Read the feedback we have received from our past clients in these testimonials.
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  • "Everyone was kind, understanding, answered our questions. It was a pleasant/informed experience; non-stressful environment. We asked our financial planner, Edward Jones, to recommend an estate planning firm. He recommended Jackie Bedard, of Carolina Family Estate Planning. We have been very happy with the personal service and fees seem to be quite reasonable, so we are very happy with everything Carolina Family Estate Planning has provided." - Danny & Mary Susan, Cary, NC
    Date: 03/12/2015 Category: General
  • "Even for a modest estate, the thinking and planning process can be difficult. The education and the coaching provided by Carolina Family Estate Planning was just what we needed to make sure we thought our way through all the options and didn't leave any areas of unnecessary confusion. I am confident it has been done right!" - Ed, Cary, NC
    Date: 03/05/2015 Category: General
  • "We have had a great experience working with Carolina Family Estate Planning. They have been very helpful and professional. Their process is well conceived and throughout from beginning to end. We both feel more secure with our future and financial goals." - Doug & Kathy, Cary, NC
    Date: 01/22/2015 Category: General
  • "Jackie is very knowledgeable on a broad range of topics. She put together the right vehicle for our estate plan. Jackie explained complex legal structures very clearly and simply so that we could understand them. She entertained all of our questions and answered them, even though some were not directly related to our estate planning. We would highly recommend the staff at Carolina Family Estate Planning." - Jimmy, Cary, NC
    Date: 12/10/2014 Category: General
  • "We found it very easy to work with CFEP. All the staff were very friendly and helpful. The process of estate planning was easy with the help of the staff and the questions they asked to determine your needs." - Steve & Anita, New Hill, NC
    Date: 12/03/2014 Category: General
  • "Our experience was excellent. Everything was covered and all questions answered. We found everyone to be very friendly and attentive. We would gladly recommend Carolina Family Estate Planning to both family and friends. The staff was also very patient and took the time to explain anything that was unclear." - Eugene & Ute, Cary, NC
    Date: 12/03/2014 Category: General
  • "Everything has been great. Very professional." - Mario & Betsy
    Date: 09/16/2014 Category: General
  • "We have been very impressed with your very organized professional manner. The promptness of your service has been a great asset. The information offered to help us understand exactly what we were doing and why, was greatly appreciated." - Donald & Sharon, New Hill, NC
    Date: 06/25/2014 Category: General
  • Most important was your ability to listen and understand our concerns and wishes.
    Date: 05/07/2014 Category: General
  • "Jackie provided much insight into many issues to be considered in our situation of planning for our retirement and future care needs. It was a pleasure working with her and her staff." - John C.
    Date: 05/07/2014 Category: General