Just Lost a Loved One?
You Don’t Have to Navigate the Estate Alone.
If you’ve been named executor, personal representative, or trustee — or you’re a surviving spouse facing probate — we’ll guide you through every step. Carolina families have trusted us since 2009.
★ 4.8 stars · 290+ Google reviews · Cary, NC · Serving families statewide
PLUS, SENT TO YOUR INBOX RIGHT AWAY: The Executor’s Roadmap: Our step-by-step guide to settling a North Carolina estate, written by attorney Jackie Bedard.
Prefer to talk now? Call (919) 551-3277
We Know This Is One of the Hardest Things You’ll Ever Do
While you’re grieving the loss of someone you loved, the paperwork won’t wait. Court deadlines, financial accounts, real estate, family belongings... there’s a mountain of decisions waiting on you, and most of them have legal consequences.
If you’ve been named executor, personal representative, or trustee, you’re personally responsible for getting it right. The fear of making a costly mistake (one that could expose you to personal liability or hurt your family) is real and reasonable.
You don’t have to figure this out alone. That’s what we’re here for.
Your Free Executor’s Roadmap
A step-by-step guide to administering an estate in North Carolina.
The NC probate timeline, key filing deadlines, and what happens if you miss them.
Deadlines you can’t miss
Common errors that expose executors to personal liability and how to avoid them.
Mistakes executors make
A clear checklist of what to find, where to find it, and what to do with them.
Documents to gather first
Sent to your inbox immediately when you request your Discovery Call above.
Why Families Across the Triangle Trust Us
Carolina Family Estate Planning is a Cary-based law firm that helps families across North Carolina with probate and estate administration. We’ve guided many executors, administrators, and trustees through the process of settling a loved one’s affairs.
Practicing in NC since 2009
Over 15 years guiding Carolina families through probate and estate administration.
Multiple attorneys and paralegals
You’re never waiting on one busy attorney to return your call. Our team is built to respond fast.
Hundreds of NC families guided
From simple estates to complex blended-family situations, we’ve handled what you’re facing.
Clear, honest pricing
Hourly billing with detailed twice-monthly invoices. No surprises, no buried fees.
You’re not expected to know probate law — that’s our job. Your job is to be honest about the situation and willing to work with us so we can carry the legal and procedural burden with you.
What Happens on Your Free Discovery Call?
A 15–20 minute phone call with our Client Welcome Specialist. No pressure. No legal advice. Just clarity.
In this call, we cover:
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Where the estate is located and what court has jurisdiction
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What kind of assets are involved (real estate, accounts, business interests)
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Your role (executor, administrator, surviving spouse, trustee)
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What you’ve already done — and what’s most urgent next
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What’s stressing you most about the process
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Whether our firm is the right fit for your situation
The Discovery Call is a conversation, not a commitment. If we’re not the right firm for your situation, we’ll let you know and help point you in the right direction.
How It Works
Use the form above or give us a call. We’ll respond within the same business day.
Request your free Discovery Call
STEP 1
A 15–20 minute phone call to understand your situation.
Talk with a Client Welcome Specialist
STEP 2
If we’re a good fit, you’ll meet with our paralegal and attorney for an Estate Administration Strategy Session.
Meet the team
STEP 3
You focus on your family while we navigate the probate process.
We handle the legal work
STEP 4
Real Reviews from Real Families
★ Rated 4.8 stars from 290+ Google reviews
“When my husband died unexpectedly, I turned to CFEP to help me sort his estate. The team helped me through this difficult time with professionalism and kindness. They are outstanding and I would highly recommend them.”
— Mary Ann R. ★★★★★
“Carolina Family Estate Planning made settling my grandfather’s estate go smoothly. They are a dedicated and caring team, and I’m not sure how we would have done it without them.”
— Maygan J. ★★★★★
“This was a really hard time for me and my family, and the team made it so much easier on us. They were sympathetic, empathetic, and knew what they were doing. I would definitely recommend this firm.”
— Michelle A. ★★★★★
Questions Families Often Ask
You’ve Carried Enough. Let Us Help.
Request your free Discovery Call and we’ll be in touch within the same business day.
Or call us directly:
Monday to Friday, 8:30 AM to 5:00 PM ET
51 Kilmayne Dr., Suite 200, Cary, NC 27511 · (919) 551-3277