In this episode of Estate Planning Nightmares...and How to Avoid Them, I sit down with Paul Yokabitus — a powerhouse estate planning attorney and entrepreneur based in Cary, North Carolina.

Paul is the founder of Cary Estate Planning, one of the fastest-growing law firms in the country, as well as PlanWell Legal, Discovery Legal Marketing, and Elite Planner. We talk about his journey from Michigan to the Triangle, how he scaled a firm from scratch to 40+ team members, and the “nightmare scenarios” he helps families avoid every day.

You’ll hear:

• One of the biggest estate planning disasters Paul has ever seen (and how to prevent it)

• Why his firms operate with no upselling and no surprises

• How automation, client-first processes, and flat-fee transparency are changing the industry

• The one thing attorneys should stop doing if they want to grow their firm

Whether you're a family needing peace of mind or an attorney looking to better serve your clients, this conversation will leave you inspired — and ready to take action!

🔗 Learn more about Paul’s work:

www.caryestateplanning.com

www.planwell.legal

www.eliteplanner.com

⁠https://www.facebook.com/groups/2772280566257901/⁠

https://www.linkedin.com/in/paulyokabitus/

www.discoverylegalmarketing.com