Reviews

Carolina Family Estate was very easy to work with. They have the family planning process down pat. Each step is broken down with well organized paperwork to fill out that makes the hole process flow smoothly. They also do not try to upsell you at all. They are good with whatever plan you choose. We would highly recommend Carolina Family Estate.

I have confidence in Carolina Family Estate Planning, that when "the time comes," all will go smoothly for our heirs.

Absolutely a 5 Star recommendation! I highly recommend Carolina Family Estate Planning. The staff walk you through every step of getting your estate in order.

It is such a pleasure to be able to recommend CFEP. You couldn’t find a more competent, caring, knowledgeable team. I entered the estate planning process completely ignorant about the available options and the steps required. They patiently worked with me on every aspect of my health and financial goals, with consummate thoroughness and professionalism. Visiting their office was always a positive experience, where the staff is friendly and welcoming, and you even get a plate of warm chocolate chip cookies! After putting my estate plans in place, I felt a huge weight lifted from my shoulders. I can’t begin to describe the sense of peace and wellbeing that comes with, as CFEP calls it, “getting your ducks in a row.”

We worked with several people at CEFP and everyone was very professional and nice to work with. I would recommend them for wills, PoAs and trusts.

The team is OUTSTANDING. Professional, personable, quick with a smile, and quite effective. We are completely satisfied with our results.

My experience was 100% first class!!! The staff is very knowledgeable and were courteous throughout the entire process. As an investment, the price was reasonable and well spent.

Fantastic customer service, I think they are a tad on the expensive side but if you want it done right, this is a great place to go.

My wife and I had talked for some time about the need to update our will. I came across CFEP's website and was blown away by all of the information they offered free. I initiated our 1st appointment and realized these people offer a unique approach to developing an estate plan. They have a process to guide you to completion. Every detail is discussed with professionals.