Reviews

We would highly recommend working with NC Planning. Michelle, Kyle and the rest of the team were very helpful and patient as we worked though our estate planning. We were unfamiliar with the process, but they spent much time educating and working with us through it all. We have great peace of mind now knowing our affairs are in order and have a professional firm by our side.

NC Planning has done all the estate planning for my entire family! They are a top notch team!!

Our experience with NC Planning was only positive. We worked with Kyle and Michelle, but other members of their team were also of great assistance. We initially began our journey in September 2021 and with their professional insight, we decided a Revocable Trust would meet our daughter's future needs. As we both were overwhelmed with the process, the team guided us and were always available to explain and answer our many questions. They were professional, knowledgeable and personable each step of the way. The process takes time and work but the peace of mind we have now is more than worth what it took. Thank you to Kyle, Michelle and their amazing staff. Theresa & Rich

Highly recommend Lauren Maxie and the team at NC Planning for all your estate planning needs- very thorough, good communication, everything explained.

I was pleased to have thoughtful, thorough personal interactions with all of the folks at NC Planning. I now have the peace of mind of knowing that I have done everything I can to insure that my affairs are in order and that my children are well-served.

Team lead by Michelle Armistead was very efficient and friendly while providing my Mom with estate planning documents she needed to feel safe.

NC Planning is an amazing organization and resource especially for new DDS grads like me. They go above and beyond to help you from your job search to contract review, negotiation and drafting for approval. They teach you how the process works along the way that is easy to understand for a non-lawyer. Matt Hartburg is phenomenal!! They are very prompt and courteous and should be a backbone resource for dentists and the like in the state. I highly recommend their services.

Lauren was very helpful in explaining my options and how they would affect my estate. She was very friendly and thorough.

NC Planning turned a task that hubby and I had been dreading for years into an incredibly easy process. We already had a will in place, but it didn't really reflect our wishes in how our estate should be handled if we passed unexpectedly, especially with young children. Lauren and Michelle did an exceptional job of coaching us through all of our options and translating even our most complicated personal wishes into "legal-ese" that should make it so much easier for our family down the road. Professional, knowledgeable, patient, friendly and truly interested in doing a great job for their clients!

Everyone at NC Planning was professional, helpful, responsive..I could go on. They were very knowledgeable and spent the time we needed to develop a plan that would support us and our family in the future. They took as much time as we needed and were so flexible, especially during COVID times! We are grateful for them and would definitely recommend them to our friends and family. Special thanks to Kyle, Michelle and Cameron!

Felt as though my needs were handled in a most professional manner. Their team was courteous, friendly, and helpful all along the way. I would especially like to commend Michelle for her terrific guidance throughout the process. NC Planning is truly the go-to group for your professional legal needs. I highly recommend them.