Jackie Bedard
Top rated Estate Planning & Probate attorney in Cary, North Carolina
Carolina Family Estate Planning
Practice areas: Estate Planning & Probate, Elder Law
Licensed in North Carolina since: 2006
Education: University of Richmond School of Law
Carolina Family Estate Planning
51 Kilmayne Dr#200
Cary, NC 27511 Phone: 919-443-3035 Email: Jackie Bedard Visit website
Jackie Bedard’s practice focuses on estate planning and long-term care planning. Often this involves helping clients balance taking care of themselves, protecting their family, planning for the possibility of long-term care needs, and preserving family wealth.
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, ElderCounsel, and Leading Lawyers on Planning & Protecting (all of which are national organizations of attorneys committed to excellence in estate planning and elder care planning). Jackie is also a VA accredited attorney with the Department of Veteran Affairs.
Locally, Jackie is a board of director member of the North Carolina chapter of the National Academy of Elder Law Attorneys, a former member of the board of trustees of Transitions Life Care (formerly known as Hospice of Wake County), a member board of directors of local non-profit the Guiding Lights Caregiver Support Center, a council member of the North Carolina Bar Association’s Elder Law Section, and a member of the North Carolina Bar Association’s Estate Planning Section.
Jackie earned her Bachelor of Science degree in Economics at the Massachusetts Institute of Technology (MIT) 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, Nala and Nelly. Jackie also enjoys CrossFit, reading, cooking, music, and more.
Jackie's practice areas include wills, living trusts, asset protection trusts, powers of attorney, health care directives, living wills, long-term care planning, Medicaid planning, Veteran's Aid & Attendance benefits planning, special needs planning, children's safeguard planning, probate and estate administration, and trust administration.
First Admitted: 2006, North Carolina
Professional Webpage: https://www.carolinafep.com/bio/jackie-bedard.cfm
Bar / Professional Activity
- Member of National Network of Estate Planning Attorneys, 2009
- WealthCounsel Member, 2013
- North Carolina Bar Association, Estate Planning & Elder Law Divisions, 2006
- Member of Medicaid Practice Network, 2011
- Member of National Academy of Elder Law Attorneys, 2011
- ElderCounsel Member, 2013
Special Licenses / Certifications
- North Carolina Insurance License. In addition to her law license, Jackie holds a North Carolina insurance license for life insurance and long-term care insurance. She holds the license so she can understand how these tools actually work and help clients see the full picture when planning for long-term care. Most professionals look at the question from one side only. Jackie's clients get a plan that considers legal strategies, insurance-based options, and how the two fit together, along with introductions to vetted partners when insurance may be part of the answer., 2015
- Certified Alzheimer's Disease and Dementia Care Trainer (CADDCT). Jackie holds two credentials from the National Council of Certified Dementia Practitioners, which trains professionals in health care, senior care, and related fields to understand and support people living with Alzheimer's disease and other forms of dementia. The CDP credential reflects completion of NCCDP's dementia care curriculum plus qualifying experience working with older adults, and the CADDCT credential qualifies her to teach that curriculum to others. She pursued both after seeing the effects of dementia on her own family, and they shape how our team works with families facing a diagnosis., 2020
- Certified Dementia Practitioner (CDP). Jackie holds two credentials from the National Council of Certified Dementia Practitioners, which trains professionals in health care, senior care, and related fields to understand and support people living with Alzheimer's disease and other forms of dementia. The CDP credential reflects completion of NCCDP's dementia care curriculum plus qualifying experience working with older adults, and the CADDCT credential qualifies her to teach that curriculum to others. She pursued both after seeing the effects of dementia on her own family, and they shape how our team works with families facing a diagnosis., 2020
Pro bono / Community Service
- Board Member, Board of Directors, Guiding Lights Caregiver Support Center, 2013
- Board Member, Board of Trustees, Hospice of Wake County, 2015
Educational Background
- Bachelor of Science, Massachusetts Institute of Technology, 2002
Honors
- Business North Carolina magazine's Legal Elite list is based on a statewide vote in which North Carolina attorneys name the peers they would recommend to a family member or friend, and lawyers cannot vote for themselves or their own firm. Only a small share of the state's practicing attorneys is named each year., NC Legal Elite - Tax & Estate Planning, Business North Carolina, 2023
- Business North Carolina magazine's Legal Elite list is based on a statewide vote in which North Carolina attorneys name the peers they would recommend to a family member or friend, and lawyers cannot vote for themselves or their own firm. Only a small share of the state's practicing attorneys is named each year., NC Legal Elite - Tax & Estate Planning, Business North Carolina, 2022
