Wills, Trusts, Powers of Attorney, Long Term Care Planning, VA and Medicaid Benefits for Long Term Care, Estate Administration, Trust Administration
Business Details
No. of Employees
No. of Locations
Year Founded
8
N/A
2009
Hours of Operation
Day
Opens
Closes
Sunday
Closed
Monday
9:00 AM
5:00 PM
Tuesday
9:00 AM
5:00 PM
Wednesday
9:00 AM
5:00 PM
Thursday
9:00 AM
5:00 PM
Friday
9:00 AM
5:00 PM
Saturday
Closed
Detailed Business Description
Carolina Family Estate Planning provides full-service estate plans to those in and around North Carolina's Triangle, including but not limited to Cary, Wake County, Apex, Durham, Raleigh, Orange County, Holly Springs, Research Triangle Park, Morrisville, Fuquay-Varina, Durham County, Garner, Wake Forest, Chapel Hill, Pittsboro, Pinehurst, Southern Pines and Fayetteville. We put a personal touch on estate planning, wills, trusts, and nomination of guardians for minor children, to help families ensure their gifts are carried on from generation to generation.
Terrific experience working with Carolina Family Estate Planning to update our estate documents. Highly recommend
Re: Terrific experience worki ...
Carolina Family Estate Planning replied on Wednesday, December 15th 2021
Thank you for your kind words and 5-star rating, Lynn! We are pleased to hear that you had a great experience working with us at CFEP! It's for people like you that we do what we do!
Carolina Family Estate Planning helped us update our Living Trust when I was faced with terminal cancer. They were extremely professional, friendly, and supportive, and their process was well thought-out and easy to follow. They may not be the cheapest firm, but when you're looking for professional estate planning, do you really want to go for cheap?
Re: Carolina Family Estate Pl ...
Carolina Family Estate Planning replied on Thursday, December 2nd 2021
Thank you for the kind words, Mark! It was such a pleasure working with you and we are happy we could help give you a peace of mind knowing your planning is complete.
Choosing Carolina Family Estate Planning was one of the best decisions I and my wife have made. Having a blended family creates many decisions to be made in our wills. Many of which we were not even aware of. CFEP helped us through the entire process and we could not be happier.
Re: Choosing Carolina Family ...
Carolina Family Estate Planning replied on Friday, November 19th 2021
Thank you for the wonderful review, Charles. It was a pleasure to work with you! Carolina Family Estate Planning appreciates when our customers take time to leave such a kind note about us! It's for people like you that we do what we do!
After postponing for two decades we finally made the effort to get our estate properly organized. On the recommendation of my former CEO we worked with Carolina Family Estate Planning. We could not have been more happy with our decision. What seemed to be an impossible task was efficiently facilitated by the team of professionals at CFEP. The level of competence combined with patience and friendliness displayed by the entire team was off the charts. Additionally, follow-up and future maintenance of our estate is readily and reasonably available. The 'peace of mind' we have after working with CFEP is hard to describe.
Re: After postponing for two ...
Carolina Family Estate Planning replied on Saturday, September 7th 2019
We know it's not easy for people to make the decision to get their ducks in a row, to get organized, or to think about what might happen someday--that's why so many people procrastinate. Thank you for the opportunity to get you over that hump!
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