Read What Our Clients Have to Say About the Quality Work and Service That Carolina Family Estate Planning Provides
In his bestselling book, The Four Agreements, Don Miguel Ruiz lays out a philosophy for living a better life that is entirely congruent with our values at Carolina Family Estate Planning:
- Be impeccable with your word.
- Don't take anything personally.
- Don't make assumptions.
- Always do your best.
In harmony with these principles, we follow up with our clients frequently during and after our time working with each other.
- We want to make sure we have come through with the promises we've made,
- We want to get our clients' unvarnished opinions about the quality of the work and service that we provide,
- We do not attempt to read more into their responses than what they've told us, and
- We want to do our best. Always.
With their permission, we have shared some of the feedback we've received from our clients. We hope it helps others overcome any fear and trepidation they may have about meeting with a law firm to help with their estate planning, estate settlement, or probate matter.
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⭐⭐⭐⭐⭐ Now I have a will and health care plan to help my family know what I want. "I went to CFEP to do a new will and got so much more. With helpful guidance by very nice and patient people, now I have a will and healthcare plan to help my family know what I want. I want to thank everyone at CFEP for a most pleasant experience." Regarding Wills, Trusts, and Estate Planning at Carolina Family Estate Planning Date published: 04/22/2019 ⭐⭐⭐⭐⭐ 5 / 5 stars
Frances S., Apex, NC -
⭐⭐⭐⭐⭐It was helpful to get our ducks in a row! "It was helpful to be able to identify our ducks and get them in a row, and to know that we can return for help as things change in the future." Regarding Wills, Trusts, and Estate Planning at Carolina Family Estate Planning Date published: 04/21/2019 ⭐⭐⭐⭐⭐ 5 / 5 stars
Diane D., Cary, NC -
⭐⭐⭐⭐⭐ We only wish we had known about Carolina Family Estate Planning sooner. "Thank you for all Jennifer, Robert, and the rest of your staff have done to help get our dad's estate this close to closing out and put behind us. It's been wonderful to have you guiding us through this process. We only wish we had known about Carolina Family Estate Planning sooner." Regarding Probate, Estate, and Trust Administration at Carolina Family Estate Planning Date published: 04/04/2019 ⭐⭐⭐⭐⭐ 5 / 5 stars
Mike R., Raleigh, NC -
⭐⭐⭐⭐⭐ I never would have been able to do this on my own, and you saved me hours of work. "I wanted to thank you for all your hard work on this funding project. Your detailed instructions were thorough and flawless. I never would have been able to do this on my own, and you saved me hours of work." Regarding Wills, Trusts, and Estate Planning at Carolina Family Estate Planning Date published: 04/19/2019 ⭐⭐⭐⭐⭐ 5 / 5 stars
Linda F., Cary, NC -
⭐⭐⭐⭐⭐ This Estate Planning firm and its staff were nothing short of fantastic. "This Estate Planning firm and its staff were nothing short of fantastic. Highly organized, professional, knowledgeable and friendly. We had a tremendous amount of work to accomplish in a very short time. Carolina Family Estate provided the leadership and put us at ease while things were addressed and completed. Bottom line: They exceeded our expectations. A terrific choice for your estate planning needs." Gary S., Chapel Hill, NC Regarding Wills, Trusts, and Estate Planning at Carolina Family Estate Planning Date published: 03/26/2019 ⭐⭐⭐⭐⭐ 5 / 5 stars
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⭐⭐⭐⭐⭐ Keshonda makes it about as easy as we could imagine to follow through with funding. "We’d like to note that Keshonda did a great job preparing and holding the funding meeting. Having the forms filled out and customized for our specific accounts was great! She also provided good explanations of the various trusts and how they work. We see the value of the “funding meeting” much more clearly now! She makes it about as easy as we could imagine to follow through with funding." Regarding Asset Protection at Carolina Family Estate Planning Date published: 06/25/2018 ⭐⭐⭐⭐⭐ 5 / 5 stars
J.H., Cary, NC -
⭐⭐⭐⭐⭐ Highly recommend. "Made the process very easy. All staff extremely friendly, knowledgeable, and helpful. Highly recommend." Regarding Wills, Trusts, and Estate Planning at Carolina Family Estate Planning Date published: 04/04/2018 ⭐⭐⭐⭐⭐ 5 / 5 stars
Jennie S., Apex, NC -
⭐⭐⭐⭐⭐ The whole process was very helpful and professional. And trustful! "The whole process was very helpful and professional, And trustful!" Regarding Long-Term Care Planning at Carolina Family Estate Planning Date published: 04/04/2018 ⭐⭐⭐⭐⭐ 5 / 5 stars
Louise C., Cary, NC -
⭐⭐⭐⭐⭐ We have peace of mind In knowing all of our concerns were addressed and our affairs are in order! "The staff at Carolina Estate are knowledgeable, friendly and professional. They patiently answered our many questions. We absolutely did not know where to start in planning our estate, but with the assistance and expertise of the team we completed the project in just a couple of weeks. We have peace of mind In knowing all of our concerns were addressed and our affairs are in order!" Regarding Wills, Trusts, and Estate Planning at Carolina Family Estate Planning Date published: 04/02/2018 ⭐⭐⭐⭐⭐ 5 / 5 stars
Kristine W., Cary, NC -
⭐⭐⭐⭐⭐ I recommend Carolina Estate Planning without hesitation! Great People!!! "The staff of Carolina Family Estate Planning is professional, knowledgeable and friendly. The seminar gave us an overview that assisted in understanding needed documentation. The Vision Planning allowed things to be tailored for us. I recommend Carolina Family Estate Planning without hesitation! Great People!!" Regarding Wills, Trusts, and Estate Planning at Carolina Family Estate Planning Date published: 03/30/2018 ⭐⭐⭐⭐⭐ 5 / 5 stars
Annette T., Apex, NC