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Jackie Wilbur Bedard

Jackie Wilbur Bedard

also known as Jackie, Bedard

Practice areas:

Estate Planning, Trusts, Elder Law, Wills & Living Wills, Probate

About Me

Jackie Bedard's estate planning practice, Carolina Family Estate
Planning, is focused on guiding clients through the complicated, often
confusing, maze of balancing family protection, wealth preservation,
and cherished family values in the planning process.


 


Jackie determined early on that traditional estate planning, which
typically only focuses on financial wealth, is far too limited and
short-sighted. She believes estate planning should not just be about
passing on financial wealth, but also intellectual, spiritual, and
human wealth.


 


Jackie is a member of the National Network of Estate Planning
Attorneys, a cooperative alliance of nationally recognized estate
planning attorneys aimed at providing the support and tools needed to
better serve their clients. Locally, Jackie is member of the Women
Business Owners Network of Cary, Wake Women Attorneys, the North
Carolina Bar Association, and the Wake County Bar Association.


 


Jackie earned her Bachelor's of Science degree in Economics at
the Massachusetts Institute of Technology and graduated law school magna
cum laude
in the top 7% of her class at the University of
Richmond School of Law.


 


Jackie resides in Cary with her husband, Dan, and their two
dogs, Kylie and Nelly. She is actively involved in the community through
her church and children's ministry, women’s investment club, civic and
networking groups, and a marathon training group. Jackie also enjoys
reading, hiking, cycling, music, and more.

More 

Photos and Videos

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Practice Areas

Licensed since 2006

  1. Trusts: 25%
    9 years
  2. Estate Planning: 25%
    9 years
  3. Elder Law: 20%
    9 years
  4. Probate: 15%
    9 years
  5. Wills & Living Wills: 15%
    9 years

Payment

Fees:

Fixed (Always)

Payment Types:

Cash, Check, Credit Card

Attorney Endorsements

10 total 

  • Jeffrey R. Bellomo

    I endorse this lawyer. Jackie is a top notch attorney. I have absolutely no reservations about endorsing her and giving her my 100% positive feedback. She is compassionate and cares deeply about her clients.

    More 

    Jeffrey Bellomo Estate Planning Attorney
    Relationship: Fellow lawyer in community

  • Susan Marie Hunter

    I endorse this lawyer.

    More 

    Susan Hunter Elder Law Attorney
    Relationship: Worked for lawyer

Contact Info

Carolina Family Estate Planning

51 Kilmayne Dr.
Suite 203
Cary, NC, 27511

Resume

License
StateStatusAcquiredUpdated
NCAuthorized to practice law200606/07/2015

Professional Misconduct

We have not found any instances of professional misconduct for this lawyer.
Avvo Contributions
Legal Answers
Awards
Award NameGrantorDate Granted
Certified National Network Estate PlannerNational Network of Estate Planning Attorneys2009
Certified Personal Family LawyerFamily Wealth Planning Institute2009

Work Experience
TitleCompany NameDuration
Attorney & Counselor at LawCarolina Family Estate Planning2009 - Present
Attorney at LawPinna, Johnston & Burwell, P.A.2006 - 2009

Associations
Association NamePosition NameDuration
ElderCounselN/A2013 - Present
WealthCounselN/A2013 - Present
National Academy of Elder Law AttorneysMember2011 - Present
Medicaid Practice NetworkMember2011 - Present
BNI RD 34 Pay It ForwardMembership Committee2010 - 2011
Women Business Owner's Network of CaryPublicity Chair2009 - 2012
Personal Family LawyersN/A2009 - 2010
National Network of Estate Planning AttorneysMember2009 - Present
Wake Women AttorneysMonthly Events– Speaker Coordinator2008 - 2010
North Carolina Bar Association, Estate Planning and Elder Law SectionsN/A2006 - Present
Wake County Bar AssociationN/A2002 - Present

Publications
Publication NameTitleDate
The Nursing Home & Medicaid Secrets You Need to Know to Avoid Going Broke in a Nursing HomeHow to Avoid Nursing Home Poverty & Save Your Family Thousands2012
The Important Information You Need to Know to Qualify for this Little-Known Veterans BenefitUnderstanding the VA Aid & Attendance Program and How It Could Save Your Family Thousands2012
eBookWhat You Don’t Know CAN Hurt Your Family: 5 Easy Ways to Make Sure Your Children, Wishes and Assets Stay Protected Should Something Happen to You2011
Premier Baby & Child4 Secrets Loving Parents Need to Know to Protect Their Kids2010
eBook12 Most Common Threats to Your Estate and Your Family's Future2010
eBookParent’s Peace of Mind Guide2010
Cary Living4 Secrets Loving Parents Need to Know to Protect Their Kids2010

Education
School NameMajorDegreeGraduated
University of Richmond School of LawLawJD - Juris Doctor2006
Massachusetts Institute of TechnologyEconomics, Public PolicyBS - Bachelor of Science2002

Speaking Engagements
Conference NameTitleDate
WorkshopThe 7 Threats to Your Family's Security2012
Valentine's Day LuncheonEstate Planning Pitfalls2011
PTO MeetingEstate Planning for Parents with Minor Children2011
LuncheonEstate Planning Stories2011
Estate Planning & Long Term Care EssentialsEstate Planning & Long Term Care Essentials2011
Estate Planning & Long Term Care EssentialsEstate Planning & Long Term Care Essentials2011
The Truth About Estate Planning WorkshopEstate Planning & Asset Protection2010
TeleseminarChildren's Safeguard Planning2010
SeminarEstate Planning Basics2010
Kids Protection Plan SeminarEstate Planning, Guardians & Asset Protection2010
BreakfastEstate Planning Stories2010