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:

  1. Be impeccable with your word.
  2. Don't take anything personally.
  3. Don't make assumptions.
  4. 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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  • We felt like we were in a home-type atmosphere, not a lawyer’s office.

    “[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 were 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

    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, Morrisville, NC
  • “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, 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, Wake Forest, 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, 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, Garner, NC
  • “I enjoyed thinking everything through, all of the “possibilities” and not feeling rushed to just create a long document and sign it but map things on the white board, work through ideas, etc. “ - Anne, Raleigh, NC
  • “There were no surprises.  Jackie and Cindy made me feel very comfortable with sharing my personal information.  The expectations about the process were 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, Clayton, NC
  • “[What surprised me most about the estate planning process was] how detailed it can be, as well as how many important decisions there were, and how many things I needed to consider..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, Cary, NC
  • “[The part that I liked best was] that everything is organized and prepared ahead of time.  No guessing what your partner would want or that family will be looked after…Jackie and the team were great to work with!!!” - Lori, Cary, NC