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 information session prior to our meeting was very helpful. We felt that the whole office was involved in our planning. They were very supportive. Jackie did a great job advising us and meeting our needs. Very professional and very personal service." - Jayne, Apex, NC
    Date: 05/25/2016 Category: Workshop Testimonials
  • "Everyone associated with the office of Carolina Family Estate Planning is very friendly, knowledgeable, professional, and family oriented. We highly recommend them to help with all family planning needs." - Barb & Jerry, Raleigh, NC
    Date: 05/25/2016 Category: Workshop Testimonials
  • "Our past experiences with an estate planning attorney don't even come close to the professionalism and quality of CFEP's work. The detailed work provided by CFEP far exceeded the work done by another attorney at a comparable price. We are so glad we found CFEP!" - Tom & Diane, Apex, NC
    Date: 05/04/2016 Category: Workshop Testimonials
  • "We came to you a little confused about what to do. We want our sons to know we love them and know this undertaking will help them. The workshop answered so many of our questions. Meeting with Jackie has been a great experience. Her knowledge and kind approach have made us less fearful of the ending of our lives. We're so glad she came into our lives." - Laura and Jay, Cary, NC
    Date: 04/11/2016 Category: Workshop Testimonials
  • "We had a very pleasant, professional experience. Your team was sensitive to my wishes and followed through accordingly." - Judith, Cary, NC
    Date: 03/24/2016 Category: Workshop Testimonials
  • "Jackie and her team were wonderful to work with and really guided us through the process. The worksheets were very detail-oriented, so we were able to truly customize our estate plans to fit our family's needs." - Will and Cassandra, Holly Springs, NC
    Date: 03/21/2016 Category: Workshop Testimonials
  • "We enjoyed the experience. All steps and choices were discussed at length with details presented in a manner which anyone could understand. We would highly recommend CFEP to anyone looking for comprehensive estate planning.” - Terry & Rebecca, Apex, NC
    Date: 01/21/2016 Category: Workshop Testimonials
  • "Excellent, informative session covering a wide range of important issues related to estate planning. High knowledge/low sales pressure." - John, Raleigh, NC
    Date: 01/18/2016 Category: Workshop Testimonials
  • "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
    Date: 12/10/2015 Category: Workshop Testimonials
  • "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
    Date: 12/04/2015 Category: Workshop Testimonials