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2024

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Best Probate Lawyers in Cary

Our Recommended Top 16

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Our goal is to connect people with the best local professionals. We scored Cary Probate Lawyers on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

43Reviewed

32Curated

16Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider

201 Commonwealth Court, #100, Cary, NC 27511

Expertise.com Rating

Review Sources

Google
4.9 (128)
Facebook
5.0 (37)
Yelp
5.0 (3)

Why choose this provider?

Carolina Family Estate Planning is a firm of probate lawyers in Cary with over a decade of experience managing estate administration. It works with clients to clarify statutes and determine the appropriate distribution of assets, prepare paperwork concerning beneficiaries, trustees, and co-executors, and oversee the establishment of guardianship for minors. Carolina Family Estate Planning also drafts last wills and offers asset protection planning services to reduce exposure to lawsuits and lessen tax liability.

  • Trusts
  • Wills
  • Estate Planning

Attorney Information

Attorney NameBar StatusExperience
Jackie Bedard - Founding AttorneyActive18 yrs

5640 Dillard Drive, Cary, NC 27518

Expertise.com Rating

Review Sources

Google
5.0 (66)
Facebook
5.0 (2)
Yelp
5.0 (1)

Why choose this provider?

NC Planning is a firm of probate attorneys in Cary. It helps guide executors and administrators through the probate process, including inventorying assets, debt repayment, and asset distribution, and it also helps prepare the necessary paperwork and present it as needed. With a full-service option that can handle every part of the probate process, NC Planning can be as hands-on or hands-off as needed. The team also provides estate planning services for businesses, families, and individuals.

  • Trusts
  • Wills
  • Estate Planning

Attorney Information

Attorney NameBar StatusExperience
Lauren Maxie - PartnerActive12 yrs
Tom Lenfestey - Founder / PartnerActive20 yrs

1910 Sedwick Rd Suite 100 B, Durham, NC 27713

Expertise.com Rating

Review Sources

Google
4.6 (20)
Facebook
5.0 (2)

Why choose this provider?

TriCity Lawyers delivers legal representation in probate cases to clients in Cary and the surrounding areas. The firm deals with the issues surrounding the administration of a decedent's estate and participates in testate and intestate contexts. It takes on estate planning matters, like the drafting of last wills and testaments, as well as the formation of living trusts. It also handles real estate disputes. Partner Jon Booker was a helicopter pilot for the Army and is a former licensed securities broker.

  • Wills
  • Estate Planning
  • Living Trust

110 Iowa Lane Suite 101, Cary, NC 27511

Expertise.com Rating

Review Sources

Google
4.7 (110)
Avvo
5.0 (1)

Why choose this provider?

The Law Offices of Amy Whinery Osborne provides Cary residents with representation and legal advice on estate planning and probate matters. Osborne and her staff help various kinds of clients, from single individuals to people in blended families, draft and execute wills. They also handle trust and estate administration proceedings. Osborne is a member of the National Academy of Elder Law Attorneys. She also helped the TU Legal Clinic on its Elder Law project, assisting senior citizens in matters such as preparing wills and trusts.

  • Trusts
  • Wills
  • Estate Planning

Attorney Information

Attorney NameBar StatusExperience
Amy Osborne - PrincipalActive27 yrs

315 North Academy Street Suite 210, Cary, NC 27513

Expertise.com Rating

Review Sources

Google
4.5 (10)
Facebook
5.0 (6)
Yelp
5.0 (2)

Why choose this provider?

Stephenson Law LLP provides legal assistance and counsel to clients throughout Cary on matters surrounding probate. The firm devotes a significant part of its estate planning practice to helping clients avoid or minimize the burden of probate, offering legal advice on trusts, powers of attorney, living wills, and health care powers of attorney. Additionally, it assists those appointed as executors in fulfilling their roles. One of the firm's lawyers, Richard C. Stephenson, teaches MBA students business law at Campbell University School of Business.

  • Wills
  • Estate Planning

510 West Williams Street, Apex, NC 27502

Expertise.com Rating

Review Sources

Facebook
4.4 (10)
Google
5.0 (7)

Why choose this provider?

Stam Law Firm caters to individuals throughout the Cary area. It provides estate planning and administration services, representing administrators and executors in the administration of estates. It also prepares estate planning documents such as simple and complex wills, healthcare and durable powers of attorney, and living wills. Other practice areas of the firm include business and corporate law, land use and real estate litigation, real estate closings, and family law. Paul Stam, firm principal, is a member of the Wake County Bar Association.

  • Trusts
  • Wills
  • Estate Planning

547 Keisler Dr., Suite 204, Cary, NC 27518

Expertise.com Rating

Review Sources

Google
5.0 (17)
Yelp
5.0 (1)

Why choose this provider?

