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About Jackie
Biography
Jackie Bedard's estate and long-term care planning practice is focused on guiding clients through the complicated, often confusing, maze of balancing family protection, long-term care planning, wealth preservation, and cherished family values in the planning process.
Jackie determined early on that traditional estate planning has primarily focused on what happens upon death, but a far more pressing concern for many families today is—what happens if you don’t die suddenly, but instead need long term care for several months or years? A comprehensive estate and long-term care plan should address both of these concerns.
Jackie is a member of WealthCounsel and ElderCounsel (national organizations of attorneys committed to client-centered estate planning and elder care planning). Jackie has served as a board of director member of the North Carolina chapter of the National Academy of Elder Law Attorneys, the board of trustees of Hospice of Wake County Foundation, the board of directors of local non-profit the Guiding Lights Caregiver Support Center, and the board of the Raleigh-Durham Chapter of Entrepreneur's Organization. She is a member of the North Carolina Bar Association, and the Wake County Bar Association. Jackie was named one of Cary Magazine's 2015 Movers & Shakers. Selections were based on professionals impacting Wake County, both now and for the future. Jackie has been voted Best Attorney in the Cary Magazine's Maggy Awards for 2016-2021.
Jackie earned her Bachelor 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.
In addition to being a lawyer, Jackie is also a Certified Alzheimer's Disease and Dementia Care Trainer and a Certified Dementia Practitioner.
Jackie resides in Cary with her husband, Dan, and their two dogs, Nala and Maggie. Jackie also enjoys hiking, traveling, reading, cooking, music, and more.
Practice Areas
4
Practice Areas
Elder Law
25%
19 years
Estate Planning
25%
19 years
Trusts
25%
19 years
Wills and Living Wills
25%
19 years
Fees and Rates
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Chat withLicenses
Licensed in North Carolina for 19 years
State: North Carolina
Acquired: 2006
No misconduct found
Location
Carolina Family Estate Planning
51 Kilmayne Dr, Ste 200, Cary, NC, 27511
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Jackie Wilbur Bedard's Reviews
Showing 1 - 5 of 16 client reviews from Avvo
Posted by Darcia | January 30, 2022 | Hired Attorney
This review is from a person who hired this attorney.
Exceptional!
Everyone at this firm has been beyond amazing and patient with us regarding some delays on our side in getting our trust done. In August 2021, we completed and funded (many thanks to Kathy for all of her funding assistance) our trust. It is a wonderful feeling to know that our assets are protected an...
Posted by Troy | January 30, 2022 | Hired Attorney
This review is from a person who hired this attorney.
Great team
Outstanding staff that walks you thought the entire process making sure to answer all questions and creating the best plan for your family situation.
Posted by Jane | August 18, 2021 | Hired Attorney
This review is from a person who hired this attorney.
Jackie Bedard and Carolina Family Estate Planning
Following my husband's return from the hospital with a diagnosis of Lewy Body Dementia, I found myself in charge of our finances that he so aptly took care of for 42 years. A friend shared his experiences with CFEP with me and I called them the same day. Within six months, under the guidance of CFEP ...
Posted by anonymous | August 1, 2021 | Hired Attorney
This review is from a person who hired this attorney.
Carolina Family Estate Planning
Carolina Family Estate Planning is a phenomenal group of Professionals. They are kind, patient and caring And they make sure all things are Covered. There were things brought To my attention that I didn't even think about.They've got your back.
Posted by Kevin | August 23, 2019 | Hired Attorney
This review is from a person who hired this attorney.
Kind, Thorough, Professional
Carolina Family Estate Planning worked with our schedule, specified costs up front, communicated kindly, answered our questions clearly, produced the plans we'd hoped for and delivered them in a beautifully organized binder. Five stars.
Jackie Wilbur Bedard's Lawyer Endorsements
"I've had the pleasure and honor to work with Attorney Bedard on the board of the National Alliance of Attorneys for Alzheimer's Planning ("N3AP"), a non-profit organization of attorneys and professionals who are focused on helping those dealing with Alzheimer's and dementia. Jackie's energy and compassion in this area are contagious and refreshing. I was highly impressed with the level of care she and her firm take to help their clients. I would refer a client to Attorney Bedard without hesitation."
"Jackie is one of the hardest working and most innovative lawyers I know. She is always working on ways to perfect her clients' experiences while providing top notch legal services. I refer clients to her and recommend her highly."
"I highly recommend Jackie Bedard for all Estate Planning issues and for her knowledge and experience with Elder Law."
