Carolina Family Estate Planning Employee Directory

Legal ServicesNorth Carolina, United States11-50 Employees

Carolina Family Estate Planning was built with the needs of growing families in mind. We understand you are BUSY, you are growing, you are planning for a life of prosperity and you value ease, convenience and efficiency. You want to know you've made the best decisions for your family and that your plan will work when your loved ones need it most. You want to make sure your children would be taken care of in the best way possible and will be prepared to receive your wealth if anything happens to you. That is our focus as well. 

Please explore our website to discover how we are different – how we thoroughly protect your children with our Kids Protection Plan™ and guide you to pass on more than just your financial assets in the planning process!

Turn to Carolina Family Estate Planning for:

•Wills
•Living Trusts
•Naming Guardians for Children
•Kids Protection Plan
•Advanced Planning & Asset Protection
•Special Needs Planning
•Business Formation & Compliance
•Business Succession Planning
•Probate
•Trust Administration
•Priceless Conversations
•And much more...

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

Carolina Family Estate Planning Global Highlights

Location
Employees

North America
40

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  • United States Of America
    38
  • Mexico
    2

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
    J. B.
    Founder, Estate Planning & Elder Care Attorney
    Phone icon
  • Stylized image of a person
    D. B.
    Executive Director
    Phone icon
  • Stylized image of a person
    J. M.
    Marketing Director
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  • Stylized image of a person
    D. B.
    Executive Director
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  • Stylized image of a person
    C. W.
    Legal Production Manager
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  • Stylized image of a person
    J. M.
    Operations Manager
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  • Stylized image of a person
    C. E. O. R.
    Marketing Manager
    Phone icon

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
    Dec 05, 2025
  • Stylized image of a person
    J. B.
    Founder, Estate Planning & Elder Care Attorney
    Phone icon
    United StatesNorth Carolina
    May 20, 2024
  • Stylized image of a person
    D. B.
    Executive Director
    Phone icon
    Oct 23, 2025
  • Stylized image of a person
    J. M.
    Marketing Director
    Phone icon
    United StatesNorth Carolina
    Nov 24, 2025
  • Stylized image of a person
    D. B.
    Executive Director
    Phone icon
    UNITED STATES
    Apr 03, 2025
  • Stylized image of a person
    C. W.
    Legal Production Manager
    Phone icon
    United StatesMassachusetts
    Oct 23, 2025
  • Stylized image of a person
    J. M.
    Operations Manager
    Phone icon
    United StatesNorth Carolina
    May 28, 2025
  • Stylized image of a person
    C. E. O. R.
    Marketing Manager
    Phone icon
    MexicoJalisco
    Oct 23, 2025
  • Stylized image of a person
    J. K.
    Customer Relations Manager
    Phone icon
    United StatesNorth Carolina
    Oct 23, 2025
  • Stylized image of a person
    T. B.
    Marketing Manager
    Phone icon
    Oct 21, 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. The company's main headquarters is located in 201 Commonwealth Court, #100; 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 18 employees as of December 2025. 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 December 2025, Carolina Family Estate Planning's key employees include:

  • Chief Operating Officer: L. A. D.
  • Founder, Estate Planning & Elder Care Attorney: J. B.
  • Executive Director: D. B.
  • Marketing Director: J. M.
  • Executive Director: D. B.

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