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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  • "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
    Date: 12/03/2014 Category: General
  • "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
    Date: 12/03/2014 Category: General
  • "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
    Date: 11/13/2014 Category: Workshop Testimonials
  • "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
    Date: 10/14/2014 Category: Workshop Testimonials
  • "Everything has been great. Very professional." - Mario & Betsy
    Date: 09/16/2014 Category: General
  • "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
    Date: 06/25/2014 Category: General
  • Most important was your ability to listen and understand our concerns and wishes.
    Date: 05/07/2014 Category: General
  • "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.
    Date: 05/07/2014 Category: General
  • "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.
    Date: 05/07/2014 Category: General
  • "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
    Date: 05/07/2014 Category: General