We Have Listed The Top 10 Estate Planning Lawyers In Charlotte To Help You Choose The Best Professional For Your Needs.
Address: 301 S. McDowell Street Suite 1001 Charlotte, NC 28204
Phone: 704-741-1006
Conrad Trosch & Kemmy, P.A. is committed to providing comprehensive estate planning and estate administration services with care, understanding, and respect for you and your loved ones. We are proud to share that one of our partners was the first member of the Mecklenburg County Bar to be board-certified by the North Carolina State Bar as an elder law specialist. His expertise and guidance over the past decade has helped us build one of the largest portfolios of Wills recorded. This level of service has propelled our team to one of the top-rated Estate Law Attorneys in Charlotte, NC.
Whether your assets are large or small, our Estate Planning Lawyers in Charlotte, NC can help you control who will manage your assets as well as assisting in who will inherit your property, and when. When it comes to settling your estate or the estate of a loved one, our Estate Planning Attorneys can assist the Executor with probate and estate administration.
This is important as the State of North Carolina will determine what happens to your possessions if you have not created an estate plan for yourself, doing so will protect your loved ones during this time.
In addition, as our team members are some of the best Estate Planning Attorneys in Charlotte, NC, we can advise whether you should have trusts, powers of attorney, living wills, or healthcare powers of attorney. Depending on the situation, you may choose to use more complex techniques to avoid probate, minimize estate taxes, or protect your assets from nursing home and other expenses. Our experts will also assist in helping you express your healthcare preferences with medical directives to help relieve the burden on your family during this time.
The final phase of life can be a difficult one. But with the experience and expertise of a top Probate Attorney in Charlotte, NC, you can ensure your wants and needs are fulfilled properly. With a caring and compassionate approach, we would enjoy working with you in any area of will and estate planning you and your family need.
Address: 4201 Congress St. Suite 110 Charlotte, NC 28209
Phone: 888-314-8134
We founded the Charlotte law firm of Orsbon & Fenninger, LLP 16 years ago with you in mind — individuals and families in need of solid estate planning, tranquil estate administration, vigorous advocacy in probate litigation, and expertise for business and taxation issues.
R. Anthony Orsbon (Tony), Cynthia T. Fenninger (Cyndy) and Perry A. Coumas are all skilled North Carolina-born attorneys. You can benefit from over 68 years of combined experience in the legal profession, specializing in estates and probate matters. Both Tony and Cyndy are board-certified specialists in estate planning and probate law by the North Carolina State Bar.
We not only know the law — we know the people and culture of our region, your problems and practical solutions to those problems. We speak in plain language you can understand, as lawyers you can trust with the innermost, confidential details of your life, your concerns and your hopes for the future.
Give us a call today to discuss your specific needs or follow the links below to learn more about our attorneys’ backgrounds.
In 2001, we — Tony and Cyndy — pooled our considerable legal knowledge and keen client commitment to open this law office. More recently, Perry joined us, to further enrich our ability to deliver effective client service in our key practice areas of estate planning and administration and provide a continuity of service into the future.
We understand the probate process and how to plan for it or avoid it. We understand estate and income taxes and how to reduce or avoid them. The size of your estate is not a limitation to us. Modest or affluent, your personal estate plan is our principal concern. Our goal is to help solve problems that keep you up at nigh in the simplest way possible with common sense solutions.
Today, our attorneys and support team enjoy a reputation for results that earns us referrals from other law firms and continued referrals from existing clients and local financial advisors. We build lasting relationships with our clients, who come to us with a variety of challenging assignments and highly recommend us to others.
Address: 200 N McDowell St Charlotte, NC 28204
Phone: 704-370-2828
Website: https://www.arnoldsmithlaw.com/why-arnold-smith-pllc.html
Arnold & Smith, PLLC will give your case the attention it deserves. We will fight for your rights, doing everything we can to minimize the impact on your life and maximize results. If you are faced with anything from a traffic ticket to a serious felony, turn to the law firm of Arnold & Smith, PLLC to assist you. Mr. Arnold and Mr. Smith are experienced trial attorneys who have the knowledge and dedication to seek the best possible result for you.
