Testimonials
"I Couldn't Be Happier"
I couldn't be happier with the experience of putting my trust together with Duffy Palmer's firm. I found the firm to be knowledgeable, responsive, professional, and thorough. His firm answered all of my questions promptly and anticipated most of them. Although trusts can be complicated the firm process and knowledge crisply led me through the steps while addressing my specific needs. I never felt rushed as I determined our best options. Duffy Palmer was the attorney but the support staff all contributed to the effort. The trust process doesn't end with writing documents. The funding phase where your legal entities are transferred to the trust was also clearly defined. I was provided a package with detailed instructions, forms, and a discussion to answer any questions. I thought the price was fair for the amount of work performed and would strongly recommend Duffy Palmer for any of his service offerings.
Paul, Franklinton, NC
"Duffy Has Far Exceeded My Expectations"
My wife and I were both so impressed with Duffy during his presentation on Estate Planning that we immediately decided to meet privately with him to learn more. Later, deciding to move forward with him has proved to be one of the best decisions of our lives. Not only did we resolve a long delinquent and worrisome concern about how to smoothly and effectively pass on our assets to our children once we pass on, we gained a true friend and legal advisor. Duffy has repeatedly been a knowledgeable advisor to us for not just our Estate questions, but for all our legal concerns. For me, Duffy has far exceeded my expectations. He is a resource you count on to be there when you need him. He's demonstrated this to us repeatedly.
Paul, Garner, NC
"Not only A Great Lawyer, but A Great Human Being"
We are extremely happy with you and the service you provided. You are not only a great lawyer, but a great human being! For this reason, we know you will be a great success. Thank you for everything you have done for us. If someone needs a good estate attorney, we certainly recommend you.
Thomas and Susan, Clayton, NC
"Duffy Is Dedicated to Meet Our Needs Before His Own"
Duffy Palmer's kindness to us during the estate planning was more than anyone would have expected. We NEVER went to his office; every visit was at either our home or the hospital rooms my wife was staying in. I can't say thanks on paper because it doesn't show my heart and tears in my eyes as I write this. Duffy is dedicated to meet OUR NEEDS before his own. Thank you so much.
Jeff, Clayton, NC
"It Was Exactly What I Needed"
I went to a luncheon for the 'heck of it' at which Duffy was speaking and realized that he was offering a complete way of protecting my assets by putting everything in a trust. It was exactly what I needed. He has a wonderful, easily understood way of accomplishing all of it. He carefully went through each aspect of the process and was very courteous, patient and complete throughout the process. I would highly recommend the use of Duffy to anyone who needs help in understanding and going through the process of protecting your assets and avoiding any pitfalls in the process.
Mark, Durham, NC
"Standing Head and Shoulders Above Your Peers"
Thank you for your service and commitment to excellence. From our very first office visit to our last meeting you have demonstrated the highest of the human spirit. Your greetings and interactions coupled with your intelligence and integrity have you standing head and shoulders above your peers. Again, thank you and may God bless you.
Jonas and Annie, Marvin, NC
"It Was Explained so We Could Easily Understand"
My husband and I were very pleased with the presentation given by Duffy Palmer which got us moving to start our final arrangements. It was explained so we could easily understand and make our decisions for our living trust. This makes it much easier for our family when our time is up! Duffy's response to our calls were answered in a timely manner and thoroughly explained to us. We recommend their services to others.
Jack and Debbie, Greensboro, NC
"Working Around Our Unique Situation"
We appreciate your timely manner you have handled our case and working around our unique situation. The estate planning documents binder is well organized and easy to go through. We have shared the documents with our children and while they are not very willing to go through it, they did. We are glad we were able to procure your services to help us secure the future of our assets.
Jeff and Davida, Durham, NC
"Very Personable. Very Professional."
Very personable. Very Professional. Easy to understand. Exactly what we needed! Articulated issues foreign to us. Very pleasant interactions. A-OK!
