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:
- Be impeccable with your word.
- Don't take anything personally.
- Don't make assumptions.
- 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 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
"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