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.
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.
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!
Reply from Compass Estate and Tax Planning2025.03.20
Thank you so much for your kind words! I’m thrilled to hear that you’ve had such a positive experience with me and Compass Estate & Tax. It’s always my priority to provide honest, straightforward advice and focus on what’s best for my clients. I truly appreciate your trust and look forward to assisting you with your LLC and any future business needs. Your recommendation means a lot to me!
tiffanie williams2026.09.04
Steven and Haley are awesome! They are knowledgeable, efficient, thorough, patient, and kind. I highly recommend working with Compass Estate and Tax Planning.
Reply from Compass Estate and Tax Planning2026.09.05
It's wonderful to hear that our team's knowledge and efficiency stood out to you, Tiffanie. We truly value your recommendation. We are always here to support your estate planning journey.
Susan2026.08.31
Great law firm! Very easy to work with. They were very clear and easy to understand. The fees were very reasonable and fair. We highly recommend them.
Reply from Compass Estate and Tax Planning2026.09.05
We greatly appreciate your positive feedback, Susan. Knowing that you found our firm easy to work with and our fees reasonable is fantastic. We are honored by your high recommendation.
Mary-Carmen Easterwood2026.08.29
We used Compass for creating a will, POA, and HIPAA docs. My initial free consult with Stephanie was very helpful, with Stephanie explaining a lot of concepts for me. I also did a consult with another estate planning company, but we decided to go with Stephenie because she did such a great job explaining different things we might want to consider. After that, the process was very straightforward and reasonably priced. I'm happy with the results and feel our family is set for many years!
Reply from Compass Estate and Tax Planning2026.09.05
Your detailed review means so much to us, Mary-Carmen. We are delighted that Stephanie's explanations helped you feel secure about your family's future. We are privileged to have guided you through the process.
Banks Ladd2026.08.13
Steven is one of the most helpful lawyers I have ever met! He is a go to lawyer! Banks
Reply from Compass Estate and Tax Planning2026.09.05
Hearing that Steven is your go-to lawyer brings a smile to our faces, Banks. We are thrilled that you found him so helpful. We deeply value your trust.
Mark Fletcher2026.07.27
Steven truly has the "heart of a teacher." He addressed all our concerns and went to great lengths to explain things to us and to help us work through all our concerns.
Reply from Compass Estate and Tax Planning2026.09.05
We are so grateful for your kind words, Mark. It is wonderful to know that Steven's dedication to explaining things clearly made a difference for you. We are always ready to address your concerns.
Nan Greer2026.07.27
Steven Lundberg and his staff are professional, knowledgeable, and very compassionate. I think that Estate and Tax Planning are topics which most people find overwhelming and even scary. Steven is not high pressure; he lets you take your time to understand what estate and tax planning entails. He made helpful recommendations. This is not a one time event. The estate and tax planning may change as circumstances in our lives change. I feel quite comfortable recommending Steven Lundberg; he is both caring and careful as he helps explain why estate and tax planning are so important.
Reply from Compass Estate and Tax Planning2026.09.05
Your thoughtful feedback is truly appreciated, Nan. We are very happy that you felt comfortable and unpressured while learning about estate planning. We are here for you as your life circumstances evolve.
Windy Sawczyn2026.07.22
Mr. Lundberg is very well informed and willing and able to research new options.
Reply from Compass Estate and Tax Planning2026.09.05
It is fantastic to hear that Mr. Lundberg's willingness to research new options was helpful to you, Windy. We deeply value your trust in our expertise. Our firm is committed to keeping you well-informed.
Julie Easterlin2026.07.22
Steven went above and beyond our expectations. He was very knowledgeable and thorough and explained everything. Would highly recommend!
Reply from Compass Estate and Tax Planning2026.09.05
We are thrilled to read that Steven exceeded your expectations, Julie. Knowing that his thorough explanations were appreciated means a lot. Our firm is honored to receive your recommendation.
Kate McCune2026.07.16
Extremely responsive and thorough! Truly impressed! I made the right call!
Reply from Compass Estate and Tax Planning2026.09.05
Your glowing review brightened our day, Kate. We are delighted that you found our team extremely responsive and thorough. Our firm is grateful that you made the right call with us.
R. Latham2026.07.15
Recently I worked with Stephanie Faris at Compass Estate and Tax Planning to revise my will and associated documents. She led me through this complex process taking the time to explain throughout all stages of this process. I would recommend Compass Estate and Tax for anyone who is seeking assistance in these areas.
The service was top notch. The best part was the conversations and education regarding our estate planning. I am confident we have the right plan for us.
Compass Estate Tax Planning in Cary, NC is outstanding. Attorney Stephen Lundberg and his assistant Haley made the entire estate planning and trust process clear, organized, and stress‑free. We started with very little understanding of wills or trusts, and Attorney Lundberg explained everything in plain language, with examples that made complex concepts easy to grasp.
A long delay on our part meant we had to revisit many details months later, and Haley guided us through every step with patience, prompt email communication, and thorough feedback. When it came time to sign, Attorney Lundberg didn’t rush us. He walked us through the full binder, explained our next steps for funding the trust, clarified legal terminology, and made sure we truly understood our plan.
We left confident, informed, and grateful. If you need a trust attorney in Cary or a top estate planning attorney in North Carolina, Compass Estate Tax Planning delivers exceptional service and genuine care. Highly recommended.
I had an outstanding experience working with Steven and his entire team to prepare my trust. From our very first meeting, they were knowledgeable, patient, and took the time to explain every detail in a way that made the process easy to understand.
I am comforted knowing that my children are protected gives me tremendous peace of mind. I highly recommend using Compass Estate Tax & Planning to anyone looking for an attorney who is experienced, compassionate, and truly committed to their clients.
We highly recommend Compass Estate Planning! Steven and his team provided exceptional guidance and personalized service throughout our estate planning process.
Steven took the time to understand our family's needs, clearly explained our options, and helped us make informed decisions with confidence. I'm someone who likes to see the big picture, so I especially appreciated his whiteboard sessions, where he mapped out the estate planning process and different scenarios in a way that made everything easy to understand.
What could have been a complicated and stressful process was made straightforward and manageable. We truly appreciated the professionalism, responsiveness, and genuine care shown by everyone on the team.
Thank you, Steven and the Compass Estate Planning team!
Can't recommend Steven enough. He is SO knowledgable, patient, thorough and supportive. It was a pleasure working with him and his team and they did a fantastic job.
We worked with Stephanie at Compass Estate and Tax Planning and we can't recommend her enough!! Stephanie was incredibly thorough, answered all our questions in great detail and made us feel comfortable throughout the entire process. Stephanie was able to stay on top of our tight schedule and get our estate planning documents completely in timely manner. I highly recommend Stephanie for your estate planning needs, you will not be disappointed. Thank you!!
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