Wills & Powers of Attorney
The documents every adult needs: a last will, financial and health care powers of attorney, a living will, and HIPAA releases - so someone you trust can act if you can't.
Learn moreEstate Planning for North Carolina Families
Wills, trusts, and the documents that keep the people you love out of probate court - explained in plain language by a Raleigh attorney with more than 20 years of experience.
Work directly with the attorney. The first conversation is free.
- North Carolina Bar, 2004
- CERTIFIED FINANCIAL PLANNER™
- LL.M. in Taxation, NYU
- J.D., UNC Chapel Hill
How We Can Help
Every plan starts with your family and your goals - then the right documents follow. These are the areas Robert works in most.
Revocable Living Trusts
Keep your family out of probate. A funded living trust gives your beneficiaries faster, private access to what you leave them - with you in full control while you're alive.
Learn moreSpecial Needs Trusts
Provide for a child or family member with a disability without risking their Medicaid or SSI eligibility. First- and third-party special needs trusts, built correctly.
Learn moreBusiness & Asset Protection
LLC and PLLC formation, EINs, operating agreements, and multi-entity structures that put a wall between your business risk and your personal assets.
Learn moreGuardianship for Minor Children
Name who raises your children and who manages their money - with standby and emergency guardianship so there's never a gap in their care.
Learn moreAdvanced Trusts & Tax Planning
GRATs, SLATs, charitable trusts, and other tools for larger or more complex estates - drawn on 20 years of tax and wealth-planning experience.
Learn morePet Trusts for Your Four-Legged Family Members
A family pet trust sets aside money and names a caregiver, so your dog, cat, or companion is always provided for - even when you can't be there yourself.
Explore Family Pet TrustsWithout a Plan, the State Writes One for You
Die without an estate plan in North Carolina and a court applies the state's default rules - not your wishes. An unmarried partner can be left with nothing. Parents can inherit alongside your spouse. Money you meant for your spouse can land with young children instead.
A will helps, but it doesn't avoid probate. In North Carolina, probate commonly runs 18 months to several years. It happens on the public record, and it costs money in court and administrative fees.
A fully funded living trust keeps your family out of that process: faster access to what you leave them, nothing filed in public, and protection a will alone can't provide.
Avoid Probate
Months or years, kept off your family's plate.
Stay Private
Nothing filed in the public record.
Protect Beneficiaries
From creditors, divorce, and poor timing.
Understand Every Document You Sign
Most people put estate planning off because it feels complicated, expensive, or grim. It doesn't have to be any of those.
Triangle Heritage is run by Robert Bartilucci, a North Carolina attorney who has drafted these plans for more than 20 years - on the law-firm side and on the wealth-planning side of a bank. He has seen what happens when families have the right documents in place, and what happens when they don't.
You work directly with him. He learns how your family actually works, walks you through your options, and builds a plan you understand - not a binder you file away and never open again.
Why Families Choose Triangle Heritage
Robert Bartilucci grew up in New Jersey, came to North Carolina for law school at UNC Chapel Hill, and never left. He holds an LL.M. in Taxation from NYU, carries the CFP designation, and has practiced in North Carolina since 2004. He lives in Cary with his wife and three children.
- You Work With the Attorney
- From the first call to the signing, you work directly with Robert - not a rotating cast of paralegals.
- Plain Language, Every Time
- You'll understand what each document does and why it's in your plan. If you don't, he hasn't finished explaining.
- Fair, Flat Pricing
- You'll know the full cost before any work begins. The fee is the fee - it doesn't climb because you can afford more.
- Experience Across the Spectrum
- From working families with young kids to high-net-worth estates and business owners - 20 years across banks and private practice.
Let's Build Your Plan
You'll work with me directly, from our first conversation to the day you sign. That first conversation is free and there's no pressure - tell me about your family, and I'll tell you what actually makes sense for you.