CFPs & Financial Service Providers

Our Approach

At Estate Planning of the Carolinas, we focus on teamwork, communication, and education while working with clients. We are dedicated to provide individualized service and close attention to every detail, starting with the initial consultation and continuing through ongoing assistance and maintenance of the estate plan.

We start with a thorough consultation during which we pay close attention to the aims and objectives of our clients. We offer our clients customized advice and a price quote for the services we will be offering based on our knowledge and experience. The retainer agreement is then given to our clients, who can study it and sign it there and then or take it with them after the meeting.

We keep in constant contact with our clients during the implementation phase using all suitable channels, including the phone, email, and face-to-face meetings. For us to create an effective plan and establish a lasting relationship with our clients, continuous contact is essential. We collaborate closely with our clients to establish goals, collect data, talk over options and trade-offs, and respond to any queries that may come up.

We take considerable care to make sure that our customers fully comprehend the ramifications of the agreements they are signing as well as the documents themselves. We spend a considerable amount of time explaining each component of the plan and responding to any queries that have come up during the planning process before we sign any papers.