Carolina Family Estate Planning

I went to one of their Estate Planning seminars with my parents, and all three of us are very impressed. Everyone is very welcoming. All of the information was clear and so helpful. They have a lot of great information in their website. We are going through the process of creating an estate plan with this law firm, and I would recommend it to anyone who needs peace of mind about estate plans.

Ten years ago when we moved to North Carolina we needed to update our estate plan, and CFEP was recommended to us. We couldn’t be happier with the firm in every way. Every member of the firm with whom we have engaged has always been thorough, client centered, family centered, kind, responsive, and very professional in every way. Thank you, CFEP.

CFEP is simply outstanding! Extraordinary staff, and my lawyer was very pleasant, professional and knowledgeable. The service far exceeded my expectations, and without any reservation I would heartily recommend this firm to anyone looking for the best estate planning services.

My parents used this company to do their wills and power of attorney and estate planning. Dad passed 3 years ago and mom just passed this month. Mom had a very simple estate that does not require probate and I wanted to verify how I filled out the forms for the affidavit of heirship so I called asking to meet with someone. I was not looking for a handout. I was happy to pay their hourly rate and after a long time on hold the receptionist came back and said they would not meet with me unless they were being paid to do the whole filing. I guess these folks are not in it for the long haul.

Recently retired from MD to Clayton, NC we needed to update our simple estate documents. We researched CFEP online and we’re impressed by the personal touch of the bios. Plus they are all much younger than we are! We attended the intro class, got approval from our financial advisor, then signed up for a very thorough and patient review process. Our estate is pretty simple however we are involved in charitable giving out of country and wished to leave funds for this work. Everything was seamless, no one was rushing us to completion- which finally happened so we can’t wait to pick up our completed binder and USB drive. Now we can get on our scheduled flights without that nagging feeling in the back of our minds!