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Paul Yokabitus


CEO

Background

Paul is a talented and experienced Estate Planning Lawyer in Cary, NC who was born and raised in Grand Rapids, Michigan. The economic downturn led Paul and his wife, Alix, to the Triangle where Paul attended Campbell University School of Law and later planted his roots in the Cary community. His focus on the client-attorney relationship and the peace of mind of his clients sets Paul apart from other traditional lawyers.

Awards

“Best Attorney in Cary” Category: 2016, 2017 (last year of publication)
– Cary News

“Legal Elite – Tax & Estate Planning” 2017, 2018, 2019, 2020, 2021, 2022, 2023
– Business North Carolina

“Best Attorney in Western Wake” Category: 2017, 2018, 2019, 2020
– Cary Magazine

“Rising Star”: 2020, 2021, 2022, 2023
– Super Lawyers

Triangle Disability & Autism Services Distinguished Service 2022

Contact Us Now

Who We Serve

Discover, evaluate and plan for the life and retirement of your dreams.

Young Professionals
Business Owners
High-Income Earners
Pre-Retirees
Current Retirees
Individuals In Transition
?
What type of life insurance do we need?
?
Are we saving for retirement correctly?
?
What is the best thing I can do to build wealth?
?
Are we paying too much taxes in retirement?
?
What type of trust should I be using?
Got questions? We got answers.
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How We Help

Integrated planning solutions for wealth management, investing and retirement

Wealth Management
Wealth Management
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Investment Management
Investment Management
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Estate Planning & Trusts
Estate Planning & Trusts
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Tax Planning & Preparation
Tax Planning & Preparation
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Life Insurance
Life Insurance
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Our Process

1You schedule a call

  • Meet briefly to learn more
  • Understand your specific financial goals
  • Determine if we can help

2We identify your needs

  • Get personalized financial insights
  • Understand how our solution fits into your short-term and long-term goals

3We work together

  • Map out your plan
  • Walk you through next steps
  • Provide updates without you even asking

4Your life leads the plan

  • You’re in control of your plan
  • Your family is protected
  • We got your back when you need changes
Get Started

Serving clients throughout the Triangle area.

  • Apex
  • Cary
  • Fuquay Varina
  • Garner
  • Holly Springs
  • Knightdale
  • Morrisville
  • Raleigh
  • Rolesville
  • Wake Forest
  • Wendell
  • Zebulon