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Jackie Bedard

Founder, Estate Planning & Elder Care Attorney at Carolina Family Estate Planning

Based in Cary, United States

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Seniority

C-Team

Department

Legal

Location

Cary

Industry

Legal Services

Company size

15

Contact information

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Email

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j•••••••@carolinafep.com

Phone

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Background

About Jackie Bedard

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 an Accredited Attorney by the Veterans Administration and a member of WealthCounsel and ElderCounsel, cooperative alliances of nationally recognized estate planning and elder care attorneys aimed at providing the support and tools needed to better serve their clients. Locally, Jackie is on the board of directors of the North Carolina Chapter of the National Academy of Elder Law Attorneys and she is a member of 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. Specialties: Member of WealthCounsel; Member of ElderCounsel; National Academy of Elder Law Attorneys, Medicaid Planning Network

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