Cary Estate Planning

  5.0 – 176 reviews   • Estate planning attorney

Cary Estate Planning 27518

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Your Peace of Mind. Our Passion. Trusted Estate Planning When You Need It Most — Wills, Trusts, Estate Planning, Elder Law, Probate and Special Needs Planning. We are flexible to meet your needs with offices located in both Cary and Wake Forest, North Carolina. With multiple offices, a comprehensive estate planning approach, and planning platforms that meet most budgets, we make the estate planning process easy, accessible, and fun. We believe that selling with fear and pressure is not how lawyers should be delivering legal services, and Estate Planning Lawyers are some of the worst culprits. This isn’t a “Dollars for Documents” proposition. Forget billable hours, we hate them as much as you do. Reach out today – It’s Free!

Service Options: Online appointments· Onsite services

Appointments: caryestateplanning.com

Hours

SaturdayOpen 24 hours
SundayOpen 24 hours
MondayOpen 24 hours
TuesdayOpen 24 hours
WednesdayOpen 24 hours
ThursdayOpen 24 hours
Friday
(Veterans Day)
Open 24 hours
Hours might differ

Address and Contact Information

Address: 155 Parkway Office Ct STE 200, Cary, NC 27518

Phone: (919) 642-4458

Website:

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Services

Attorney
Disability benefits litigation
Has a loved one lost their ability to work and are now trying to get assistance from the government? Our firm can help! We’ve handled a wide range of disability benefits cases, so we know how to tailor a strategy to each client’s specific requirements and make sure their wishes are carried out.
Will writing
While it’s possible to write your own Will, advantages to having a lawyer handle the process are: 1. They can ensure your Will is properly signed & witnessed. 2. They can ensure your assets are properly accounted for. 3. They can provide peace of mind by knowing your wishes will be carried out.
Elder Law Lawyer
As you enter the later years of your life, you start to plan for what you want to be done with your property and assets when you pass away. Planning as early as possible could mean saving potentially hundreds of thousands of dollars in personal costs for your medical care needs.
Estate Planning Lawyer
You know you need to create, or update, an estate plan, and it’s something you’ve meant to get around to. But the process seems so hard and expensive, and lawyers have such a terrible bedside manner. We’ve got the solution for you — We’re different and we really mean it.
Probate Lawyer
In the probate process, not only is a person dealing with the death of their loved one, but they also have to make sure that last wishes are carried out respectfully — You need a lawyer who understands the complex legal challenges that come with handling the affairs of departed loved one’s.
Law Firm
North Carolina Elder Law Law Firm
Trusts and estates law can be dense with legal jargon and can be difficult for a layperson to navigate, but an experienced estate planning lawyer could help you understand your options for the distribution of your property and your end-of-life care – reach out to us today.
North Carolina Estate Planning Law Firm
You know you need to create, or update, an estate plan and it’s something you’ve been meaning to get around to. But the process seems so hard and expensive, and lawyers have such a terrible bedside manner. We’ve got the solution for you. We’re different, and we really mean it.
Legal Services
Estate Planning Checklist
By following an estate planning checklist and working with an experienced attorney, getting a plan in place for your future is a lot simpler than you might expect → (1) Identify goals (2) Take Inventory (3) Establish Who Will Help (4) Draft The Correct Documents (5) Update Regularly — Find out more.
Medicaid Benefits
Medicaid benefits can be life-changing to those in need. Providing access to affordable healthcare, therapy, drugs, and more to vulnerable populations in America — Find out how Medicaid planning and estate planning go hand in hand when making plans for your future.
Medicaid Eligibility
The actual application process for Medicaid is reasonably simple, however, the associated documentation and qualification requirements can be extremely complicated. An experienced Medicaid planning attorney will determine your eligibility and advise you through the planning and application process.
Probate Avoidance
Probate can be a complex and controversial process, even if a decedent leaves a will specifying their exact wishes. It is best to let someone versed in the rules of probate handle your loved one’s affairs to avoid any delays in distributing their assets.
Estate Planning Attorney
Adult Guardianship
Guardianship during adulthood can happen for a variety of reasons. When a person is identified as being unable to complete basic tasks, manage their own affairs, or make important decisions for themselves or their family, you may consider appointing a guardian to help.
Advance Care Planning
Advance care planning is done to help your family, friends and doctors carry out your wishes even if you’re unable to communicate them. North Carolina recognizes three types of advance​ care planning – Living will, Healthcare Power of Attorney, and Advanced Instruction for Mental Health Treatment.
Asset Protection
You work hard to save money, invest, and build up assets. The last thing you want is for your assets to be picked through by creditors, ex-partners, taxes, lawsuits, etc. Take advantage of our asset protection techniques to secure your family’s future.
Beneficiary Designations
It is crucial to stay up to date on naming and updating beneficiaries for your retirement plans. These designations will supersede distributions through a Last Will and Testament, which means that you should update them any time you change your Will — Trust our team to walk you through the process.
Business Succession Planning
Get ready to pass on your established business to future generations. We understand how much of your life you’ve invested into your business, and we’re here to help protect and preserve your business ventures.
