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!
7417, 940 SE Cary Pkwy #102, Ste 101, Cary, NC, 27518, 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 |
Needed assistance with a Revocable Trust and from scheduling, to creating the document itself, to the implementation checklist and follow up meetings to ensure accuracy and execute my vision, I could not have had a better experience. Madison was thorough, thoughtful, and tuned into the details of my personal situation - and I am confident that my Trust is the perfect fit for my circumstances. Thanks to the whole team - from Madison Gurrera to the drafting attorney and support staff behind the scenes - for a quick turnaround ... read more
We had a great experience working with Madison, Christiana, and the NC Planning team to complete our estate planning. This is a task we've been putting off for years because we were overwhelmed about where and how to start. It's a big undertaking and I'm so glad we had the Team to guide us through the process! It brought up a lot of things we don't necessarily want to think about, but is so important to have in order for our family. I highly recommend NC Planning to anyone needing Estate Planning services.
Clayton Trice, Ginny, and Jennifer and team are great to work with. Efficient, effective, and excellent communication.
Getting my trust set up was so easy, thanks to the dedicated team of Madison Gurrera (Attorney), Christiana Parker (Legal Production Manager), and notary, Kristen Ray of Bespoke Signatures. Friends have told me it is a confusing process, but apparently they didn’t use NC Planning in Cary, NC. Madison’s explanation as we went through the entire process and of all my individual needs was excellent. I never felt overwhelmed, and I was confident of the many choices I had to make. Christiana’s communication was terrific. They use... read more
Daniel and Ginny were efficient, professional, friendly and incredibly easy to work with. I felt 100% confident that my business was in capable hands from the very beginning. They have worked with me to dissolve my nonprofit, set up my LLC and I hired them to help me send a cease and desist as well. I can only describe their service in each of these matters as excellent. I am happy to join NC Planning’s throng of satisfied returning customers and can’t recommend them enough!
NC Planning has a 5 star rating with 4 reviews.
NC Planning is open now. It will close at 5:00 p.m.
Speak with a specialist to learn how you can grow with Birdeye. We are reachable at profiles@birdeye.com