Chamber of Commerce

      Carolina Family Estate Planning

      ( 220 Reviews )

      Carolina Family Estate Planning
      Listing Incorrect?
      Listing Incorrect?

      Hours

      Monday:
      9:00 AM - 5:00 PM
      Tuesday:
      9:00 AM - 5:00 PM
      Wednesday:
      9:00 AM - 5:00 PM
      Thursday:
      9:00 AM - 5:00 PM
      Friday:
      9:00 AM - 5:00 PM
      Saturday:
      N/A
      Sunday:
      N/A
      CALL DIRECTIONS WEBSITE REVIEWS

      Chamber Rating

      Verified Member
      4.7 - (220 reviews)
      202
      4
      0
      2
      12
      Read Our 220 Reviews

      Chamber Rating

      Verified Member
      4.7 - (220 reviews)
      202
      4
      0
      2
      12
      › ‹
      • chi roptera

        Very kind and helpful.
        Apr 7th, 2024

      • Arnold Eatmon

        Good listeners
        Jan 20th, 2024

      • Yvette Brown

        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.
        Dec 9th, 2023

      • Carol Klein

        Everyone here was extremely helpful and informative on our path in setting up a trust and funding it.
        Dec 7th, 2023

      • T G

        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.
        Nov 12th, 2023

      Read Our 220 Reviews

      About
      Carolina Family Estate Planning

      We help people live better lives by planning for secure futures. Our firm was founded to help clients gain access to the valuable advice families with multi-generational wealth have always had at their disposal. We have developed The Vision Method to craft estate plans that correctly preserve clients' unique values and goals for their families. We are your trusted advisers for wills and trusts, probate, estate, and trust administration, long-term care planning, wealth protection planning, asset protection planning, nursing home medicaid, Veteran's aid & attendance, powers of attorney, health care directives & living wills, naming guardians for children, ' safeguard planning, and special needs planning.

      Contact Info

      Services

      • Estate Planning Legal Services

      Images

      Questions & Answers

      Q What is the phone number for Carolina Family Estate Planning?

      A The phone number for Carolina Family Estate Planning is: (919) 443-3035.

      Q Where is Carolina Family Estate Planning located?

      A Carolina Family Estate Planning is located at 201 Commonwealth Ct, #100, Cary, NC 27511

      Q What is the internet address for Carolina Family Estate Planning?

      A The website (URL) for Carolina Family Estate Planning is: https://www.carolinafep.com/

      Q How big is Carolina Family Estate Planning?

      A Carolina Family Estate Planning employs approximately 20+ people.

      Q What days are Carolina Family Estate Planning open?

      A Carolina Family Estate Planning is open:
      Monday: 9:00 AM - 5:00 PM
      Tuesday: 9:00 AM - 5:00 PM
      Wednesday: 9:00 AM - 5:00 PM
      Thursday: 9:00 AM - 5:00 PM
      Friday: 9:00 AM - 5:00 PM
      Saturday: N/A
      Sunday: N/A

      Q How is Carolina Family Estate Planning rated?

      A Carolina Family Estate Planning has a 4.7 Star Rating from 220 reviewers.

      Hours

      Monday:
      9:00 AM - 5:00 PM
      Tuesday:
      9:00 AM - 5:00 PM
      Wednesday:
      9:00 AM - 5:00 PM
      Thursday:
      9:00 AM - 5:00 PM
      Friday:
      9:00 AM - 5:00 PM
      Saturday:
      N/A
      Sunday:
      N/A

      Ratings and Reviews
      Carolina Family Estate Planning

      Overall Rating

      Overall Rating
      ( 220 Reviews )
      202
      4
      0
      2
      12
      Write a Review

      chi roptera on Google

      image Very kind and helpful.

      Business Response on Google Apr 8th, 2024
      We appreciate your positive feedback, Chi. Thank you for recognizing our team's efforts.

      Arnold Eatmon on Google

      image Good listeners

      Business Response on Google Jan 20th, 2024
      Thank you, Arnold! We're delighted you found us to be good listeners. We appreciate your kind words and look forward to serving you again soon!

      Yvette Brown on Google

      image 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.

      Business Response on Google Dec 9th, 2023
      Yvette, thanks a bunch for the fantastic review! Thrilled we could be your lifesaver. Big shoutout to Jennifer Mercer – she's a star! Your trust and recommendation mean the world to us. If you ever require further assistance, please don't hesitate to reach out.

      Carol Klein on Google

      image Everyone here was extremely helpful and informative on our path in setting up a trust and funding it.

      Business Response on Google Dec 1st, 2023
      Carol, thank you so much for your kind words! We're thrilled to have been a part of your trust setup journey. If you ever have more questions or need assistance in the future, we're always here to help. Cheers to a secure and well-funded future!

      T G on Google

      image 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.

      Business Response on Google Nov 23rd, 2023
      Hello T G, We appreciate your honest feedback and apologize for any inconvenience you may have experienced. We take customer satisfaction seriously. If you have further concerns, please feel free to reach out to our team at (919) 443-3035.
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      Overall Rating

      Overall Rating
      ( 220 Reviews )
      202
      4
      0
      2
      12

      Write a Review

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