Read About Our Clients and Their Experience Working With Us

"We found Carolina Family Estate Planning to consist of a group of highly skilled individuals that are very knowledgeable in their field. We had a very good experience working with them and are very pleased and comfortable with the outcome. We highly recommend Carolina Family Estate Planning to anyone who wants to protect their estate for their family." - Joe F.

"The entire estate planning process was extremely low pressure. All of our discussions were straight forward and questions were clearly answered in lay terms. Our specific plan was outlined on a white board, which made it easier to understand the full scope of what we accomplished. Documentation was complete and again well designed. Everyone in the office demonstrated real focus on customer needs and expectations." - Terry

"Jackie and the team made a complex process easy to understand and to execute. They tied together vital documents into a plan that makes sense, and pros/cons of options were carefully explained to help us in our decisions. We are extremely glad we did this planning and would recommend Jackie to anyone. Thank you for making a hard process easy." - John W.

"Jackie and her team were a joy to work with! She made a difficult subject easy to understand. My husband and I are now confident that our needs and our children's futures are fully prepared for. What better peace of mind for us and gift to our children! Thank you Jackie!" - Wendy P.

"The process was extremely detailed and tailored specifically to fit the needs of our family perfectly. All the staff at Carolina Family Estate Planning has been professional and friendly. You can sense they are passionate about their business. We have been very pleased with Jackie's service." - Craig D.

"I have enjoyed working with Jackie and the staff of Carolina Family Estate Planning. They are extremely knowledgeable in their field and helped make a complicated process much easier to understand. I feel much more comfortable with my planning accomplished and now know that when "that time" comes, I have removed the burden of the decision making from the shoulders of my family." - Ginny M.

Treated us with respect. - Paul T.

“The information we received was invaluable. We also appreciated the focus on placed on need, rather than cost. [I learned] how important it is to adequately protect our children through the use of both short and long-term guardians.” -Glen, Holly Springs, NC