Cary Estate Planning - Raleigh Office

From the initial consultation to finalization of our trust, Cary Estate Planning provided all the necessary information we needed to make our decisions. A very professional, intelligent and personable team. I would highly recommend this group for anyone looking to develop their estate planning.

Every single person I dealt with was knowledgeable and thoroughly explained the entire process. I strongly recommend using Cary Estate Planning for your personal financial and end of life requests. They are excellent to work with and put your priorities ahead so everything you want is the way they'll set it up. You definitely need this group for your estate planning!

Definitely a 5+ stars. My wife of 36 years asked if we could start planning our estate for our future and the kids. Cary Estate Planning has been very instrumental in making this happen. Their comprehensive and down to earth approach helped ordinary people like us achieve our goal in just a couple of months. I would and have been recommending using Cary Estate Planning to secure your family's financial future. They have a trustworthy and knowledgeable team. I would like to thank Paul, Alicia, Rebecca and the entire team for helping me and my family. Anthony - Hope Mills

Estate Planning can be a big challenge but the staff at Cary Estate Planning (CEP) was excellent to work with and made the process easier than I expected. The process they use is very streamlined and easy to understand. The videos they provided answered lots of questions. I had done a bunch of research before meeting with them and had really got confused over all the details and legalese that was involved. It's like peeling back layers of an onion. The more you learn, the more you realize how much there is to it - especially from a legal standpoint. I had interviewed and attended personal introductory sessions with several other potential firms before deciding to go with CEP. Some of the other firms were a more expensive and some were less expensive but CEP offered a package which I felt was well-suited for my needs and ultimately affordable. They did not try to oversell me more than I needed which is always a concern. The company's representation made my final choice. Some of the other firms that I had interviewed did not have the experience and longevity that CEP did and that was a.big concern - mainly because I want someone to be around to help my family when I pass away. Given that you aren't around when the will or trust is actually used, you want a company with a proven reputation. Avoiding probate was a big issue to me as it is for lots of people. My estate was simpler than most, I assume, but I feel the plan they put together matches my needs and desires very well. High recommendation.

Our experience at the Cary Estate planning was excellent. The whole team was vey professional and courteous. They addressed all our questions and answered in a timely manner. The staff provided guidance in every step of the process. Excellent service.