Cary Estate Planning

We highly recommend Cary Estate Planning! They explained all the ins and outs of trusts and worked closely with us to create our trust, wills and other legal documents. Their responses to our questions and concerns were always quick and thorough. Once we were satisfied with the documents, the signing session was incredibly easy.

Great Experience with Cary Estate Planning. They are very digital friendly and are quick to make documents and walk through the details. We have appreciated working with Paul and the whole team. They fit us in last minute for signing right before taking off on a 2 month trip. We are thankful for their work!

I recently had to set up an rrevocable trust fund. I worked with Paul and Alicia. Working with the team has been a very smooth experience. They are professional and personable. I had many questions and the team was patient with me as I was learning and processing a great deal of new info. This can be a very daunting process at times and I appreciate the ongoing support that is offered post signing our documents.

My husband and I had a great experience with this Law firm, CEP. All the staff and the attorney, Steven, were very kind, professional, patient, and responsive in timely manner. We did not have much knowledge about Trust and had to ask many questions during the meeting or after meeting in emails. Steven and Alicia patiently explained things and guided us to make right decisions. We felt we were taken care of very well during the Trust process. Their professional work is greatly appreciated. I strongly recommend this law firm without any hesitation.

My husband and I recently completed setting up a trust and updating our wills. The attorney we worked with was Sarah and she was awesome. We had virtual meetings and phone calls. She was great at answering our questions and providing resources to help us make decisions. We came to the office once to sign all of the paperwork. Kimberly and all the office staff were very helpful and made it a quick and efficient process. We walked out of the office with a hard copy and a PDF was emailed to us the next day. I highly recommend Cary Estate planning for your estate planning needs.

Wonderful service. Explain everything! Went to seminar first that really helped the process go faster! Have heard several people I know give positive glowing reviews!

I was overall very pleased with the work Cary Estate Planning did for my husband and I to put in place new estate plans. Paul and his team did an excellent job of helping us understand the gaps we needed to plug in our existing plans and to simplify them to make them as easy as possible for our trustees after we are gone. I'm super pleased with the end result and feel like we are in great shape for the future thanks to Paul and his team.

Very helpful for setting up our estate plans, POA documents, etc.. which we had put off for far too long. Easy process where you meet to discuss wishes and details, and they do all the hard work of drafting up all those documents. That meeting also answered questions we had about joint ownership of deeds, cars, accounts, credit cards, etc... Then another meeting for all the physical signing. All done!

We have used Cary Estate Planning for several different services and each time they were very responsive, attentive, so easy to work with, everyone was always so pleasant and they made the entire process simple and quick. Highly recommend!

The estate planning process was very easy and seamless. Cary Estate Planning is very knowledgeable and experienced. I recommend their services to anyone in the market.

Very smooth operation. I sat down with Paul and told him my wants and needs. They took care of everything. I came back and signed and I was done. So happy with what I got. Now when I die my don won’t have to deal with probate.

The process was described to my wife and me prior to any money being committed. We were given an overview of what was expected of us as well as what we would receive if we took the path recommended by Paul. From that time until the product was finished anytime we had a question it was promptly answered.

The result was what we expected and accomplished within the time frame promised in the beginning, The signing and witnessing of the final product was accomplished in a shorter time than I had imagined.

I was well pleased with the product and the people we worked with.

William Spencer

The whole team was very professional, attention to details and explained items when we had questions. Highly recommend them.

We were impressed with the professionalism and how they led us through the process of putting together a trust. They do tend to be a little over the top with their reminders but we would still use them!!

Steven was great! The whole experience was easy and efficient. Would recommend them to anyone that needs to get their estate plan together.

Since we started working with your group, my wife and I were very impressed with your. staff. Every staff member did their best to explain the details of all the documents they prepared for us! We thank you and appreciate everything you did for us.
Gianni & Lily Scattolini

Very professional, efficient, knowledgeable, friendly and helpful.
Paul and his team made a difficult task relatively straight forward.
I would definitely recommend them.

I am truly grateful for the responsive, kind and knowledgeable work from Cary Estate Planning. Everyone was so helpful in what could have been a complicated process. Paul and his team helped my family set up a trust and navigate difficult tax questions with ease. I highly recommend working with them.

The team at Cary Estate Planning made the process smooth and stress free due to their professionalism, organization, and knowledge/patience answering all of my questions. I highly recommend them to anyone who asks or mentions their need for estate planning!

Sought out this law firm for all the needed life contracts---will and testament , power of attorney, medical power , etc. Wound up going ahead with setting up a trust and the attorney Scott Moesta helped walk us through it all and understand how its beneficial. This is the place for A+ handling of your wishes regarding and unfortunate ending to your life. Go see them and you will have piece of mind.