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Cary Estate Planning Employee Directory

Law PracticeNorth Carolina, United States11-50 Employees

Based in Cary, North Carolina, Cary Estate Planning is a law practice founded in 2018 that focuses on estate and financial planning. It aims to deliver planning that goes beyond basic documents by emphasizing comprehensive, client-centered service. The firm offers free consultations, available virtually or in person, and serves clients in the Triangle area including Cary, Raleigh, and Chapel Hill. Its client feedback is strong, evidenced by more than 800 five-star Google reviews.

Its practice areas include estate planning, wills and trusts, disability and special needs planning, estate administration and probate, elder law and Medicaid planning, financial planning, and trustee services. With multiple Triangle locations, the firm seeks to provide timely, efficient, and personalized service from start to finish while maintaining straightforward billing and avoiding upselling.

Find Cary Estate Planning employees' phone numbers or email addresses

Cary Estate Planning Global Highlights

Location
Employees

North America
43

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  • United States Of America
    43

Asia
1

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  • Philippines
    1

Cary Estate Planning's Leadership

  • Stylized image of a person
    S. E. A. R.
    Probate Paralegal
    Phone icon
  • Stylized image of a person
    A. M.
    Business Processes & Operations Analyst
    Phone icon
  • Stylized image of a person
    L. B.
    Estate Planning Lawyer
    Phone icon
  • Stylized image of a person
    C. B.
    Legal Assistant
    Phone icon
  • Stylized image of a person
    D. S.
    Probate Law Clerk
    Phone icon
  • Stylized image of a person
    S. C.
    Client Welcome Manager
    Phone icon

Cary Estate Planning Employee Metrics

100%
50%
0%
2026
2025
  • Legal
  • Administrative
  • Community & Social Services
  • Accounting
  • Analytics
  • Other
  • Media & Communications

Contact profiles from Cary Estate Planning

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    S. E. A. R.
    Probate Paralegal
    Phone icon
    Apr 14, 2026
  • Stylized image of a person
    A. M.
    Business Processes & Operations Analyst
    Phone icon
    Apr 21, 2026
  • Stylized image of a person
    L. B.
    Estate Planning Lawyer
    Phone icon
    Jul 01, 2026
  • Stylized image of a person
    C. B.
    Legal Assistant
    Phone icon
    Oct 18, 2024
  • Stylized image of a person
    D. S.
    Probate Law Clerk
    Phone icon
    Oct 18, 2024
  • Stylized image of a person
    S. C.
    Client Welcome Manager
    Phone icon
    Apr 21, 2026

Frequently Asked Questions

What is Cary Estate Planning known for?

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Cary Estate Planning was founded in 2018 operates in the Law Practice industry. Explore Cary Estate Planning's company overview page for more information.

What is Cary Estate Planning's most common email format?

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

How many employees does Cary Estate Planning have currently?

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Cary Estate Planning has approximately 36 employees as of July 2026. These team members are located across 2 continents, including North AmericaAsia.

Who are Cary Estate Planning's key employees and leadership?

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As of July 2026, Cary Estate Planning's key employees include:

  • Probate Paralegal: S. E. A. R.
  • Business Processes & Operations Analyst: A. M.
  • Estate Planning Lawyer: L. B.
  • Legal Assistant: C. B.
  • Probate Law Clerk: D. S.

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