Carolina Estate Planning

Jeff and his entire team did a superb job in preparing our estate trust. My wife and I have a "blended family" plus my daughter had passed several years earlier. So our wills were outdated and neither of us knew much about trusts. So we thought it was going to be a stressful and complex process for us. But we truly made the right decision in going with Carolina Estate Planning. Jeff and his team patiently and expertly took us through the entire process. And when we did have questions their response was prompt, complete and UNDERSTANDABLE. We will definitely be using CEP for any future estate matters. My advice is save yourself time and stress by choosing CEP as your estate planner.

I have known Jeff for a decade, and have always admired his integrity, intelligence, and dedication. He had a successful career in the corporate world before becoming an attorney, and that experience gives him a unique depth and professionalism that really stands out. I trust him completely and currently refer our family law clients to his firm knowing they’ll be in excellent hands. Jeff is ethical, thoughtful, and truly cares about the people he serves. I’m proud to know him and recommend him and his firm whole-heartedly!

Estate planning involves a lot more than just inserting names into a one size fits all form document. Besides deciding who gets whatever is left after you die, a good estate planning attorney gets you to think about how you will manage if you become incapacitated. My husband and I thought we had an excellent estate until he was diagnosed with Alzheimer,s. Suddenly we were faced with extraordinary long term care expenses and adult children who wanted to take over our money and put us in a nursing home. Jeff and his partner Daniel thoroughly reviewed and then amended our existing plan to protect our independence until we decide it is necessary to go into assisted living. Every family has unique issues that need to be addressed. You can count on Carolina Estate Planning to solve your

Jeff Bloomfield and Kate Winterbottom at Carolina Estate Planning are consummate professionals who are deeply committed to identifying legal solutions that help improve their clients’ lives. With Kate’s attentiveness to client satisfaction and client well-being, and Jeff’s vast knowledge of estate planning, probate, and fiduciary litigation, I highly recommend working with their firm when you need guidance and representation.

My husband and I thoroughly enjoyed working with the entire team at Carolina Estate Planning. Their team of attorneys and professionals understand the estate planning landscape so well and go the extra mile to guide clients like us through the process of setting up wills, trusts, and power of attorney. I would hands-down recommend Jeff, Daniel, and the entire team for any estate planning needs.