Reviews

We had great experience working with Jackie and her team. They are very friendly people to work with. We started with their free seminar, then sat down to design estate planning tailored to our needs. The staff are knowledgeable and patiently answered all our questions. We highly recommend Carolina Family Estate Planning.

I am a researcher so thought I had a good idea of what we needed going in. To be blunt I was mistaken. Jackie and her team help us get everything in order. Including funding the trusts they set up. Yes we still had a fair amount of homework to do and yes it required multiple meetings and hours on both parts but, in the end our family will know exactly what we want. Our estate will not be a windfall for the heirs, but will be spread out over time to provide a reliable stream of income and there will be very few things that will need to be done when we pass. Best of all everything is still in our control until that time comes. Having recently gone through probate for my wife's mother and currently going through it for her father we decided we did not want our kids to go through the same thing. If there were one thing I would change is I would do this sooner. We are nearing retirement and we should have been looking at this 20 years ago. We would have done many things different. We plan to be around for quite a bit longer so we have also gone on their maintenance plan which will allow us to keep things up to date as laws and our situations change. I have already recommended to several coworkers that they attend one of CFEP's free seminars and will continue to do so. If you are reading this you must have some interest so go to one of their free seminars and start getting your plans on track.

Made the process very easy. All staff extremely friendly, knowledgeable, and helpful. Highly recommend.

Excellent ideas. Very comprehensive plan was developed.

Excellent staff of professionals who are all exceptionally knowledgeable in their fields of expertise. From the moment you arrive at their office until your departure you will be treated in a friendly and courteous manner. The service they continue to provide my wife and I is remarkable and unsurpassed by any I have the opportunity to experience.

Made it as easy as it can be. Great customer service and very knowledgable staff.

They are a very efficient, friendly, helpful, and professional group.

Excelllent service. Thorough and professiional.

I had a perfect experience with Carolina Estate Planning. The team did an excellent job of streamlining the Estate Planning process and making it so easy for me. I would recommend them to everyone.