"I know Jackie from a national organization of elder law attorneys and have found her to be extremely professional, knowledgable and trustworthy. I have contacted Jackie on numerous occasions for advice on difficult planning scenarios and she has been a valuable resource. I highly recommend Jackie as an Elder Law attorney."
"I've known Jackie for several years, she is a consummate professional. I am constantly amazed at the time and effort Jackie puts into making sure she stays on the cutting edge of legal planning. I could not recommend anyone more highly than Jackie."
"I endorse this lawyer in both elder law and estate planning. We both belong to two national organizations of attorneys committed to providing a high standard of legal service to our clients. I would have no hesitation in referring clients to her. I know they would receive not only skilled legal representation but also compassion and understanding of whatever the clients needs might be."
"I have been involved in a national planning group with Jackie for the last several years. Each time we meet I am more and more impressed with the quiet thoughtfulness and well expressed opinions that Jackie brings to our group. Many members have years of practice beyond Jackie's years, but she is clearly our peer."
"Jackie Bedard is well regarded attorney who is extremely knowledgeable in her concentrated area of Elder Law."
"I have known Jackie Bedard almost since she begin practicing elder law and estate planning in the Cary, North Carolina area and she is one of the brightest, most ethical, and most knowledgeable younger elder law attorneys in the state of North Carolina."
"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."
"I endorse this lawyer."
"I have worked with Jackie over the last couple of years. She is very bright and cares deeply for her clients and their causes. She is always well prepared and has great knowledge of the law. I recommend Jackie to any potential client."
"I endorse this lawyer. Jackie is a skilled and highly effective practitioner with a competent understanding of all the complexities involved in our field. She maintains an elevated level of continuing education and continually refines her skill set by constant attention to education and active participation in professional organizations dedicated to enhancing the service we provide our clients."
"I have known Jackie for over a year and endorse her as an elder law and estate planning attorney. She is a fellow attorney in a prestigious organization that we both belong to of some of the leading lawyers on estate planning and long-term care planning in the United States. I believe that Jackie is extremely knowledgeable about the state and federal laws related to estate planning and long-term care planning. As importantly, I know her as a warm and caring person who works hard for her clients. I would have no hesitation referring clients to her."
"I endorse this lawyer."
"Jackie Bedard is skilled in handling matters from simple wills to complicated estates. She is knowledgeable and client-oriented, and I regularly recommend her to those in need of an estate attorney."
"I endorse this lawyer's work."
"I belong to two national organizations in which Jackie is also a member. Each of these organizations is dedicated to changing the way law is practiced and providing clients with estate plans that work and lawyers that are trusted advisors to their clients. I have had the pleasure of meeting Jackie, in person, and hearing about her practice philosophy. I would not hesitate to insist that my family and friends in North Carolina use her legal services for estate planning. I wholeheartedly endorse Jackie Bedard as the lawyer of choice for estate planning in NC."
"Jackie is a thoughtful and personable lawyer whom I would gladly refer clients to."
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Experience
Honors
2021
2021 SuperLawyer: Estate Planning & Probate, SuperLawyers
2021
2021 Legal Elite: Tax & Estate Planning, Business North Carolina
2021
2021 Maggy Awards-Best Attorney, Cary Magazine
2020
2020 Maggy Awards-Best Attorney, Cary Magazine
2020
#89 Fastest Growing Law Firms, Law Firm 500
2020
2020 Rising Star, SuperLawyers
2020
2020 Legal Elite, Business North Carolina
2019
2019 Rising Star, SuperLawyers
2019
2019 Legal Elite, Business North Carolina
2019
2019 Maggy Awards-Best Attorney, Cary Magazine
2019
#56 Fastest Growing Law Firms, Law Firm 500
2018
Law Firm 500 #82, Law Firm 500
2018
#82 Fastest Growing Law Firms, Law Firm 500
2017
Law Firm 500 #185, Law Firm 500
2017
Super Lawyer-Rising Star, Super Lawyers
2017
2017 Best Attorney-Maggy Awards, Cary Magazine
2017
#185 Fastest Growing Law Firms, Law Firm 500
2015
2015 Movers & Shakers, Cary Magazine
2009
Certified National Network Estate Planner, National Network of Estate Planning Attorneys
2009
Certified Personal Family Lawyer, Family Wealth Planning Institute
Work Experience
2009 - Present
Attorney & Counselor at Law, Carolina Family Estate Planning
2006 - 2009
Attorney at Law, Pinna, Johnston & Burwell, P.A.