- Business North Carolina magazine's Legal Elite list is based on a statewide vote in which North Carolina attorneys name the peers they would recommend to a family member or friend, and lawyers cannot vote for themselves or their own firm. Only a small share of the state's practicing attorneys is named each year., NC Legal Elite - Tax & Estate Planning, Business North Carolina, 2021
- Business North Carolina magazine's Legal Elite list is based on a statewide vote in which North Carolina attorneys name the peers they would recommend to a family member or friend, and lawyers cannot vote for themselves or their own firm. Only a small share of the state's practicing attorneys is named each year., NC Legal Elite - Tax & Estate Planning, Business North Carolina, 2020
- Business North Carolina magazine's Legal Elite list is based on a statewide vote in which North Carolina attorneys name the peers they would recommend to a family member or friend, and lawyers cannot vote for themselves or their own firm. Only a small share of the state's practicing attorneys is named each year., NC Legal Elite - Tax & Estate Planning, Business North Carolina, 2019
- We see this growth as a reflection of the trust North Carolina families have placed in the firm, one household at a time, with much of it coming through referrals from the clients we have already served and from the financial advisors, accountants, and care professionals they rely on., Law Firm 500, Law Firm 500, 2025
- We see this growth as a reflection of the trust North Carolina families have placed in the firm, one household at a time, with much of it coming through referrals from the clients we have already served and from the financial advisors, accountants, and care professionals they rely on., Law Firm 500, Law Firm 500, 2023
- We see this growth as a reflection of the trust North Carolina families have placed in the firm, one household at a time, with much of it coming through referrals from the clients we have already served and from the financial advisors, accountants, and care professionals they rely on., Law Firm 500 #69, Law Firm 500, 2023
- We see this growth as a reflection of the trust North Carolina families have placed in the firm, one household at a time, with much of it coming through referrals from the clients we have already served and from the financial advisors, accountants, and care professionals they rely on., Law Firm 500 #155, Law Firm 500, 2022
- We see this growth as a reflection of the trust North Carolina families have placed in the firm, one household at a time, with much of it coming through referrals from the clients we have already served and from the financial advisors, accountants, and care professionals they rely on., Law Firm 500 #142, Law Firm 500, 2021
- We see this growth as a reflection of the trust North Carolina families have placed in the firm, one household at a time, with much of it coming through referrals from the clients we have already served and from the financial advisors, accountants, and care professionals they rely on., Law Firm 500 #89, Law Firm 500, 2020
- We see this growth as a reflection of the trust North Carolina families have placed in the firm, one household at a time, with much of it coming through referrals from the clients we have already served and from the financial advisors, accountants, and care professionals they rely on., Law Firm 500 #56, Law Firm 500, 2019
- We see this growth as a reflection of the trust North Carolina families have placed in the firm, one household at a time, with much of it coming through referrals from the clients we have already served and from the financial advisors, accountants, and care professionals they rely on., Law Firm 500 #82, Law Firm 500, 2018
- We see this growth as a reflection of the trust North Carolina families have placed in the firm, one household at a time, with much of it coming through referrals from the clients we have already served and from the financial advisors, accountants, and care professionals they rely on., Law Firm 500 #185, Law Firm 500, 2017
- We see this growth as a reflection of the trust North Carolina families have placed in the firm, one household at a time, with much of it coming through referrals from the clients we have already served and from the financial advisors, accountants, and care professionals they rely on., Inc. 5000 #4717, Inc. 5000, 2025
- We see this growth as a reflection of the trust North Carolina families have placed in the firm, one household at a time, with much of it coming through referrals from the clients we have already served and from the financial advisors, accountants, and care professionals they rely on., Inc. 5000 #3259, Inc. 5000, 2024
- We see this growth as a reflection of the trust North Carolina families have placed in the firm, one household at a time, with much of it coming through referrals from the clients we have already served and from the financial advisors, accountants, and care professionals they rely on., Inc. 5000 #4191, Inc. 5000, 2023
