Cary Estate Planning Employee Directory

Q: What is Cary Estate Planning known for?

Cary Estate Planning was founded in 2018. Cary Estate Planning operates in the Law Practice industry.

Q: How many employees does Cary Estate Planning have currently?

Cary Estate Planning has approximately 38 employees.

Law PracticeNorth Carolina, United States11-50 Employees

Founded in 2018, Cary Estate Planning believes in 'planning not paperwork' providing comprehensive client-first estate and financial planning services that go beyond just documents. 

If you have been considering creating or updating your plan, the Cary Estate Planning team is ready to help! Cary Estate Planning has over 800 five star Google reviews, has multiple triangle locations, and offers free consultations.

-Free consultations: virtual or in-person (locations in Cary, Raleigh, & Chapel Hill).

-No moving targets nor unexpected invoices

-No upselling

-Timely, efficient, and personalized service from start to finish

Our client-centric focus areas include:

Estate Planning, Wills, & Trusts

Disability & Special Needs Planning

Estate Administration & Probate

Elder Law & Medicaid Planning

Financial Planning

Trustee Services

Let’s get your legacy plan checked off your to-do list once and for all.

Find Cary Estate Planning employees' phone numbers or email addresses

Cary Estate Planning Global Highlights

North America
38

United States Of America
38

Asia
1

Philippines
1

Cary Estate Planning's Leadership

P. Y.
Attorney And Founder
Mobile Phone
Email
T. G.
Marketing Director
Mobile Phone
Email
M. W.
Director Of Operations
Mobile Phone
Email
A. S.
Marketing Manager: Cary Estate Planning, Planwell Legal, & Cary Financial Planning
Mobile Phone
Email
R. M.
Operations Manager
Mobile Phone
Email
A. S. H.
Attorney
Mobile Phone
Email
C. W.
Attorney At Cary Estate Planning
Mobile Phone
Email
M. D.
Law Clerk
Mobile Phone
Email

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

A. Y.
Outreach Coordinator
Mobile Phone
Email
United StatesNorth Carolina
Jan 08, 2026
S. R.
Probate Paralegal
Mobile Phone
Email
Jan 08, 2026
A. D.
Law Clerk
Mobile Phone
Email
United StatesNorth Carolina
Nov 05, 2025
J. M.
Associate Attorney
Mobile Phone
Email
United StatesNorth Carolina
Jan 08, 2026
T. H.
Law Clerk
Mobile Phone
Email
United States
Sep 11, 2025
M. P.
Probate Paralegal
Mobile Phone
Email
United StatesNorth Carolina
Nov 18, 2025
A. M.
Business Processes & Operations Analyst
Mobile Phone
Email
United StatesNorth Carolina
Jan 08, 2026
C. W.
Probate Legal Assistant
Mobile Phone
Email
United StatesNorth Carolina
Oct 23, 2025
J. S.
Legal Assistant
Mobile Phone
Email
United States
Nov 05, 2025
M. A. T.
Attorney
Mobile Phone
Email
United StatesTennessee
May 01, 2024

Frequently Asked Questions

What is Cary Estate Planning known for?

Cary Estate Planning was founded in 2018 operates in the Law Practice industry. The company's main headquarters is located in 1255 Crescent Green Suite 200 Cary, North Carolina 27518 United States. Explore Cary Estate Planning's company overview page for more information.

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

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?

Cary Estate Planning has approximately 38 employees as of February 2026. These team members are located across 2 continents, including North AmericaAsia.

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

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

Attorney And Founder: P. Y.
Marketing Director: T. G.
Director Of Operations: M. W.
Marketing Manager: Cary Estate Planning, Planwell Legal, & Cary Financial Planning: A. S.
Operations Manager: R. M.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking