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Peace of Mind for Today

and a Plan for Tomorrow

Carolina Estate Planning

Estate Planning, Probate and Non-Profit Representation

Through proactive estate and non-profit planning, you can create peace of mind to enjoy today and a plan that protects tomorrow.

Hello, I’m Jeff Bloomfield, the attorney behind Carolina Estate Planning. My goal as your lawyer is to protect your future, which often means ensuring your children are taken care of should the unthinkable happen. Estate planning doesn’t need to be a time-consuming process; I make it easy with multiple options for completing your estate plan.

I’ve seen how a well-crafted estate plan can bring families together. There is a sense of purpose and honor that comes with helping to carry out a loved one’s final wishes. Not having a plan or not having the right plan in place can tear a family apart. I’ve seen even the most close-knit families fighting over the guardianship of elderly parents, end of life care decisions and yes, money. Through proactive estate planning, I help individuals, couples, families, entrepreneurs, business owners, executives, and non-profit organizations secure their future.

Practice Areas

Estate Planning

An estate plan will protect your future whether you are a millennial looking to make your first estate plan or a baby boomer with interest in passing on a retirement account. I also assist non-profit organizations facilitate bequests.

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Guardianships

The best way to name a guardian for your children in North Carolina is through a will. Let’s work together to create a plan for your children should the unthinkable happen.

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Last Will & Testament

A last will & testament is one of the easiest ways to secure your future because without one, it is never as simple as “my spouse just gets everything”.

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Estate & Trust Administration

There is a sense of purpose and honor that comes with helping to carry out your loved one’s final wishes. There are many duties for personal representatives in North Carolina. I can help guide you through the process.

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Non-Profit Formation & Guidance

With in-depth knowledge of the tax and corporate laws relevant to nonprofits, I take care of the legal aspects of starting a nonprofit so you can focus on doing good and advocating for your cause.

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501(c)(3) Tax Compliance

I represent 501(c)(3) organizations before the IRS, and other state and federal agencies, helping them with tax compliance and other organizational issues.

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About Jeff Bloomfield

“I appreciate the opportunity to be your lawyer.” – Jeffrey L. Bloomfield

As principal attorney behind Carolina Estate Planning there is nothing I take more seriously than the preservation of your estate, the care of your children and the protection of everything you and your family have worked to achieve. Before attending law school I had a family, was running a business and maintaining relationships with close friends. Being pulled in so many directions, it’s no wonder creating an estate plan just wasn’t on my to-do list. 

If this sounds like you, you’re not alone. Nearly 60% of Americans don’t have an estate plan in place. I’ve dedicated my career to making sure North Carolina residents are looking to the future and protecting their assets.

  • Georgetown University Law Center, LL.M., Taxation, and Estate Planning Certificate
  • Elon University School of Law
  • Returned Peace Corps Volunteer – Republic of Moldova
  • North Carolina Peace Corps Association, Membership Coordinator 
  • Winston-Salem Human Relations Commission, Former Vice Chair 
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