Henry and Nancy, Chapel Hill, NC
"We Learned More from Duffy"
Duffy Palmer was very pleasant and knowledgeable. We learned more from Duffy than we had in previous seminars about Wills and Trusts. Duffy took his time with us, and was very patient going over the process with us. He even took time from his busy schedule to answer questions our son had. We highly recommend Duffy Palmer for all of your legal needs.
Dan and Sandra, Durham, NC
"Thorough, and Pleasant"
Mr. Palmer was professional, thorough, and pleasant to guide us in our estate planning. He asked questions that were very pertinent and informative. The final product was a well presented, organized set of documents.
Lex and Kathy, Wilmington, NC
"You're the Right Person for The Job"
Mr. Palmer, there is a scripture in the Bible that says ‘this service that you perform is.... overflowing in many expressions of thanks to God.' You are making a difference; it may not always be seen or measured, but those around you know it, both your clients and potential clients to be. The way you live your life faithfully serving and doing what needs to be done well even though it doesn't make the headlines, your actions say it all. I say all that to say you are a wonderful person and you're the right person for the job of having someone know how to take care of a lot or a little that belongs to them that they cherish. Thanks from someone who is thanking God for you too.
Bennie and Cynthia, Greensboro, NC
"Duffy Is an Excellent Attorney"
Duffy is an excellent attorney. Since I'm hearing impaired, he took the time to explain to me a lot of the terminology that comes with the estate planning paperwork. Even if I didn't understand it, he would write a word or two down to make sure I get what he was saying. As a result, the paperwork was done flawlessly. He was also willing to come out to my home at one time to visit me and get the "ball" rolling when I first started doing the estate planning. Because of all this, I don't have any questions at this time.
R. W. Dwier, Raleigh, NC
"His Cool, Calm, Relaxed Demeanor Is a Welcome Asset"
Mr. Palmer will make you comfortable. His cool, calm, relaxed demeanor is a welcome asset in client relations. Having gone through Trust establishment with my parents with a different law firm, my wife's and my experience in establishing our own Trust with Mr. Palmer was a pleasant and easy thing. The entire process was open, explained, and very thorough. We thank Mr. Palmer for his expertise and the ease of dealing with him, and can heartily recommend him for Trust and estate services.
Gary and Debra, Warsaw/Wilmington, NC
"Professional, Understanding, and Competent"
Duffy has been involved in our trust planning for several years; preparing Trust documents, wills, power-of-attorney, dealing with my wife’s probate, etc. He has always been well professional, understanding, and competent. His assistance with the details of my wife’s death has been invaluable as we traversed the legal process. I would highly recommend Duffy as an Estate Attorney.
Frank, Cary, NC
"We Trust His Advice Unequivocally"
We have been extremely pleased and very happy with the legal services of J. Duffy Palmer, and highly recommend him to others who may need legal help in estate planning. We are a retired couple, and felt a need to have our estate planning in order before anything happened to either of us. We attended an estate planning seminar given by Duffy Palmer, and were immediately impressed by the clarity of his presentation, and by his kind and personable demeanor. We have been even more impressed as we have learned more about him and his family, the high quality person that he is, and the standards of integrity that he reflects in his professional and personal life. He is a well-educated attorney with years of experience in estate planning, and is highly knowledgeable about the laws of North Carolina. He is fully aware of the pitfalls and challenges that are encountered with inadequate planning and preparation. We have learned much from our meetings with him as he has educated us with regard to estate planning. He prepared for us a number of important documents, including updating our wills, creating a family trust, creating power of attorney and health care power of attorney documents, and other important estate planning documents. After carefully reviewing and explaining all relevant documents to us, he beautifully organized them in an Estate Planning Portfolio binder so that we have all these key materials together in one place where we can easily refer to them.
Through our association with Duffy Palmer, we have been strongly impressed by the strength of his character, his impeccable honesty, his fairness and respect for his clients, his legal knowledge, and high ethical standards. He has been careful to ensure that our estate plan reflected our personal wishes, while meeting the highest professional standards of North Carolina. We are grateful for his service. We trust his advice unequivocally and recommend his services without any reservation.
