Expertise.com
2024

Last updated:

Best Estate Planning Attorneys in Charlotte

Our Recommended Top 12

We did the research for you!

  • Licensing
  • User Reviews
  • Mystery Shopping Calls

Our goal is to connect people with the best local professionals. We scored Charlotte Estate Planning Attorneys on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

179

Reviewed

112

Curated

12

Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider

Website
Charlotte, NC 28210

Why choose this provider?

Danica Little Law, PLLC is a highly knowledgeable attorney who strongly emphasizes a strong legal guidance and consideration for her clients. Dr. Little handles matters relating to trusts, estates, probates, wills, and healthcare. The attorney has complimented her legal training with certifications as an accountant and a financial manager. She has received high recognition for her skill, including an AV Preeminent rating from Martindale-Hubbell.

Attorney Information

Attorney NamesExperience
Danica Little - Managing Attorney20 yrs

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
Charlotte, NC 28209

Why choose this provider?

Orsbon & Fenninger, LLP is a team of legal professionals with nearly 5 decades of combined experience, practicing in estate planning and administration, probates, taxation, business law, and elder law. The firm focuses on providing North Carolina clients within the Charlotte, Ballantyne, South Park, and Lake Norman areas a strong case and a professional service. Orsbon & Fenninger, LLP works to build professional relationships with its clients with trust and client satisfaction.

Attorney Information

Attorney NamesExperience
Richard Orsbon - Senior Partner52 yrs

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (49)
FindLaw
5.0 / 5 (3)
Facebook
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
Charlotte, NC 28211

Why choose this provider?

Joseph B. Henninger, PLLC is a skilled North Carolinian attorney that was recognized as a Super Lawyer from 2006 to 2015. Mr. Henninger assists his clients with matters relating to estate planning, trusts, and probates. Mr. Henninger has worked well with a wide range of groups, including the disabled, the elderly, small business owners, and corporate executives.

Attorney Information

Attorney NamesExperience
Joseph Henninger - Principal45 yrs

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (1)
FindLaw
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
Charlotte, NC 28203

Why choose this provider?

Stewart Law, P.A. is a law firm with a team of proactive attorneys that works to build strong cases and client trust. The attorneys keep clients informed of the legal process and strive to fulfill their promises quickly. Stewart Law, P.A.'s lawyers have a high degree of skill handling issues related to business and corporate law, estate and probate planning, wills, and trusts.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (14)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
Concord, NC 28025

Why choose this provider?

The Law Office of Marjorie Brown, PC is an attorney agency that aims to solve the troubles of often disadvantaged clients. Marjorie Brown's firm focuses on practices such as estate planning and administration, elder law, Medicaid planning, guardianships, planning for children, and asset protection. The firm has developed its expertise by working only in its specific practice areas. Marjorie Brown is a member of associations dedicated to helping the elderly, such as Elder Counsel and the National Academy of Elder Law Attorneys, Inc.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Facebook
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
Charlotte, NC 28211

Why choose this provider?

Bishop, Dulaney, Joyner & Abner is a team of experienced attorneys with a business background. Each of the attorneys has worked in a business and possesses first-hand knowledge of how companies succeed. The firm uses this knowledge to provide professional representation and practical advice when dealing with estate planning and administration, commercial real estate, business formation, general business law, mergers, acquisitions, and employment issues.

Attorney Information

Attorney NamesExperience
Matthew Joyner - Partner39 yrs

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.8
Google
4.8 / 5 (6)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
Charlotte, NC 28262

Why choose this provider?

The Law Office of J. G. Caldwell, PLLC is a law firm that aims to serve its clients in the Charlotte area with professionalism and strong ethics. The firm focuses on law practices such as estate planning and administration, wills, trusts, contracts, small business and corporate law, and powers of attorney. Owner Jazmin Caldwell is a featured Avvo attorney with highly positive client reviews citing her remarkable compassion and professionalism.

Attorney Information

Attorney NamesExperience
Jazmin Caldwell - Partner11 yrs
Marjorie Brown - Founding Attorney/Partner30 yrs

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
Charlotte, NC 28210

Why choose this provider?

The Montgomery Law Firm is a legal office that offers an efficient legal representation for clients living in the Charlotte area. Senior attorney Dr. Eric A. Montgomery is highly educated and possesses great experience in the practice areas of estate planning, business law, employment law, personal injuries, and litigation. The firm also sells business suits for clients to look their best in court.

