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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  • "Excellent, informative session covering a wide range of important issues related to estate planning. High knowledge/low sales pressure." - John, Raleigh, NC
  • "Jackie's estate planning seminar is excellent. It really helps to understand why an estate planning attorney is so important. Very worthwhile!" - Kimberly, Cary, NC
  • "The workshop presentation is very thorough and has simple yet connecting slides or photos that prompts memory. Ex., red wagon, ducks in a row and more. I like that mindset. :)" - Brenda, Wallace, NC
  • "The seminar is an excellent presentation, thought provoking." - Sharon, Holly Springs, NC
  • "You need to fully understand all options you have to protect your assets upon death or medical disability. Jackie can do that for you." - John, Apex, NC
  • "Best advice I've ever received." - William, Apex, NC
  • "The seminar is a very valuable program, highly recommended!" - John, Cary, NC
  • "All the staff at Carolina Family Estate Planning were very professional, friendly, and efficient. We highly recommend CFEP for financial and legal planning services." - Harold & Carol, Cary, NC
  • "Due to recent life events, we found ourselves needing to update our estate documents. CFEP was very friendly and easy to work with. They provided a smooth process and made sure we understood everything as we went along."- Mark and Stephanie, Boydton, VA
  • "You took the time to understand our concerns and craft a plan that was perfect for our family. Much appreciated!" - Anonymous