Read What Clients Have to Say Who Have Attended Our Estate Planning Workshop

Read what satisfied clients have to say about the hard work and personal service that Carolina Family Estate Planning has provided.
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  • "Jackie and the entire staff have been extremely responsive, clear and professional. There was no stone left unturned. The entire planning process was much more challenging than we realized and we are so happy we worked with Carolina Family Estate Planning. Very satisfied." - Richard and Anna, Cary, NC
  • "Grisel and I deeply appreciate CFEP for creating our estate plans. Jackie and her legal team did an outstanding job in developing and implementing our estate plans. Jackie's step by step process made it easy for my wife and I to follow. We are relatively young and life has so many unknowns, I am sure we will be in need of Jackie and CFEP's expertise in the future." - Morris & Grisel, Cary, NC
  • "I am not a fan of lawyers, however the total staff of Carolina Family Estate Planing was professional, warm, helpful and thorough. I felt the total experience to be an outstanding investment and the start of an excellent personal and business relationship." - Harry & Rita, West Jefferson, NC
  • "I am impressed regarding how quickly CFEP unraveled the complexity of my situation and proposed a caring, supportive solution. They have an effective process for stepping one through the legal documents that make up an estate plan. Trust them to do it well!" - Janet, Apex, NC
  • "The process was well communicated and we always knew what to expect. The staff was very knowledgeable and helpful." - Bill & Lydia, Apex, NC
  • "Everyone in the office was extremely helpful in assisting us in helping us prepare our wills. It was something we were putting off for a long time. All my concerns were erased. Very glad to be prepared for the future." - Anonymous, Cary, NC
  • "Our first encounter with Jackie was our attending a seminar. Her presentation was very positive and informative. We've been very impressed Jackie's staff, with their helpfulness, and welcoming personalities. Jackie, herself, is the very best." - Bill & Linda, Cary, NC
  • My husband and I have truly been lucky to work with Jackie over the last three years. He has a terminal degenerative neurological disorder, and planning for the future has been arduous. Jackie has helped us through that process.

    "My husband and I have truly been lucky to work with Jackie over the last three years. He has a terminal degenerative neurological disorder, and planning for the future has been arduous. Jackie has helped us through that process."

    Mary Louise, Cary, NC
  • I'm not sure that I have ever seen such a detailed, complex process so well explained and structured to not only make it easy, but also to leave a strong confidence that everything is properly cared for. Great job by all.

    "I'm not sure that I have ever seen such a detailed, complex process so well explained and structured to not only make it easy, but also to leave a strong confidence that everything is properly cared for. Great job by all."

    Debbie & Simon, Apex, NC
  • "Excellent experience. Hesitated for a long time because of the details, but Jackie did a great job of explaining every detail. Made us feel very comfortable and re-assured that we left with a complete plan. Very satisfied!" - Hugh & Mary, Cary, NC