Oak City Estate Planning

Oak City Estate Planning At Oak City Estate Planning, we strive to create the perfect plan for you and your family. They offer free initial consultations.

We advise families and individuals on estate planning, transferring wealth by will, trust or gift, nursing home care, special needs planning, and businesses. Oak City Estate Planning is a Raleigh-based law firm that focuses its services in estate planning and elder care. Their attorney has over 30 years of experience in helping North Carolina clients build robust estate plans that work to protect

themselves, their loved ones, and their legacies. They also assist families with using special needs trusts and other forms of targeted planning to protect the financial security of loved ones without disqualifying them from government support. The firm’s elder care services including proactive and crisis nursing care planning, guardianships for elderly loved ones, and estate planning tailored to seniors. Oak City Estate Planning also assists clients with business succession planning, probate, and Medicaid. The firm is committed to educating its community, offering complimentary resources and workshops on the benefits of estate planning.

Protect your legacy with a customized estate plan. Oak City Estate Planning guides you through the steps of building a p...
04/30/2026

Protect your legacy with a customized estate plan. Oak City Estate Planning guides you through the steps of building a plan that aligns with your goals. Reach out to us to discuss options that suit your unique circumstances. Visit https://www.oakcityestateplanning.com/s/T3z9z6H

  probate serves as the legal process that settles an estate after a death? Courts confirm the will, identify heirs, res...
04/23/2026

probate serves as the legal process that settles an estate after a death? Courts confirm the will, identify heirs, resolve debts, and guide the transfer of property. Learn more about probate steps and responsibilities by contacting Oak City Estate Planning. Visit https://www.oakcityestateplanning.com/s/J3Y323T

04/22/2026

Plan today. Secure tomorrow. Oak City Estate Planning shares helpful guidance about wills, trusts, and planning steps. Explore our website for information that supports thoughtful decisions. Visit https://www.oakcityestateplanning.com/s/A2l040T

Tax season is a perfect time to check whether your estate plan still reflects your wishes and protects the people you lo...
04/02/2026

Tax season is a perfect time to check whether your estate plan still reflects your wishes and protects the people you love.

Tax season could reveal gaps in your estate plan you never knew existed.

Plan Today. Secure Tomorrow. Prepare for change before it arrives. For guidance rooted in clarity, contact Oak City Esta...
03/25/2026

Plan Today. Secure Tomorrow. Prepare for change before it arrives. For guidance rooted in clarity, contact Oak City Estate Planning to begin shaping a thoughtful path forward. Visit https://www.oakcityestateplanning.com/s/M983a77

  effective succession plans include regular business valuation, buy-sell agreements, training programs for successors, ...
03/16/2026

effective succession plans include regular business valuation, buy-sell agreements, training programs for successors, and coordinated tax planning to reduce surprises. Learn more from Oak City Estate Planning. Visit https://www.oakcityestateplanning.com/s/62P5p1d

03/02/2026

Unexpected events can impact families at any stage of life. Thoughtful planning helps reduce uncertainty and eases future decision-making. Oak City Estate Planning supports individuals in creating practical, comprehensive estate plans rooted in clarity and intention. Visit https://www.oakcityestateplanning.com/s/K1T5d0k

Address

5660 Six Forks Road, Suite 202
Raleigh, NC
27609

Opening Hours

Monday 8am - 5:30pm
Tuesday 8am - 5:30pm
Wednesday 8am - 5:30pm
Thursday 8am - 5:30pm
Friday 8am - 5:30pm

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