Reviews

Our previous will was done by a firm that had multiple disciplines and I thought it was a good experience. But after working with CFEP, which is solely focused on family estate planning, there is no question that I am absolutely more educated and better protected. Thank you CFEP team!

I've been extremely happy with Carolina Estate Planning. They've given us great guidance, doing a great job making sure we understood things without ever talking down to us. They've also worked with us as our family has grown, and I've always felt that they've genuinely cared about doing right by us. I would recommend them in a heartbeat—and I have.

We've had a great experience with Carolina Family Estate Planning. Everyone we've worked with is top notch!

I would give the firm two stars for the nice people we met with but after scheduling and meeting for multiple sessions and finding times amidst the work day that aligned to review the family's finances, they reneged on their offer to set up trusts and follow through on the work they explained they could do. They did refund our money but with a vague excuse that they couldn't follow up on. I find this extremely poor customer relations and feel bad for the staff if this is the culture at this firm.

My husband and I were very pleased with Carolina Family Estate Planning. They responded quickly to our questions and gave clear answers to a very complicated topic. The staff was very professional as well as knowledgeable. I would recommend them to my family and friends without hesitation.

My experience with Carolina Family Estate Planning was truly top notch. If you don't know your options for estate planning, these folks will explain in detail what the various options entail. I am familiar with living trusts and that's what I wanted. However, the hardest part of a living trust is changing the accounts/titles/deeds. This is where CFEP really made it easy! All the necessary forms were filled out...with stamped envelopes! I simply enjoyed a glass of wine and signed where indicated. Super simple! And well worth their fees. Professional and efficient!