Compass Estate and Tax Planning's cover image

This profile has not been claimed by the business owner or representative.

to update business information, get appointment requests, engage visitors with web chat, and more!

Compass Estate and Tax Planning

5.0

About this business

Location details

1155 Kildaire Farm Rd Suite 204, Cary, NC, 27511, United States

Get directions
WeekdayScheduleStatus
Mon9:00 a.m. to 6:00 p.m.
Tue9:00 a.m. to 6:00 p.m.
Wed9:00 a.m. to 6:00 p.m.
Thu9:00 a.m. to 6:00 p.m.
Fri9:00 a.m. to 6:00 p.m.
SatClosed
SunClosed
5.0153 reviews
Select a rating
Sandra Wrolson's profile image
Sandra Wrolson 
2 weeks ago

I was highly satisfied with the services provided by Steven in updating my will to comply with North Carolina law. I already had an existing estate plan and trust in place, but their expertise extends to establishing these as well. They are skilled in probate avoidance, which was my primary objective. 

David Castellan's profile image
David Castellan 
3 weeks ago

Our estate plan, including power of attorney and wills, required updating within a narrow timeframe. Attorney Stephanie Faris was very responsive and attentive to our requests and needs and provided timely professional advice and service . We highly recommend Compass Estate and Tax Planning. 

tiffanie williams's profile image
tiffanie williams 
3 weeks ago

Steven and Haley are awesome! They are knowledgeable, efficient, thorough, patient, and kind. I highly recommend working with Compass Estate and Tax Planning. 

Susan's profile image
Susan 
a month ago

Great law firm! Very easy to work with. They were very clear and easy to understand. The fees were very reasonable and fair. We highly recommend them. 

Mary-Carmen Easterwood's profile image
Mary-Carmen Easterwood 
a month ago

We used Compass for creating a will, POA, and HIPAA docs. My initial free consult with Stephanie was very helpful, with Stephanie explaining a lot of concepts for me. I also did a consult with another estate planning company, but we decided to go with Stephenie because she did such a great job explaining different things we might want to consider. After that, the process was very straightforward and reasonably priced. I'm happy with the results and feel our family is set for many years! 

Frequently asked questions about Compass Estate and Tax Planning

How is Compass Estate and Tax Planning rated?

Compass Estate and Tax Planning has a 5 star rating with 153 reviews. 

When is Compass Estate and Tax Planning open?

Compass Estate and Tax Planning is open now. It will close at 6:00 p.m. 

Need help? Contact us.

Speak with a specialist to learn how you can grow with Birdeye. We are reachable at profiles@birdeye.com