Estate planning

Secure Your Legacy with Estate Planning

Compassionately Serving Families and Individuals in the Greater Raleigh, North Carolina Area

Is Your Future Protected? What About Your Loved Ones?

It’s easy to overlook the importance of having a clear, legally sound estate plan. However, neglecting estate planning can lead to potential disputes and hardships for you and your family.

The thought of making an estate plan can seem overwhelming. That’s why we’re here to help you take each step at a pace you’re comfortable with.

  • A plan provides peace of mind for both you and your loved ones. And our dedicated team simplifies estate planning, ensuring your wishes are honored, and your family is protected.
  • Estate planning is not just about distributing assets; it’s about ensuring your wishes are respected during life and after. It’s also about ensuring your family’s future is secure.
  • Without planning, you risk leaving your loved ones feeling distressed and uncertain about your medical wishes if you are sick and what should happen after you pass away.

With our legal experience, you can rest assured that your estate planning will prepare you and your family for whatever may come next.

Let our law firm help you secure your legacy and protect your future. Get in touch for your FREE consultation at (984) 299-5160.

Peace of Mind for You and Your Loved Ones

At Capital City Estate Planning, we offer personalized estate planning solutions. Our team focuses on your specific needs and goals when drafting wills and creating trusts.

  • We dedicate time to understanding your unique circumstances when creating your last will. Whether appointing guardians for minor children, leaving assets to beneficiaries, or ensuring your pets are cared for, we ensure your last will truly reflects your intentions.
  • Our meticulous approach guarantees that your will is not only legally sound but also aligns perfectly with your wishes.
  • We also help you plan for future healthcare needs with advance directives and powers of attorney. Knowing that others understand your medical wishes and can help you is crucial in emergencies.
  • Trust creation is another vital service we offer. Trusts provide a level of control and protection for your assets, both during your lifetime and after.
  • Whether you’re considering a revocable living trust for flexibility or an irrevocable trust for asset protection and tax benefits, we guide you through the options to find the best solution for your situation.

We offer a range of services, including will drafting, trust management, power of attorney creation, and more, all customized to your unique situation.

Get in touch for your FREE consultation at (984) 299-5160 and find out how we can help you make your best plans.

Committed to Your Needs

Work with Capital City Estate Planning to make your estate plan, secure your legacy, and provide peace of mind for yourself and your loved ones.

Feel confident that your wishes will be honored, and your family’s future protected.

Our firm combines legal experience with a personal touch. We understand the nuances of North Carolina estate law and are dedicated to delivering solutions tailored to your specific circumstances.

Families across the state trust our estate planning services, and countless clients have found security through our preparation for the future. Get in touch for your FREE consultation at (984) 299-5160.

We Offer Comprehensive Estate Planning Solutions

From wills to trusts to healthcare POAs, we cover all aspects of estate planning to meet your unique needs.

Our firm focuses on creating comprehensive estate plans tailored to your unique needs and circumstances.

At Capital City Estate Planning, our attorneys understand the intricacies of North Carolina estate law. We are committed to guiding you through every step of creating crucial estate planning documents, including:

Last Will and Testament

A last will is a legal document outlining how you want your assets distributed after death.

It allows you to name guardians for minor children and specify your wishes, ensuring that your assets go to your loved ones according to your wishes.

Your last will prevents state laws from determining who your heirs are, giving you the last say.


Trusts manage assets during your lifetime and after, offering greater control over asset distribution, probate avoidance, and giving your family privacy.

Trusts can also manage assets for beneficiaries who have special needs, are minors, or adults who need financial guidance instead of lump sum resources.

Durable Power of Attorney

A durable POA appoints someone to manage your financial affairs if you become incapacitated.

It ensures that someone you trust can handle your finances and make decisions on your behalf, protecting your assets and your family’s financial well-being.

You can also add additional powers to the document, such as the power to make medical decisions for you or handle your business decisions.

Health Care Power of Attorney

An HCPOA enables your chosen agent to make medical decisions for you if become unable to do so. It ensures your healthcare wishes are followed.

Making plans with an HCPOA relives your loved ones from making difficult decisions without knowing your preferences.

Living Wills

A type of advance directive, a living will specifies your wishes regarding life-sustaining medical treatments.

It guides your POA agents, loved ones, and healthcare providers in making decisions aligned with your values and desires in critical situations.

These legal tools safeguard your assets, ensure your wishes are respected, and provide peace of mind for you and your loved ones. All are essential in creating a comprehensive estate plan that addresses all aspects of your legacy.

Get in touch with our Raleigh estate planning team today at 984) 299-5160 for your FREE consultation and feel confident about creating your best future and preparing for your family’s needs!

We provide Estate Planning services in Raleigh, Durham, Cary, Wake Forest, Wendell, Smithfield, as well as all surrounding counties including Wake, Johnston, Durham, Harnett, Granville, Nash, Vance, Pitt, and more.

FAQs About Estate Planning Needs

Why Create an Estate Plan?

Estate Planning, no matter the complexity of someone’s situation, is a vital part of life in that you are ensuring that your loved ones can easily navigate your wishes for them and their inheritance.

