My experience was 100% first class!!! The staff is very knowledgeable and were courteous throughout the entire process. As an investment, the price was reasonable and well spent.

Fantastic customer service, I think they are a tad on the expensive side but if you want it done right, this is a great place to go.

My wife and I had talked for some time about the need to update our will. I came across CFEP's website and was blown away by all of the information they offered free. I initiated our 1st appointment and realized these people offer a unique approach to developing an estate plan. They have a process to guide you to completion. Every detail is discussed with professionals.

Very easy to work with and made the process very simple

Their location is very convenient. They provide excellent, educational classes. No pressure, up to you totally to follow up. They are very sincere in what they do. They are on their clients side. Glad to work with them when time.

Carolina Family Estate Planning is a very organized group of caring individuals who make the process of "putting your affairs in order" fairly painless. The paperwork is fairly easy to process as they have streamlined it and do not hesitate to answer your questions.
I have recommended this group to a couple of people who stated "they need to do the same thing". My advice, don't wait. This group will make it easy for you.

Very impressed with every aspect of the process and the people I dealt with.

Called them from CA with a random question about NC estate planning/separate and community property laws. An attorney was available right away, took all the time to answer and brainstorm a solution to my situation, was very polite and knowledgeable. I will definitely use this firm in the future.

Carolina Family Estate Planning made the process easy. They explained everything in great detail and made sure they understood my needs. Everyone in the office is friendly and helpful!

Experienced, knowledgeable staff. We are very pleased with their services!

I highly recommend Carolina Family Estate Planning! From the moment I walked in the door, I could tell: these folks think of everything. I'm not a real details kinda person, so that's why I appreciate hiring folks who I know will handle everything, especially when it comes to wills and trust. You won't regret giving them a shout!

I called Carolina Family Estate Planning to see if they could help out with my father in laws situation. My Husband dropped off all our documents pertaining to the case, Amanda Keiffer a paralegal or assistant told us that they would review our situation and documents to see if they could help us out first before charging a $500 consultation fee. Amanda Keiffer called back to let us know that they could indeed help us out in our situation and could offer our family help. My husband went in for a consultation with Jackie Bedard, a lawyer with the firm. Well she was obviously not prepared for the consultation, she was constantly looking over the notes her assistant had already written up days prior to our consultation. Jackie Bedard was unsure, unconfident, and incompetent, when being asked questions about guardianship and estate planning. I was left in their consultation room for 20 minutes while she got in her computer to look up another law firm that may be able to help me out. My consultation with Jackie Bedard was the most unprofessional meeting I have ever been to in my life. All the information I left their office with was available on a quick google search. I left their office $500 poorer and with no guidance on what our family should do. I would not recommend hiring Jackie Bedard as she is a mediocre, incompetent lawyer who belongs elsewhere than the company who currently employs her. I wish I could rate their company with less than one star. Do not go to Carolina Family Estate Planning and consult with Jackie Bedard.

My wife and I are exceedingly pleased with the effort the folks at CFEP put into creating our Living Trust. Theirs is not a "once and done" operation, but folks who are dedicated to ensuring that the Trust documents created for you remain up-to-date. We highly recommend Jackie Bedard and her crew.

We had great experience working with Jackie and her team. They are very friendly people to work with. We started with their free seminar, then sat down to design estate planning tailored to our needs. The staff are knowledgeable and patiently answered all our questions. We highly recommend Carolina Family Estate Planning.

I am a researcher so thought I had a good idea of what we needed going in. To be blunt I was mistaken. Jackie and her team help us get everything in order. Including funding the trusts they set up. Yes we still had a fair amount of homework to do and yes it required multiple meetings and hours on both parts but, in the end our family will know exactly what we want. Our estate will not be a windfall for the heirs, but will be spread out over time to provide a reliable stream of income and there will be very few things that will need to be done when we pass. Best of all everything is still in our control until that time comes. Having recently gone through probate for my wife's mother and currently going through it for her father we decided we did not want our kids to go through the same thing.

If there were one thing I would change is I would do this sooner. We are nearing retirement and we should have been looking at this 20 years ago. We would have done many things different. We plan to be around for quite a bit longer so we have also gone on their maintenance plan which will allow us to keep things up to date as laws and our situations change.

I have already recommended to several coworkers that they attend one of CFEP's free seminars and will continue to do so. If you are reading this you must have some interest so go to one of their free seminars and start getting your plans on track.

I've been working with Jackie Bedard and her staff at Carolina Family Estate Planning and the services have been well above expectations and I highly recommend any family to work with them. Jackie successfully helped me with forming an irrevocable Trust for my Mom Emily who is the widow of a WWII Veteran. Mom has successfully qualified for aid and attendance through the efforts and support of Jackie. Thank you from the Murray-Doyle Family!

Made the process very easy. All staff extremely friendly, knowledgeable, and helpful. Highly recommend.

I am old enough to have a hand in several estate planning exercises with family and myself. Carolina Family Estate Planning is the most comprehensive I have experienced. They stay in contact with you, are sympathetic to your delays, help you through the difficult parts and produce a final product that is second to none. It is a first class organization who puts the client first. I wholeheartedly recommend them.