Kerry and Ann, Chapel Hill, NC
"Professional and Very Kind"
Mr. Palmer was so very helpful with my mom's estate. He is professional and very kind. He explained legal things very clearly and was easy to understand. I so appreciated his help getting things resolved. His fee was reasonable. I can highly recommend Mr. Palmer to others.
Amy, Cary, NC
"His Knowledge and Experience Are Vast and Relevant to Many Diverse Situations"
We recently completed multiple facets of our estate plan with Palmer Estate Planning. Duffy made this complex process easy to understand and execute. I can't imagine navigating this course with anyone else!
His knowledge and experience are vast and relevant to many diverse situations. Duffy was able to fully explain the process in layman's terms and develop a step-by-step plan for our estate that we could easily follow. He was always available for questions via phone/email as well as scheduling in-person meetings for review of information when necessary.
While his professional skills are unparalleled, Duffy is incredibly personable and fun to be around, making it a very pleasurable experience!
Tommy and Laura, Durham, NC
"Palmer Estate Planning is the Best"
Duffy is the best. My husband died in his sleep recently. His sudden death struck me really hard since he was the one who took care of everything in the house. I did not know what to do. Fortunately, my husband set up a trust through Palmer Estate Planning. I still remember the first time when we met Mr. J Duffy Palmer. He was very easy going and easy to work with. During the process, Mr. Palmer explained everything thoroughly so that we have everything protected through the trust. Although I could not understand everything due to my limited command of English, his patience and knowledge made a big impression on me.
After my husband passed away, I contacted Mr. Palmer right away. My son and I went to see him. He was very patient and compassionate and provided us with detailed advice and suggestions, which alleviated a lot of my worries.
If you need a professional service about setting up a trust, Palmer Estate Planning is the best.
Rongwen, Pinehurst, NC
"We Highly Recommend Palmer Estate Planning"
We contacted Palmer Estate Planning in late 2023 to discuss our estate planning needs. We had many, many questions, and did not know much about the process. Duffy was extremely helpful and explained all of the ins-and-outs of estate planning as well as the particular concerns related to North Carolina state law. We could not have been happier with how the whole process went. As an added, bonus Duffy provided lifelong assistance if we ever need to have small changes made to our documentation in the future! This really differentiates Duffy Palmer from other practitioners, in our opinion.
We highly recommend that anyone looking for a thorough and patient guide to the estate planning process consult with Palmer Estate Planning!
James and Linda, Durham, NC
"Duffy was Extremely Thorough"
Julie and I initially met with a few estate planners in the area. After meeting Duffy, we immediately knew he was our choice for implementing an estate plan and helping redo our trust. The entire process was seamless, and Duffy was extremely thorough in making sure to cover all of the areas we needed to address. In addition, he has been excellent in response to follow up questions. We highly recommend meeting with Duffy!
Mark and Julie, Apex, NC
"Responsive and Personalized"
Responsive and personalized. Well informed pertaining to client needs.
Michael, Fayetteville, NC
"Organized and Knowledgeable"
Mr. Palmer is very organized and knowledgeable. He kept me well-informed about the whole estate planning process, including every step he was taking on my behalf. He listened and understood my concerns, satisfied all my requests according to state law, and provided recommendations for future events. I am very pleased with his services and wish him all the best.
Alaa, Durham, NC
"So Kind and Welcoming"
Thank you Mr. Palmer for being so kind and welcoming. I appreciate your help in avoiding probate and asking many questions to determine the right plan for me. God bless you.
Batool, Durham, NC
"The Right Choice"
I am very impressed with Mr. Palmer's demeanor and professionalism. He was very knowledgeable and informative. I felt I had made the right choice!
Cheryl, Huntersville, NC
"Duffy is Fantastic!"