Attorney Information

Attorney NamesExperience
Eric Montgomery - Principal16 yrs

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.8
Facebook
5.0 / 5 (21)
Google
4.5 / 5 (15)
Avvo
4.7 / 5 (13)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
Charlotte, NC 28277

Why choose this provider?

Turner Law Firm, PLLC is a law office and debt relief agency that offers professional and cost-effective representation when dealing with real estate, will and estate planning, and bankruptcies. The firm's experienced legal team treats its range of clients with fairness and respect, giving undivided attention to the legal and emotional needs of its clients. Past clients have praised attorneys' helpfulness and diligence, accomplishing much in a limited amount of time.

Attorney Information

Attorney NamesExperience
Tiffany Turner - Founder16 yrs

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.5
Google
4.3 / 5 (18)
Avvo
5.0 / 5 (4)
Facebook
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
2.5
Responsiveness
Friendliness
Helpfulness
––
Detail
––

Website
Charlotte, NC 28278

Why choose this provider?

Monk Law Firm, PLLC is a respected part of North and South Carolina's legal community, serving clients in Charlotte, Rock Hill, Fort Mill, and nearby areas. Attorneys Ryan and Michelle Monk practice in the areas of estate planning and administration, probate administration, elder law, veteran's benefits, and business law. Mr. Monk received recognition as one of Business North Carolina's Legal Elite, and past clients have written favorable reviews citing the kindness and consideration that the attorneys had for their clients.

Attorney Information

Attorney NamesExperience
Ryan Monk - Principal15 yrs

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (3)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
Charlotte, NC 28262

Why choose this provider?

The attorneys from Booth Harrington & Johns of NC PLLC have been part of North Carolina's bar for more than 30 years, focusing on assisting seniors and other specific legal needs. These attorneys are highly skilled in their areas of practice, earning recognition and prestigious ratings from Super Lawyers, Avvo, and Martindale-Hubbell. Past clients that have needed assistance for handling estates, Medicaid, guardianships, and special needs trusts speak highly of Booth Harrington & Johns' professional service and ethics.

Attorney Information

Attorney NamesExperience
Abraham Johns - Principal Partner47 yrs

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.2
Facebook
5.0 / 5 (8)
Google
3.3 / 5 (7)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
Charlotte, NC 28204

Why choose this provider?

Kimberly Saxton and Associates, PLLC is a law firm that strives to offer quality legal services at competitive rates. The firm focuses on a range of issues, including estate and probate planning, guardianship, business formation, juvenile law, family law, criminal law, expungement, and other practices. The attorneys are highly knowledgeable, working diligently to tackle tough legal issues for their clients. Those clients have praised the firm's attorneys for their great competence in tackling these issues.

Attorney Information

Attorney NamesExperience
Kimberly Saxton - Managing Attorney22 yrs

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.4
Google
4.4 / 5 (25)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Disclaimer:  Consumers utilizing Expertise.com are free to communicate and contract with any lawyer they choose. Expertise.com is not involved in the confidential attorney-client relationship. Featured lawyers pay a reasonable advertising cost to market their legal services withExpertise.com and must meet similar selection criteria as other lawyers. All cases are different. Prior results do not guarantee a similar outcome.

Frequently Asked Questions

  • What is the non-emergency contact number for the local police station in Charlotte, North Carolina?

    You can call Charlotte-Mecklenburg Police Department at 311 to report non-emergency situations.

  • Is it important to establish an estate plan in Charlotte?

    If you love and care for your loved ones in Charlotte, considering establishing an estate plan is an option. An estate plan is not for you but for your loved ones in case of your death. This plan includes directions to whom you want to give your retirement and bank accounts, residential property, and family heirlooms.

  • What will happen if your parents did not update their will in Charlotte since you were born?

    You are regarded as a pretermitted child if you were born in Charlotte following the execution of your parents' will. In North Carolina, pretermitted children need to claim if they want to acquire their share of their parent's estate. If there is only one surviving child, they will inherit the decedent's real property and half of the balance of their personal property. On the other hand, if there is more than one surviving child, each will receive one-third of the decedent’s real and personal property.

  • What can you do if you no longer need a guardian in Charlotte?

    File a motion for restoration of competency in Charlotte if you feel you can manage your healthcare and estate. After filing the motion, you will have to attend court proceedings. If you are 18 and the court has proven you can manage your life, they can grant your motion.

  • How can you minimize the risk of will disputes in Charlotte?

    Keep your will up to date to minimize the risk of disputes in Charlotte. Whenever there are major changes in your life, such as the birth of a child, divorce, and death of a beneficiary, edit or update your will. In addition, you must choose your executor carefully and make your instructions or wishes clearly understood.