Attended a workshop there. Very enlightening and educational!

The Professionals and Staff at Carolina Family Estate Planning greatly exceeded my expectations. They were personal, professional, knowledgeable and attuned to my needs and desires in very sensitive matters. Their customer service and follow-up communication should be a model for all businesses. EVERYONE at CFEP concentrated on giving their absolute best legal advice and assistance in my planning. I give them my highest recommendation.

I have known Jackie and her team for a number of years and have always been impressed with their professionalism and knowledge. I would highly recommend their firm for all family planning needs.

Recently my better half has been hinting that we need to get our wills drafted since we have young kids and we have also been acquiring a decent little real estate portfolio. I called a few estate planners in town. Carolina Family Estate Planning(CFEP) offered information sessions about every week or so and so I scheduled to attend this. It was an informative 75-90 minute presentation on multiple aspects of estate planning and things you should be considering. There was no pressure to buy anything during the seminar or even afterwards, they politely asked if we would want to setup a followup meeting to schedule our initial one-on-one consultation. Carroll and Jeanine were the client welcome specialists and were awesome as they stayed touch constantly getting things scheduled and prepared for the next steps.

This consultation, called a "Vision Meeting" was a pleasant hour long intro to get to know my family, our needs and goals. I believe there was a $175 charge for this but they gave you a $100 voucher if you came to the initial presentation. Ours lasted a little over 90 minutes with Heather as we had a little more involved situation. After this meeting is when they present you with several "plans" that would suit your needs. I.e. just needing wills or POA's or more involved and needing trusts for various entities. They each have a different price point and go through each of them with you. They asked us at that point if we did want to move forward an engage them to set up our Plan. We told them we would go home to discuss what to do and look over the options. I called back the next day and sent in the engagement letter.

After that you go to the "Design Meeting" where you meet with one of the lawyers for 2 hour or more depending on the complexity. Ours was Kellie. She did a great job going over all our options and explaining different scenarios and what may be "typical" and pro and cons of each possible selection. They go through the who/what/where/how of your assets and where you would like everything to go. Medical POA's, living wills, etc are all covered if you elected those options.

It then takes them a few weeks to prepare all the documents and clarify any changes that you may have made since the meeting. You'll then go back for the "signing meeting" where you'll sign everything and have it notarized there. Then you'll work with your funding coordinator to get everything moved over that they weren't able to handle themselves. But they refiled our deeds as necessary and sent in other bank docs. Going to the DMV to change title is the only time consuming thing you'll need to do yourself if you re-title your cars.

But we walked out with a 10 inch stack of binders, wills, trusts, etc and a much sounder piece of mind. CFEP was always extremely nice and courteous. Followed up when necessary and even then some when I hadn't finished some items on my part. There was never any pressure to do anything we didn't want or up sell us anything. They don't charge by the hour so you don't have to worry every time you send an email if that was another $500 charge like with most lawyers. I had even inquired about a particular trust I had heard about and they looked into it no questions asked and told me it was basically bunk.

If you need anything from just a simple will to a more complex estate plan, which ours was, I wouldn't go anywhere else.

The specialized team concept at Carolina Family Estate Planning moves the process quickly and efficiently from beginning to end. We appreciated their knowledge, expertise and analysis of our personal situation. They kept in frequent contact by phone and email throughout the entire process. Every team member, from the receptionist to the head of the firm, was friendly and helpful. We highly recommend this as the Rolls Royce of estate planning firms.

After postponing for two decades we finally made the effort to get our estate properly organized. On the recommendation of my former CEO we worked with Carolina Family Estate Planning. We could not have been more happy with our decision. What seemed to be an impossible task was efficiently facilitated by the team of professionals at CFEP. The level of competence combined with patience and friendliness displayed by the entire team was off the charts. Additionally, follow-up and future maintenance of our estate is readily and reasonably available. The 'peace of mind' we have after working with CFEP is hard to describe.

Jackie, Kellie, and the whole team were just wonderful to work with. They were very patient and knowledgeable. I am very comfortable with everything they helped us get set up for my parents. I highly recommend them.

Everyone there is very helpful in navigating through the maze of planning for the future.

After the abrupt passing of my father and before my family and I could even come to terms with our loss, we were served an elective share claim to my father's estate only weeks after his passing. As executor I was blindsided by this claim and didn't know where to turn or what to do in hopes of preserving my father's will and my family's rightful inheritance. The professionals at Carolina Family Estate Planning immediately knew how to handle such a unique and sensitive situation and advised me to a resolution that worked in favor for me and my family in a very timely manner. We are so satisfied that we recommend them to anyone in need of estate planning, administration, or resolution.

polite, professional, performers. and cookies and coffee. explained the wills and trusts perfectly. would do business again, if I die twice (:

Carolina Family Estate was very easy to work with. They have the family planning process down pat. Each step is broken down with well organized paperwork to fill out that makes the hole process flow smoothly. They also do not try to upsell you at all. They are good with whatever plan you choose. We would highly recommend Carolina Family Estate.