Duffy is fantastic! I chose him after some extensive research myself, and I definitely made the right choice! My mom and I both set up trusts with him, everything was so easy and painless! Duffy carefully explained everything to us, answered all our questions and is such a great guy to work with, couldn't be happier with our choice to work with him. If you have estate planning, do it with Duffy!
Sean, Cary, NC
"I am 100% Satisfied"
I'm not sure how many stars are sufficient to rate an estate planning attorney who far exceeded expectations, just know that contacting Attorney Duffy Palmer to review my will was a huge gift to my family. I am well into my retirement years and never thought of myself as needing more than an update to my will, but I was wrong.
Attorney Palmer initially met with me for a consultation without charge. He reviewed the information I brought with me and made recommendations that were specific and directly related to me and my family. Attorney Palmer made the complex easy to understand, and I now have the peace of mind that goes with knowing that if I become incapacitated or when I die, the decisions made will be what I would want.
The notebook that is provided contains originals plus a copy of all documents and other information that may be needed. He is easy to reach by phone and promptly responds to emails. I am 100% satisfied with the advice and support provided by Attorney Palmer.
Donna, Cary, NC
"Mr. Palmer was the best!"
Mr Palmer was the best! We really loved working with him. He created wills, trusts, power of attorneys, and put it all nice and neat in a secure binder. He offered great advice and coached us through our options as we worked through the details of each document. He is patient, kind and trustworthy. We've referred all our friends and they too have the same experience. We completed our documents about a year ago, and still to this day can call him up and he'll answer any of our questions. It's not a one and done experience but legal support through all of life's changes. Highly recommended.
Blake and Jenny, Chapel Hill, NC
"Duffy Has Your Best Interests in Mind"
Duffy is very knowledgeable and personable to work with. He set up our wills and a trust and he has continued to provide us the guidance and reassurance regarding important life decisions for my husband and our family. He is someone you can trust to help you with decisions and know that he has your best interests in mind.
Diane, Pinehurst, NC
"Mr. Palmer Was Very Understanding"
Mr Palmer helped me out after my mom passed away. He was very understanding of what I needed to get done. And he just helped my daughter and I out.
Linda, Cary, NC
"My Wife and I Highly Recommend Palmer Estate Planning"
My wife and I were looking for an Estate Planning attorney and Duffy Palmer was recommended by a mutual friend. When we met Duffy in our first visit to his office, we noticed the numerous pictures of his family and community service accommodations. In his comfortable office, Duffy asked about our family and what we felt was most important in carrying out our wishes to protect our assets in addition to personal wishes as to who would carry out our request(s) at the appropriate time. He made us feel comfortable in discussing this sensitive issue and we discussed, in detail, our requests. He brought up subjects that we did not think about and helped us legally structure a Trust that we feel comfortable in knowing our family is legally protected and will be executed at the appropriate time.
Duffy was patient in answering our questions and provided options we were looking for in creating a Trust which also included Last Will and Testament, Health Care Power of Attorney, Living Will and check lists with instructions for moving financial vehicles into the Trust.
My wife and I highly recommend Palmer Estate Planning and know we can call or email Duffy (which we have on several occasions) with any questions or potential updates to our Trust.
Frank and Alice, Leland, NC
"Capable and Easy to Work With"
In June of this year, I required help in my estate planning and contacted Mr. Palmer. I found Mr. Palmer capable and easy to work with. I had some concerns, and all of my questions were answered to my satisfaction.
Harrison, Cary, NC
"We were Impressed by Duffy!"
We were referred to Duffy through our financial advisors. At our first meeting, we were impressed by his demonstrated concern with developing the relationship with us through learning about our resources and intentions relative our estate. New to NC we were unfamiliar with NC laws on inheritance. Duffy's knowledge of the intricacies and processes is extensive, his explanations clear, as was his interest in building a personal relationship with us . His expertise in the establishment of a living trust and his creation of the appropriate documentation, was demonstrative of his commitment to assisting us to assure that we could intelligently walk through and accomplish the process. We felt that not only did he meet our basic needs for the necessary documentation, but that he also regarded the process not as a completed project, but as the groundwork for a long term relationship of representation in the estate planning and execution processes. In short we have the utmost of confidence that we have achieved our present goals, and that he will be available to provide counsel and assistance in any future needs relative to our estate.