When the law partners at Arnold & Smith, PLLC established their law practice, they chose to focus on civil litigation and criminal defense because these two areas of the law often go hand in hand. When a potential client is going through the emotional process of a divorce or custody battle, it is not unusual to have a criminal issue arise.
Our continued growth has allowed Arnold & Smith, PLLC to broaden its scope outside of the Charlotte metro area. As a result, the law partners have expanded their focus to include surrounding counties including Union, Cabarrus, Lincoln, Gaston and Iredell. In a short time, Arnold & Smith, PLLC has seen a significant growth in these areas. In the future, Arnold & Smith, PLLC intends to expand its footprint in the state of North Carolina.
There is no doubt that the court system can be very intimidating and overwhelming, not to mention the emotions, anxiety and uncertainty associated with your individual matter. The attorneys and staff at Arnold & Smith, PLLC will give your case the individual attention it deserves and do everything they can to ensure that you have the best possible outcome.
Address: 1940 Weddington Road, Weddington NC 28104
Phone: 704-313-1476
We only charge flat fees quoted up front so you never get a surprise bill for a phone call or email, and we make our fee schedule public so you know we’re not making up a fee after we see what you’re worth.
A comprehensive guardianship plan that prepares your guardians and will ensure your kids never, ever spend even an hour in the hands of strangers, CPS, or the foster system.
Estate planning is not “set it and forget it”. The law, your goals, and your family will change. Our estate plans include free tri-annual checkups for life to keep your estate plan up to date.
Your legacy is much more than the things you leave behind. We protect not only your financial wealth but your human, intellectual, and spiritual assets.
Finally an estate planning attorney you can actually talk to! We schedule attorney call-backs every day to save you from the phone tag merry-go-round!
State of the art technology drives our process, ensuring nothing falls through the cracks and that your plan will work, period.
I used to believe that I went to law school a year too late. I needed to take a year after graduating from Chapel Hill to figure out whether I wanted to go to law school or divinity school. Taking that year off meant the difference between having my choice of prestigious jobs at major law firms, as the law school class ahead of me had, versus entering the job market during the height of the worst legal job market in living memory.
Despite graduating with honors from one of the best law schools in the country and being a law review editor, I couldn’t get a job with one of those big law firms. I couldn’t even get a job at a smaller law firm. In that one year, law firms had stopped hiring. I thought, “What rotten luck.” After searching and searching for a job, I decided to take matters into my own hands.
Address: 1701 South Boulevard Charlotte, NC 28203
Phone: 704-377-4300
Website: https://www.essexrichards.com/practice-area/estate-planning-probate/
The estate planning lawyers of Essex Richards have advised individuals and families regarding their wills, estate planning, and estate administration for almost forty years. From preparing simple wills to more complex estate plans and estate settlements, our lawyers work with clients to protect, manage, and disburse property, during a client’s lifetime, and after their death.
Our estate planning attorneys rely on their knowledge and experience to help clients create estate plans that will best suit their needs. We take into account the client’s goals and objectives and consider tax issues and tax planning, where appropriate. If a North Carolina resident dies without a Will, the North Carolina Intestate Succession Law provides for the disposition of their estate, but we think our clients should decide how their estate should be distributed, not the state legislature.
A well drafted and thoughtfully considered estate plan can accomplish one or more of the following objectives:
- Distribution of assets to chosen beneficiaries
- Minimize taxes
- Name guardians and trustees for minors
- Establish a trust to provide for the care and management of assets for minors, for a person with a disability, for tax planning or other appropriate circumstances
- Designate an attorney in fact to assist with the handling of personal affairs when necessary
- Designate preferences concerning life support and the designation of a person or persons to make health care decisions
- Save heirs time and money
- Provide the peace of mind that knowing one’s affairs are in order
Our lawyers guide clients of all ages regarding a variety of estate planning tools and options, including wills, living wills, trusts, life insurance trusts, charitable trusts, special needs trusts, durable financial powers of attorney, healthcare powers of attorney, and tax planning.
