Reviews

Such great help from Lauren Maxie and team. My brother and i had to start helping manage all our parents affairs this year given significant and sudden cognitive decline. They helped us resolve several important complexities around financial management, POA, and applying for VA pension at a very stressful time for my family - and throughout, Lauren and team were extremely informative and helpful, as well as empathetic, reassuring, responsive, and very generous in their time. I would highly recommend Lauren and her staff to anyone going through it!

Helpful and professional. Lauren Maxie knows her stuff. Thank you so much for your help.

NC Planning was a pleasure to work with. They were helpful and patient in walking me through all the necessary steps in starting my new business, I would highly recommend their services.

I worked with Michelle, Kyle, and Lauren to get a will set up. This was very easy and quickly done. I highly recommend NC Planning to others who need this service.

I have been extremely happy with my relationship with NC Planning. I consider them a strategic partner in my business. They are always checking in to see what they can take off of my plate. It is very reassuring to have them in my corner. They also have incredible attention to detail. I look forward to many years together.

Michael and Jennifer have been with us since the beginning of our business- quite literally! With their insight, care, and responsiveness, the journey up to this point has been that much easier and that much more exciting. It is an amazing feeling having partners that fully support us, and I'm personally grateful for the day that I was introduced to their team at NC Planning.

From the first phone call NC Planning was a pleasure to work with. They did everything they said they would, and when the said they would do it. Lauren Maxie (Attorney) was very pleasant and wanted to make sure we were happy with the entire process, beginning to end. Michelle Armistead (Client Services Coordinator) has got to be the most organized individual I have ever worked with. No matter what question was asked or concerns voiced about our wishes or the process, either Michelle or Lauren responded in short order with answers and or suggestions and guidance. A very professional and pleasant experience.

Working with NC Planning couldn't have been any smoother, easier. They are extremely knowledgeable, professional and helpful. Highly recommend.

The staff at NC Planning in Cary exceed all of my expectations! They are so friendly and caring. They went out of their way to accommodate and expedite scheduling challenges for me. They made sure I had timely drafts of my documents, and they happily let me make all the changes I requested and answered all my many questions. I am so happy that I chose them to assist me with my estate planning !

We've been very pleased with NC Planning! They have done our Estate Planning documents and are very good about explaining everything we need to know, as well as advising us on updating our documents when needed.

I have enjoyed working with the NC Planning team. I find everyone to be very personable and responsive. I recommend them to all my dental colleagues! Great people!