Read About Our Clients and Their Experience Working With Us

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
  • The seminar impressed us... The process was as easy as it gets.

    When we moved from Illinois to the Raleigh area, we looked for a competent legal firm to re-write our wills and trusts to comply with North Carolina statutes. Being disenchanted with what we found available to take on our will and trust re-writes, we sought advice from friends in the area that we had known for awhile. They suggested that we attend a 'Carolina Family Estate Planning' seminar, which we did. The seminar impressed us with Carolina Family Estate Planning's comprehensive knowledge of elder law and estate planning, and we engaged them for the preparation of our documents. The process was as easy as it gets. We had several meetings, each with various members of Carolina Family Estate Planning's staff who competently and understandably explained pertinent matters relative to their area of expertise. While I am not competent to comment on the quality of our seemingly very complete set of documents, I do have a comfortably strong feeling that all matters pertaining to our estate are well laid-out for easy administration when the time comes.

    Cathy and Tom, Holly Springs, 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
  • "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