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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  • “The process was smooth, straight forward and painless!  It gave us an opportunity to take a step back and reflect on some important issues in our lives—and may change the way we look at and approach financial/family/estate matters.” - Cathi, Chapel Hill, NC
  • “What surprised me the most was the level of detail and amount of personal attention we received.  Jackie made it all so easy, there wasn’t much that was difficult.” - Leslie, Raleigh, NC
  • “Our experience with Carolina Family Estate Planning has been excellent.  I really didn’t know what to expect when we started the process, but Jackie walked us through each step of the way with great knowledge, patience and professionalism.” - Joann, Cary, NC
  • “CFEP was very thorough during this process. They explained the entire process from beginning to end.  They were patient as we dealt with some of the complexities of our current family structure.  They were very good about follow up and instructions.  Estate planning has become a very complicated process and I feel comfortable that they have covered every scenario that meets our current needs.” - Erica, Cary, NC
  • “This has been a personal experience with the goals tailored to our needs with thorough planning for our future.  This firm has been good to work with and I have been forced to think and plan for many things.  Sometimes you just have to plan for the future.” - Ken, Cary, NC
  • “Jackie and her staff made it simple and comfortable for us to finally, finally…do a will, trust, living will.  Jackie walked us through the process and readily answered our questions, even the 3rd and 4th time with good humor.” - Jackie, Timberlake, NC
  • “Life planning had been on my wife’s and my minds for quite a while now.  Having finally made the commitment to do it was step one.  Finding Carolina Family Estate Planning was step two.  Jackie and CFEP laid out the whole process in easy to understand terms and options, and we selected what suited our needs.  I would recommend anyone looking to take the next step in life planning to sit down with Jackie and CFEP.” - John, Timberlake, NC
  • “Very pleasant experience.  Jackie took the time to answer all my questions.  She even answered questions that I did not know enough to ask.  All-in-all, a most informative and low stress experience.  Very low key.  Would recommend CFEP to anyone.”­ - Joseph, Cary, NC
  • “Exceptional care complimented by the most thorough end-to-end process and procedures I’ve ever seen!  This firm raises the bar for client onboarding, services overview, due diligence, documentation, and overall customer service.  I have no reservations in recommending Jackie and her firm.”­ - Nellie, Cary, NC
  • “The entire staff was very professional.  Jackie’s main strength is that she explains a complex concept in English rather than “lawyerese.”  She takes a very personal approach and makes you feel as if you are her only client.  I would highly recommend her office.” - Bret, Cary, NC