Reviews

Overall rating

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5.0 148 reviews

Alan rosenbaum

star star star star star
17 Apr, 2024
Friendly, competent, efficient, and effective. Really enjoyed working with them. They were recommended to me by my accountant, and now I am happy to recommend them to others.
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Jennifer tolbert

star star star star star
16 Apr, 2024
I think NC Planning is SUCH a wonderful organization! Their responsiveness, empathy, and knowledge are just a few areas where they excel. They helped us with planning for my aging parents, and because of their wonderful advice and compassion, it made a big difference in our assurance that everything was in place. Highly recommend!
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Wayne coplea

star star star star star
04 Apr, 2024
NC Planning staff are very professional and easy to work with
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Daniel perry

star star star star star
20 Mar, 2024
Team at N.C. Planning was great to work with. Made a painful experience easier knowing that I could trust them with my will and estate documents
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Jared gritz

star star star star star
09 Mar, 2024
These guys are a dream to work with. Fast, efficient, affordable, and extremely knowledgeable
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Susan alberto

star star star star star
28 Feb, 2024
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Shar

star star star star star
24 Oct, 2023
My husband and I have been working with NC Planning for many years, and we're always impressed with their winning combination of professionalism, competence, knowledge, warmth and humor. Recently we had the pleasure of meeting with Hampton to update our wills and he was so helpful in guiding us to making the best decisions for our family. Yesterday we met with the wonderful team of Michelle, Christiana, and Alicia, who did a fantastic job of drafting and reviewing our documents and finalizing the process. Michelle's guidance and professionalism is top-notch and she went out of her way to make sure all of our needs were met. We highly recommend this team, they are fantastic!
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Wendi smith

star star star star star
20 Sep, 2023
Wow!!!!! From the moment I pulled up in the parking lot and entering building… 5/5 stars. Building gorgeous from outside, you enter and treated and have your name on a screen that welcomes you. Not to forget all the treats like chocolates, chips, granola bars, cookies, choices of coffees and teas and all the beverages you can choose from…. Amazing personalities and out of this world customer service….. I almost want to find an excuse to come back!!!! Great Job NC Planning!! Don’t think twice… this is your ONE Stop!
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Nancy scallion-wood

star star star star star
15 Sep, 2023
Excellent communication from and thoroughness of all those involved with creating our estate plan. Very friendly and quick to respond to questions. Extremely knowledgeable and helpful in terms of organizing all our documents to make things easier for our loved ones to handle when we are gone. Would definitely recommend.
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Artie marie brewington

star star star star star
11 Sep, 2023
NC Planning is absolutely wonderful. From my initial phone call they put me at ease and handled my case with professional expertise. They are timely with all their responses and I would recommend this group without hesitation. Thank you!
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Greg beall

star star star star star
19 Aug, 2023
No words. The absolute best experience I have ever had with an attorney, especially nice given the difficult times following my mother’s death. I would highly recommend for any estate planning or probate work.
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Cheryl cardella

star star star star star
18 Aug, 2023
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