Read the feedback we have received from our past clients in these testimonials.
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  • "Thank you so much for your willingness to provide services in a quick manner. You were able to meet our needs and answered our questions with kindness and in a caring manner. Thank you to all the staff and thanks for the cookies and goodies." - Client, Cary, NC
  • "I knew I needed to sort through my affairs, but did not know where to start. I met with Jackie and she walked me through what I needed to do to protect my financial future and that of my family. Jackie and her team explained what to me were complicated matters very well. All were friendly and comfortable to work with. I feel much more in charge of my financial future." - Lois, Apex, NC
  • "The estate planning was easy and Jackie and her staff provide you with all of the paperwork. It gives me a peace of mind to know I have done all the planning for my children."
  • "Very professional and knowledgeable. We felt very comfortable here." - John & Pat, Holly Springs, NC
  • "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
  • "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
  • "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