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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  • "Jackie and her staff were very helpful to us in trying to figure out the best plan for us. She is extremely knowledgeable in elder law planning and explains things so "lay people" can understand." - Anonymous
  • "We were very impressed with Jackie and her entire staff. She is very organized and knowledgeable and spent whatever time we needed to complete our plan. Her attention to detail may seen a bit much, but in the end it is necessary. We feel confident all of our wishes will be executed in all areas. We are very happy we chose Jackie and her staff. They gave us peace of mind." - Eugene and Arlene, Cary, NC
  • "Jackie and the staff were able to help us navigate and place structure around the complexities of estate planning. We thought we could do it ourselves, but with Jackie's input and knowledge it was clear we needed professional help. We were happy with every step of the process - clear, concise and thorough." - Client, Apex, NC
  • "We enjoyed working with everyone. The information class was very helpful. We feel we were able to complete this process easily and have peace of mind that our families will have the tools to handle our affairs." - Betty, Cary, NC
  • "Our friend referred us to Carolina Family Estate Planning, and we have been pleased and delighted by what we have learned and what we have accomplished working with Jackie and her great staff. We have so much more peace of mind now that we have arranged our financial/long-term care affairs."- Tom, Apex, NC
  • "Don't wait a second longer - attend a workshop now! Invaluable information communicated in clear language accompanied by excellent examples. Thank you for the insight and identification of next steps we as a family need to take. Will be scheduling an appointment with you asap!" - Karen, Cary, NC
  • "Jackie does estate planning, full time, not as a sideline. She is very well versed in handling all the "what-ifs." She has deep end-to-end knowledge of estate planning, and she is a straight talker - no sugar coating or vagueness." - Mike, Cary, NC
  • "We have thoroughly enjoyed our experience working with Jackie and her associates at Carolina Family Estate Planning. Coming in we were uneasy about how to approach our living trust, but now feel knowledgeable and at ease with respect to our assets being protected and passed to our family members." - Eric and Andrea, Apex, NC
  • "The team at Carolina Family Estate Planning are very customer service oriented. Because they are a smaller firm, they have time for the "personal touch." They know their business and we felt very comfortable that they were taking care of our financial estate business." - Janet & John, Cary, NC
  • "Everyone was kind, understanding, answered our questions. It was a pleasant/informed experience; non-stressful environment. We asked our financial planner, Edward Jones, to recommend an estate planning firm. He recommended Jackie Bedard, of Carolina Family Estate Planning. We have been very happy with the personal service and fees seem to be quite reasonable, so we are very happy with everything Carolina Family Estate Planning has provided." - Danny & Mary Susan, Cary, NC