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.

  • Page 4
  • I'm not sure that I have ever seen such a detailed, complex process so well explained and structured to not only make it easy, but also to leave a strong confidence that everything is properly cared for. Great job by all.
    Date: 10/05/2016 Category: Workshop Testimonials
  • "Excellent experience. Hesitated for a long time because of the details, but Jackie did a great job of explaining every detail. Made us feel very comfortable and re-assured that we left with a complete plan. Very satisfied!" - Hugh & Mary, Cary, NC
    Date: 10/05/2016 Category: Workshop Testimonials
  • "Very friendly, professional, educational, and helpful. My husband I have always felt we were in good hands dealing with such important information. We've never been rushed or pushed to do anything. We've just received wonderful information so we could make the best decisions for our family!" - Kathy & Chris, Angier, NC
    Date: 09/27/2016 Category: Workshop Testimonials
  • "My experience with Carolina Family Estate Planning, Jackie and Dan Bedard, Aimee, and the entire staff was excellent. Their practice is warm and welcoming, while maintaining the highest level of professionalism, legal expertise, and superior client service." - Kathryn, Cary, NC
    Date: 08/05/2016 Category: Workshop Testimonials
  • "The entire process of estate planning was painless and went very smoothly. Everyone in the office was very helpful." - Jerry & Susan, Raleigh, NC
    Date: 07/26/2016 Category: Workshop Testimonials
  • "The team at CFEP has been friendly from the start, professional throughout our will making process. They thought of so much we didn't, had helpful explanations and were very hospitable. They're honest and respectful and we would recommend them and their services to anyone!!" - Nick & Angela, Holly Springs, NC
    Date: 07/26/2016 Category: Workshop Testimonials
  • "It was a pleasure to work with Jackie and the entire Carolina Family Estate Planning team. The staff is extremely knowledgeable, professional and provided excellent communication. They made us feel comfortable and answered all of our questions throughout the entire process. It is a relief to know our wishes are complete and our families are protected." - Jim & Jennifer, Raleigh, NC
    Date: 07/15/2016 Category: Workshop Testimonials
  • "The estate planning was easy and Jackie and her staff provide you with all of the paperwork. It gives me a peace of mind to know I have done all the planning for my children."
    Date: 07/07/2016 Category: Protecting Minor Children | General
  • "Carolina Family Estate Planning has provided peace of mind. My children will not have to worry about all the details of settling an estate. All the information is in one location." - Kathleen, Apex, NC
    Date: 07/06/2016 Category: Workshop Testimonials
  • "Personnel were friendly and helpful, patient in explaining process, and efficient in producing documents." - Eleanor, Garner, NC
    Date: 06/16/2016 Category: Workshop Testimonials