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:
- 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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"Jackie provided much insight into many issues to be considered in our situation of planning for our retirement and future care needs. It was a pleasure working with her and her staff." - John C.
"We found Carolina Family Estate Planning to consist of a group of highly skilled individuals that are very knowledgeable in their field. We had a very good experience working with them and are very pleased and comfortable with the outcome. We highly recommend Carolina Family Estate Planning to anyone who wants to protect their estate for their family." - Joe F.
"The entire estate planning process was extremely low pressure. All of our discussions were straight forward and questions were clearly answered in lay terms. Our specific plan was outlined on a white board, which made it easier to understand the full scope of what we accomplished. Documentation was complete and again well designed. Everyone in the office demonstrated real focus on customer needs and expectations." - Terry
"Jackie and the team made a complex process easy to understand and to execute. They tied together vital documents into a plan that makes sense, and pros/cons of options were carefully explained to help us in our decisions. We are extremely glad we did this planning and would recommend Jackie to anyone. Thank you for making a hard process easy." - John W.
"Jackie and her team were a joy to work with! She made a difficult subject easy to understand. My husband and I are now confident that our needs and our children's futures are fully prepared for. What better peace of mind for us and gift to our children! Thank you Jackie!" - Wendy P.
"The process was extremely detailed and tailored specifically to fit the needs of our family perfectly. All the staff at Carolina Family Estate Planning has been professional and friendly. You can sense they are passionate about their business. We have been very pleased with Jackie's service." - Craig D.
"I have enjoyed working with Jackie and the staff of Carolina Family Estate Planning. They are extremely knowledgeable in their field and helped make a complicated process much easier to understand. I feel much more comfortable with my planning accomplished and now know that when "that time" comes, I have removed the burden of the decision making from the shoulders of my family." - Ginny M.
Treated us with respect. - Paul T.
“The information we received was invaluable. We also appreciated the focus on placed on need, rather than cost. [I learned] how important it is to adequately protect our children through the use of both short and long-term guardians.” -Glen, Holly Springs, NC
The day I received my Trust Book (Volume, Tome, LOL), there was an amazing sense of relief and accomplishment.
“Several years ago a dear friend died. She had been so generous and left me a gift of her investments. This legacy would change my plans for retirement and open even more possibilities for my family. The probate of her will took 18 months. The beneficiaries had little information about the process, progress and almost no detailed information. Finally, with the help of my financial advisor, I began to organize my estate. Oh my! I had an estate. I knew I wanted to protect my loved ones from these long months of probate purgatory: Step in Carolina Family Estate Planning! The whole process was very comfortable. From the office visits with muffins and hot tea that came with lots of information and guidance, to the easy homework of gather asset info and changing names on accounts, to the [Priceless Conversation] CD we made on my final visit. The day I received my Trust Book (Volume, Tome, LOL), there was an amazing sense of relief and accomplishment.” - Nadine, Raleigh, N.C.Nadine, Raleigh, NC.