Carolina Estate Planning

Nicole 

on Google

a week ago

While I wasn’t in need of their direct services because I’ve already closed out the estate - the kind fellows ( Evan and Attorney Jeff) were so kind to call me back attempt to help me with my needs. So kinds, patient and informative. And upon their follow up - I still believe they can help me with future matters and I can’t wait to work with them. Thank you Evan and Thank you Jeff. I sincerely appreciate you for looking at my matter and your willingness to take your time to reach out to me. I needed that. Thank you 

D C 

on Google

4 months ago

Jeff and his entire team did a superb job in preparing our estate trust. My wife and I have a "blended family" plus my daughter had passed several years earlier. So our wills were outdated and neither of us knew much about trusts. So we thought it was going to be a stressful and complex process for us. But we truly made the right decision in going with Carolina Estate Planning. Jeff and his team patiently and expertly took us through the entire process. And when we did have questions their response was prompt, complete and U... read more

Monica 

on Google

6 months ago

Excelente servicio. Los abogados prepararon los documentos para firmar basados en una primera reunión (tuvimos la opción de hacerla vía telefónica, también ofrecieron videollamada o en sus oficinas), enviaron el borrador del documento (trust) con suficiente anticipación para verificar que nuestra información personal no tuviera errores y al final tuvimos la reunión para firmar los documentos en presencia de la notaria Rebecca Fillion y dos testigos. Desde un principio contamos con los servicios de Karen como intérprete así q... read more

Bedda D'Angelo 

on Google

6 months ago

Estate planning involves a lot more than just inserting names into a one size fits all form document. Besides deciding who gets whatever is left after you die, a good estate planning attorney gets you to think about how you will manage if you become incapacitated. My husband and I thought we had an excellent estate until he was diagnosed with Alzheimer,s. Suddenly we were faced with extraordinary long term care expenses and adult children who wanted to take over our money and put us in a nursing home. Jeff and his partner Da... read more

Alanna Sobel 

on Google

7 months ago

Jeff Bloomfield and Kate Winterbottom at Carolina Estate Planning are consummate professionals who are deeply committed to identifying legal solutions that help improve their clients’ lives. With Kate’s attentiveness to client satisfaction and client well-being, and Jeff’s vast knowledge of estate planning, probate, and fiduciary litigation, I highly recommend working with their firm when you need guidance and representation.