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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  • "The seminar is a very valuable program, highly recommended!" - John, Cary, NC
  • "All the staff at Carolina Family Estate Planning were very professional, friendly, and efficient. We highly recommend CFEP for financial and legal planning services." - Harold & Carol, Cary, NC
  • "Due to recent life events, we found ourselves needing to update our estate documents. CFEP was very friendly and easy to work with. They provided a smooth process and made sure we understood everything as we went along."- Mark and Stephanie, Boydton, VA
  • "You took the time to understand our concerns and craft a plan that was perfect for our family. Much appreciated!" - Anonymous
  • "We are very happy with the support we have received from CFEP. They were able to take a difficult subject and explain in a way that made sense. We feel much better having gone thru the process." - Cathy & Mike, Apex, NC
  • "We were faced with converting all of our estate documents from Virginia to North Carolina. Jackie and her team led us through that process and further enhanced the process with the healthcare initiative. We were delighted to have an expanded trust that covered all of our contingencies and concerns. We would recommend Jackie and her team to anyone who needs to set up an estate plan." - Paul, Rolesville, NC
  • "We were very pleased with Jackie and her team in helping us prepare a comprehensive estate plan. They made us feel extremely comfortable throughout the process and no questions were off limits. We recommend CFEP to anyone in need of a good estate plan." - Lew & Arlene, Cary, NC
  • "You were so helpful, explained everything in detail, and answered all questions to where we could understand. You explained the law to the family's advantage. I highly recommend everyone to visit your firm. I feel like my family will be taken care of without any problems." - James & Dolores, Apex, NC
  • "CFEP was extremely helpful in helping us prepare for the future. Their process facilitated our organization for the best end result. They were very insightful to how to handle difficult topics and made a complex process much easier to address." - Jim & Susan, Cary, NC
  • "Carolina Family Estate Planning guided us through a very thorough, professional process that ultimately gave us great peace-of-mind. They made sure it was never overwhelming or confusing. We would absolutely recommend CFEP to families seeking options and counsel." - Tom & Deb, Cary, NC