NC Planning

Estate planning attorney in Cary, NC
Reviews: 22 | Overal Rating: Excellect
Excellect
22
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0
Average
0
Bad
0
Awful
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Thursday 8:30AM–5PM
Friday 8:30AM–5PM
Saturday Closed
Sunday Closed
Monday 8:30AM–5PM
Tuesday 8:30AM–5PM
Wednesday 8:30AM–5PM

Reviews

Review Left On 02/27/2020
Rhonda Wood

I have been very fortunate to use NC Planning on two separate occasions and with both, the service was above excellent. The staff is great to work with and their response time is perfect.
Review Left On 02/27/2020
Brian Kay

The staff at NC Planning are terrific. Their communication leading up to an initial in-person consultation, warm welcome upon our arrival to the office, and exceptional attention to detail regarding legal document review and suggestions for next steps were professional and reassuring.
My wife and I can not say enough about how skilled the staff are at putting clients at ease. They methodically and plainly review legal topics in a way which leaves the client feeling more connected to the process and ultimately more comfortable with the results. In addition, their “team approach”, often referenced during our meeting, assures that there will always be someone on staff who can answer questions and contributes to peace of mind.
Aimee was extremely prompt with all of our email exchanges (even over the weekend), Michelle provided a thorough welcome to the office along with a detailed pre-meeting to learn more about our situation, and Lauren expertly guided us through a series of next steps to refresh our legal documents.
We highly recommend considering NC Planning for your personal or business legal needs.
Review Left On 02/27/2020
Jim Cermak

Very friendly and efficient. Answered all of our questions.
Review Left On 02/21/2020
Kristin Westermann

Highly recommended for both business and estate planning! Competent, professional, and caring.
Review Left On 12/27/2019
Matt Johnson

Fantastic experience at NC Planning! Everyone at the group made us feel welcomed and comfortable. They were a wealth of knowledge. The entire experience was very informative and straightforward. I definitely recommend NC Planning!
Review Left On 12/27/2019
Samantha Robles

We have worked with NC planning for both our practice transition with attorney Michael Burger, as well as Estate Planning with Lauren Maxie. Both attorneys have been awesome and our experiences have been wonderful. They made everything super easy for us. Would highly recommend them!
Review Left On 09/27/2019
Roy Shelton

Lauren was very thorough and knowledgeablel in preparing our wills and other estate documents in May 2015. My wife passed away in April of this year. Lauren provided excellent guidance to me on how to settle her estate which I was able to do with no problems. Recently, Lauren and Michelle were helpful in updating my estate documents and in a very courteous manner. I have been very satisfied with NC Planning and highly recommend
them.
Review Left On 09/27/2019
Eileen Sparks

We were very pleased with the planning process for our wills. Kyle, Lauren,Jennifer, and Michelle were great to work with. They were respectful of our wishes and took time to explain each detail. We highly recommend this group.
Ray and Eileen Sparks
Review Left On 09/27/2019
Mary Beth Neuhaus

NC Planning was great. Very thorough and explained everything in our documents so we could understand it. Friendly, fast and efficient!
Review Left On 08/27/2019
Richard Rohrbaugh

We received a referral to talk with this practice. It has been a very good experience and I'll recommend them to others. We got thorough helpful consultation and advice.
Review Left On 08/27/2019
Amy Gagnon

We had a great experience working with Kyle Frizzelle, Michelle and the NC Planning team. We set up a comprehensive estate plan which can be a confusing and complicated process, but Kyle was very personal, knowledgeable, and thorough. We will definitely use NC planning for future needs and recommend to others!
Review Left On 07/27/2019
Rosalia Maria Hawkins

I was very pleased with the work completed by Lauren, Kyle and the whole team at NC Planning. From reception to signing our wills, everyone was prompt and accommodating! I also refer all of my clients to Lauren! Definitely recommend NC Planning to anyone in need of estate planning!
Review Left On 07/27/2019
Edward Shook

NC planning. I have used this company several times and they clearly demonstrate friendly professional service. I never worry about their work. They always seem to have my back covered. They understand the value of a company with a great reputation and a positive image. I like a company you can trust.
Review Left On 07/27/2019
R Wong

Very friendly, helpful, expertise, working for the clients and offer expertise advice. Thank you.
Review Left On 04/27/2019
Edward Mirza

Great experience. Professional and very friendly team. highly recommended .
Review Left On 04/27/2019
The Fishers

Had the awesome opportunity to meet and work with Lauren today. She was very knowledgeable in the area of which I was seeking advice.
I would definitely recommend this firm for your needs.
Review Left On 03/27/2019
Steve Duvall

Very professional, extremely competent, responsive and knowledgeable. We have found our long term planning partners! Lauren, Kyle and Michelle are terrific professionals.
Review Left On 02/27/2016
Geraldine K Highsmith

Dominic Totman is excellent. He will ask the most challenging questions, but if you are willing to do the work to get these questions answered you receive from him outstanding attention to detail and excellent depth of legal knowledge and awesome skills in planning for optimal outcomes. You will receive detailed strategies to meet your goals. He listens to all details, he forgets nothing, he absorbs all and he is highly skilled in organizing the information to make sense of it all and to plan well with careful specific attention to all considerations. I wish that I had met him and started with his help years ago.
Review Left On 02/27/2015
Ben Whitley

I recommend NC Planning for handling all estate matters. As a local attorney, I appreciate their attention to details and ease at which I was guided through the process.
Review Left On 02/27/2015
Nehemiah Mabry

NC Planning was a very responsive and professional firm. They helped me resolve an issue with my business quickly and efficiently. I highly recommend their services!
Review Left On 02/27/2015
Noemi Jaimes

Very easy to work with and fast. We loved the service and felt very comfortable in working with our Estate plans and will recommend to our friends.
Review Left On 02/27/2014
Jennifer Pierson

I have worked with Tom Lenfestey over the years, and he does a great job for our clients. He is a detail oriented attorney that listens to his clients objectives to determine the most appropriate plan of action. The clients like his positive attitude, the many options that he provides to them for their plans as well as the annual discussion to see if any events have occurred that may require changes to the plan.

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