Carolina Estate Planning is a specialized law firm offering comprehensive estate planning and probate services for clients in Winston-Salem, Durham, and surrounding North Carolina communities. The firm stands out for its personalized approach, focusing on bringing clients peace of mind by securing their legacies and protecting their families’ futures through thoughtful legal strategies.
The firm assists individuals, couples, families, and even non-profit organizations with a range of needs—from first-time estate plans to complex trust administration and litigation matters. With a deep understanding of both North Carolina and federal tax law, the team emphasizes clarity, compassion, and efficiency, making estate planning accessible and minimizing stress during difficult transitions such as probate or disputes.
Services Offered
- Estate Planning
- Last Will & Testament
- Revocable Living Trust
- Special Needs Trust
- Health Care Power of Attorney
- Power of Attorney
- Guardianships
- Tax Planning
- Charitable Giving
- Retirement Accounts Planning
- Probate, Estate & Trust Administration
- Fiduciary Litigation
- Will Contest
- Trust Litigation
- Elder Abuse Cases
Serving clients both locally and across the country, the firm is led by an attorney with an LL.M. in Taxation and Estate Planning from Georgetown University Law Center. Carolina Estate Planning is committed to honoring clients’ values and final wishes while providing expert guidance through every step of the planning and administration process.
