Reviews

My wife and I are finishing the process of setting up a trust with Carolina Family Estate Planning. I can’t say enough good things about the work they did for us. We worked primarily with Kellie Corbett, but we also had interactions with several others at the firm (i.e., Kathleen Morrisey) and they were all outstanding. Their expertise is without equal. We had many concerns about protecting our estate and they communicated effortlessly the technical details of how to do that. Financial planning is frequently a maze and will tie many in a knot. Kellie and her fellow lawyers made what was confusing clear and what was complicated easily understood. We are profoundly grateful for the work they did and the sense of security they have provided us.

While putting off doing our estate plan for far too long, we finally decided to do it. After a fair amount of research we landed on CFEP. We were a little apprehensive of their unique approach to saving clients thousands by having group (classroom) sessions for part of the process. However, we were quickly impressed by this methodology and its effectiveness without losing the personal touch.Kellie and the team were great throughout the entire process. Highly recommend for any estate planning needs.

Creating a Trust is a long and complex process, but we had a good experience with Carolina Family Estate Planning. Kathy always got back to us quickly with our questions. Sheena was Fantastic! She's the one who actually facilitates the process of putting the assets into the Trust, the final step. Such a relief to have it done!

Absolutely fantastic! Well organized, informative and entertaining at the same time.

This was an absolutely awesome experience. The entire staff has been so helpful and Kellie couldn’t have been more helpful. We highly recommend the Carolina Family Estate Planning for all your Estate needs. Mike & Jackie Ley

Customer service is 10/10! Cannot recommend enough!

Really great team to work with! I feel more confident about my estate planning.

We recently moved here and needed to do a new will, etc. Carolina Family Estate Planning was amazing and made the process so easy.

Everyone Ive spoken to was very professional and eager to assist, thank you for the great service.

10/10 would recommend

I highly recommend this firm, the team was so inviting so friendly, just all around amazing experience!!!

Very knowledgeable and personable team! I could not recommend this firm highly enough.