10 Verified Reviews
Carolina Family Estate Planning
51 Kilmayne Dr
Cary, NC 27511 US
Categories

About Carolina Family Estate Planning

Our firm is dedicated to providing North Carolina families the help they need to help make the best plans for their families.


Location & Directions

Get Directions
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Services We Offer

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.


Payment Options

  • Mastercard
  • American Express
  • Discover
  • Cash
  • Checks

Carolina Family Estate Planning Reviews
LEAVE REVIEW FOR BUSINESS
  • Lynn Sutton
    Lynn Sutton
    12/11/2021

    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!

    Review source: Google
  • Jen Aimone
    Jen Aimone
    12/06/2021

    Jen Aimone opted not to leave a text review of Carolina Family Estate Planning

    Review source: Google
  • William Burgin
    William Burgin
    12/01/2021

    William Burgin opted not to leave a text review of Carolina Family Estate Planning

    Review source: Google
  • Mark Gauldin
    Mark Gauldin
    11/30/2021

    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.

    Review source: Google
  • Charles C Padgett
    Charles C Padgett
    11/19/2021

    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!

    Review source: Google
  • Steve Crafts-Brandner
    Steve Crafts-Brandner
    10/29/2021

    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!

    Review source: Google
  • Lisa Landi
    Lisa Landi
    10/25/2021

    Extremely thorough and informative

    Re: Extremely thorough and in ...
    Carolina Family Estate Planning replied on Monday, October 25th 2021

    Thank 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!

    Review source: Google
  • Mike Maldonado
    Mike Maldonado
    10/25/2021

    Mike Maldonado opted not to leave a text review of Carolina Family Estate Planning

    Review source: Google
  • Toby 102015
    Toby 102015
    10/22/2021

    Toby 102015 opted not to leave a text review of Carolina Family Estate Planning

    Review source: Google
  • Maria Lanni
    Maria Lanni
    10/18/2021

    Maria Lanni opted not to leave a text review of Carolina Family Estate Planning

    Review source: Google
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