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Cary Estate Planning

Address: 1255 Crescent Green STE 200, Cary, NC 27518 Get Directions

Services & pricing

Average price range
ServiceDetailsPrice
Estate Planning Will Creation $250 - $500 Call to Book
Trust Establishment $700 - $1500 Call to Book
Power of Attorney $100 - $300 Call to Book
Special Needs Planning Special Needs Trusts $800 - $2000 Call to Book
Guardianship Arrangements $500 - $1200 Call to Book
Financial Management Plans $600 - $1500 Call to Book
Consultation Services Initial Consultation $100 - $200 Call to Book
Follow-up Consultation $75 - $150 Call to Book
Document Review $150 - $300 Call to Book

About this business

About Cary Estate Planning

Cary Estate Planning is a dedicated law firm serving North Carolina residents, with offices in Cary, Raleigh, and Chapel Hill. The firm specializes in estate planning, probate, and elder law, providing personalized legal solutions tailored to individual needs. Their team comprises experienced attorneys and staff committed to guiding clients through complex legal processes with clarity and compassion. They emphasize a comprehensive approach, ensuring each estate plan reflects the client’s unique circumstances, wishes, and family dynamics. The firm’s mission is to protect clients’ assets and loved ones, offering peace of mind through meticulous planning and ongoing support. Their values center on integrity, transparency, and client-centric service, setting them apart from competitors by prioritizing relationships over transactions.

Credibility and Recognition

Cary Estate Planning boasts numerous industry credentials, including memberships in the North Carolina Bar Association and estate planning organizations. The firm has received high ratings from clients, evidenced by over 800 Google reviews with a 4.9-star average. Their attorneys hold specialized certifications in elder law and estate planning, demonstrating their expertise. The firm’s commitment to excellence is reflected in consistent positive client feedback, awards, and recognition in local and national legal publications. They maintain strict adherence to licensing and ethical standards, ensuring trustworthy representation. Their long-standing presence in the community and dedication to ongoing education underscore their credibility as North Carolina’s trusted estate planning resource.

Services and Offerings

The firm provides a comprehensive suite of estate planning services, including wills, trusts, probate, estate administration, and elder law. They assist clients in creating tailored plans that safeguard assets, minimize taxes, and ensure wishes are honored. Their process involves detailed consultations, document drafting, and continuous updates to adapt to life changes. The firm also offers specialized services such as Medicaid planning, guardianship, and special needs trusts, catering to diverse client needs. Service areas extend across Cary, Raleigh, Chapel Hill, and surrounding communities, with virtual meeting options available. Their focus is on delivering clarity, efficiency, and peace of mind, helping clients navigate complex legal landscapes with confidence and ease.

Unique Advantages

One of Cary Estate Planning’s key differentiators is their exclusive focus on estate law, ensuring expert knowledge and dedicated resources. They offer fixed, transparent fees with no surprise charges, emphasizing honesty and integrity. The firm’s relationship-first philosophy fosters long-term client connections, providing ongoing support beyond initial estate planning. Their innovative tools, such as a secure online client vault, enhance accessibility and convenience. Additionally, their team’s extensive experience, including attorneys with specialized certifications, and their community involvement through local partnerships, highlight their commitment to excellence and social responsibility. These verifiable factors establish Cary Estate Planning as a leader in North Carolina estate law, dedicated to client success and trust.

Frequently asked questions

7 questions
What do Cary Estate Planning clients say about the work?
Clients consistently praise the professionalism, responsiveness, and thoroughness of the team, specifically highlighting staff members like Scott Moesta and Alicia DeCesare for their courteous service and ability to explain complex legal processes clearly.
Does Cary Estate Planning offer estate planning services, and how do clients feel about them?
Yes, they provide estate planning services including Will Creation, Trust Establishment, and Power of Attorney. Reviewers appreciate the clarity and support throughout the process, noting how the team made complex topics easy to understand.
Can I get a consultation at Cary Estate Planning, and what do clients say about their initial consultations?
Yes, they offer initial consultations. Clients have reported that the consultations are informative and helpful, with staff providing detailed explanations and addressing all questions effectively.
Does Cary Estate Planning handle special needs trusts, and what feedback do they receive?
Yes, they specialize in Special Needs Planning, including Special Needs Trusts. Clients commend their expertise and the compassionate approach taken during the planning process.
How does Cary Estate Planning ensure personalized service for estate planning?
The firm emphasizes a comprehensive approach, tailoring each estate plan to reflect individual circumstances and family dynamics, which clients have found reassuring and effective.
What types of consultation services does Cary Estate Planning provide?
They offer Initial Consultation, Follow-up Consultation, and Document Review services, ensuring clients receive ongoing support and clarity throughout the estate planning process.
Where is Cary Estate Planning located?
1255 Crescent Green STE 200, Cary, NC 27518

Meet the team

1 member
TG
Tom Gatti
Marketing Director

Location & directions

Cary, North Carolina
Cary Estate Planning
Law Marketing Agency
Address
1255 Crescent Green STE 200, Cary, NC 27518
Hours
Open 00:00 - 23:59
Cary Estate Planning Reviews · 4.9 average
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