- Martindale-Hubbell, 5.0 Peer Review Rating and Client Champion Martindale-Hubbell's Peer Review Rating is based on confidential evaluations from other lawyers and judges who assess an attorney's legal knowledge, judgment, communication skills, and ethical standards. Jackie has earned a 5.0 out of 5.0, the highest rating available. Martindale-Hubbell has also named her a Client Champion, a recognition based on the number and quality of reviews submitted by clients. , Client Champion, Martindale-Hubbell, 2026
- Martindale-Hubbell, 5.0 Peer Review Rating and Client Champion Martindale-Hubbell's Peer Review Rating is based on confidential evaluations from other lawyers and judges who assess an attorney's legal knowledge, judgment, communication skills, and ethical standards. Jackie has earned a 5.0 out of 5.0, the highest rating available. Martindale-Hubbell has also named her a Client Champion, a recognition based on the number and quality of reviews submitted by clients. , 5.0 Peer Review, Martindale-Hubbell, 2026
- Avvo, "Superb" 10.0 Rating in Estate Planning and Elder Law Avvo rates attorneys from 1 to 10 using a formula based on public bar records, years in practice, professional achievements, peer endorsements, and disciplinary history. A 10.0 is the highest rating Avvo assigns and carries the "Superb" label. Jackie holds a 10.0 rating in both estate planning and elder law, and Avvo confirms she has no record of discipline with the North Carolina State Bar. , "Superb" 10.0 Rating - Elder Law, Avvo, 2015
- Avvo, "Superb" 10.0 Rating in Estate Planning and Elder Law Avvo rates attorneys from 1 to 10 using a formula based on public bar records, years in practice, professional achievements, peer endorsements, and disciplinary history. A 10.0 is the highest rating Avvo assigns and carries the "Superb" label. Jackie holds a 10.0 rating in both estate planning and elder law, and Avvo confirms she has no record of discipline with the North Carolina State Bar. , "Superb" 10.0 Rating - Estate Planning, Avvo, 2015
- Recognition awarded after completion of National Network of Estate Planning Attorneys Practice Transformation Program involving a series of in-person and remote education over the course of one year., Member National Network Estate Planner, National Network of Estate Planning Attorneys, 2009
- Voted "Best Attorney" by public vote of The Cary News readers, Best Attorney, The Cary News, 2017
- Selected as one of the Best Estate Law Firms by public vote in The News & Observer's Raleigh's Best annual readers' choice awards., Best Estate Law Firm - Silver, The News & Observer, Raleigh's Best, 2025
- "Best Attorney," Cary Magazine Maggy Awards. Selected by public vote of Cary Magazine readers in the publication's annual reader's choice awards., Best Attorney (Silver), Cary Magazine, 2026
- "Best Attorney," Cary Magazine Maggy Awards. Selected by public vote of Cary Magazine readers in the publication's annual reader's choice awards., Best Attorney, Cary Magazine, 2025
- "Best Attorney," Cary Magazine Maggy Awards. Selected by public vote of Cary Magazine readers in the publication's annual reader's choice awards., Best Attorney, Cary Magazine, 2024
- "Best Attorney," Cary Magazine Maggy Awards. Selected by public vote of Cary Magazine readers in the publication's annual reader's choice awards., Best Attorney, Cary Magazine, 2023
- "Best Attorney," Cary Magazine Maggy Awards. Selected by public vote of Cary Magazine readers in the publication's annual reader's choice awards., Best Attorney (Silver), Cary Magazine, 2022
- "Best Attorney," Cary Magazine Maggy Awards. Selected by public vote of Cary Magazine readers in the publication's annual reader's choice awards., Best Attorney (Silver), Cary Magazine, 2021
- "Best Attorney," Cary Magazine Maggy Awards. Selected by public vote of Cary Magazine readers in the publication's annual reader's choice awards., Best Attorney, Cary Magazine, 2020
- "Best Attorney," Cary Magazine Maggy Awards. Selected by public vote of Cary Magazine readers in the publication's annual reader's choice awards., Best Attorney, Cary Magazine, 2019
- "Best Attorney," Cary Magazine Maggy Awards. Selected by public vote of Cary Magazine readers in the publication's annual reader's choice awards., Best Attorney (Silver), Cary Magazine, 2018
- "Best Attorney," Cary Magazine Maggy Awards. Selected by public vote of Cary Magazine readers in the publication's annual reader's choice awards., Best Attorney, Cary Magazine, 2017
- "Best Attorney," Cary Magazine Maggy Awards. Selected by public vote of Cary Magazine readers in the publication's annual reader's choice awards., Best Attorney (Silver), Cary Magazine, 2016
- Recognition awarded to graduates of Advaned Practicum Implementation Program after 18 months of remove and in-person estate planning and practice management education. , Graduate of Advanced Practicum Implementation Program, National Network of Estate Planning Attorneys, 2011
- One of 30 Western Wake professionals recgonized for professional and community accomplishments., Movers & Shakers, Cary Magazine, 2015
Industry Groups
- ElderCounsel
- National Academy Of Elder Law Attorneys--NC Chapter Board Member
- NCBA Elder Law Section--Council Member
- NCBA Estate Planning Section
- VA Accredited Attorney
- WealthCounsel
Selections
- Super Lawyers: 2025 - 2027
- Rising Stars: 2017 - 2020