Estate Administration
After the loss of a loved one, our lawyers help clients administer and settle the estate, and will do so in a professional, sensitive, and cost-effective manner. We often work with individuals who live out of the state, but whose relatives left assets in North Carolina.
Estate Litigation
Our lawyers also have experience litigating matters pertaining to estates, and have represented both individuals and estates in contests defending and disputing the validity of a will, questions regarding interpretation of a will, and actions to recover estate assets which have been misappropriated.
Contact Our North Carolina Estate Planning Attorneys Today
You can reach us by calling 704.377.4300, or click the link below to fill out our contact form. We will be in touch shortly.
Address: 3540 Toringdon Way Suite 200 Charlotte, NC 28277
Phone: 704-887-4944
Website: https://starrettlawfirm.com/about/
Hi. We are Starrett Law Firm, a Charlotte estate planning, probate, and business law firm in Ballantyne. Our mission is to impact lives and legacies. Since opening our doors in 2009, we have counseled hundreds of families and business owners across the greater Charlotte area and North Carolina. We always aim to provide an experience that is personable, smooth, and pleasant. We would love to assist you.
For assistance with any wills, trusts, estates or business law question, please contact our office today at 704.887.4944 or click the green Get Started button above or below to schedule a consultation. We’ll also share the forms and other information you should submit in advance or bring with you to our meeting.
Our initial meeting serves as a meet-and-greet where we can put faces with names and get to know one another a little better. It’s also an opportunity to discuss your situation. This includes a general overview of the law as it relates to your specific circumstances and our preliminary recommendations about moving forward. If you choose to engage us for representation, we will guide you along whatever path you’re on with experience and care.
After we wrap up, we may recommend that you perform a routine Legacy CheckSM to ensure that you stay on the right path. As your circumstances change in the future, we invite you to re-connect with us so we can assist you further.
Address: 10851 Sikes Place Charlotte, NC 28277
Phone: 704-859-2350
Regardless of your age or financial situation, it’s important to plan for the future by preparing your family and your estate for your passing. By drafting a comprehensive estate plan, you can ensure that your personal wishes are respected in the event of a medical emergency or your death. Not only does an estate plan protect your assets and property from the probate process, it also leaves a set of guidelines for your loved ones to follow should your personal preferences ever be in question. For this reason, many people feel great comfort and peace of mind once they’re holding a completed estate plan.
Your estate plan may include:
- Your will
- Revocable and irrevocable trusts
- Advanced healthcare directive
- Powers of attorney
While the internet provides “cookie cutter” estate planning documents that you can print out and fill in, they don’t account for individual state laws or your personal financial circumstances and family dynamics. At Epperson Law Group, PLLC, our Charlotte estate planning lawyers have over 10 years of combined experience and can effectively guide you through this complicated process. We can review your estate, thoroughly explain your options, and help you accurately complete each estate planning document. Most importantly, our lawyers can make certain your estate plan is valid and can’t be challenged by the court or your beneficiaries.
Call our estate planning attorneys in Charlotte at 704-859-2350 to explore your estate planning options.
An estate plan is comprised of several legal documents that all serve a purpose in safeguarding your best interests and personal wishes. Ideally, your estate plan should accurately account for your financial circumstances, your medical history, and your family dynamics.
It’s tempting but inadvisable to lock your estate plan away until the time it’s actually needed. Every few years you should dust off your documents and take them to an attorney who can make any requested updates and modifications. The goal of estate planning is to protect your personal choices, your assets, and your beneficiaries. With time, all three of these factors may change, and you don’t want your estate plan to be inadequate or incomplete.
Contact Epperson Law Group, PLLC if you’re interested in drafting or modifying your estate plan. Our Charlotte estate planning lawyers can answer any questions or concerns you may have regarding your estate plan or the probate process.
