Cary, North Carolina
4 customer reviews
Michael Bender
The Professionals and Staff at Carolina Family Estate Planning greatly exceeded my expectations. They were personal, professional, knowledgeable and attuned to my needs and desires in very sensitive matters. Their customer service and follow-up communication should be a model for all businesses. EVERYONE at CFEP concentrated on giving their absolute best legal advice and assistance in my planning. I give them my highest recommendation. More...
Reviewed on Facebook
Jamie Brown Maygar
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 will probably be sooner than later. Would highly recommend CFEP for any of your estate needs. - Steve Maygar More...
Reviewed on Facebook
Robin Morris
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. More...
Reviewed on Facebook
Silvia Grabacki
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. More...
Reviewed on Facebook