Reviews

I was very pleased with the work completed by Lauren, Kyle and the whole team at NC Planning. From reception to signing our wills, everyone was prompt and accommodating! I also refer all of my clients to Lauren! Definitely recommend NC Planning to anyone in need of estate planning!

Very friendly, helpful, expertise, working for the clients and offer expertise advice. Thank you.

Great experience. Professional and very friendly team. highly recommended .

Had the awesome opportunity to meet and work with Lauren today. She was very knowledgeable in the area of which I was seeking advice. I would definitely recommend this firm for your needs.

Very professional, extremely competent, responsive and knowledgeable. We have found our long term planning partners! Lauren, Kyle and Michelle are terrific professionals.

Very friendly and efficient. Answered all of our questions.

Lauren Maxie and the whole team at NC Planning know just how to make you feel at ease. They seamlessly guided me through a difficult life transition with grace and compassion. Their knowledge and attention to detail is unrivaled. You can rest assured that you will be cared for not just as a client but as a fellow human being. Thank you is not nearly expressive enough of my sheer gratitude.

NC Planning did a great job helping us with our estate plans. They made everything easy to understand and straightforward. I highly recommend them.

I worked with Paul Y and his service was top notch. He asked good questions and listened well. He then formulated an estate plan that perfectly fit my family and I. I highly recommend working with him.

Dominic Totman is excellent. He will ask the most challenging questions, but if you are willing to do the work to get these questions answered you receive from him outstanding attention to detail and excellent depth of legal knowledge and awesome skills in planning for optimal outcomes. You will receive detailed strategies to meet your goals. He listens to all details, he forgets nothing, he absorbs all and he is highly skilled in organizing the information to make sense of it all and to plan well with careful specific attention to all considerations. I wish that I had met him and started with his help years ago.