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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“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
[After attending our seminar:] “This is an outstanding explanation of a relationship-based, counseling-oriented estate planning process. Excellent explanation of estate planning nuts and bolts—best I have heard in 15 years.” - Financial Advisor, Cary, NC
“We would recommend you to family and friends because you are thorough, pay attention to your clients, answer their questions, and check on things for them. You listen to your clients and try to meet their needs and wants. You are patient and take your time with your clients.” - Mary Ellen, Apex, NC
“After considering other planning options (generic and online), my wife made the call to Carolina Family Estate Planning. She was sure this was a better choice and after our first meeting, I knew she was right! From the start, Jackie carefully explained the process and has taken us through the journey with care and detailed explanation. We are glad we chose to have Carolina Family Estate Planning be our guide. We could not be happier with our experience.” - Dwayne, Apex, NC