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(919) 646-6549

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1155 Kildaire Farm Rd, Suite 204, Cary, NC 27511

Excellent rating
Based on 157 reviews

Stephanie did an excellent job, we are very happy.

Daniel Lee

8 days ago

Compass Estate Planning did a great job constructing an updated Trust and all the associated documents needed for a comprehensive Estate Plan 👍

Mark Fischer

29 days ago

Steven Lundberg worked with my husband and I to create a will, trust and several other estate planning documents. Steven is knowledgeable, patient and thorough. He explained everything to us in detail. We are very happy with the service we received and we highly recommend him.

Cintia Easterwood

30 days ago

Steven Lundberg is so caring and knowledgeable. He helped my husband and I from start to finish. He did more than we expected to make sure our questions were fully resolved. I would recommend him for anyone.

Cang Huỳnh

38 days ago

Worked with Stephan to update my Trust, Living Will etc. Stephan was detailed and took the time to explain carefully how I should approach particular elements of the trust due to changes in my situation. He was excellent to work with and I would recommend him highly.

Kevin Shabow

47 days ago

We worked with Sephanie Faris on our trust and wills. Stephanie and her team is very knowledgeable and did a great job. I would highly recommend her.

Bob Perrone

53 days ago

I was highly satisfied with the services provided by Steven in updating my will to comply with North Carolina law. I already had an existing estate plan and trust in place, but their expertise extends to establishing these as well. They are skilled in probate avoidance, which was my primary objective.

Sandra Wrolson

55 days ago

Our estate plan, including power of attorney and wills, required updating within a narrow timeframe. Attorney Stephanie Faris was very responsive and attentive to our requests and needs and provided timely professional advice and service . We highly recommend Compass Estate and Tax Planning.

David Castellan

56 days ago

Steven is awesome! I’m so glad to have found this firm—it truly feels like home. His genuine personality and commitment to his clients set him apart. It’s rare to find a trustworthy firm that prioritizes client needs without pushing unnecessary upsells. Steven is honest, knowledgeable, and always aims to help. I plan on using this firm for my LLC and any future business needs. Highly recommend!

Dane C

59 days ago

Steven and Haley are awesome! They are knowledgeable, efficient, thorough, patient, and kind. I highly recommend working with Compass Estate and Tax Planning.

tiffanie williams

63 days ago