McCrystal Law serves the communities throughout the Cary metro. It assists in will execution, general and medical powers of attorney, and end-of-life directives. It also offers real estate and business entity formation advice. Matthew McCrystal, a 2009 law graduate with experience in the real estate finance industry, founded the firm in 2016. The company has held various titles over the past 30 years, including paralegal, attorney, lender, title agent, and surveyor. Its real estate background allowed it to provide clients with unique perspectives and insight into their settlement.

  • Wills

Attorney Information

Attorney NameBar StatusExperience
Matthew Mccrystal - OwnerActive15 yrs

7621 Purfoy Road, Fuquay-Varina, NC 27526

Expertise.com Rating

Review Sources

Google
4.7 (14)

Why choose this provider?

Mercogliano & Associates PA is a law firm that provides probate services to people and institutions in the Cary area. Attorneys Kathy Mercogliano and Samuel R. Gray offer their guidance and support to ensure that the probate process is handled efficiently. The firm assists its clients in the organization and finalization of the assets and liabilities of an estate. It also drafts wills, trusts, general and limited powers of attorney, and advance directives.

  • Trusts
  • Wills
  • Estate Planning

Attorney Information

Attorney NameBar StatusExperience
Kathy Mercogliano - PrincipalActive23 yrs

51 Kilmayne Drive, Suite 303, Cary, NC 27511

Expertise.com Rating

Review Sources

Google
4.5 (91)

Why choose this provider?

Opened in 2004, Jonathan Richardson Law Team provides real estate law, estate planning, and personal injury representation for clients in Cary and its neighboring areas. It helps families manage their wealth and assets for continued legacy through its estate planning services. These include crafting a plan that comprises documents, such as will, living will, power of attorney, and health care POA. Richardson and his team offer after-hours phone support and are involved in community work for orphanages and schools.

  • Estate Planning

Attorney Information

Attorney NameBar StatusExperience
Jonathan Richardson - Principal / OwnerActive20 yrs
Jonathan Richardson - OwnerActive20 yrs

1518 Elm Street, Sanford, NC 27330

Expertise.com Rating

Review Sources

Google
4.5 (49)
Yelp
3.0 (2)

Why choose this provider?

Stephenson & Stephenson PA Attorneys at Law helps clients in need of a probate attorney near Cary. With over 30 years of experience, the firm handles probate of estates, estate resolution, living wills, last will and testaments, and codicils. The firm also provides general powers of attorney and health care powers of attorney. The firm's probate attorneys work to protect an individual's assets and wealth. Other services include real estate transactions and family law.

  • Wills
  • Estate Planning
  • Estate Settlement

Attorney Information

Attorney NameBar StatusExperience
April Stephenson - PartnerActive40 yrs

202 Davis Grove Circle Suite 105, Cary, NC 27519

Expertise.com Rating

Review Sources

Google
5.0 (4)

Why choose this provider?

Since 2007, the Perna Law Firm has been representing clients in the Cary metro. It provides estate planning solutions and prepares various documents like wills and trusts. The firm also deals with special needs planning and advises clients on issues related to third-party supplemental needs trusts. Its other practice areas include guardianship law and small business planning. The firm's owner, John Perna, has over a decade of legal experience. He serves as the president of the non-profit organization North Carolina Forum of Estate Planning Attorneys.

  • Trusts
  • Wills
  • Estate Planning

Attorney Information

Attorney NameBar StatusExperience
John Perna - PrincipalActive10 yrs

5000 Centre Green Way, 5th Floor, Cary, NC 27513

Expertise.com Rating

Review Sources

Facebook
3.7 (6)
Google
5.0 (4)

Why choose this provider?

Turner Law Firm, PLLC, caters to individuals and families throughout Cary. Prior to founding her private practice in 2013, Tiffany Turner began her career preparing responses to discovery requests for corporations in Chicago, Detroit, and Charlotte. One of her practice areas is estate planning. The lawyer guides clients and their loved ones through the processes of wills and trusts, estate administration, probate, guardianships, powers of attorney, and healthcare directives. Turner also handles real estate, personal injury, debt defense, and bankruptcy relief matters.

  • Wills
  • Estate Planning

501 Eastowne Drive, Suite 130, Chapel Hill, NC 27514

Expertise.com Rating

Why choose this provider?

Tillman, Whichard & Cagle, PLLC, Attorneys at Law, provides Cary residents with comprehensive services on wills, estates, and trusts. The law firm counsels trustees, fiduciaries, agents, and executors in settling a deceased person's trust and estate. Its lawyers assist in handling probate matters, including asset distribution, tax settlement, and post-mortem planning. One of the attorneys, Beth Tillman, is a board-certified specialist in estate planning and probate law. She was a board member of Chapel Hill Project Compassion from 2003 to 2012.

  • Estate Planning
  • Trust Administration

8406 Six Forks Road Suite 102, Raleigh, NC 27615

Expertise.com Rating

Review Sources

Google
4.9 (30)
Facebook
5.0 (6)

Why choose this provider?

