What people are saying about Carolina Family Estate Planning...
When asked what surprised him/her most about the estate planning process and what they liked best: “How detailed it can be, as well as how many important decisions there were, and how many things I needed to consider…How interesting it was. I really did learn a lot about estate planning, as well as learning what’s important to me. Jackie would find the answers to our questions that we had.”
-Anonymous
“There were no surprises. Jackie and Cindy made me feel very comfortable while sharing my personal information. The expectations about the process was clearly communicated before I signed my contract. Also, the important points were restated throughout the process…I would like to see more advertisement of this business so the public will know about the estate planning service that is offered.”
- Lola D., Clayton, NC
“I enjoyed the one on one time that you spent explaining the choices and how they related to our situation.”
-Theresa C., Cary, NC
“I enjoyed thinking everything through, all the “possibilities” and not feeling rushed to just create a long document and sign it, but map things out on the white board and work through ideas, etc.”
-Anne M., Cary, NC
“Several years ago a dear friend died. She had been so generous and left me a gift of her investments. This legacy would change my plans for retirement and open even more possibilities for my family. The probate of her will took 18 months. The beneficiaries had little information about the process, progress and almost no detailed information. Finally, with the help of my financial advisor, I began to organize my estate. Oh my! I had an estate. I knew I wanted to protect my loved ones from these long months of probate purgatory: Step in Carolina Family Estate Planning! The whole process was very comfortable. From the office visits with muffins and hot tea that came with lots of information and guidance, to the easy homework of gather asset info and changing names on accounts, to the [Priceless Conversation] CD we made on my final visit. The day I received my Trust Book (Volume, Tome, LOL), there was an amazing sense of relief and accomplishment.”
-Nadine P., Raleigh, NC.
“My husband and I were extremely pleased with the service and documents we received from CFEP! Jackie walked us through the process of creating our wills with a great patience and understanding for us as new clients. She explained all our options and we felt we could make the best informed decision for our estate. Thanks to Jackie we have peace knowing our documents are expertly drawn and filed. Thank you CFEP!
-Amanda S., Garner, NC
“My wife and I hired Jackie to prepare our wills and provide estate planning services. We had never done this before and Jackie took us through the process with great care and attention to detail. We would definitely recommend her to any of our friends or colleagues.”
-Warren G., Raleigh, NC
“Jackie was very patient during our meetings. Wills and Durable Power documents are not fun things to discuss but they are very important to have. Jackie walked us through each step, was kind, was understanding and was very helpful explaining all issues we faced. We have a sense of security knowing we have these documents in place. I would absolutely recommend Jackie based on her knowledge and client service.”
-Anonymous
“Having the opportunity and pleasure to work with Jackie, has created nothing but positive influence in my clients and their families lives. Although my personal education from her in comprehensive small business ownership development and transition has grown by leaps and bounds, her attention to detail as well as insight proves to be of utmost importance to my clients and their complex situations. Mrs. Bedard's demeanor, objectiveness, and creativity are matched by few. What a team member!”
-Adam W., Raleigh, NC
“[My wife] and I want to thank both of you for the enjoyable experience we had this morning. As soon as we arrived, the welcome sign put us at ease and we felt like we in a home type atmosphere, not a lawyer’s office. This feeling was amplified after Jackie opened the meeting with a brief history of the whys and hows on where she is today. The products and services offered were thoroughly explained and we were able to openly discuss the pros and cons of each and how they applied to our needs. We left the meeting knowing the decision we made met our needs. In closing I would add that I will certainly recommend your firm to anyone I know needing estate planning services.”
-D.W., Fuquay-Varina, NC
“[I] would suggest that anyone with children definitely needs to not only think about attending [a CFEP workshop], but actually plan to use the services. I learned a lot about things I never thought about (i.e., probate and taxes), the importance of pre-planning, short-term guardians to avoiding having my children placed in state custody.”
-Kourtneye O., Morrisville, NC
“The information we received was invaluable. We also appreciated the focus on placed on need, rather than cost. [I learned] how important it is to adequately protect our children through the use of both short and long-term guardians.”
-Glen H., Holly Springs, NC
[After attending our Truth About Estate Planning workshop:] “This is an outstanding explanation of a relationship-based, counseling-oriented estate planning process. Excellent explanation of estate planning nuts and bolts—best I have heard in 15 years.”
-Financial Advisor, Cary, NC
