About Carolina Family Estate Planning

About Carolina Family Estate Planning — Estate Planning Cary

Carolina Family Estate Planning is an estate planning Cary firm serving Wake County families. Attorney Jackie Bedard founded the practice in 2009. The firm focuses on wills, trusts, elder law, and long-term care planning. Because plans often fail at funding, the team emphasizes full implementation. In addition, it uses flat fees so clients know costs upfront. The women-owned firm serves Cary, Apex, Holly Springs, Morrisville, and Raleigh. You can compare other options on the estate planning attorney directory as you research.

The firm builds plans that work in real life, not just on paper. As a result, families avoid probate problems and plan for incapacity. Specifically, the team handles trusts, powers of attorney, and estate administration.

What Clients Say

Clients describe a team that explains estate tools in plain language. Many note thorough follow-through on trust funding. Reviewers also value the firm’s flat-fee clarity. Above all, families feel ready for the future.

Estate Planning Cary — Practice Areas & Services

Wills, revocable trusts, and irrevocable trusts.
Powers of attorney and healthcare directives.
Elder law and long-term care planning.
Medicaid and asset protection strategies.
Probate, estate, and trust administration.

Frequently Asked Questions

Do I need a trust if I live in Cary?

A trust can help many Wake County families avoid probate. It also plans for incapacity during your lifetime. An attorney can match the right tools to your assets.

How much does estate planning in Cary cost?

Carolina Family Estate Planning uses flat fees for planning. That means clients know costs before they start. Simple plans cost less than full trust packages.

Where is probate handled in Wake County?

Probate is filed with the Clerk of Superior Court in the Wake County Justice Center in Raleigh. A clear estate plan can ease this process. Good records help the court move faster.

Quick Facts: Estate Planning in Cary, NC

Aging population: Wake County residents 65+ numbered about 144,054, or 12.5% of the county — U.S. Census Bureau
Projected growth: The 65+ population in Wake County is projected to roughly double — NC Office of State Budget and Management
Probate venue: Wake County probate is handled by the Clerk of Superior Court in Raleigh — NC Judicial Branch

States Admitted to Practice: NC

Payment Methods:

Credit Card
Bank Transfer / Wire Transfer
Check
Cash

Type of Consultation:

Virtual
In person

What People Say About Carolina Family Estate Planning

Carolina Family Estate Planning, located in Cary, North Carolina, is a highly regarded law firm specializing in Estate Planning and Elder Law. Clients consistently praise the firm for its exceptional organizational skills, clear communication, and personalized approach, making the often complex process of estate planning feel manageable and even enjoyable. With a supportive and knowledgeable team, Carolina Family Estate Planning provides peace of mind to families by ensuring their legal affairs are in order while fostering a welcoming environment for all clients.

Google Reviews for Carolina Family Estate Planning

Very well organized and great at communicating. Everyone was very kind and patient, answered all of my questions. They made drawing up all of my legal paperwork as painless as possible. Thank you!

My first contact (by phone) to make a reservation for a seminar gave me a good feeling. The voice was pleasant, professional and welcoming – I felt as if she were smiling throughout our conversation. Once I attended the seminar I knew I was in the right place to make sure my ‘affairs’ would be in order when needed. I made an appointment for a one-on-one discussion and brought my daughter along in case she thought of any questions that weren’t covered. From that point on there were a few more meetings before everything was finalized. Not everyone has the name needs and CFEP customizes your plan to fit your needs – it is not about filling out a lot of ‘boiler-plate’ forms. I encourage anyone who is thinking about those we leave behind, please attend one of CFEP’s free seminars – you will get an education. I have such peace of mind knowing that not only are my ‘affairs’ in order, but that CFEP will also help my daughter navigate all that will need to be done.

A wonderful and efficient experience getting our estate plan in place.

So helpful. They make complicated stuff easy and fun, but they bring deep expertise to protect us well. Best thing is that it’s a team which is key for years down the road. Thank you !!!

Excellent website. Friendly, open, and well organized group of associates. The seminar method of educating their clients and developing your trust was very well planned and organized.

A highly responsive and comprehensive Estate Planning firm..Carolina Family Estate Planning is a top firm, and is a key part of my family’s estate plan. Very supportive and comforting having this company by our side.

My wife and I are finishing the process of setting up a trust with Carolina Family Estate Planning.

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.

I attended one of their morning workshops. After raising my hand twice for a question, the presenter clearly saw me raising my hand and chose to ignore me. I finally spoke out with my question. The tone and vibe of the response was snotty and trite. I sat through the workshop, information was good, thus 3 stars. No thank you! Not interested in the services provided by this firm.

When my husband died unexpectedly, I turned to CFEP to help me sort my husband’s estate. The process included transferring our Living Trust from another state to NC; transfer of the car titles and many other details. CFEP team members helped my through this difficult time with professionalism and kindness. They are outstanding and would highly recommend them.

Creating a Trust is a long and complex process, but we had a good experience with Carolina Family Estate Planning. Kathy always got back to us quickly with our questions. Sheena was Fantastic! She’s the one who actually facilitates the process of putting the assets into the Trust, the final step. Such a relief to have it done!

Carolina Family Estate Planning established a living revocable trust for me in 2023. CFEP’s attorney provided thorough guidance and clear communication throughout the process. I am very pleased with the firm’s resulting documents and actions to address my specific preferences for the estate.

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!

Lauren and Iris were our primary contacts, but the entire team worked together to make this such a positive experience for us. They were detail-oriented, professional, and thorough.

Absolutely fantastic! Well organized, informative and entertaining at the same time.

Carolina Family Estate Planning