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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  • "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
  • "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
  • "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
  • "You were so helpful, explained everything in detail, and answered all questions to where we could understand. You explained the law to the family's advantage. I highly recommend everyone to visit your firm. I feel like my family will be taken care of without any problems." - James & Dolores, Apex, NC
  • "Very professional and knowledgeable. We felt very comfortable here." - John & Pat, Holly Springs, NC
  • "CFEP was extremely helpful in helping us prepare for the future. Their process facilitated our organization for the best end result. They were very insightful to how to handle difficult topics and made a complex process much easier to address." - Jim & Susan, Cary, NC
  • "Carolina Family Estate Planning guided us through a very thorough, professional process that ultimately gave us great peace-of-mind. They made sure it was never overwhelming or confusing. We would absolutely recommend CFEP to families seeking options and counsel." - Tom & Deb, Cary, NC
  • "Please continue as you are. You have established a firm with outstanding qualities to help all. We have been exceptionally pleased with the courteous, timely and professional assistance we have received from Carolina Family Estate Planning. Thank you for providing us with documentation that will carry on for all concerned parties of our estate. I would recommend you to anyone." - J. Paul, Fuquay Varina, NC
  • "Great team, pleasure to work with, process was much easier than expected." - Glen & Kathy Kallhauge, Apex, NC
  • "Professional staff in all regards! No complaints what so ever. Appreciate the attention to detail and time spent with us going over all details! Aimee was a home run for your office!" - Bill & Kathi Hunter, Raleigh, NC