Last Updated: May 6, 2026

These Terms of Use ("Terms") govern your access to and use of the website at carolinafep.com (the "Website"), which is owned and operated by Carolina Family Estate Planning, PLLC ("CFEP," "the Firm," "we," "our," or "us"). Please read these Terms carefully. By accessing or using the Website, you agree to be bound by these Terms. If you do not agree, please do not use the Website.

1. The Website Is for General Educational Purposes Only

The Website provides general information about estate planning, elder law, estate administration, and related topics. The information on the Website is for general educational and informational purposes only and is not legal advice. Estate planning, elder law, and estate administration involve complex legal issues that depend on individual facts and circumstances and on the law of the state in which you reside or own property. Information on the Website may not apply to your situation, may not be current, and may not be complete.

Do not rely on information from the Website as a substitute for advice from a qualified attorney about your specific situation.

2. No Attorney-Client Relationship

Use of the Website does not create an attorney-client relationship between you and the Firm or any of its attorneys. An attorney-client relationship is established only when (a) you and the Firm have entered into a written engagement agreement, (b) we have completed a check for conflicts of interest, and (c) we have confirmed in writing that we are representing you for a specific matter.

Submitting information through a Website form, sending an email through the Website, sending a text message in response to a Firm communication, calling a number listed on the Website, scheduling a Welcome Call, or attending a seminar, workshop, webinar, or Vision Meeting does not, by itself, create an attorney-client relationship.

Information you submit before an attorney-client relationship is established is not protected by attorney-client privilege and may not be treated as confidential. Please do not send confidential information through the Website until we have agreed in writing to represent you and have given you instructions about how to communicate confidential information securely.

3. Jurisdictional Limitations

The Firm is a North Carolina professional limited liability company and provides legal services through attorneys licensed to practice law in North Carolina. Our offices are located in Cary, North Carolina, and we generally serve residents of North Carolina. Nothing on the Website is intended to be a solicitation for legal services, or to suggest representation, in any jurisdiction in which a Firm attorney is not licensed to practice.

If you reside in a jurisdiction other than North Carolina, you should consult an attorney licensed in your jurisdiction. The Firm reserves the right to decline to communicate with or represent any person in any jurisdiction.

4. No Guarantee of Outcome

Estate planning, elder law, and estate administration involve facts and circumstances that vary from person to person and matter to matter. Past results, case studies, testimonials, and reviews appearing on the Website or anywhere else are not guarantees, predictions, or warranties of any particular result, and should not be relied upon as such. Each matter is different, and outcomes depend on facts and applicable law.

5. Permitted Use of the Website

The Website is provided for your personal, non-commercial use. You agree to use the Website only for lawful purposes and in a manner consistent with these Terms. You agree that you will not:

  • Use the Website to violate any law or regulation.
  • Use the Website to infringe the rights of any third party.
  • Reproduce, duplicate, copy, sell, resell, or exploit any portion of the Website or its content for any commercial purpose without our prior written consent.
  • Use any robot, spider, scraper, or other automated means to access the Website for any purpose without our prior written consent, except for established search engine indexing.
  • Bypass, disable, or otherwise interfere with security-related features of the Website.
  • Introduce viruses, trojan horses, worms, or other malicious code.
  • Attempt to gain unauthorized access to any part of the Website, the servers on which the Website is stored, or any related database or system.
  • Use the Website in any manner that could disable, overburden, damage, or impair the Website or interfere with any other party's use of the Website.
  • Impersonate another person or misrepresent your affiliation with any person or entity.

6. Intellectual Property

All content on the Website—including text, graphics, logos, images, videos, audio, downloadable guides and checklists, and the design, structure, and arrangement of the Website—is owned by or licensed to the Firm and is protected by U.S. and international copyright, trademark, and other intellectual property laws.

"Carolina Family Estate Planning," the Firm logo, and other Firm marks are trademarks or service marks of the Firm. You may not use Firm marks without our prior written consent.

You may view, download, and print Website content for your personal, non-commercial use, provided that you do not modify the content or remove any copyright, trademark, or other proprietary notices. Any other use is prohibited without our prior written consent.

7. Submissions and Feedback

If you submit comments, suggestions, ideas, feedback, or other content to us through the Website (other than information protected as a client confidence after an attorney-client relationship is established), you grant us a non-exclusive, royalty-free, perpetual, worldwide license to use, reproduce, modify, and otherwise exploit that content for any lawful purpose, without obligation to you. Please do not submit any content you consider confidential or proprietary.

8. Third-Party Links and Content

The Website may contain links to third-party websites, services, and content. We provide these links for convenience only. We do not control, endorse, or assume responsibility for any third-party sites or content. Your use of any third-party site is subject to the terms and privacy policies of that site.

