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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

Minus sign iconPlus sign icon
  • United States Of America
    36
  • Mexico
    1

Carolina Family Estate Planning's Leadership

  • Chief Operating Officer at Carolina Family Estate Planning
    L. A. D.
    Chief Operating Officer
    Mobile Phone
  • Executive Director at Carolina Family Estate Planning
    D. B.
    Executive Director
    Mobile Phone
  • Marketing Manager at Carolina Family Estate Planning
    C. E. O. R.
    Marketing Manager
    Mobile Phone
  • Marketing Manager at Carolina Family Estate Planning
    T. B.
    Marketing Manager
    Mobile Phone
  • Attorney at Carolina Family Estate Planning
    J. P.
    Attorney
    Mobile Phone
  • Elder Law & Estate Planning Attorney at Carolina Family Estate Planning
    L. Q.
    Elder Law & Estate Planning Attorney
    Mobile Phone
  • Trusts And Estates Paralegal at Carolina Family Estate Planning
    B. R. P.
    Trusts And Estates Paralegal
    Mobile Phone
  • Estate Planning Paralegal at Carolina Family Estate Planning
    C. R.
    Estate Planning Paralegal
    Mobile Phone

Carolina Family Estate Planning Employee Metrics

100%
50%
0%
2026
2025
  • Legal
  • Administrative
  • Other

Contact profiles from Carolina Family Estate Planning

Name
Title
Contact
Location
Last Update
  • Chief Operating Officer at Carolina Family Estate Planning
    L. A. D.
    Chief Operating Officer
    Mobile Phone
    Jun 04, 2026
  • Executive Director at Carolina Family Estate Planning
    D. B.
    Executive Director
    Mobile Phone
    Dec 22, 2025
  • Marketing Manager at Carolina Family Estate Planning
    C. E. O. R.
    Marketing Manager
    Mobile Phone
    Mexico, Jalisco
    Jun 25, 2026
  • Marketing Manager at Carolina Family Estate Planning
    T. B.
    Marketing Manager
    Mobile Phone
    Oct 21, 2024
  • Attorney at Carolina Family Estate Planning
    J. P.
    Attorney
    Mobile Phone
    Jun 04, 2026
  • Elder Law & Estate Planning Attorney at Carolina Family Estate Planning
    L. Q.
    Elder Law & Estate Planning Attorney
    Mobile Phone
    Jun 04, 2026
  • Trusts And Estates Paralegal at Carolina Family Estate Planning
    B. R. P.
    Trusts And Estates Paralegal
    Mobile Phone
    Oct 17, 2024
  • Estate Planning Paralegal at Carolina Family Estate Planning
    C. R.
    Estate Planning Paralegal
    Mobile Phone
    Oct 23, 2024
  • Attorney at Carolina Family Estate Planning
    J. B.
    Attorney
    Mobile Phone
    Oct 16, 2024
  • Operations Assistant at Carolina Family Estate Planning
    P. B.
    Operations Assistant
    Mobile Phone
    Oct 16, 2024

Frequently Asked Questions

What is Carolina Family Estate Planning known for?

Minus sign iconPlus sign iconCarolina Family Estate Planning was founded in 2009 and operates in the Legal Services industry. You can contact Carolina Family Estate Planning's main corporate office by phone at
+1-919-443-****
. Explore Carolina Family Estate Planning's company overview page for more information.

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

Minus sign iconPlus sign iconCarolina Family Estate Planning employees' email format typically follows the pattern of First@carolinafep.com. 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?

Minus sign iconPlus sign iconCarolina Family Estate Planning has approximately 20 employees as of September 2026. These team members are located across 1 continents, including North America.

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

Minus sign iconPlus sign icon

As of September 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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