I have confidence in Carolina Family Estate Planning, that when "the time comes," all will go smoothly for our heirs.

The lady that answered the phone was super sweet and very helpful did her best to help me out

As a fellow business owner, I value and appreciate the team concept Carolina Family Estate Planning employs, as wells as how they have processes and systems in place to provide high-quality work product while leveraging technology. I recommend at least one client to them a month. If you value your family and asset protection, give them a call.

Absolutely a 5 Star recommendation! I highly recommend Carolina Family Estate Planning. The staff walk you through every step of getting your estate in order.

It is such a pleasure to be able to recommend CFEP. You couldn’t find a more competent, caring, knowledgeable team. I entered the estate planning process completely ignorant about the available options and the steps required. They patiently worked with me on every aspect of my health and financial goals, with consummate thoroughness and professionalism. Visiting their office was always a positive experience, where the staff is friendly and welcoming, and you even get a plate of warm chocolate chip cookies! After putting my estate plans in place, I felt a huge weight lifted from my shoulders. I can’t begin to describe the sense of peace and wellbeing that comes with, as CFEP calls it, “getting your ducks in a row.”

We worked with several people at CEFP and everyone was very professional and nice to work with. I would recommend them for wills, PoAs and trusts.

The team is OUTSTANDING. Professional, personable, quick with a smile, and quite effective. We are completely satisfied with our results.

Excellent ideas. Very comprehensive plan was developed.

Excellent staff of professionals who are all exceptionally knowledgeable in their fields of expertise. From the moment you arrive at their office until your departure you will be treated in a friendly and courteous manner. The service they continue to provide my wife and I is remarkable and unsurpassed by any I have the opportunity to experience.

Made it as easy as it can be. Great customer service and very knowledgable staff.

They are a very efficient, friendly, helpful, and professional group.

We were very happy with CFEP. Everyone was efficient, thorough, friendly, and helpful. The system that CFEP uses simplifies the process.

very friendly and professional. They came highly recommended and now we know why. Excellent service.

honest, fair, timely, respectful...excellent experience

I had a perfect experience with Carolina Estate Planning. The team did an excellent job of streamlining the Estate Planning process and making it so easy for me. I would recommend them to everyone.

Excelllent service. Thorough and professiional.

Great staff, warm, welcoming and informative. Highly recommended for all your estate planning needs.

My husband and I were very pleased with our association with the team at Carolina Estate Planning. Good free advice and very detailed forms to have when needed.

We are both delighted with the entire process of CFEP! They are in a class by themselves. Their knowledge, experience and thoughtful design from start to finish was fantastic. The entire staff is so professional & personable; easy to work with. Their free in-house 90 minute seminar was exceptional. Very satisfied-

This was my first experience with a estate planning attorney. Jackie and her team are very professional as well as friendly and warm. They listened to our concerns and provided a customized plan that fit our family perfectly. I couldn't recommend this group folks enough.

Outstanding experience from start to finish. I would HIGHLY recommend utilizing the services provided by Carolina Family Estate Planning.

Estate planning can be very confusing, intimidating, even overwhelming? The knowledgeable and accommodating staff at CFEP walked us through the process, explaining every detail and answering all of our many questions. They know their stuff

Of course, working on your wills is not something you really wish to work on, but none-the-less, something you really should do.

So, with that in mind we can't say how pleasant the experience was. Everyone knew the subject material to be discussed, readily answered our questions, and were always on-time and ready to proceed with what was needed next. All of the staff and attorneys made this a very good experience.

The only downside was they kept tempting us with chocolate chip cookies at every meeting! lol

The staff at Carolina Family Estate Planning was incredible. They made the process of creating a will so easy for my husband and me which really put us at ease. I love that they have a FREE seminar too which was extremely helpful. I highly recommend Jackie and her team!

Jackie & EVERYONE in the office are incredible. They are very warm and friendly and make you feel at ease instantly. They are extremely thorough and customize your case for your individual needs, leaving no stone unturned of course. I definitely recommend them to everyone...

We had a great experience with Carolina Family Estate Planning and I highly recommend their services.

My wife and I recently had our first child and wanted to make sure that we were setup properly for our future and that of our daughter. We attended the estate planning workshop at CFEP and it was a great experience! The workshop, led by owner/attorney Jackie Bedard, was extremely informative. There are so many aspects of estate planning that I learned about during the presentation, many of which I wasn't aware of (Long term care concerns, Medicare/Medicaid, Wills vs. Trusts, different levels of financial protection, etc.) The content was easy to understand you could tell that CFEP has a level of caring and understanding not seen by a lot of services firms. We are scheduling our one-on-one meeting to continue are estate planning needs with CFEP and make sure our family has a secure future. Oh, and they served refreshments too! Always a plus!

Jackie Bedard and her staff were great. She helped us determine our needs and develop a plan for our minor child including various details we had not thought of. She is knowledgable and efficient and we really appreciate her help.

I attended a seminar yesterday. Jackie Bedard, attorney, did a wonderful presentation on various estate planning topics. So impressed, my husband and I made an appointment with her so we can review our estate planning.