Oak City Estate Planning

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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.

10/16/2026

Estate planning isn't just for the wealthy – it's important for everyone. Our attorneys can help you ensure your assets and loved ones are protected for the future. Visit https://www.oakcityestateplanning.com/s/F0R0N5l

10/12/2026

Asset transfers within 5 years of applying for Medicaid can trigger a penalty period. Timing is critical for protecting your legacy. Contact Oak City Estate Planning to discuss elder law solutions. Visit https://www.oakcityestateplanning.com/s/94S6c3Q

Owning a rental comes with real legal risks. Find out how simple planning now can protect what you have built.
10/02/2026

Owning a rental comes with real legal risks. Find out how simple planning now can protect what you have built.

Your rental property could be at risk without the right legal protection.

09/29/2026

No two plans will ever be the same, and Oak City Estate Planning means that. Our website explains how tailored solutions work for a wide range of situations and needs. See what a personalized plan could look like for you. Visit https://www.oakcityestateplanning.com/s/g4t8t7S

failing to name a financial power of attorney forces families into costly court guardianship? Elder law steps prevent ...
09/10/2026

failing to name a financial power of attorney forces families into costly court guardianship? Elder law steps prevent this conflict. Schedule a power of attorney review with Oak City Estate Planning. Visit https://www.oakcityestateplanning.com/s/E2G512t

09/07/2026

Hard work builds a lasting legacy for the people you love. This Labor Day, we honor your dedication to tomorrow. Oak City Estate Planning wishes you a peaceful, restful holiday. Visit https://www.oakcityestateplanning.com/s/30F5q7z

09/02/2026

An estate over $20,000 requires court supervision. Disagreements often delay this probate process. Call Oak City Estate Planning to schedule your administration consultation. Visit https://www.oakcityestateplanning.com/s/R5f7S3d

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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