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Carolina Family Estate Planning
- Estate Planning Law
- Cary, NC
About this business
Your family is your world and you want the peace of mind of knowing they will be care for in the event of your death or disability. Your family is unique. That's why planning your estate properly requires taking the time to learn about you and your family-the people who matter to you most. And yet some lawyers treat clients as little more than case numbers and legal problems. When we sit down with you, we focus on you and your goals. You teach us about how you and your family work, we explain how the law works, and together ... read more
Location details
201 Commonwealth Ct # 100, #100, Cary, NC, 27511, United States
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RecommendedFrom our first meeting to our last, interacting with CFEP has been amazing. The care, compassion, and focus on crafting a plan that meets all our needs has been simply stellar. We highly recommend them to everyone, whether you already have a plan that needs to be brought up to date, or you have no plan at all. We feel like we have a solid support system with them regarding any changes in law, or if our own circumstances change. We are truly grateful to have found them!
We had a very good experience. Highly recommended.
Carolina Family Estate Planning is so kind and helpful. I love how they have made their offices "dementia-friendly". The smallest touches have helps so much.
We just wrapped up the estate plan for my father. This team was fantastic through the whole process. They came up with 3 plan options, educated up about the benefits of each, and guided us through completing the paperwork. We were so happy with the service, my husband and I will be returning to work with them to plan our estate in the next few months. I highly recommend CFEP!!!
The whole staff, Heather, Kellie, Carroll, Jeanine were very nice to work with. The process was laid out and detailed, great coming from an engineers perspective. They were in constant contact and remind me of items to follow up on. Presented us with several "Plans" to choose from and didn't try to up sell us on any of them or other add-ons. Finished up with 10 inches of binders full of wills, POA's, trusts, etc. and a sounder piece of mind. Wouldn't go anywhere else and will going back to them when it needs updating, which ... read more
Jackie, Kellie, and the whole team were wonderful to work with. They were super knowledgeable and very patient in answering all our questions. I am completely confident in everything they helped us set up for my parents' estate planning. I highly recommend the team.
We had some very specific questions and concerns about my parents plans as they age. The staff is very knowledgeable and answered all our questions. We now know what we need to do to properly plan for my parents future. I highly recommend the team and the process that they follow.
My sister passed away and her will was given to my niece. All her plans for her estate were not carried out. The will should have been given to my dying sister and/or the excutor of the estate. Carolina Estate planning was at fault for the disaster.
Great experience! Staff is very knowledgeable and friendly. They have their "ducks in a row."
Frequently asked questions about Carolina Family Estate Planning
How is Carolina Family Estate Planning rated?
Carolina Family Estate Planning has a 4.8 star rating with 317 reviews.
When is Carolina Family Estate Planning open?
Carolina Family Estate Planning is open now. It is open 24/7.
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