Our firm is dedicated to providing North Carolina families the help they need to help make the best plans for their families.
Wills, Trusts, Powers of Attorney, Long Term Care Planning, VA and Medicaid Benefits for Long Term Care, Estate Administration, Trust Administration
Based on 10 Reviews
Add ReviewTerrific experience working with Carolina Family Estate Planning to update our estate documents. Highly recommendReportRe: Terrific experience worki ... Carolina Family Estate Planning replied on Thursday, December 16th 2021Thank 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!
Jen Aimone opted not to leave a text review of Carolina Family Estate PlanningReport
William Burgin opted not to leave a text review of Carolina Family Estate PlanningReport
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?ReportRe: Carolina Family Estate Pl ... Carolina Family Estate Planning replied on Friday, December 3rd 2021Thank 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.ReportRe: Choosing Carolina Family ... Carolina Family Estate Planning replied on Saturday, November 20th 2021Thank 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.ReportRe: After postponing for two ... Carolina Family Estate Planning replied on Saturday, September 7th 2019We 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!
Extremely thorough and informativeReportRe: Extremely thorough and in ... Carolina Family Estate Planning replied on Monday, October 25th 2021Thank you for the kind words, Lisa! We are happy to hear you have had a great experience working with us at Carolina Family Estate Planning!
Mike Maldonado opted not to leave a text review of Carolina Family Estate PlanningReport
Toby 102015 opted not to leave a text review of Carolina Family Estate PlanningReport
Maria Lanni opted not to leave a text review of Carolina Family Estate PlanningReport
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.