Knox Law Services
Experienced elder law guidance for planning, protection, and transition
Knox Law provides comprehensive elder law services for older adults, individuals with disabilities, and their families. Our work focuses on protecting assets, supporting autonomy, and guiding families through complex legal and care decisions across all stages of aging.
Coordinated Legal and Care Support
Legal planning often intersects with care needs, financial management, and family decision-making. Through our partnership with Caregiver Support Services, clients receive coordinated support that aligns legal strategy with day-to-day realities. This integrated approach allows families to navigate aging with greater clarity, continuity, and confidence.
Start planning with confidence
Thoughtful legal planning can protect your wishes, your assets, and your family. Our team will guide you through options and next steps tailored to your situation.
Call Knox Law at 828-513-1600 to schedule a consultation.
OUR TEAM
Caroline Knox
Attorney, CELA NC Board Certified Specialist in Elder Law
Caroline Knox
Meredith Calhoun
Estate Planning Paralegal
Meredith Calhoun
Team member for 8 years
BA in Political Science, Rollins College
"I enjoy ensuring clients' wishes are accurately expressed in their estate planning documents –that the best people are named to provide assistance during their lifetimes, and that their estates will be distributed as they wish."
Dorothy Fantle
Estate Planning Support
Dorothy Fantle
Team member for 6 years
BA in Education, Louisiana State University
MA in Education, Gardner-Webb University
“It’s the people, both our clients and my co-workers, that I enjoy most about working at Knox Law. Our team is dedicated and serious about the work we do, but we also enjoy supporting and encouraging one another.”
Lisa Holbert
Estate Administration Support
Lisa Holbert
Team member for 3 years
ABA in Accounting, Blue Ridge Community College
"I enjoy helping and supporting families during the estate administration process. Our team goal is to guide families and loved ones with care and compassion during this difficult time."
Anne Hodge
Estate Administration Paralegal
Anne Hodge
828-370-8017
Email Anne
Team member for 6 years
BA in Business Administration, University of Richmond
"I enjoy assisting clients and families through the complex legal processes that follow life’s major transitions. I am passionate about providing compassionate support during challenging times while helping ensure each client feels cared for. "
Alex Kealy
Estate Administration Paralegal
Alex Kealy
828-388-7005
Email Alex
Team member for 6 years
BA in Early Childhood Education, UNC Chapel Hill
MBA, Portland State University
“I enjoy helping families navigate the estate administration process. Our goal is to simplify the overwhelming and guide clients each step of the way as they settle the estate of a loved one.”
Amy Owens
Senior Estate Administration Paralegal
Amy Owens
828-435-9133
Email Amy
Team member for 13 years
BA in Fine Arts in Interior Design, Converse College
"The most fulfilling part of my work is having the opportunity to guide clients through one of the most difficult times in their lives with care. Helping loved ones navigate the legal and practical responsibilities after a loss allows me to provide comfort and clarity when they need it most."
Jayne Nordlund
Legal Assistant, Care Assessment Coordinator
Jayne Nordlund
828-370-8017
Email Jayne
Team member for 4 years
AA in Dental Hygiene, Central Piedmont Community College
"Being a part of Knox Law just feels good! Not only do I work alongside an extraordinary group of ladies, but I am also privileged to meet and provide a needed service to many of our amazing clients."
Mary Lou Shepherd
Legal Assistant
Mary Lou Shepherd
828-435-9134
Email Mary Lou
Team member for 19 years
High School Graduate
“I enjoy meeting people and getting them the help and care they need as they are going through difficulties. I am a people person by nature and was born with a smile on my face.”
Asset Preservation & Medicaid
Long-term care costs can place significant financial strain on families. We help clients structure and protect assets while planning for potential Medicaid eligibility and future care needs.
Services include:
- Asset preservation planning
- Medicaid and SSI planning
- Special needs trusts
- Settlement preservation trusts
- Long-term care planning strategies
When appropriate, we coordinate with Caregiver Support Services for Medicaid application preparation and care coordination.
ESTATE PLANNING
Estate planning ensures that your wishes are honored and your assets are managed according to your intentions during life and after death. We guide clients through thoughtful planning that reflects family structure, financial goals, and potential care needs.
Services include:
- Wills and advance directives
- Powers of attorney
- Revocable and irrevocable trusts
- Special needs planning
- Charitable and legacy planning
- Business succession planning
- Trust modification or termination
Each plan is tailored to your personal and financial circumstances and designed to adapt over time.
Planning with purpose
Knox Law donates 5% of every estate planning fee to SAIL, supporting seniors and disabled adults in Western North Carolina whose housing and care needs exceed available income and benefits.
Estate & Trust Administration
After the death of a loved one, families often face unfamiliar legal and financial responsibilities. We guide personal representatives, trustees, and families through the administration process with clarity and care.
Services include:
- Probate and estate administration
- Trust administration
- Small estate proceedings
- Year’s allowance filings
- Beneficiary coordination
- Asset distribution guidance
Our team helps ensure legal requirements are met efficiently while reducing stress for families during difficult transitions.
For frequently asked questions regarding Estate & Trust Administration, click the button below.
Guardianship Legal Services
When an individual can no longer manage personal or financial decisions, guardianship may be necessary. We advise families and professionals on establishing, administering, or modifying guardianship arrangements.
Services include:
- Guardianship establishment
- Guardian of the person or estate
- Guardianship review or modification
- Court reporting and compliance guidance
- Guardianship disputes
As Public Guardian of Henderson County, Caroline Knox brings extensive experience in these sensitive matters. Practical guardianship support services are available through Caregiver Support Services.
Fiduciary Services
Some individuals require assistance managing financial or trust responsibilities due to health, cognitive, or functional changes. Knox Law provides fiduciary guidance and oversight to protect assets and ensure proper financial management.
Services include:
- Trust administration oversight
- Financial decision support for fiduciaries
- Powers of attorney guidance
- Estate financial management coordination
Financial management services are delivered in collaboration with the finance team at Caregiver Support Services to provide consistent and accountable oversight.