The Law Offices of Jeffrey G. Marsocci, PLLC, serves the people of Cary and nearby areas. It helps clients with the paperwork and court procedures associated with managing and probating decedents' estates. It creates plans for small businesses, blended families, in-laws, long-term care, and special needs. The team offers various planning tools and approaches tailored to clients' long-term objectives. Jeffrey Marsocci, the firm's attorney, is a Certified Medicaid Planner that has been in the legal profession since 1996.

  • Trusts
  • Wills
  • Estate Planning

2530 Meridian Parkway, Suite 300, Durham, NC 27713

Expertise.com Rating

Review Sources

Google
5.0 (1)

Why choose this provider?

Carolina Estate Counsel is a law firm that provides counseling services to Cary residents at their homes or in adult communities. It assists clients, including singles, married couples, and high-asset families, in navigating the probate process. The law firm represents executors in performing duties such as filing court documents, notifying creditors, and closing the probate process. Principal Attorney Kevin Huston is a member of the Christian Legal Society and is a VA-accredited claim representative of veterans.

  • Trusts
  • Wills
  • Estate Planning

3130 Hope Valley Road, Durham, NC 27707

Expertise.com Rating

Review Sources

Google
4.8 (24)

Why choose this provider?

The Lockamy Law Firm serves the people of Cary and nearby areas. It provides estate planning services, helping clients protect their wealth and legacy. Ryan Lockamy, the principal lawyer, prepares documents such as living wills, trusts, powers of attorney, and health care directives, which will serve as a guide to the executors for fulfilling clients' wishes in the event of incapacitation or death. His pro bono activity includes serving as a volunteer for the Women's Center Legal Information Service and presenting at family law workshops.

  • Trusts
  • Wills
  • Estate Planning

Disclaimer:  Consumers utilizing Expertise.com are free to communicate and contract with any lawyer they choose. Expertise.com is not involved in the confidential attorney-client relationship. Featured lawyers pay a reasonable advertising cost to market their legal services with Expertise.com and must meet similar selection criteria as other lawyers. All cases are different. Prior results do not guarantee a similar outcome.

FAQs

  • What is the non-emergency contact number for the local police station in Cary, North Carolina?

    You can reach the Cary Police Department on their non-emergency line by dialing (919) 469-4012.

  • What responsibilities does a Cary lawyer have during the probate process?

    During the probate process, a lawyer in Cary is responsible for various tasks, which include:

    • Gathering the proceeds from life insurance policies
    • Arranging property appraisals for the estate
    • Assisting with the settlement of debts and expenses
    • Assessing the potential need for estate or inheritance taxes
    • Resolving any income tax matters
    • Preparing and submitting necessary documents to the probate court
    • Supervising the estate's bank account
    • Transferring assets from the estate to the designated beneficiaries
  • Is it permissible for the deceased person's relatives in Cary to gather at the residence following the funeral in order to divide furniture and personal belongings among themselves?

    Only an executor or trustee in Cary who has been lawfully appointed possesses the power to oversee and distribute the assets of the deceased individual. Until the executor is officially designated by the court or the successor trustee is legally acknowledged, none of the belongings of the deceased person should be divided.

  • Is an executor entitled to compensation in Cary?

    During the probate process in Cary, the executor can receive reimbursement for legitimate expenses incurred while managing and administering the deceased's estate. According to North Carolina law, unless stated otherwise in the will, executors or administrators can request a commission of up to 5% of the estate assets and receipts, subject to approval by the Clerk of Court.

  • What options are available if you are unable to locate the will or trust of your deceased loved one in Cary?

    If you cannot locate the will or trust of your deceased loved one in Cary, there are several places to conduct your search. Look through their home, including safes, filing cabinets, or moving boxes. Additionally, check their safe deposit box at the bank, the office of the lawyer who drafted the will, or the Clerk of Court's office. After exploring these possibilities and consulting with family members, you may consider probating a photocopy of the will (if one exists) or proceeding with an intestate estate if no will is discovered.

  • What are the typical errors made during the probate process in Cary?

    Executors are personally accountable for errors and oversights in estate administration, even if unintentional. In Cary, executors often make the following probate mistakes without competent legal guidance:

    • Tax errors: Executors are responsible for preparing, submitting, and paying the decedent's final IRS return. Without the assistance of a lawyer or CPA, serious tax mistakes can occur.
    • Skipping essential steps: Executors must locate the will, file it with the court, conduct asset inventories, notify creditors, and settle the estate's debts. Misappropriation of funds, missed deadlines, or abuse of power by the executor can lead to lawsuits by creditors or heirs seeking damages.
    • Misunderstanding probate laws: Misunderstanding the law could result in losses for the estate and the heirs in terms of money.