Associations
2019 - Present
National Academy of Attorneys for Alzheimer's PlanningSteering Committee Member
2013 - Present
WealthCounsel
2013 - Present
ElderCounsel
2011 - Present
National Academy of Elder Law AttorneysMember
2006 - Present
North Carolina Bar Association, Estate Planning and Elder Law Sections
2002 - Present
Wake County Bar Association
2015 - 2017
North Carolina Chapter, National Academy of Elder Law AttorneysBoard of Directors, Member
2015 - 2016
Guiding Lights Caregiver Support CenterCommunity Partner
2014 - 2015
Hospice of Wake County FoundationBoard of Trustees, Member
2014 - 2015
Elder Law Section, North Carolina Bar AssociationNewsletter Committee Co-Chair
2013 - 2015
Guiding Lights Caregiver Support CenterBoard of Directors, Member
2013 - 2014
North Carolina Chapter, National Academy of Elder Law AttorneysMembership Committee Chair
2011 - 2016
Medicaid Practice NetworkMember
2010 - 2011
BNI RD 34 Pay It ForwardMembership Committee
2009 - 2010
Personal Family Lawyers
2009 - 2012
Women Business Owner's Network of CaryPublicity Chair
2009 - 2013
National Network of Estate Planning AttorneysMember
2008 - 2010
Wake Women AttorneysMonthly Events– Speaker Coordinator
Education
2006
University of Richmond School of Law
JD - Juris Doctor
2002
Massachusetts Institute of Technology
BS - Bachelor of Science
Speaking Engagements
2019
Estate & Long-Term Care Planning Basics
Estate Planning & Long-Term Care Planning
2018
11 Threats to Your Family's Future
Estate Planning
2015
Workshop
The 7 Threats to Your Family & Their Security
2015
Veterans Group
Veterans Aid & Attendance Benefits
2015
Senior Breakfast Panel Discussion
Long-Term Care Planning
2015
Radio Show
Probate
2015
Private Presentation
Long-Term Care Planning
2015
Private Presentation
The 4 Threats to Your Family & Their Security
2015
Private Presentation
The 4 Threats to Your Family & Their Security
2015
Private Presentation
The 4 Threats to Your Family & Their Security
2015
Private Presentation
The 4 Threats to Your Family & Their Security
2015
Private Presentation
Estate & Long-Term Care Planning
2015
Lunch Presentation
Estate Planning Essentials
2015
Lunch Presentation
Estate Planning Essentials
2015
Lunch Presentation
Medicaid Basics
2015
Lecture
The Future of Inherited IRAs
2014
Workshop
The 7 Threats to Your Family & Their Security
2014
Radio
Estate Planning
2014
Private Presentation
Children's Safeguard Planning
2014
Private Presentation
Estate Planning Essentials
2014
Private Presentation
Estate Planning Essentials
2014
Lunch Presentation
Estate Planning Essentials
2014
Lunch Presentation
Medicaid Basics
2014
Lunch Presentation
Long-Term Care Planning
2013
Workshop
The 7 Threats to Your Family & Their Security
2013
Private Presentation
Long-Term Care Planning
2012
2011
Valentine's Day Luncheon
Estate Planning Pitfalls
2011
PTO Meeting
Estate Planning for Parents with Minor Children
2011
Luncheon
Estate Planning Stories
2011
Estate Planning & Long Term Care Essentials
Estate Planning & Long Term Care Essentials
2011
Estate Planning & Long Term Care Essentials
Estate Planning & Long Term Care Essentials
2010
The Truth About Estate Planning Workshop
Estate Planning & Asset Protection
2010
Teleseminar
Children's Safeguard Planning
2010
Seminar
Estate Planning Basics
2010
Kids Protection Plan Seminar
Estate Planning, Guardians & Asset Protection
2010
Breakfast
Estate Planning Stories
Publications
2019
2019
2018
2014
AFFC Publications
Don't Go Broke In a Nursing Home-Mid North Carolina Edition
2012
The Nursing Home & Medicaid Secrets You Need to Know to Avoid Going Broke in a Nursing Home
How to Avoid Nursing Home Poverty & Save Your Family Thousands
2012
The Important Information You Need to Know to Qualify for this Little-Known Veterans Benefit
Understanding the VA Aid & Attendance Program and How It Could Save Your Family Thousands
2010
Cary Living
4 Secrets Loving Parents Need to Know to Protect Their Kids
2010
Premier Baby & Child
4 Secrets Loving Parents Need to Know to Protect Their Kids
2010
Languages
English