Charitable Remainder Trust
Comprehensive Estate Planning
Need help creating a comprehensive and up-to-date estate plan? Our lawyers have the experience and expertise in this area. It’s our mission to ensure your legal matters are properly taken care of and assets are protected. Call now to get started.
Conservatorship
A judge appoints a conservator to oversee the financial or personal affairs of persons deemed incapable due to age or mental or physical capacity. An experienced lawyer can outline the duties involved and guide families through petition, appointment, modification, and termination processes.
Digital Estate Planning
Dynasty Trust
A dynasty trust is another tool used in the estate planning process. These are used to protect assets for a LONG time, multiple generations. A dynasty trust does not expire. We can help you determine what the best tools are for your estate planning.
Elder Law Attorney
Elder Law Lawyer
Estate planning and Elder Law are two important areas of legal practice that often overlap. With the assistance of our estate planning attorneys, you can devise a comprehensive estate plan that includes provisions for long-term care and medical care. Call today to discuss your unique situation.
Elder Law Legal
Estate Administration
Whether or not your loved one had a plan in place, the estate administration process can be quite challenging. You want to respect the last wishes of your loved one. It’s important that you get it right from the beginning. We can help take some of the burden off of your shoulders.
Estate Administration & Probate
The administration of a deceased person’s estate is known as estate administration. It entails gathering & distributing the estate’s assets, paying off debts and other fees, & distributing the remaining assets to the beneficiaries. If a person dies without a will, their estate is subject to probate.
Estate Administration Attorney
Estate Administration Lawyer
Estate Planning
You know you need to create, or update, an estate plan, and it’s something you’ve been meaning to get around to. But the process seems so hard and expensive, and lawyers have such a terrible bedside manner. We’ve got the solution for you — We’re different and we really mean it.
Estate Planning Documents
Estate planning documents — such as a will, trusts, & powers of attorney — can be used to protect your assets and provide for your family in the event of your death. Need to create a well-crafted estate plan? Contact our firm today to learn more about protecting your legacy.
Estate Planning Process
What’s the process for estate planning? 1. Assess your assets and liabilities. 2. Decide how you want your assets to be distributed. This can be accomplished through the use of a will, trust, or other estate planning tool. 3. Consult with a lawyer to help you put the necessary documents in place.
Estates Legal
Do you want to ensure your assets are distributed in accordance with your wishes? We at Cary Estate Planning can help you craft an estate plan that is tailored to your specific needs & gives you and your loved ones peace of mind. Talk to one of our lawyers today to learn more about your options.
Experienced Estate Planning Attorney
Looking for the best estate planning solutions? We at Cary Estate Planning can assist you in developing a personalized strategy to safeguard your assets and those you care about in the event of your death or incapacitation. Call today to get started.
Experienced Estate Planning Lawyer
Family Plan
Estate planning is essential for every family. By working with a lawyer to create a plan, you enure your loved ones are taken care of in the event of your death or incapacity. Save your family time, money, and stress in the future — Call the Cary Estate Planning today.
Free Consultation
Government Assistance
Government Benefits
Guardian Planning
Guardianship
If your loved one can no longer fulfill day-to-day tasks and functions, it could be time to appoint a guardian for them. The guardianship process is a safe and beneficial way to make sure that they are adequately cared for.
Guardianship Proceedings
In a guardianship proceeding, a guardian will be appointed by the court to make financial and/or medical decisions on behalf of the individual. This type of proceeding is usually required only when the individual is unable to communicate their wishes or is incapacitated. Learn more.
Health Care Directive
Health care directives are legal documents that are drafted to communicate your wishes for a future health care plan, should you be incapable of speaking for yourself. These directives are typically used in conjunction with other advanced care planning strategies.
Irrevocable Trusts
Lady Bird Deed
A Lady Bird Deed is an alternative way to transfer ownership of property. Instead of transferring ownership of the real estate to the property owner’s beneficiaries, a Lady Bird deed allows the property owner to give themselves a life estate and provides a remainder interest after the homeowner dies
Last Will And Testament
A last will and testament, or a “will,” is a legal document that can be used to direct the disposition of property (assets) after death. A will is also commonly used to choose the guardian of minor children in the event of a parent’s death and there is no surviving biological or adoptive parent.
Life Care Plan
Life Estate
Life Insurance
Living Wills
Living Wills can be key to ensuring your end-of-life wishes are respected, especially when you cannot communicate them yourself. A qualified lawyer can explain how these documents work, what they could cover, and what steps you can take to make your Living Will legally valid and enforceable.
Long-Term Care Planning
Management Of Assets
Medicaid Assistance
Medicaid Benefits
Medicaid Long-Term Care
Medicaid Planning
Planning as early as possible is essential, and the difference in personal costs can be significant – sometimes hundreds of thousands of dollars. Our Medicaid Planning Lawyers can help you and your family plan for every scenario, saving thousands in the process.
Medicaid Planning Lawyer
Medicaid Trust
