Reviews

Top review highlights

Pros

Comprehensive and personalized estate planning services

“They went above and beyond in helping me make decisions that were right for us. I had to make these decisions on my own and question myself all the time if I was making the right decision. CFEP treats you more like a family member than just a client.”

Knowledgeable, professional, and friendly staff

“Everyone at this firm has been beyond amazing and patient with us regarding some delays on our side in getting our trust done.”

Efficient and streamlined process

“The planning services were great! Carolina Planning was on top of emails and tasks, keeping us focused on the goal - getting our estate settled for the future.”

Ongoing support and maintenance

“Now that I have this done I have peace of mind! Thank you CFEP!!”

Reasonable pricing for the value provided

“I thought the price was fair for the amount of work performed and would strongly recommend CFEP for any of their service offerings.”

Cons

Difficulty reaching the lead attorney at times

“It was frustrating trying to get through to talk to the attorney.”

Strict adherence to their own process without much flexibility

“If you deviate from that process, it appears to upset them.”