Carolina Family Estate Planning logo

Carolina Family Estate Planning Employee Directory

Legal ServicesNorth Carolina, United States11-50 Employees

Carolina Family Estate Planning is a mid-sized legal services practice based in Cary, North Carolina, focused on estate planning for growing families. The firm aims to help busy clients protect children and ensure smooth wealth transfer when needed, emphasizing practical, family-centered planning. Its approach includes tools like the Kids Protection Plan and comprehensive strategies for guardianship, asset protection, and legacy considerations. The business highlights services that cover both personal and family needs in the planning process.

Core offerings span Wills, Living Trusts, Guardians for Children, Advanced Planning and Asset Protection, Special Needs Planning, Business Formation and Compliance, Business Succession Planning, Probate, Trust Administration, and related guidance, including Priceless Conversations as part of the planning process. Operating in the legal services sector, the firm serves clients seeking structured, reliable planning to protect family members and assets.

Find Carolina Family Estate Planning employees' phone numbers or email addresses

Carolina Family Estate Planning Global Highlights

Location
Employees

North America
37

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  • United States Of America
    36
  • Mexico
    1

Carolina Family Estate Planning's Leadership

  • Stylized image of a person
    L. A. D.
    Chief Operating Officer
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  • Stylized image of a person
    D. B.
    Executive Director
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  • Stylized image of a person
    C. E. O. R.
    Marketing Manager
    Phone icon
  • Stylized image of a person
    T. B.
    Marketing Manager
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  • Stylized image of a person
    J. P.
    Attorney
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  • Stylized image of a person
    L. Q.
    Elder Law & Estate Planning Attorney
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  • Stylized image of a person
    B. R. P.
    Trusts And Estates Paralegal
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  • Stylized image of a person
    C. R.
    Estate Planning Paralegal
    Phone icon

Carolina Family Estate Planning Employee Metrics

100%
50%
0%
2026
2025
  • Legal
  • Administrative
  • Accounting
  • Analytics
  • Arts & Design
  • Other

Contact profiles from Carolina Family Estate Planning

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    L. A. D.
    Chief Operating Officer
    Phone icon
    Jun 04, 2026
  • Stylized image of a person
    D. B.
    Executive Director
    Phone icon
    Dec 22, 2025
  • Stylized image of a person
    C. E. O. R.
    Marketing Manager
    Phone icon
    MexicoJalisco
    Jun 25, 2026
  • Stylized image of a person
    T. B.
    Marketing Manager
    Phone icon
    Oct 21, 2024
  • Stylized image of a person
    J. P.
    Attorney
    Phone icon
    Jun 04, 2026
  • Stylized image of a person
    L. Q.
    Elder Law & Estate Planning Attorney
    Phone icon
    Jun 04, 2026
  • Stylized image of a person
    B. R. P.
    Trusts And Estates Paralegal
    Phone icon
    Oct 17, 2024
  • Stylized image of a person
    C. R.
    Estate Planning Paralegal
    Phone icon
    Oct 23, 2024
  • Stylized image of a person
    J. B.
    Attorney
    Phone icon
    Oct 16, 2024
  • Stylized image of a person
    P. B.
    Operations Assistant
    Phone icon
    Oct 16, 2024

Frequently Asked Questions

What is Carolina Family Estate Planning known for?

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Carolina Family Estate Planning was founded in 2009 operates in the Legal Services industry; you can contact the main corporate office by phone at . Explore Carolina Family Estate Planning's company overview page for more information.

What is Carolina Family Estate Planning's most common email format?

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Carolina Family Estate Planning employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Carolina Family Estate Planning email formats with LeadIQ.

How many employees does Carolina Family Estate Planning have currently?

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Carolina Family Estate Planning has approximately 20 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Carolina Family Estate Planning's key employees and leadership?

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As of August 2026, Carolina Family Estate Planning's key employees include:

  • Chief Operating Officer: L. A. D.
  • Executive Director: D. B.
  • Marketing Manager: C. E. O. R.
  • Marketing Manager: T. B.
  • Attorney: J. P.

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