Address: 6000 Fairview Road, Suite 1200 Charlotte, NC 28210
Phone: 704-369-9977
Website: https://monklegal.com/
Knowing that starting a business, facing illness, incapacity or death is an emotional and financial challenge, we are here to help lift that burden whether through business planning, estate planning for your young family, establishing a special needs trust, or figuring out how to pay for end-of-life care for a loved one.
Monk Law Firm, PLLC serves clients throughout Charlotte, Fort Mill, Rock Hill and surrounding areas. Our attorneys are licensed in both North Carolina and South Carolina with primary practice areas in estate planning, elder law, veteran’s benefits, probate law and business law.
Our estate planning services are all encompassing and include preparing essential documents such as wills, trusts (revocable, irrevocable, special needs trusts, life insurance trusts), health care power of attorney, durable power of attorney and advanced medical directives. Let us design a plan that allows you to take control of your future.
Our elder law services focus on Medicaid planning, guardianship, conservatorship, veteran’s aid and attendance benefits, long-term care planning and end of life planning. Let us help you navigate how to pay for in-home care, assisted living or skilled care. Let us help preserve a legacy for your family.
Our business law practice offers a wide range of legal services to business owners, from selecting the appropriate business organization and preparing foundational documents such as articles of incorporation, operating agreement, etc; to drafting shareholder agreements and buy sell agreements. We also advise clients on mergers and acquisitions and design business succession plans as part of a comprehensive estate planning strategy. Let us protect the business you worked so hard to create.
Our estate administration services are centered on probate, trust administration and estate litigation. Our estate administration team has handled hundreds of estates. Let us handle the details of estate administration so you can focus on your family.
Address: 817 East Trade Street Charlotte, NC 28202
Phone: 704-457-8149
Website: https://www.knoxlawcenter.com/about/
With offices in Charlotte and Denver, our firm has a proven 60-year track record of providing excellent legal representation to individuals, families, and businesses throughout North Carolina.
Our Senior Partner, Eddie Knox, former mayor of Charlotte, sets the tone for the firm with his vigorous representation. Each of us strives to handle every client’s legal matter as if it were our only case. We know the law and we provide personal service with innovative and practical solutions to our clients’ legal problems.
Our personal approach to client service is evident from the moment you call our firm. During the day, you will talk to a person — not an answering machine. If you need to ask a question, you will not have to go through layers of people to get an answer. Our lawyers try to answer their own phone calls and email and we try to be responsive to your legal needs. We strive to be responsive to your needs.
Our attorneys try cases, and have a proven record of success. When you entrust your case to the Knox Law Center, you can rest assured that we will handle it from beginning to end, whatever it takes. We are experienced litigators who are not afraid of the courtroom.
When you visit our office as a new client, we will not evaluate your case from a form. We prefer to take the time to talk to our clients and greet them personally. Since our clients are often friends, neighbors and family members of other satisfied clients, it only seems right to treat them as such friends.
Address: 10706 Sikes Place, Ste. 150, Charlotte, NC 28277
Phone: 704-270-6027
Website: https://www.sotolawnc.com/
Soto Law is a residential real estate and estate planning law firm. We pride ourselves in providing an exceptional experience to our clients.
We have multilingual (English, Spanish) team members available
We’re strategically positioned throughout the Metro Charlotte area to ensure exceptional client coverage.
We also have additional satellite closing locations in Cornelius & the University Area. Click the link below for location information.
With the growing diversity in North Carolina, our firm provides tailored legal services in English and Spanish to effectively represent our communities. Our legal knowledge, combined with our cultural background, provides us with the tools to produce quality results.
All successful relationships are supported by trust and reliability. If you’re looking for a strong law partner for your real estate or estate planning needs, contact us.
If you focus on anything less, then results are lacking. Timely results are key, and our paralegals and attorneys work diligently towards providing an excellent experience.
As a fully multilingual Real Estate law firm in the Greater Charlotte area we’re eager to champion all your residential legal real estate needs. Give us a call or contact us today.