Provide for Your Child — Without Risking Their Benefits.
A special-needs trust supports your loved one for life without jeopardizing the SSI, Medicaid, and care they depend on. We build it the right way.
Planning for a loved one with special needs? The right trust provides for them for life without risking the benefits they rely on. Let's protect their future.
The professionals at Cary Estate Planning are rock solid in their knowledge of estate law and VERY patient! Adam and Moriah took great care of me, and took the time to explain and step me through the whole process. I love the feeling of confidence I now have knowing that upon my death, everything will be distributed the way I want it to go — and Cary Estate Planning will even help my executor and children with the process. Highly recommend! - Kim Van Horn, Chapel Hill
Absolutely wonderful service, all the staff we met were very efficient, knowledgeable, communicative and approachable. The whole process of organizing our estate was made effortless for us. We would recommend Cary Estate Planning to everyone.
They met all off my expectations. I was walked through every step of the process.
Everyone that we encountered was very pleasant and professional. They made the process painless and explained every detail. Any questions that we had were answered in a timely and easy to understand manner. I would recommend this firm to anyone. Thank you so much!
Very responsive cooperative and professional. Had time to answer all questions and was also very flexible in scheduling appointments. Great experience.
We selected Cary Estate Planning from a list of 3 estate planning businesses we were referred to. Although, a Trust is not required in North Carolina, there are benefits to having one, specifically for selling our home when we are both deceased and more importantly, making it easier for our children when the time comes for following our wishes. We had a great experience with everyone we encountered throughout the process, especially the attorney we worked with, Danielle Fuhrman, and the signing team of Madilyn, Blair and Moriah. All personable, professional and easy to work with. Glad we chose Cary Estate Planning.
I needed an attorney in NC to settle part of an out if state will. The trust had one property held there and I do not reside in North Carolina. I had contacted several offices and got no response or an outright "no". It would be too much trouble. I really struggled trying to find an attorney with me being an out of state client. I called Cary Estate Planning and was so surprised when they said sure we can help with that! They worked with my legal team in Arizona to get everything prepared. Cary Estate Planning helped with the closing of said property and took care of everything to make that happen. I am so thankful that they took my case and got everything that needed to be handled there without me being present. The property was sold and Cary Estate Planning was a huge part of making that happen. I highly recommend them to anyone with a similar problem with real estate transactions! They were so professional, kind and explained what was going on and kept me informed and in the loop. Thank you Cary Estate Planning!
Cary estate planning was awesome to work with. They were attentive to our needs, took the time to listen to our wishes, and made the entire process smooth and enjoyable. The staff was fantastic—friendly, professional, and always willing to help. We truly appreciated the outstanding top quality service.
The entire team was very helpful in explaining and walking us through each step of the process from beginning to end . I strongly recommend them .
From the initial consultation to finalization of our trust, Cary Estate Planning provided all the necessary information we needed to make our decisions. A very professional, intelligent and personable team. I would highly recommend this group for anyone looking to develop their estate planning.
Cary Estate Planning cares about you as an individual, they give you one-on-one consultations and answer all your questions thoroughly. They explain everything so we non- financial people totally understand everything. They explain why a trust or a will is a better option for you and why. I strongly recommend Cary Estate Planning for everyone and have all ready referred people to them. You definitely need Cary Estate Planning to make your end of life choices and take the burden off you for trying to figure out how to do a will or trust on your own. The best part is they are always available to answer any and all questions you may have now or in the future and it's free to ask questions and even make changes in your will or trust. I strongly recommend them to everyone, as we all need to have either a will or trust to prevent going through probate!
Every single person I dealt with was knowledgeable and thoroughly explained the entire process. I strongly recommend using Cary Estate Planning for your personal financial and end of life requests. They are excellent to work with and put your priorities ahead so everything you want is the way they'll set it up. You definitely need this group for your estate planning!
So efficient!! Very friendly!! Great people to work with for my legal needs!!
Great experience, with a very friendly and comfortable atmosphere. Very knowledgeable staff that has been able to assist us with each of unique situations to create a well and clear estate plan.
Cary Estate Planning has completed an absolutely outstanding job regarding our wills and our daughter's finances. They have been meticulous in their details down to the commas and periods. I would recommend to anyone who is looking for new documents or renewed documents to ensure their own piece of mind.
I had an excellent experience working with Cary Esstate Planning to create my trust. Adam and Moriah made the entire process easy to navigate from start to finish. Their communication was beyond exceptional — always responsive, clear, and professional. They took the time to answer questions thoroughly and made what could have felt overwhelming a very smooth experience. Highly recommend their team for anyone looking for estate planning services.
Excellent experience! The staff were professional and walked me through everything. I had a wonderful experience.
Cary Estate Planning made what can be an arduous process as simple and straightforward as possible. The team is extremely pleasant and professional. I recommend them highly.
Everyone was very knowledgeable and efficient. Easy and mainstreamed process. Would recommend for all things relating to Estate planning.
We used the tax services, working with Santos. The process was so smooth and Santos was so helpful in understanding our options including how to address future needs.
Just a wonderful all around experience. The attorney took in account everything we said. He make sure all the points we had concerns with explained to us and what we needed to do to make everything ok. The notary and the 2 girls with her just really sweet and made they made sure everything was in order. I highly recommend.
We had a great experience with Adam, and Moriah. They helped us with our will every step of the way
The Cary Estate Planning team was easy to work with and helped guide me through the process of creating a new trust, will, and associated documents needed for our planning.
A special-needs trust is the only way to provide for a loved one without taking away the support they rely on. Without one — or done wrong — here's what's at risk: