Collaborating with local professionals who share our commitment to client care
At Triangle Estate Lawyers, we build long-term relationships with estate planning referral partners across Raleigh, Cary, Clayton, Wake Forest, and everywhere in between. Whether you’re an attorney, fiduciary, CPA, or financial advisor, you can count on us to care for your clients with the same high ethical standards and attention to detail that you provide.
We understand that when you refer a client, your reputation is on the line. That’s why we prioritize clear communication, prompt follow-up, and a collaborative approach. Our attorneys are committed to providing tailored estate planning solutions that align with each client’s personal goals, financial circumstances, and family dynamics.
Aligned with National Standards
We’re proud to work with professionals aligned with national best practices like those set by the American College of Trust and Estate Counsel (ACTEC). Our team brings deep knowledge of wills, trusts, probate, and elder law to every case — with over 80 years of combined experience across North Carolina.
If your client needs estate planning, trust administration, or help navigating probate, we’re here to support them every step of the way. And we always refer back when appropriate — collaboration is a two-way street.
Let’s Support Your Clients—Together
We welcome introductions from trusted professionals throughout Wake County and beyond. If you’re looking for estate planning referral partners who will honor your client relationships and keep you in the loop, let’s talk.
Learn more about our estate planning services and how we support clients at every stage of life planning.