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Carolina Family Estate Planning
201 Commonwealth Court, Cary, North Carolina, United States
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About the Carolina Family Estate Planning
Carolina Family Estate Planning, located at 201 Commonwealth Court in Cary, North Carolina, is a trusted institution specializing in estate planning and asset protection solutions for families. At Carolina Family Estate Planning, we understand the importance of planning for the future and ensuring the well-being of your loved ones.
In our free workshop, you will learn about the three essential secrets of estate planning to protect your assets for your heirs and future generations. We also offer a free guide to help you ensure that your children will be cared for and have a secure financial future in case of the unthinkable.
Planning ahead for a child with disabilities is crucial, and our team is here to help you create a legal and financial plan to protect your child's future. We also provide a helpful guide for North Carolina families affected by Alzheimer's and other forms of dementia.
If you are facing the complexities of probate after losing a loved one, our guide will help you navigate through the process. Our goal at Carolina Family Estate Planning is to be your trusted advisor during life's biggest changes and help you secure your family's future.
We understand that as a busy parent or grandparent, you have a lot on your plate. That's why we focus on providing efficient and effective estate planning solutions to take the confusion and frustration out of the process. We want to help you make the best decisions for your family's long-term wellness and financial security.
At Carolina Family Estate Planning, we believe in leaving a loving legacy of protection for your family. We assist North Carolina parents and grandparents in making smart planning decisions to avoid unintended consequences such as accidental disinheritance.
Join us for our free online event to learn how to protect your family without going broke or being a burden. Whether you are planning your estate or facing estate administration, Carolina Family Estate Planning is here to help. We serve all areas in and around Wake County and the surrounding counties. Let us help you plan for a secure future for you and your loved ones.
Photos of Carolina Family Estate Planning
201 Commonwealth Ct # 100, Cary, NC 27511, United States
Reviews of 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."
"I regret going to these people when my in-law died 2 years ago. We kept getting new bills after we had paid final bill (according to one of their employees). It was very hard to get clear answer from them about what we need to do and not thorough out the whole process."
"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!!!!!"
"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."
"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"
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