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 seminar impressed us... The process was as easy as it gets.
  • "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
  • "Everyone in the office was extremely helpful in assisting us in helping us prepare our wills. It was something we were putting off for a long time. All my concerns were erased. Very glad to be prepared for the future." - Anonymous, Cary, NC
  • "Our first encounter with Jackie was our attending a seminar. Her presentation was very positive and informative. We've been very impressed Jackie's staff, with their helpfulness, and welcoming personalities. Jackie, herself, is the very best." - Bill & Linda, Cary, NC
  • My husband and I have truly been lucky to work with Jackie over the last three years. He has a terminal degenerative neurological disorder, and planning for the future has been arduous. Jackie has helped us through that process.