Your Referrals Help Us Make a Difference!

Referrals are the lifeblood of our business. Only through YOUR assistance can we keep building the business and consistently provide the level of service that ensures our clients are always completely satisfied. We sincerely hope you will your friends, family, neighbors, and co-workers about our services. You’ll be doing them, us, and the community a favor, because they too will receive the same excellent service that you have experience while protecting your and your family’s future.

We have always been grateful for the trust our clients and professional partners place in us and we believe in paying it forward by giving back to the community.

Who do you know that could:

  • Benefit from protecting their family’s future?
  • Benefit from our unique Memory Safeguard Planning?
  • Need assistance settling the estate of a loved one?

Your Referrals Help Seniors and the Community:

For every estate plan or estate administration service that we provide, we donate a portion of our income to Meals on Wheels of Wake County. Meals on Wheels of Wake County serves over 1,300 noontime meals every weekday to homebound older adults and persons with disabilities. Meals on Wheels of Wake County allows older adults to maintain their dignity and independence and remain in their homes. Each delivery is not just about providing a meal, but it also provides a daily visit and check-up.

For every Memory Safeguard Plan or guardianship service that we provide, we donate a portion of our income to the Dementia Society of America. The Dementia Society of America’s mission is closely aligned with that of The Alzheimer’s Planning Center at Carolina Family Estate Planning: To bring much-needed education, local resources, and life-enrichment to individuals and families impacted by Dementia. The Dementia Society of America recognizes caregivers and innovators and raises hope by supporting relevant research to discover cures, causes, and meaningful interventions.

When you refer to Carolina Family Estate Planning or The Alzheimer’s Planning Center, you can rest assured that not only will they receive the award-winning service we are known for, but that a portion of the income we receive goes towards a very worthy cause.

If you know someone that you think could benefit from our services, simply complete this contact form or call us at 919-443-3035 and we’ll be happy to provide you with helpful information to share with your contact.