Reviews

Excellent, excellent, excellent experience. From the expertise of the attorneys to the professionalism of the entire staff. Highly recommend them for your legal needs!

The Wake County Estates office had an ‘issue’ with my husband’s will and I was not allowed to submit the estate filings. The loss of my husband is the most difficult experience of my life but I was ready to begin the estate process; however, the problem at the estates office was quite upsetting. NC planning prepared our wills and clearly documented my husband’s wishes, so I called their office for assistance. Lauren Maxie resolved the matter within 48 hours! Lauren, as well as her staff, were compassionate and professional at a time when I most needed help. They provided outstanding customer service for which I am truly grateful.

NC Planning is a trustworthy, knowledgable, and caring team of professionals. As clients, our experience has been nothing less than superb. They are efficient, thorough, and patient with questions. We will recommend NC Planning to our friends and family.

I can't be more pleased with the level of professional care and attention I received from Mike and Jennifer at NC Planning for my business transition. They both went above and beyond.

The professionals at NC Planning were extremely helpful in working with us to update our estate plan. Kind and compassionate, they walked us through all the options for us to consider as we worked together to make decisions. The process was smooth, efficient, and I would recommend the firm wholeheartedly.

I have worked with NC Planning for many years and love the service they have provided and continue to provide. They have shared immense legal knowledge as well as strategies to help me stay compliant as well as grow. NC Planning will provide you not only value and knowledgeable legal planning, but also an exceptional client service experience. For my business planning and personal needs, NC planning was able to exceed my expectations. Thank you Jennifer, Michael, Lauren, Matt, Tom and the rest of the team for taking care of me.

I try to live by G.I. Joe's motto "Knowing is half the battle." We're all going to die eventually. So, the other half of the battle is being prepared. Establishing important family documents like wills, powers of attorney and living wills is a gift we give the people we love. Thank you, NC Planning, for guiding us through this process!

NC planning. I have used this company several times and they clearly demonstrate friendly professional service. I never worry about their work. They always seem to have my back covered. They understand the value of a company with a great reputation and a positive image. I like a company you can trust. I will be using them as trustee for my estate

The team at NC Planning was extremely professional and quick to respond during the execution of the sale of our business. We were impressed with their knowledge and pragmatism in dealing with some complicated nuances of the sale. We highly recommend NC Planning!

I've had a very good experience with NC Planning, they are very professional, organized, and helped me answer all my questions in a timely manner.