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Carolina Family Estate Planning is a law firm with an office in Cary, NC. At this office location, there are 4 lawyers practicing asset protection, charitable giving, estate planning and 2 other areas of law.
The CFEP personnel we interacted with were all extremely knowledgeable and helpful, able to answer legal questions in an easy to understand manner. We would definitely recommend this group to anyone thinking about securing their estate for simplification in the event of incapacity or death; a time when the survivor(s) are overwhelmed and distracted.
Nothing further. Did a great job. Especially like their concern to protect against COVID. Easy to contact during process to answer questions.
Working with Carolina Family Estate Planning was an effortless and enjoyable process. They treated us like family while navigating the tricky waters of estate planning. We sleep better at night knowing how protected we now are. Highly Recommended!
CFEP was so easy to work with from our first meeting to handing me my Trust paperwork in a handy briefcase at the end (and on a thumb drive, fortunately). They were super helpful and professional and were always super responsive to my many questions.
Getting our estate plan finalized was a big goal for us this year and CFEP helped us do it with a thoughtful process that allowed us to fine tune our goals and get across the finish line. Really appreciated the explanations of options which avoided the dreaded lawyer speak. Highly recommended.
Our financial advisor recommended Carolina Family Estate Planning to my wife and I to draft our will. They were very thorough and covered many scenarios that we had never even considered. They went above and beyond to create a professional, yet relaxed atmosphere. We were pleased with the final documentation and expect to continue our relationship as conditions change and updates are required. We highly recommend them.
Everyone at Carolina Family Estate Planning was professional and explained all the ask or take as we went along. We feel that things are now all organized and in proper legal order for our estate. Highly recommend!
Excellent advice and great follow up on my will and trust! The lawyers here are extremely courteous and responsive. They were also very flexible for scheduling. They were able to make complicated issues easy to understand.
Managed to orchestrate consultation during the pandemic and answer an array of difficult questions. Thanks!
Great staff, good advice. CFEP took the time to learn about our situation and therefore recommended the appropriate approach for us.
51 Kilmayne Dr., Ste. 200Cary, NC 27511U.S.A.
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