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 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." 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." 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. 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." - Client, 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." - Richard and Anna, Cary, NC
  • "Grisel and I deeply appreciate CFEP for creating our estate plans. Jackie and her legal team did an outstanding job in developing and implementing our estate plans. Jackie's step by step process made it easy for my wife and I to follow. We are relatively young and life has so many unknowns, I am sure we will be in need of Jackie and CFEP's expertise in the future." - Morris & Grisel, Cary, NC
  • "I am not a fan of lawyers, however the total staff of Carolina Family Estate Planing was professional, warm, helpful and thorough. I felt the total experience to be an outstanding investment and the start of an excellent personal and business relationship." - Harry & Rita, West Jefferson, NC
  • "I am impressed regarding how quickly CFEP unraveled the complexity of my situation and proposed a caring, supportive solution. They have an effective process for stepping one through the legal documents that make up an estate plan. Trust them to do it well!" - Janet, Apex, NC
  • "The process was well communicated and we always knew what to expect. The staff was very knowledgeable and helpful." - Bill & Lydia, Apex, NC
  • "I knew I needed to sort through my affairs, but did not know where to start. I met with Jackie and she walked me through what I needed to do to protect my financial future and that of my family. Jackie and her team explained what to me were complicated matters very well. All were friendly and comfortable to work with. I feel much more in charge of my financial future." - Lois, Apex, NC