Read what our clients have to say about the quality work and service that Carolina Family Estate Planning provides.

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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  • "Even for a modest estate, the thinking and planning process can be difficult. The education and the coaching provided by Carolina Family Estate Planning was just what we needed to make sure we thought our way through all the options and didn't leave any areas of unnecessary confusion. I am confident it has been done right!" - Ed, Cary, NC
  • "We have had a great experience working with Carolina Family Estate Planning. They have been very helpful and professional. Their process is well conceived and throughout from beginning to end. We both feel more secure with our future and financial goals." - Doug & Kathy, Cary, NC
  • "Jackie is very knowledgeable on a broad range of topics. She put together the right vehicle for our estate plan. Jackie explained complex legal structures very clearly and simply so that we could understand them. She entertained all of our questions and answered them, even though some were not directly related to our estate planning. We would highly recommend the staff at Carolina Family Estate Planning." - Jimmy, Cary, NC
  • "We found it very easy to work with CFEP. All the staff were very friendly and helpful. The process of estate planning was easy with the help of the staff and the questions they asked to determine your needs." - Steve & Anita, New Hill, NC
  • "Our experience was excellent. Everything was covered and all questions answered. We found everyone to be very friendly and attentive. We would gladly recommend Carolina Family Estate Planning to both family and friends. The staff was also very patient and took the time to explain anything that was unclear." - Eugene & Ute, Cary, NC
  • "Carolina Family Estate Planning did an excellent job in helping us through the estate planning process. They were very thorough and organized. We highly recommend them for your estate planning needs." - John, Cary, NC
  • "The workshop presented the material in a clear and comprehensive manner. Attending is an excellent first step in generating a life and death plan. No sales pressure, just a lot of knowledge presented leading to consultation with confidence." - Scott, Cary, NC
  • "Everything has been great. Very professional." - Mario & Betsy
  • "We have been very impressed with your very organized professional manner. The promptness of your service has been a great asset. The information offered to help us understand exactly what we were doing and why, was greatly appreciated." - Donald & Sharon, New Hill, NC
  • Most important was your ability to listen and understand our concerns and wishes.

    "Shirley and I want to express our appreciation to you and your staff for the very professional and personal way you handled the whole Trust process. The education provided to us regarding the benefits of having a Trust was very helpful. Also most important was your ability to listen and understand our concerns and wishes. This resulted in a Trust that we feel meets or exceeds all of our expectations. Please give a special thanks to Aimee, who was always available to provide answers to our many questions raised during the process. She proved to be a great stress reliever. We can't think of anything you might do to improve the process. Our willingness to refer you to friends or neighbors is not in question and we have done so on two different occasions." - Gordon and Shirley O.

    Gordon and Shirley O.