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Find a Location

Carolina Family Estate Planning has 2 locations, listed below.

*This company may be headquartered in or have additional locations in another country. Please click on the country abbreviation in the search box below to change to a different country location.

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    Business ProfileforCarolina Family Estate Planning

    Estate Planning Attorney
    Multi Location Business
    BBB accredited business

    At-a-glance

    Customer Reviews

    1/5stars

    Average of 1 Customer Reviews

    Customer Complaints

    This business has 0 complaints

    BBB Rating & Accreditation

    Accredited Since: 7/21/2016

    Years in Business: 15

    Customer Reviews are not used in the calculation of BBB Rating

    Overview of BBB Rating

    Business Details

    This is a multi-location business.

    Find a Location

    Carolina Family Estate Planning has 2 locations, listed below.

    *This company may be headquartered in or have additional locations in another country. Please click on the country abbreviation in the search box below to change to a different country location.

      Country
      Please enter a valid location.
      Location of This Business
      201 Commonwealth Ct, Cary, NC 27511
      BBB File Opened:
      1/29/2010
      Years in Business:
      15
      Business Started:
      6/1/2009
      Business Incorporated:
      5/20/2009
      Accredited Since:
      7/21/2016
      Licensing Information:
      This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.
      BBB records show a license number of 35157 for this business, issued by North Carolina State Bar

      These agencies may include:

      North Carolina State Bar

      217 E Edenton St

      Raleigh NC 27601

      (919) 828-4620

      https://portal.ncbar.gov/verification/search.aspx

      Type of Entity:
      Limited Liability Company (LLC)
      Alternate Business Name
      • Bedard Law, PLLC
      • Senior Care Financial Solutions, LLC
      Business Management
      • Mr. Dan Bedard, Executive Director
      Contact Information

      Customer Contact

      • Mr. Dan Bedard, Executive Director
      Additional Contact Information

      Fax Numbers

      • (919) 324-6987
        Primary Fax

      Email Addresses

      Website Addresses

      Customer Complaints

      0 Customer Complaints

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      File a Complaint

      Customer Reviews

      1 Customer Reviews

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      How BBB Processes Complaints and Reviews

      Start a Review

      Most Recent Customer Review

      Deidra M

      1 star

      04/01/2023

      To make a long story short, my sister and I are in the unfortunate position of dealing with 2 parents that have dementia/Alzheimers. Our stepmother is in the more advance stages and our dad is diagnosed with moderate alzheimers. Both parents are not in good health. Neither parent had planned for this. We have to make medical and financial decisions for both of them. To do this we were told that we needed POAs for them. We discussed this with both, dad agreed that he felt he no longer could make proper decisions on his own. I went online, printed out a medical and financial (durable) POAs, we went with our witnesses to sign and notarized these 2 POAs. Our father has assets, but no will or trusts or any safeguards for the future of these assets. We made contact with Carolina Family Estate Planning, I will refer to them as (CFEP) for the remainder of this complaint. Our initial virtual meeting with them cost us $75, and we were requested to pay a $4975 retainer fee. We did. At the Dec 15, 2022 meeting, we were requested to pay $2000 retainer for the dementia expert. We did. We paid this monies in good faith that this group could help us. They didn't. We decided to end our relationship with (CFEP), I sent a cease and desist letter notifying them that we are not satisfied with them, I also requested no less than 3 times a itemized list of cost for services. None had yet to be provided. We were told the cost of our 1 hour meeting that resulted in 2 POAs (which we already had) and the 10 minute elevator meeting added up to the total of $6975 minus $370 due to us. But yet they still cannot provided me with an itemized cost sheet. There are more details but it would make the review way too long. It is our intent to save anyone that is going through this very difficult time, not to add to your stress and distress by dealing with these people. They don't care about anything but money. We are no better off dealing with them as we were before dealing with them.

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      BBB of Eastern Carolinas

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