Read About Our Clients and Their Experience Working With Us

“The estate planning process has been a learning experience and very well organized.  The end result is a well thought out plan with a solid document that addresses various scenarios which may be encountered.” - Anonymous, Cary, NC

“The level of detail that goes into every step of the process was surprising.  Although we were told of this, it still catches you by surprise, but I do now really appreciate the importance of all of the though and nuance that is involved…The thoroughness of the discussions and review of our decisions.  The amount of time invested by everyone involved made us feel secure and confident in the process.” - Roger, Chapel Hill, NC

“The process was smooth, straight forward and painless!  It gave us an opportunity to take a step back and reflect on some important issues in our lives—and may change the way we look at and approach financial/family/estate matters.” - Cathi, Chapel Hill, NC

“What surprised me the most was the level of detail and amount of personal attention we received.  Jackie made it all so easy, there wasn’t much that was difficult.” - Leslie, Raleigh, NC

“Our experience with Carolina Family Estate Planning has been excellent.  I really didn’t know what to expect when we started the process, but Jackie walked us through each step of the way with great knowledge, patience and professionalism.” - Joann, Cary, NC

“CFEP was very thorough during this process. They explained the entire process from beginning to end.  They were patient as we dealt with some of the complexities of our current family structure.  They were very good about follow up and instructions.  Estate planning has become a very complicated process and I feel comfortable that they have covered every scenario that meets our current needs.” - Erica, Cary, NC

“This has been a personal experience with the goals tailored to our needs with thorough planning for our future.  This firm has been good to work with and I have been forced to think and plan for many things.  Sometimes you just have to plan for the future.” - Ken, Cary, NC

“Jackie and her staff made it simple and comfortable for us to finally, finally…do a will, trust, living will.  Jackie walked us through the process and readily answered our questions, even the 3rd and 4th time with good humor.” - Jackie, Timberlake, NC

“Life planning had been on my wife’s and my minds for quite a while now.  Having finally made the commitment to do it was step one.  Finding Carolina Family Estate Planning was step two.  Jackie and CFEP laid out the whole process in easy to understand terms and options, and we selected what suited our needs.  I would recommend anyone looking to take the next step in life planning to sit down with Jackie and CFEP.” - John, Timberlake, NC

“Very pleasant experience.  Jackie took the time to answer all my questions.  She even answered questions that I did not know enough to ask.  All-in-all, a most informative and low stress experience.  Very low key.  Would recommend CFEP to anyone.”­ - Joseph, Cary, NC