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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⭐⭐⭐⭐⭐ 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." J.H., Cary, NC 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." Jennie S., Apex, NC 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!" Louise C., Apex, NC 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!" Kristine W., Cary, NC 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!!" Annette T., Apex, NC Regarding Wills, Trusts, and Estate Planning at Carolina Family Estate Planning Date published: 03/30/2018 ⭐⭐⭐⭐⭐ 5 / 5 stars
Annette T., Apex, NC -
⭐⭐⭐⭐⭐ We can now rest easily that our lives are in order. "We are so impressed by the level of organization and professionalism from the beginning when we attended the seminar through our "signing". Everything went so smoothly and we feel this was time and money well spent. We can now rest easily that our lives are in order. Many thanks to the entire team at Carolina Family Estate Planning. I will highly recommend your practice to my friends." Anonymous, Cary, NC Regarding Long-Term Care Planning at Carolina Family Estate Planning Date published: 01/08/2018 ⭐⭐⭐⭐⭐ 5 / 5 stars
Anonymous, Cary, NC -
⭐⭐⭐⭐⭐ Your work on behalf of our client was outstanding! "Your work on behalf of [our client] was outstanding. Every step of the way, you and your staff communicated clearly and precisely what needed to happen next. Over my 23 years as a financial advisor, I have honestly never seen such a clear estate planning process." Financial Advisor, Cary, NC Regarding Asset Protection Planning at Carolina Family Estate Planning Date published: 12/07/2017 ⭐⭐⭐⭐⭐ 5 / 5 stars
Financial Advisor, Cary, NC -
Thank you so much for your willingness to provide services in a quick manner. Thank you so much for your willingness to provide services in a quick manner. You were able to meet our needs and answered our questions with kindness and in a caring manner. Thank you to all the staff and thanks for the cookies and goodies.
Clients, Cary, NC -
The seminar impressed us... The process was as easy as it gets. When we moved from Illinois to the Raleigh area, we looked for a competent legal firm to re-write our wills and trusts to comply with North Carolina statutes. Being disenchanted with what we found available to take on our will and trust re-writes, we sought advice from friends in the area that we had known for awhile. They suggested that we attend a 'Carolina Family Estate Planning' seminar, which we did. The seminar impressed us with Carolina Family Estate Planning's comprehensive knowledge of elder law and estate planning, and we engaged them for the preparation of our documents. The process was as easy as it gets. We had several meetings, each with various members of Carolina Family Estate Planning's staff who competently and understandably explained pertinent matters relative to their area of expertise. While I am not competent to comment on the quality of our seemingly very complete set of documents, I do have a comfortably strong feeling that all matters pertaining to our estate are well laid-out for easy administration when the time comes.
Cathy and Tom, Holly Springs, NC -
Jackie and the entire staff have been extremely responsive, clear and professional. There was no stone left unturned. The entire planning process was much more challenging than we realized and we are so happy we worked with Carolina Family Estate Planning. Very satisfied. "Jackie and the entire staff have been extremely responsive, clear and professional. There was no stone left unturned. The entire planning process was much more challenging than we realized and we are so happy we worked with Carolina Family Estate Planning. Very satisfied."
Richard and Anna, Cary, NC