Cary Estate Planning - Raleigh Office

"Lenae has been amazing throughout the entire process of handling my husband's estate. Everyone at Cary Estate Planning has been amazing and very warm and welcoming during this process. It helps to know that during such a difficult time that there are people who will be there for me to answer any and all questions. They are all very knowledgeable, and even though I'm in Georgia, they have helped me immensely to the point that I've been able to handle all of this via phone and email."

"The team at Cary Estate Planning has been wonderful from our first interaction through the close of the estate they were supporting me with this past year. They carefully helped me understand what they do, pricing, how the estate would be handled, and what I needed to do in a clear and caring manner. During the period of the estate they had a staffing change but handled the transition so smoothly it was easy to pick up with the new team member and keep things moving forward. They were always available with help, support and answers to my questions. I live far from their offices but they facilitated everything with my local clerk of court, provided options for sending/receiving documentation, and never once made it feel like an issue. I would highly recommend anyone that needs estate planning assistance in NC."

"It was an excellent experience! The team's prompt responses and unwavering professionalism were impressive. Paul, Marjorie, and the whole team were incredibly supportive and encouraged us to ask any questions. They meticulously addressed our concerns and prioritized our preferences. Despite our initial concerns about the process being tedious, it turned out to be an immensely valuable and worthwhile experience."

"My mother was looking to update her trust and I was referred to Cary Estate Planning. I helped her with the process, and she meet with Paul for her consultation. Paul was extremely professional, walked her through all of her options and she decided to have her trust updated through Cary Estate Planning. The updated trust was complete in a timely manner, she then meet with Steven to complete the paperwork. The entire process was excellent, the staff and attorneys were all professional and friendly and I highly recommend anyone to work with Cary Estate Planning on their estate planning needs."

"Everyone I’ve talked to at Cary Estate Planning has been very supportive and very helpful. They do a very good job explaining their process and what to expect, and they checked in with me at each step of the process to make sure they could answer any questions. Sadly I had to seek their services during a very difficult time but I’ve been extremely impressed with their service and Cary Estate Planning wasdefinitely the right firm to call. I really appreciate all of their help."