A Medicaid Trust can be used to keep assets from being utilized to pay for long-term care expenses. When properly established & funded, it enables the trustee to hold and manage assets on behalf of the beneficiaries. Talk to one of our lawyers today about setting and maintaining a Medicaid Trust.
Money Management
New Estate Plan
Personal Estate Planning
Pour-over Will
A pour-over will is used to complement other legal documents in the estate planning process —Specifically your living trusts. The pour-over will unilaterally state that any probatable assets will we transferred into the trust, avoiding the probate process.
Power Of Attorney
Who will make decisions on your behalf if you become incapacitated? The legal document granting this authority is known as a power of attorney (POA). Several different POA types allow agents to act in specific capacities depending on the circumstances.
Power Of Attorney Preparation
Power of Attorney Preparation
When drafting a power of attorney, find someone you trust to make decisions in your best interests. You should also speak with a lawyer to ensure that the document is properly created and executed. By following these steps, you can ensure that your rights are upheld and your wishes are respected.
Probate
If you need help preparing for your own estate’s probate or managing the probate process for a loved one’s property, consider speaking with us. There are many rules that must be followed to settle an estate, and you could use someone to help you take that burden off your hands.
Probate Attorney
Probate Law
Probate Lawyer
Probate Legal
Probate Proceeding
Probate can be a complex and controversial process, even if a decedent leaves a will specifying their exact wishes. It is best to let someone versed in the rules of probate handle your loved one’s affairs to avoid any delays in distributing their assets.
Probate Process
Property Distribution
Qualified Income Trust
For Medicaid applicants with income levels over the Medicaid limits, a qualified income trust (QIT) can be used to store some of that income to bring the applicant back down to an income level where they are eligible to receive benefits.
Qualified Personal Residence Trust
Revocable Living Trust
Special Needs Planning
Special needs planning is important for families with children who have special needs by virtue of a physical or developmental disability. Always consult an experienced lawyer before moving forward with special needs planning strategies.
Special Needs Planning Attorney
Special Needs Planning Lawyers
Special Needs Trust
There’s 3 types of special needs trusts you’re now able to get in North Carolina. Self-Settled Special Needs Trust. Pooled Special Needs Trust. Third Party Special Needs Trust. With the help of an experienced estate planner you can ensure you’re selecting the best options to meet your goals.
Special Needs Trusts Lawyer
Special Needs Trusts Planning
Spendthrift Trust
The idea of a spendthrift trust is to pay out portions of the trust over a period of time to beneficiaries after their loved one’s passing. This tool is often utilized when citing beneficiaries with problems controlling finances. Usually due to impulse control issues or problems handling money.
Support Services
Testamentary Trusts
Trust Administration
When the time does come to distribute trust assets to beneficiaries, the process for doing so can be complicated and even controversial, depending on the circumstances. Whether you are responsible for administering a trust or if you are seeking assets as a beneficiary, we are here to help.
Trust Grants
Trust-Based Estate Planning
Trusts
Trusts have many benefits and can fulfill a wide variety of needs, but they can also be tricky to set up without guidance from a qualified attorney. To ensure your trust is effective and enforceable, you could consider retaining our team to help you construct and enact this estate planning tool.
Trusts And Estates Law
Trusts Attorney
Our trusts attorneys are experts in the legal aspects of trusts. This includes establishing trusts, managing trusts, and resolving trust-related conflicts. Are you looking for the most effective technique to establish a trust? Call us today to get started on building a trust that is right for you.
Trusts Estate Administration
Trusts Legal
Will Codicil
A will codicil is a legal document that can be used to update, modify, revoke, or support elements of an already existing will. This allows you to quickly and easily make changes to your will without having to start from square one again.
Will-Based Estate Planning
Wills
Even if you do not have a great deal of property or have no particular desires as to who should receive it after you pass away, it is still a good idea to draft a will so you can make arrangements and avoid confusion — We can help ensure your will is clearly written and legally enforceable.
Wills Attorney
Wills Lawyer
Wills, Trusts, Estate Planning
Elder Law Attorney
Elder Care
No one enjoys thinking about what will happen at the end of their life. Planning ahead for this eventuality is important, especially for elders. In addition to ensuring your own wishes are respected, a thorough end-of-life estate plan can greatly simplify the lives of your surviving family.
Elder Law
As you age, you start to plan for what you want to be done with your property and assets when you pass. Do not make the mistake that many others do—planning sufficiently for retirement BUT failing to plan for the possibility of becoming disabled through accident, illness, or progressive condition.
Long-term Care Planning
Many people plan sufficiently for retirement but fail to consider the possibility of becoming disabled through an accident, illness, or progressive condition. We want to help you plan for ALL possible scenarios in the future.
Revocable Trusts
A revocable trust is one which the settlor can make changes to after they set it up. They can add or remove terms, name a new trustee, and grant property to different beneficiaries or remove them from the trust altogether. Each type of trust has its advantages – find out what’s right for you.
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Estate Planning
Estate Planning
Elder Law
Elder Law
Wills
Wills