Thomas and Helga, Wilmington, NC
"I Highly Recommend Duffy"
I had a very positive experience with Duffy Palmer. He was very easy to talk to and he guided me thru the process. I highly recommend him .
Susan, Cary, NC
"Duffy Eased My Mind"
My introduction to Duffy came through a financial advisor. I was trying to maneuver through territory I had never been in and I was absolutely clueless. I was trying to straighten out my mother's finances and end of life matters. She could not remember where she had stored her investment records, her will, and what was to happen to her. Duffy sat with my mother and me for a few hours discovering every wish she had for her belongings, finances and health. It did not take long to feel safe and secure sharing her secrets someone had to know. It was that time for my mother, who was 90, to begin to let go. The most difficult time for such an independent woman. I wanted to make sure everything was done the way she wanted it. Thanks to Duffy it was, and I couldn't be more grateful. Everything was completed in a 3" binder to the "nth" degree. It included a Trust (Revocable Living Trust), Trust Transfer Documents, Pour Over Last Will and Testament, Durable Power of Attorney, Health Care Power of Attorney, HIPAA, Living Will, Life Insurance, Key Information, Funding Instructions, Instructions and Information, and a Legal Glossary. It was complete instructions to complete this task. I was able to bring this binder with me to her last stay in the hospital. When asked about intubation she made the decision herself by signing her living will months before. I did not have to go through such a decision on her behalf. I cannot begin to tell you how Duffy eased my mind . This is a must whether for aging parents or yourself. You couldn't find a more upright and honest person than J. Duffy Palmer. When all was done and Mom had passed, I called Duffy to find out what was next. He replied, "If you followed the instructions and did everything I told you, you're done". How freeing to know I finished this chapter well. No words can express the gratitude I have for Duffy.
Judy, Charlotte, NC
"A Man of High Moral Character"
My husband and I had a very positive experience working with Duffy Palmer in regards to our Estate Plans. He is knowledgeable of North Carolina laws as they relate to estate planning. He patiently and clearly explained the intricacies of each aspect of our estate plan and what our options were. In the end, we decided to do a Revocable Trust for our Assets and updated our Wills and other estate planning papers. It's a good feeling to know that he will be there for us in the future should any aspect of our estate papers need to be implemented due to our passing. We know Mr. Palmer to be a man of high moral character and honesty and highly recommend his services to anyone looking for help with estate planning.
Gayle, Durham, NC
"A Good Investment in the Future of Our Family"
We highly recommend Mr. Duffy Palmer and the estate planning process he expertly performs. I was initially hesitant and even skeptical of asking a lawyer to help us with estate planning. We had only a modest and relatively simple estate. At the urging of my wife, we met with Duffy Palmer who educated us in estate law. His patience and honest answers to our many questions left us with a new appreciation of issues we had never considered. We learned about the costs and legal tangles often encountered in probate, and we did not want to lay these difficulties on our children. Instead, we wanted to pass on our estate to them as efficiently as possible. We became convinced that the cost of creating a revocable living trust, reworking our wills and powers of attorney would be a good investment in the future of our family. The resulting trust and related documents would simplify and eliminate many of hurdles and costs that arise at the time of a death. Mr. Palmer is young and he is honest and stable. His services do not end when the portfolio is completed. The process of crafting the trust required several phone calls and back-and-forth emails with our edits marked in red. We feel very good about the final product. Mr. Palmer patiently worked with us until we had completed all of the necessary actions. We now have an Estate Planning Portfolio that contains the necessary paperwork to cover the many possible complications that can occur upon death.