Reviews

Working with Michael and Andreina has been a pleasure. Quick to respond and very knowledgable. I highly recommend for your corporate needs.

I cannot give enough positive attributes to this company. They have served as legal counsel for several months as I have negotiated changes in my personal and professional life. Michael and Jennifer ALWAYS take my calls or return them on the same day. They have assisted me beyond the scope of our original agreement and I am thankful for the knowledge and expertise they impart I highly recommend their services for any legal needs.

I have been very fortunate to use NC Planning on two separate occasions and with both, the service was above excellent. The staff is great to work with and their response time is perfect.

Super experience with this legal team. Very thorough. Very friendly atmosphere and very competent. Exceeded expectations. Highly recommend

Professional staff. Took the time to explain what each document was more than once prior to signing. Answered all of my questions. They were able to give me more than enough information to help me make decisions. I highly recommend them.

Lauren Maxie and her team helped us ensure that our wishes for our future care and estate plans are properly and legally documented. Lauren, Michelle and Aimee thoroughly and clearly explained all aspects of the process and made sure we were 100% comfortable with our documents. Our deepest thanks to the entire NC Planning team who spent so much time giving us this peace of mind.

What an amazing experience. I was treated like family (only better) from the first phone call. They listened to my concerns and followed up with a few questions I did not consider. I cant recommend them enough!!

Several months ago, NC Planning provided an introductory presentation at our community. The presentation was informative. NC Planning offered a free consultation session to review estate planning documents and requirements. We used a video conference to discuss required topics. Based on the consultation, my wife and I decided that we needed to update our estate documents. The price for the package was reasonable. Throughout the process, NC Planning associates were helpful and professional. They answered all of our numerous questions. I highly recommend them for estate planning preparation.

This happened quickly in spite of COVID-19. It is a great relief for me and my husband to have our affairs in order! The whole team was pleasant, courteous, and everyone made sure to meet with us personally.

Having worked with NC Planning for several years now, first when my father was still alive and his will and trust needed some updating, through being the Executor and Trustee of his estate and now finally having my own will and trust done, I can say it has been my pleasure to work with this group! I always feel like I'm working with my attorney instead of just being told what to do. Everything is presented clearly and in language I can understand. Lauren Maxie and her staff always extend a warm welcome, an understanding ear, and make me feel that my issues are important to them.

We began working with the team at NC Planning to update our personal documents. Each member of the team was knowledgeable, friendly and focused on helping us achieve our goals. The professionals we worked with were Aimee, Lauren and Michelle. Throughout the process each person listened, brought a high level of trust and attention to detail. Their suggestions for discussions with our children were extremely helpful. The discussions created an on-going dialogue with our children around how they could honor our wishes. We were guided through our Last Will and Testament, Durable Power of Attorney and HIPAA drafts and notes. The final documents were crafted to reflect our needs for our family. We appreciate the time and care extended to us by the professional team at NC Planning. Thank you! Sincerely, Suzanne & Jim Farrell

We had a great experience working with Kyle Frizzelle, Michelle and the NC Planning team. We set up a comprehensive estate plan which can be a confusing and complicated process, but Kyle was very personal, knowledgeable, and thorough. We will definitely use NC planning for future needs and recommend to others!