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Reviews
Overall rating
Tom reilly
14 Feb, 2022
Ed tutwiler
08 Feb, 2022
We were very favorably impressed with the professional and courteous way our estate planning was handled. We would strongly recommend
Carolina Family Estate Planning to anyone needing guidance and legal assistance in their estate planning.
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Darcia sterling
31 Jan, 2022
Everyone at this firm has been beyond amazing and patient with us regarding some delays on our side in getting our trust done. In August 2021, we completed and funded (many thanks to Kathy for all of her funding assistance) our trust. It is a wonderful feeling to know that our assets are protected and that everything is in order for our children. My husband and I give our highest recommendation to Carolina Family Estate Planning.
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Bailey property management
31 Jan, 2022
Outstanding staff that walks you thought the entire process making sure to answer all questions and creating the best plan for your family situation.
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Mike green
31 Jan, 2022
Tina feak
27 Jan, 2022
We recently needed to make some modifications to our estate plan and it really couldn’t have been easier. Conner took us through each step with great care, assuring that we understood each document we signed, then providing us with updated documentation as appropriate. He was efficient, made us feel like he had all the time in the world to answer any questions, and clearly cared about what mattered to us. This was just another reminder of why we are so happy to be part of the Carolina Family Estate Planning family!
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Jonathan saeger
27 Jan, 2022
Wonderful people to work with. Very thorough and painless process. We highly recommend them.
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Ann meeker-o'connell
27 Jan, 2022
We worked with CFEP to ensure we have a good plan in place for our future. They were a delight to work with on these matters.
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Johanna whitaker
27 Jan, 2022
Robert bullock
27 Jan, 2022
A thorough, responsive team to work with that provided a detailed plan.
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Rich podraza
21 Jan, 2022
The planning services were great! Carolina Planning was on top of emails and tasks, keeping us focused on the goal - getting out estate settled for the future. We would highly recommend them to anyone looking for family estate planning.
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Jeanne kauss
21 Jan, 2022
Everyone connected to Carolina Family Estate Planning were very helpful and professional. They never acted like we asked any silly questions. The planning guide is very complete and I feel they covered every possible situation. They took one worry away from us.
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