Reviews

We worked with Lauren, Michelle, and the NC Planning team for a little more than a month to utilize their legal expertise in formulating our estate plan. We felt very comfortable with the knowledge each team member brought to the table. They were “down-to-earth” and able to listen to our questions / concerns and provided options and solutions that allowed us to hone our decisions accordingly. The NC Planning team worked seamlessly to ensure that there were no gaps in communication or work effort to meet our needs. We have been impressed with the overall package of disciplines that NC Planning has incorporated to provide a “one-stop-shop” of services. We took advantage of the option to successfully prepare a comprehensive estate plan. Since then, we have engaged NC Planning's professional practice planning arm for additional assistance.

Fantastic experience with the NC Planning Team. I used Lauren Maxie, who was outstanding. Clear communication, very knowledgeable, provided tips and tricks, transparent about fees, responsive to emails (without charging), provided guidance documents, and engaged with highly positive energy. Highly recommend NC Planning.

Extremely professional and efficient, communicative, and nice to work with Michelle and Kyle. They listened and the advice met my needs precisely. PS: During Covid they take all essential steps so no concerns about going through the process at this time.

I have worked with NC Planning for several years. The whole staff is amazing !!

I felt like I was given special attention. Everyone was very knowledgable, kind, attentive and provided excellent care and concern. Everyone was punctual, provided good directions and were very efficient. The atmosphere is always warm. Kyle is thorough knowledgable and seems to watch out for my best interests. Michelle is always friendly and warm. Jennifer gave me good directions and help during the COVID restrictions. I really enjoy working with all of them. Recommend them highly.

NC Planning assisted my wife and I with a comprehensive estate plan and we have nothing but positives to say about our experience. We worked mainly with Kyle and he made what we thought would be a complex and complicated experience into a very smooth, pleasant, and efficient process. As parents of young children who knew getting a plan in place was important, we really appreciated all the guidance and expertise they offered in helping us structure our plan properly according to our desires. Very professional and high-quality team and I would highly recommend.

It was a pleasure working with the team at NC Planning. They were extremely helpful, accomodating and responsive.

I had a significant life event that required re-doing all of my legal-estate documents. NC Planning was extremely supportive during that challenging time. Michelle and Lauren walked me through the process, answered all of my questions and helped me to develop a comprehensive and enduring plan for my children. It felt like working with family. I am thankful to have them as a partner.

Our interaction with Kyle and Michelle have been as pleasant and comforting as one could hope for. Always ones to provide prompt and accurate information, they have earned our trust to offer the best solutions to whatever issue we may need to address. Highly recommend these two and this firm!