carolinafep
A Client Experience Coordinator at Carolina Family Estate Planning ensures a high-quality experience for clients by providing professional, warm, and detail-oriented service, maintaining accurate records, and supporting legal work with precision. The role involves coordinating between clients and the legal team while maintaining a well-run office environment.
Headquarters
Cary, North Carolina, United States
Company Size
11-50 employees
Founded
2009
Carolina Family Estate Planning is a North Carolina-based firm specializing in estate planning, asset protection, and probate services for individuals and families. They help clients plan secure futures through wills, trusts, long-term care planning, and strategies to protect family wealth. The team emphasizes clear guidance, personalized planning, and practical solutions to simplify complex legal processes. Their client-focused approach aims to help people live better lives by planning for a secure future.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
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