Carolina Family Estate Planning

I can not express how great of a professional team they are at Carolina Family Estate Planning. I first contacted Carolina Family Estate Planning for assistance with some personally matters. They have been my life savor. Any questions I had were answered. They assisted me with understanding, completion, and processing of all legal matters. Their follow-up communication was timely. Thank you, Jennifer Mercer. You have been a God sent. Thank you for your patience, compassion, genuine care, and support. I recommend CFEP without reservation.

Best experience ever in helping me go through a difficult task! I was treated with kindness, respect, professionalism, and genuine care and concern for my questions and requests. From the initial contact to every correspondence and meeting; from Kellie to Flora to Connor to Rokkell to Kathy to Kate; what a 5-star team!!!!!

We moved to Fuquay Varina from Ft. Myers, Fl. April. We already had a Trust, that we did several years ago in Florida. We needed to update our home, trust, wills and health to North Carolina law. We chose Carolina Family Estate Planing because of their high reviews. The staff who built a relationship with us was:
Sara Munoz, Sara met us, got to know us and our needs. Sara is very knowledgeable and sets up your appointment with an attorney.Sara is also very friendly. When you talk to her over the phone, you feel her smile.
Kellie Corbett (attorney) Again building that relationship. Kellie got to know us, our family, our conerns. Kellie really listens. Kellie went over our Florida trust and documents and made changes to meet North Carolina law. Kellie taught us the importance of each document. She went over each document and where they were in the binder. Kellie taught us the importance of keeping everything current. Kellie gave us security knowing where are current .
Connor Davis (Operations Assistant) Connor is a breath of fresh air!! You feel like you have known him forever. Connor is a great listener and he is very knowledgeable. He goes over very patiently where documents are in binder. He reinforces what the attorney has taught you. If you do not understand, something. He will take your concerns to your attorney and they will address it. Our team worked perfectly together, to make sure all of our needs and concerns with met. We highly recommend Carolina Family Estate Planing.Their Team gave us what is most Important,
Peace of Mind!!!
Daniel & Sally Bodine

I found Carolina Family Estate Planning very thorough and efficient in helping you put together your estate plan. They explained everything, answered all my questions. The more expeditious you are in gathering the information necessary to establish your plan the smoother the process goes. They have a wealth of information on their website that explains different aspects of estate planning and you were able to contact them at any time with questions or concerns. I was very pleased with the entire experience.

We had our wills and medical care documents drawn up. The entire process was straightforward and detailed. I would recommend to my family and friends.

I’m a long divorced woman of a certain age and have been so remiss getting my act together with any estate planning until I read many glowing reviews of this wonderful law firm. After an assessment with Kendall, I fell like the job at task isn’t overwhelming as I might’ve expected. I’ll add to my review after I visit with the attorney Kendall assigned me to.

Visiting attorney's offices isn't considered much of a fun experience, except by other attorneys. Maybe not even them.
My wife and I had an interesting, informative appt with a relatable, personable legal expert last Friday!

We first met Connor, who volunteered to find me cookies after I shot back that goofball request, after he offered us bottled water.

Then we meet Kendall, who answered all our questions and even suggested excellent ideas that we hadn't even thought of. Great representative of the law firm, with a great sense of humor, even though we were talking about wills vs trusts. Not a fun topic, to be sure.
Can't recommend them enough.

My experience with CFEP has been simply outstanding. They have been thorough, knowledgeable, and patient with me. They have created excellent documentation making it simple for me to deal with financial institutions and other organizations to complete my trust. The entire team has been very supportive and helpful. Highly recomended!

Very good follow up especially after we had to delay because of major illness
Love their detail lists of questions that really make you think fully through all the legal issues based on your replies to get good final documents that meet your needs and wishes when you pass on

I've been extremely happy with Carolina Estate Planning. They've given us great guidance, doing a great job making sure we understood things without ever talking down to us. They've also worked with us as our family has grown, and I've always felt that they've genuinely cared about doing right by us. I would recommend them in a heartbeat—and I have.

We recently needed to make some modifications to our estate plan and it really couldn’t have been easier. Conner took us through each step with great care, assuring that we understood each document we signed, then providing us with updated documentation as appropriate. He was efficient, made us feel like he had all the time in the world to answer any questions, and clearly cared about what mattered to us. This was just another reminder of why we are so happy to be part of the Carolina Family Estate Planning family!

Carolina Family Estate Planning made everything so easy explaining the will process, and setting our plan of action up. Thanks to them we now have peace of mind when it comes to our child’s future. We can’t recommend them, and their attention to detail enough!

We needed the services of Carolina Family Estate Planning at a very difficult time when my husband was diagnosed with a serious disease. His prognosis was dire and we had not completed our estate planning. This was a huge concern to him and a source of much anxiety and he was intent on completing the plan before his health declined further. The people at Carolina Family Estate Planning responded immediately and bent over backwards to help us create the plan that we needed. Everyone there was kind and generous with their time and talents. They answered every question we had with patience and treated us with the utmost compassion and professionalism. We were, and still are beyond satisfied. If I could give them 10 stars I would. Every year we have a meeting to review the details of the plan and I find this meeting to be invaluable. I have a confident feeling about the time when I will need to lean on Carolina Family Estate Planning staff again for advice, as our future continues to change and evolve.

Carolina Family Estate Planning was an amazing gift to my husband and I. Not only did they help him with his father's estate, but then guided us through our own trust planning. They were patient, kind, and explained everything completely. I would recommend them to anyone needing help with their trust or the trust and estate planning of loved ones. Dont wait!!

Carolina Family Estate Planning has served our family for the past four years. We have been very pleased with the professional care, advise, and courtesy extended to us. They have been trusted advisors to us and we highly recommend them.

My experience with Carolina Family Estate Planning was truly top notch. If you don't know your options for estate planning, these folks will explain in detail what the various options entail. I am familiar with living trusts and that's what I wanted. However, the hardest part of a living trust is changing the accounts/titles/deeds. This is where CFEP really made it easy! All the necessary forms were filled out...with stamped envelopes! I simply enjoyed a glass of wine and signed where indicated. Super simple! And well worth their fees. Professional and efficient!

Everyone at this firm has been beyond amazing and patient with us regarding some delays on our side in getting our trust done. In August 2021, we completed and funded (many thanks to Kathy for all of her funding assistance) our trust. It is a wonderful feeling to know that our assets are protected and that everything is in order for our children. My husband and I give our highest recommendation to Carolina Family Estate Planning.

We would highly recommend Carolina Family Estate Planning! Kellie Corbett was our attorney and she made what we thought would be a daunting process, so much easier. They are organized, quick to respond, easy to communicate with and for the work they did, the price was reasonable. CFEP gave us peace of mind.

Carolina Family Estate Planning helped us update our Living Trust when I was faced with terminal cancer. They were extremely professional, friendly, and supportive, and their process was well thought-out and easy to follow. They may not be the cheapest firm, but when you're looking for professional estate planning, do you really want to go for cheap?

We loved our experience working with Carolina Family Estate Planning. They were compassionate, responsive, and very thorough. We had Power of Attorney documents created for my Mom. They were so kind to her & fully explained the documents she was signing. We all feel better knowing the documents are in place. I highly recommend their services & will definitely be working with them again in the future.