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Last Updates

Elder Law Attorney in Cary, NC ‍⚖️ An elder law attorney can help you plan for the futu…
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4 days ago
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Oct 26, 2022
How Much Does Probate Cost? There are really three potential costs…
Oct 20, 2022
? A…
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Oct 14, 2022
Estate Planning in Cary There are a few key things to keep in mind when planning…
Oct 10, 2022
Do I need to update my estate plan now? ‍♂️ Yes, you should update your estate pl…
Oct 6, 2022
Can I change a trust? The flexibility of this trust allows it to be changed as needed, so y…
Oct 4, 2022
Cary Estate Planning What makes us different is not just what we do, but why we do it.…
Sep 30, 2022

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Reviews

John Damian
My wife and I just completed our estate planning and associated documents at Cary Estate Planning. We are both very happy with Paul and Steven and everyone else who helped us through the process. Paul and Steven are very knowledgeable and professional, but also very easy to talk to. We never felt rushed, despite having a ton of questions. Everything from the free initial consultation to the signing of the documents went smoothly. We highly recommend this firm!
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Bhawana Bariar
Positive: Professionalism, Quality, Responsiveness, ValueCary Estate Planning was recommended to me by my financial advisor. The entire team was great to work with. I had a lot of questions during the process, and they were so prompt, patient and detailed in their responses. They made sure that I understood all the clauses completely. The whole process was easy and made me feel confident in the decisions I made. The team is very knowledgeable and they have all safety protocols in place for in-office signing. This part of the process was also very easy, organized, seamless and efficient. Overall, I am very impressed and would highly recommend Cary Estate Planning.Cary Estate Planning was recommended to me by my financial advisor. The entire team was great to work with. I had a lot of questions during the process, and they were so prompt, patient and detailed in their responses. They made sure that I …More
Cary Estate Planning was recommended to me by my financial advisor. The entire team was great to work with. I had a lot of questions during the process, and they were so prompt, patient and detailed in their responses. They made sure that I understood all the clauses completely. The whole process was easy and made me feel confident in the decisions I made. The team is very knowledgeable and they have all safety protocols in place for in-office signing. This part of the process was also very easy, organized, seamless and efficient. Overall, I am very impressed and would highly recommend Cary Estate Planning.
… more
Will Stafford
Paul and his team at Cary Estate Planning are an incredible gift to the community. Not only are they great attorneys, but they truly care about their clients needs and goals. Highly recommended.
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HS
Fantastic service, very detailed, responsive and effecient. Paul was extremely patient and answered any/all questions I had. I interviewed numerous Estate Planning attorneys from FLorida to NC, Paul was the only one who could handle the complexity of my Trust.
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Kristi B
All members of the team were great to work with. Every person I interacted with took the time to answer my questions, provide clear responses, and had quick follow up. I highly recommend this company!
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Jim Mathews
Extremely thorough and friendly. Set up an estate trust in case of the unfortunate but inevitable and everything went smoothly. Friendly staff. Communicated well. I feel confident my family and kids will be taken care of now due to their help. Thanks so much!
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Kathleen Rasmussen
