Read the feedback we have received from our past clients in these testimonials.
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“Exceptional care complimented by the most thorough end-to-end process and procedures I’ve ever seen! This firm raises the bar for client onboarding, services overview, due diligence, documentation, and overall customer service. I have no reservations in recommending Jackie and her firm.” - Nellie, Cary, NC
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“The entire staff was very professional. Jackie’s main strength is that she explains a complex concept in English rather than “lawyerese.” She takes a very personal approach and makes you feel as if you are her only client. I would highly recommend her office.” - Bret, Cary, NC
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[After attending our seminar:] “This is an outstanding explanation of a relationship-based, counseling-oriented estate planning process. Excellent explanation of estate planning nuts and bolts—best I have heard in 15 years.” - Financial Advisor, Cary, NC
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“We would recommend you to family and friends because you are thorough, pay attention to your clients, answer their questions, and check on things for them. You listen to your clients and try to meet their needs and wants. You are patient and take your time with your clients.” - Mary Ellen, Apex, NC
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“After considering other planning options (generic and online), my wife made the call to Carolina Family Estate Planning. She was sure this was a better choice and after our first meeting, I knew she was right! From the start, Jackie carefully explained the process and has taken us through the journey with care and detailed explanation. We are glad we chose to have Carolina Family Estate Planning be our guide. We could not be happier with our experience.” - Dwayne, Apex, NC