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 is an excellent presentation, thought provoking." - Sharon, Holly Springs, NC
    Date: 11/24/2015 Category: Workshop Testimonials
  • "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
    Date: 11/24/2015 Category: Workshop Testimonials
  • "Best advice I've ever received." - William, Apex, NC
    Date: 11/24/2015 Category: Workshop Testimonials
  • "The seminar is a very valuable program, highly recommended!" - John, Cary, NC
    Date: 11/24/2015 Category: Workshop Testimonials
  • "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
    Date: 11/09/2015 Category: Workshop Testimonials
  • "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
    Date: 11/06/2015 Category: Workshop Testimonials
  • "You took the time to understand our concerns and craft a plan that was perfect for our family. Much appreciated!" - Anonymous
    Date: 10/22/2015 Category: Workshop Testimonials
  • "We are very happy with the support we have received from CFEP. They were able to take a difficult subject and explain in a way that made sense. We feel much better having gone thru the process." - Cathy & Mike, Apex, NC
    Date: 10/16/2015 Category: Workshop Testimonials
  • "We were faced with converting all of our estate documents from Virginia to North Carolina. Jackie and her team led us through that process and further enhanced the process with the healthcare initiative. We were delighted to have an expanded trust that covered all of our contingencies and concerns. We would recommend Jackie and her team to anyone who needs to set up an estate plan." - Paul, Rolesville, NC
    Date: 10/16/2015 Category: Workshop Testimonials
  • "We were very pleased with Jackie and her team in helping us prepare a comprehensive estate plan. They made us feel extremely comfortable throughout the process and no questions were off limits. We recommend CFEP to anyone in need of a good estate plan." - Lew & Arlene, Cary, NC
    Date: 09/24/2015 Category: Workshop Testimonials