9. Reviews, Testimonials, and Case Studies

The Website may include reviews, testimonials, or case studies from clients or other persons. Reviews and testimonials reflect the views of the individuals who provided them and describe their individual experience. Each legal matter is different. Past results do not guarantee or predict similar outcomes in your matter. Reviews and testimonials are not solicited from individuals with active matters and are subject to the rules of professional conduct.

10. Disclaimer of Warranties

THE WEBSITE AND ALL CONTENT ON IT ARE PROVIDED "AS IS" AND "AS AVAILABLE," WITHOUT WARRANTIES OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING WITHOUT LIMITATION ANY WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, NON-INFRINGEMENT, ACCURACY, OR AVAILABILITY. WE DO NOT WARRANT THAT THE WEBSITE WILL BE UNINTERRUPTED OR ERROR-FREE, THAT DEFECTS WILL BE CORRECTED, OR THAT THE WEBSITE OR THE SERVERS THAT MAKE IT AVAILABLE ARE FREE OF VIRUSES OR OTHER HARMFUL COMPONENTS.

WE MAKE NO WARRANTY THAT INFORMATION ON THE WEBSITE IS CURRENT, ACCURATE, OR COMPLETE. SOME JURISDICTIONS DO NOT ALLOW THE EXCLUSION OF CERTAIN WARRANTIES, SO SOME OF THE ABOVE EXCLUSIONS MAY NOT APPLY TO YOU.

11. Limitation of Liability

TO THE FULLEST EXTENT PERMITTED BY LAW, IN NO EVENT WILL THE FIRM, ITS ATTORNEYS, MEMBERS, EMPLOYEES, AGENTS, OR AFFILIATES BE LIABLE FOR ANY INDIRECT, INCIDENTAL, CONSEQUENTIAL, SPECIAL, PUNITIVE, OR EXEMPLARY DAMAGES, OR FOR ANY DAMAGES ARISING FROM LOSS OF USE, DATA, OR PROFITS, ARISING OUT OF OR IN CONNECTION WITH YOUR USE OF OR INABILITY TO USE THE WEBSITE, EVEN IF WE HAVE BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES.

TO THE FULLEST EXTENT PERMITTED BY LAW, OUR AGGREGATE LIABILITY FOR ANY CLAIM ARISING OUT OF OR RELATING TO THE WEBSITE OR THESE TERMS WILL NOT EXCEED ONE HUNDRED DOLLARS ($100). NOTHING IN THESE TERMS LIMITS LIABILITY THAT CANNOT BE LIMITED UNDER APPLICABLE LAW, INCLUDING ANY OBLIGATION OF THE FIRM UNDER THE NORTH CAROLINA RULES OF PROFESSIONAL CONDUCT TO A PERSON WHO IS A CLIENT OF THE FIRM.

12. Indemnification

You agree to defend, indemnify, and hold harmless the Firm and its attorneys, members, employees, agents, and affiliates from and against any claims, liabilities, damages, losses, and expenses (including reasonable attorneys' fees) arising out of or in connection with your violation of these Terms, your misuse of the Website, or your violation of any applicable law or the rights of any third party.

13. Governing Law and Venue

These Terms and your use of the Website are governed by the laws of the State of North Carolina, without regard to its conflict-of-laws principles. Any action or proceeding arising out of or relating to these Terms or the Website must be brought exclusively in the state or federal courts located in Wake County, North Carolina, and you consent to the personal jurisdiction and venue of those courts.

14. Termination and Suspension

We may suspend or terminate your access to the Website at any time, with or without notice, for any reason, including violation of these Terms. The provisions of these Terms that by their nature should survive termination will survive, including Sections relating to intellectual property, disclaimers, limitation of liability, indemnification, and governing law.

15. Severability

If any provision of these Terms is held to be invalid or unenforceable, that provision will be enforced to the maximum extent permissible, and the remaining provisions will continue in full force and effect.

16. Entire Agreement

These Terms, together with the Privacy Policy, constitute the entire agreement between you and the Firm regarding your use of the Website and supersede any prior or contemporaneous understandings.

17. Changes to These Terms

We may update these Terms from time to time. When we do, we will revise the "Last Updated" date at the top of this page. Your continued use of the Website after the effective date of any update constitutes your acceptance of the updated Terms.

18. Contact Information

If you have questions about these Terms, you can contact us:

By email: welcome@carolinafep.com

By phone: 919-443-3035

By mail: Carolina Family Estate Planning, PLLC, 51 Kilmayne Dr., Suite 200, Cary, NC 27511

If you have any questions regarding privacy, please ready our privacy policy.