Estate Planning for Asset Inheritance

Proper estate planning not only allows you to create a plan to pass along those assets that you have worked for to protect your family, but also can provide peace of mind to your family in their time of loss. The importance of a well-executed Estate Plan reaches far beyond what most may think.

Of course, the main focus creating an estate plan in North Carolina is to make sure that your wishes are known and followed. Having a written plan allows the executor of your will, or the trustee of your trusts, to follow step by step instructions.

The obvious benefits of having these instructions are to limit court interference in the administration of your estate, as well as allowing you the opportunity to set out who you want to receive your assets after you are gone, when those assets will be received by those individuals, and when!

Without an estate plan in North Carolina, your estate will be distributed according to North Carolina Law, which may not be the result you want for your family.

Estate Planning to Protect Family From Court Processes

The added benefit of proper Estate Planning in North Carolina is allowing your loved ones to move through the Estate Administration (often referred to as probate) process more efficiently.

This, in turn, allows your family to properly grieve without long and drug out court processes and procedures getting in the way.

Estate Planning For Your Life

A well-rounded estate plan includes a North Carolina Power of Attorney and Health Care Power of Attorney to make life easier on your family and loved ones in case you need help with your personal, medical, or financial decisions.

If you have questions about how to get started on your North Carolina estate plan, or want to discuss what may be the best plan to put in place for you and your family, give us a call for a free estate planning consultation at (984) 299-5160.

What makes your firm different in handling Estate Planning?

We blend legal experience with personalized care, ensuring your estate plan reflects your wishes accurately.

We also take the process at your pace and respect your time and energy throughout our time partnering together.

Find out how easy it is to do your estate planning. Give us a call at (984) 299-5160 for a FREE estate planning consultation.

How do I start the Estate Planning process?

Simply contact us, and we’ll guide you through each step, making the process straightforward and stress-free.

Get in touch today at (984) 299-5160 for a FREE estate planning consultation.

Is Estate Planning necessary if I don't have wealth?

Absolutely. Estate planning is crucial for everyone to ensure your wishes are respected, regardless of the size of your estate. Estate planning prepares

  • Others to respect your healthcare desires
  • Puts in place plans to maximize your savings
  • Prepares for your and your loved ones’ future

Estate Planning is about protecting your loved ones, yourself, and your legacy.

In addition, estate planning encompasses deciding who will make decisions for you if you have emergency medical situations and become incapacitated. Preparing with a plan gives your family answers about what you would want in a stressful and emotional time.

Also, without a will, North Carolina’s intestacy laws dictate how your assets are divided. These laws may not reflect your personal wishes. Intestacy law can potentially leave loved ones without the inheritance you intended for them.

Without clear instructions on asset distribution, family members may dispute over inheritances. This can lead to strained relationships, legal battles, and division within the family, causing emotional and financial stress. 

Find out how easy it is to do your estate planning. Give us a call at (984) 299-5160 for a FREE estate planning consultation.

Can I have a say in what will happen to my minor children if I pass away?

Your last will and testament outlines who you would like to appoint as a guardian of your children. The court always takes your wishes into consideration when deciding who will care for minor children.

Without a last will, you lose the opportunity to appoint a guardian for your minor children. Instead, the court decides who should care for them, which may not align with your preferences or the children’s best interests.

Find out how to prepare a future for your children with estate planning. Give us a call at (984) 299-5160 for a FREE estate planning consultation.

Why should I plan for future healthcare issues? I have health insurance.

Not having a healthcare power of attorney, durable power of attorney, and advance directives like a living will can lead to significant challenges.

Without these documents, if you become unable to make decisions for yourself, there will be confusion about who should make healthcare decisions on your behalf, leading to family disputes and delays in medical treatment.

Advance directives, including living wills, are crucial for communicating your wishes regarding life-sustaining treatments.

Similarly, if you become incapacitated or legally incompetent, you will need someone to make decisions for you. Without a durable power of attorney, your assets and finances are left in limbo.

Without plans, your family must make these difficult decisions without knowing your preferences, adding emotional stress during already challenging times.

Preparation ensures your wishes are respected and that someone you trust can act on your behalf if needed. Planning ahead provides peace of mind to both you and your loved ones.

Find out how easy it is to plan for your medical future. Give us a call at (984) 299-5160 for a FREE estate planning consultation.

Can a Trust prevent my family from facing probate court?

Without a trust, your assets will likely go through probate, a public and often lengthy legal judicial process. This can lead to significant delays in asset distribution, increased legal fees, and potential conflicts among heirs.

Different types of trusts can help you achieve many goals, including:

  • Avoiding probate
  • Adding contingencies to inheritances so that there are no lump sums. This can protect inheritance monies for someone with special needs, minors, and financially irresponsible heirs.
  • Sheltering assets to protect from creditors or other potential liabilities such as taxes
  • Preparing for assisted living or nursing home costs
  • Giving your family privacy during estate administration processes

Get in touch with us at Capital City Estate Planning at (984) 299-5160 for a FREE estate planning consultation. Find out how to prepare for your and your family’s future.

Ready to safeguard your future? Contact us today.

Contact Us
Get In touch
Let Us know how we can help you
(984) 299-5160

Office Address

4030 Wake Forest Rd
Suite 300
Raleigh, NC 27609

Office Hours

Monday - Friday: 8AM - 5PM
Saturday & Sunday: Closed