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Carolina Family Estate Planning
- Cary, NC
About this business
Location details
51 Kilmayne Dr Ste 200, Cary, NC, 27511, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:30 a.m. to 5:00 p.m. | |
| Tue | 8:30 a.m. to 5:00 p.m. | |
| Wed | 8:30 a.m. to 5:00 p.m. | |
| Thu | 8:30 a.m. to 5:00 p.m. | |
| Fri | 8:30 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
RecommendedWe started the process by attending a FREE Vision Meeting and we discovered that we really needed a comprehensive Estate Plan. The process was difficult, in that we had to think a lot about things we had not thought about, but the Staff was very friendly and very knowledgeable and worked with us diligently to come up with our plan. We feel a lot better now with our plan in hand.
RecommendedI was referred by my parents who have a living trust set up by CFEP. From the moment the first meeting is scheduled and throughout the process until signing, along every step of the way the folks at Carolina Family Estate Planning are there to answer questions and provide expertise. Many thanks to Jodi, Jeanine, Beth and Kelly for making the experience a positive one.
RecommendedCFEP are exceptional at handling all aspects of estate planning in a very personal & professional manner ... all the team are a joy to work with
I feel very confident with this firm. They really seam to want the best for you. Everyone there works together and they all know what is going on so you don’t have to repeat over, and over again. Messages get to the right people and answered very quickly.
RecommendedThings change in different states. Everything is now in order - no mess for our kids. We have one less thing to worry about & so do they! Great group!
We had a great experience working with Jackie and her team. They were able to help us solve the mystery of Estate Planning during the various meetings and phone conversations. I would highly recommend them.
This has been something we have had worries about for a long time, finally we have complete eace of mind that things we need to have in place are. Carolina have been nothing but supportive and have helped guide us to make the important decisions and the separate emergency plan is something I personally am very glad to have! Thanks Carolina and hope you get to help other families out there!
We were very impressed with the professionalism, thought, and detail that CFEP provided throughout the process. We had a trust and will drawn up by a "full service" law firm in another state. The plan and documents provided by Jackie and her team were much more comprehensive. We would highly recommend Jackie and her team. Specialization does make a difference.
This is a great law firm that balances making clients feel comfortable and providing quality legal solutions. I have worked on client files with their firm and have always been impressed.
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 364 reviews.
When is Carolina Family Estate Planning open?
Carolina Family Estate Planning is open now. It will close at 5:00 p.m.
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