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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  • "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
    Date: 09/24/2015 Category: Workshop Testimonials
  • "Very professional and knowledgeable. We felt very comfortable here." - John & Pat, Holly Springs, NC
    Date: 09/21/2015 Category: General
  • "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
    Date: 08/20/2015 Category: Workshop Testimonials
  • "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
    Date: 08/18/2015 Category: Workshop Testimonials
  • "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
    Date: 08/13/2015 Category: Workshop Testimonials
  • "Great team, pleasure to work with, process was much easier than expected." - Glen & Kathy Kallhauge, Apex, NC
    Date: 07/29/2015 Category: Workshop Testimonials
  • "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
    Date: 07/08/2015 Category: Workshop Testimonials
  • "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
    Date: 06/26/2015 Category: Workshop Testimonials
  • "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
    Date: 06/04/2015 Category: Workshop Testimonials
  • "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
    Date: 05/22/2015 Category: General