About
NC Planning is a North Carolina-based law firm specialising in estate, tax and business planning for individuals, families and companies. Our team of solicitors provides tailored wills, trusts, powers of attorney, business and succession advice, elder law, tax planning and family-office solutions to protect assets and preserve client legacies.
Reviews
I had a wonderful experience working with NC Planning! I had the pleasure of working with Ginny, Jennifer and Daniel. Jennifer was my first point of contact and ensured me that what I was trying to create was achievable and guided me how to best make it all happen. Ginny was an overall a joy to communicate with and radiated positive energy, efficiency, and warmth that put me at ease. Daniel went above and beyond contacting other entities to ensure every step was taken with precision and caution. The entire team was collaborative and caring. They took the time to listen, explain, and make sure everything aligned with my goals. I am incredibly grateful for their guidance and would highly recommend NC Planning to anyone looking for a team that combines professionalism with genuine compassion.
I had an excellent experience working with Clayton on negotiating my new employment contract. He was thorough, professional, and strategic throughout the entire process. What could have been stressful and overwhelming felt smooth and well-managed thanks to his clear communication and expertise. He caught details I never would have noticed on my own and helped me secure a deal that far exceeded my expectations. I highly recommend Clayton and NC Planning to anyone needing contract or employment law support.
Now that I’ve had the chance to complete work with this team, I can honestly say they’re amazing. Clayton was completely on top of my lease reviews, very fast turnaround, super prompt with emails, and always professional. Jennifer and Ginny were just as great: detailed, organized, and so thorough in making sure I had every document and piece of information I needed for my entity. After working with them, I can truly appreciate how hard they work and how knowledgeable they are. Such a professional, dependable, and kind team! Highly recommended. Everything was handled in a professional manner which I appreciated.
The team at NC Planning is, simply put, the best estate and business planning attorneys in the Triangle. As a financial planner, I've had the opportunity to work with a number of local law firms, and these folks are top notch. Lauren, Kyle, Hampton and Michael are knowledable and experienced. What really seperates them however, is the compassion and responsiveness of their entire team. They have become some of our most trusted partners and I wouldn't hesitate to recommend them to anyone needing estate or business planning.
I had the pleasure of working with the NC Planning team this spring and was thoroughly impressed. Having consulted with many law firms over the years, this is the first time I’ve felt compelled to write a professional review. The attorneys are exceptionally dedicated and knowledgeable, and I would not hesitate to seek their services myself. The entire staff—especially paralegals Jennifer, Christiana, and Lauren—proved highly skilled and committed to outstanding client service. And Danielle, who first reached out to me on behalf of the firm and managed my project with the firm, was warm, responsive, quick, and dedicated -- an absolute pleasure to work with.
Addresses
- 5000 Centregreen Way, Cary Get directions
- 4801 Glenwood Ave, Raleigh Get directions
- 1209 Culbreth Dr., Wilmington Get directions
Phone numbers
Email addresses
- clientservices@ncplanning.com
Links
Services
- Employment
- Contracts, Non-Competes, or Severance
- Tax & Compliance
- Taxes
- Bookkeeping and Accounting
- Payroll
- Financial Advice