Positive: Professionalism, Quality, Responsiveness, ValuePaul Yokabitus and staff at Cary Estate Planning are very professional, organized, and knowledgeable, particularly regarding trusts for those with special needs. I have an adult daughter with special needs and Paul was very understanding and knowledgeable about the legal protections I need for her future care. This was also my first experience with attorneys that do not bill hourly. Up front I knew the exact cost of my will and trust documents, and was then free to call or email during the process as needed without the anxiety of added cost. Thank you!Kathy RasmussenPaul Yokabitus and staff at Cary Estate Planning are very professional, organized, and knowledgeable, particularly regarding trusts for those with special needs. I have an adult daughter with special needs and Paul was very understanding …More
Paul Yokabitus and staff at Cary Estate Planning are very professional, organized, and knowledgeable, particularly regarding trusts for those with special needs. I have an adult daughter with special needs and Paul was very understanding and knowledgeable about the legal protections I need for her future care. This was also my first experience with attorneys that do not bill hourly. Up front I knew the exact cost of my will and trust documents, and was then free to call or email during the process as needed without the anxiety of added cost. Thank you!
… more
Lee Berrios
Positive: Professionalism, Responsiveness, ValueAfter attending one of Paul’s estate planning seminars, my husband and I knew we wanted Paul to assist us with our estate planning. His honest, professional approach to this necessary part of life put us at ease with the process.We will continue to recommend Paul and Cary Estate Planning.
After attending one of Paul’s estate planning seminars, my husband and I knew we wanted Paul to assist us with our estate planning. His honest, professional approach to this necessary part of life put us at ease with the process.We will continue to recommend Paul and Cary Estate Planning.
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Kori Paynic
Positive: Professionalism, Quality, ResponsivenessAfter having our daughter, my husband and I decided it was time to get serious about putting safeguards in place. We did research about which company to use, and I’m so grateful we went with Cary Estate Planning. The entire team was professional, prompt and accommodating. They offer availability to talk and answer questions, check-up throughout, and were incredibly thorough and detailed. We both sleep a little easier at night and strongly recommend Cary Estate Planning to anyone. The hardest decision of the whole process was deciding that we needed a trust. Thank you so much, Cary Estate Planning – for all of your patience, kindness, and professionalism.After having our daughter, my husband and I decided it was time to get serious about putting safeguards in place. We did research about which company to use, and I’m so grateful we went with Cary Estate Planning. The entire team was …More
After having our daughter, my husband and I decided it was time to get serious about putting safeguards in place. We did research about which company to use, and I’m so grateful we went with Cary Estate Planning. The entire team was professional, prompt and accommodating. They offer availability to talk and answer questions, check-up throughout, and were incredibly thorough and detailed. We both sleep a little easier at night and strongly recommend Cary Estate Planning to anyone. The hardest decision of the whole process was deciding that we needed a trust. Thank you so much, Cary Estate Planning – for all of your patience, kindness, and professionalism.
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Marilyn Bostick
Positive: Professionalism, ResponsivenessI was referred to Paul by my Real Estate Attorney and I could not say enough about how exceptional the client service has been from everyone I spoke to. The communication is prompt and I feel like they really took the time to answer all my questions and set things up exactly as I wanted, but also recommended things to make it easier on my family down the line. I strongly recommend Cary Estate Planning.I was referred to Paul by my Real Estate Attorney and I could not say enough about how exceptional the client service has been from everyone I spoke to. The communication is prompt and I feel like they really took the time to answer all my …More
I was referred to Paul by my Real Estate Attorney and I could not say enough about how exceptional the client service has been from everyone I spoke to. The communication is prompt and I feel like they really took the time to answer all my questions and set things up exactly as I wanted, but also recommended things to make it easier on my family down the line. I strongly recommend Cary Estate Planning.
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