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Business Profile

Estate Planning Attorneys

Cary Estate Planning
BBB accredited business seal
BBB Accredited BusinessA+Rated by BBB

Complaints

Customer Complaints Summary

  • 1 complaint in the last 3 years.
  • 0 complaints closed in the last 12 months.

If you've experienced an issue

Submit a Complaint

The complaint text that is displayed might not represent all complaints filed with BBB. Some consumers may elect to not publish the details of their complaints, some complaints may not meet BBB's standards for publication, or BBB may display a portion of complaints when a high volume is received for a particular business.

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Complaint status

Complaint type

  • Initial Complaint

    Date:09/26/2023

    Type:Service or Repair Issues
    Status:
    Answered
    Resolved:
    The complainant verified the issue was resolved to their satisfaction.
    Unresolved:
    The business responded to the dispute but failed to make a good faith effort to resolve it.
    Answered:
    The business addressed the issues within the complaint, but the consumer either a) did not accept the response, OR b) did not notify BBB as to their satisfaction.
    Unanswered:
    The business failed to respond to the dispute.
    Unpursuable:
    BBB is unable to locate the business.
    Retained services of law firm to handle probate estate case. After being advised inadequately and being passed from one paralegal to another repeatedly I was forced to seek other legal counsel. Paid firm for services that were not provided. Have requested refund but have not been provided with answer or overpaid funds. Would like to be refunded in the amount of ******* or more for services not provided.

    Business Response

    Date: 10/10/2023

    Our firm completed all terms of our representation agreement which was signed and acknowledged by the complainant. We had a fixed fee, earned upon receipt representation, completed the full scope of our agreed upon services, and no refund or return or funds is warranted. 

    Customer Answer

    Date: 10/12/2023

     
    Complaint: 20658505

    I am rejecting this response because:

    Firm did not complete agreed upon terms. Firm was to finish probate estate case. Firm stopped responding to client. Firm continued cases without clients knowledge. **** barely completed half of agreed upon terms. Firm breached contract by providing information to outside parties. 

    Sincerely,

    *************************

    Business Response

    Date: 10/12/2023

    Allegations are categorically false. We completed all aspects of our scope possible and weren't provided by the complainant documentation necessary to file the final pleading required. Engagement was fixed fee, earned upon receipt and complied with all aspects of the representation agreement. 

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