in Winston Salem, NC

Expert-recommended Top 3 Estate Planning Lawyers in Winston Salem, 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!

5+ YEARS IN TBR
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DANIEL J. UMLAUF, ESQ.

SALEM LAW 1645 Westbrook Plaza Drive,
Winston Salem, NC 27103 Directions

Since 2010

Specialty:

Estate Planning Wills Trusts Medicaid Planning Probate Veterans Benefits Elder Law Powers of Attorney Drafting Wills and Creating Trusts Planning for the Future of Your Business or Specialty Practice Legacy Planning for Family Farms and Landowners Customized Estate Planning for LGBT Couples Protecting Your Pets Estate Planning for Mountain Homes Cabins and Beach Houses

"Daniel J. Umlauf, Esq. is the founder of Salem Law. He completed his Juris Doctor at Wake Forest University School of Law. Daniel is a member of the National Academy of Elder Law Attorneys. His practice area focuses on planning, wills, trusts, Medicaid planning, probate, powers of attorney, veterans benefits, and elder law. He has the experience and knowledge to craft custom estate plans with the specific goal of avoiding probate and protecting your wealth. His mission is to provide families with high-quality estate and Medicaid planning resources. Salem Law is passionate about helping families effectively plan their estate and leave behind a meaningful legacy. Their experienced and reliable team is dedicated to that purpose and will create an ongoing relationship with you and your family for years to come. Whether you need asset protection or succession planning for your business, or just creating a will and power of attorney documents, they want you to be informed of your risks and the many solutions they have created to address those risks. The firm offers free workshops to its clients.

2026 Update: He is a member of the North Carolina Bar Association and the Forsyth County Bar Association. He was admitted to the North Carolina bar. Anyone who attends one of their firm’s workshops can receive a complimentary consultation to explore estate and Medicaid planning in more detail."

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License #41650

Price:

HOURLY RATE:
Starts From $400
Up To $450

Contact:

(336) 406-6735

Mon-Fri: 8:30am - 4pm
Sat & Sun: Closed

TBR® Inspection Report:

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JEFF BLOOMFIELD

CAROLINA ESTATE PLANNING
380 Knollwood Street, Suite 500,
Winston Salem, NC 27103 Directions

Since 2017

Specialty:

Estate Planning Tax Planning Charitable Giving Retirement Accounts Last Will and Testament Revocable Living Trust Special Needs Trust Health Care Power of Attorney Power of Attorney Guardianships Probate Estate and Trust Administration Fiduciary Litigation Will Contest Trust Litigation Elder Abuse

"Jeff Bloomfield is the founder of Carolina Estate Planning. He received his JD from Elon University School of Law. Jeff is a member of the Winston-Salem Estate Planning Council, the North Carolina Bar Association’s Estate Planning and Fiduciary Law Section, the American Bar Association’s Real Property, Trust and Estate Law Section, and Wealth Counsel, a nationwide network of estate planning professionals. He is a highly reliable and accomplished lawyer with a wealth of experience in various areas of law, mainly concentrating on tax, estate planning, and administration. His deep expertise and sincere passion for charitable planning make him a sought-after advisor for families seeking to organize their initiatives using trusts. Carolina Estate Planning is a trusted law firm that guides individuals and families through these intricate processes with personalized solutions. The firm also has an office in Durham. Carolina Estate Planning offers in-home consultations for clients in several areas, including Winston-Salem, Greensboro, High Point, Clemmons, Kernersville, and Lewisville. Schedule a free 15-minute needs assessment call.

2026 Update: He is well-equipped to offer comprehensive and tailored solutions to his clients. He guides clients through the complexities of estate planning, developing solutions that meet legal requirements while also reflecting their unique family dynamics and personal values."

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License #52483

Price:

The Total for Estates $120

Contact:

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Bailey & Thomas, P.A. - Winston Salem, NC Estate Planning Lawyers
Bailey & Thomas, P.A. - Winston Salem, NC Estate Planning Lawyers
Bailey & Thomas, P.A. - Winston Salem, NC Estate Planning Lawyers
3+ YEARS IN TBR
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BAILEY & THOMAS, P.A.

3069 Trenwest Drive, Suite 100,
Winston Salem, NC 27103 Directions

Since 1955

Specialty:

Wills Durable Powers of Attorney Health Care Powers of Attorney Trusts Trust Administration Estate Administration Probate Asset Distribution Tax Reporting Elder Care Power of Attorney Management and Accounting Preparation of Deeds and Partition Proceedings

"Bailey & Thomas, P.A. was founded by Wesley Bailey. They are known for their work in Estate Planning & Administration, Real Estate, Business Law, and General Practice. Their lawyers hold memberships in professional and industry organizations, including the American Bar Association, the North Carolina Bar Association, and the Estate Planning Council of Winston-Salem. They are also members of the North Carolina Association of Defense Attorneys, the North Carolina Insurance Crime Information Exchange, and the Winston-Salem Regional Association of Realtors, Inc. They also offer assistance on pending health insurance and Medicare claims, life insurance claims, and the decedent’s final income tax return. The firm firmly believes in the power of collaboration between an informed client and a qualified attorney, forming an unbeatable team that works diligently for the best interests of their clients and their families. They prioritize providing comprehensive information and guidance to their clients, ensuring they are equipped with the knowledge necessary to make informed decisions.

2026 Update: They have been serving people of Winston-Salem and the Piedmont Triad for 70 years. They committed to serving their clients with experience, compassion, and dedication when they need them most. They have extensive knowledge and experience with charitable remainder trusts, which offer continuing periodic payments as well as immediate tax benefits. Contact them to schedule an appointment."

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License #0318145

Price:

Consultation Fee $300

Contact:

(336) 725-8366

Mon-Thu: 8:30am - 12pm|1pm - 5pm
Fri: 8:30am - 12pm|1pm - 4pm
Sat & Sun: Closed

TBR® Inspection Report: