Expertise.com

Best Probate Lawyers in Charlotte

2024

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Website
5821 Fairview Road Suite 218, Charlotte, NC 28209
  • Trusts
  • Wills
  • Estate Planning

Why choose this provider?

Jesson & Rains PLLC is a probate law firm in Charlotte. The multi-attorney firm provides estate administration services for personal representatives of deceased persons' estates. It also helps transfer businesses left to heirs. Partner Kelly Rains Jesson, who focuses on estate planning and probate administration, is a member of the Mecklenburg County Bar Association and the Women Lawyers of Charlotte. She is licensed to practice law in North Carolina and Florida.

Attorney Information

Attorney NamesExperience
Edward Jesson - Partner9 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
Facebook
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
5200 Park Road, Suite 207A, Charlotte, NC 28209
  • Estate Planning
  • Trust Administration

Why choose this provider?

Trevillion Law, PLLC, caters to individuals, couples, families, and entrepreneurs in the Charlotte metro. It assists decedents' representatives with the probate procedure, which involves submitting court documents and administering remaining estates. The firm focuses on supporting clients through every process with compassion and professionalism. Managing partner Chavonne Trevillion has witnessed the serious effects of poor estate preparation during her adolescence and adulthood, which drove her to pursue a career in law with an emphasis on real estate and estate planning.

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 (5)

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
1520 West Sugar Creek Road, Charlotte, NC 28262
  • Trusts
  • Wills
  • Estate Planning

Why choose this provider?

Jonathan M. Beigle, Attorney at Law, PLLC, is a legal practitioner in Charlotte who can assist individuals plan for the future of their assets and families. Beigle can guide clients through the process of establishing trusts and powers of attorney. He is also adept at drafting living wills for individuals who want to make sure that end-of-life medical care goes according to their wishes. This law office also provides legal counsel for business planning law.

Attorney Information

Attorney NamesExperience
Jonathan Beigle - Principal10 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 (11)
Yelp
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.
4.8
Responsiveness
Friendliness
Helpfulness
Detail

Website
15720 Brixham Hill Ave. Ballantyne One Suite 203, Charlotte, NC 28277
  • Estate Planning
  • Probate

Why choose this provider?

Davies Law, PLLC, is a law firm handling probate and estate planning matters. Principal attorney Janice L. Davies guides Charlotte-based clients through the probate administration process. She assists them in drafting revocable trusts, traditional wills, living wills, powers of attorney, and healthcare powers of attorney. Davies also serves clients seeking assistance in addressing conflicts in wills and trust documents. Davies is also licensed to practice law in South Carolina, Florida, Pennsylvania, and the District of Columbia.

Attorney Information

Attorney NamesExperience
Janice Davies - Principal25 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 (4)

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
78 Buffalo Avenue NW #200, Concord, NC 28025

Why choose this provider?

Since 2016, The Law Office of Amanda M. Reed has been offering personalized legal services to clients dealing with probate matters. The firm’s lawyer, Amanda Reed, helps families in Charlotte settle their deceased loved ones’ debts and taxes and distribute the assets to the heirs. She also works with clients in building a customized estate plan that states their wishes and authorizes trusted individuals to accomplish them on their behalf. Before pursuing her law studies, Reed earned her paralegal certification.

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.
4.9

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
10440 Park Road, Suite 200, Charlotte, NC 28210
  • Estate Planning

Why choose this provider?

Brown & Associates Attorneys & Counselors at Law is a boutique firm serving the Charlotte area. It guides clients through the process of administrating deceased loved ones' estates and helps them resolve property distribution claims. Its team also counsels individuals on matters concerning estate management and collection. Estate planning services are also offered. The law office was established in 1999 by Don Brown, who is admitted to practice in both South and North Carolina. He previously served as a US Navy JAG Officer.

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.
4.0
Google
4.4 / 5 (7)
Yelp
1.0 / 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
301 S McDowell St #608, Charlotte, NC 28204
  • Wills
  • Estate Planning

Why choose this provider?

Thurman Wilson Boutwell Galvin is a multi-practice firm that serves clients in Charlotte. It helps individuals in avoiding the probate process to protect their assets and wealth. Its attorneys provide estate planning services, which involve drafting wills, trusts, and powers of attorney. They also represent clients in the areas of business law, family law, and real estate law. The history of the firm can be traced back to a private practice co-founded by W. David Thurman in 1988.

Attorney Information

Attorney NamesExperience
John Boutwell - Partner31 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.
4.9
Google
4.8 / 5 (6)
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.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
9916 Monroe Road, Charlotte, NC 28270
  • Wills
  • Estate Planning
  • Probate

Why choose this provider?

Charlotte-based Sussman Law Firm has been providing legal assistance to families facing probate and estate planning issues since 2015. Its attorneys help in administering small estates, in addition to drafting wills, trusts, advanced healthcare directives, and powers of attorney. The team also represents clients in immigration courts and family-related matters. The attorneys at Sussman Law Firm aim to empower people by helping them understand the law. Owner Maria Ximena Sussman worked as a litigation-certified paralegal and police officer before becoming an attorney.

Attorney Information

Attorney NamesExperience
Maria Sussman - Managing Attorney and Owner9 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.
4.7

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
7421 Carmel Executive Park Dr Suite 214, Charlotte, NC 28226
  • Estate Planning
  • Elder Law
  • Probate

Why choose this provider?

Linville Law provides counsel and representation for clients in Charlotte. It helps beneficiaries and executors in arranging and distributing the estates and wealth of decedents. The firm also takes a holistic approach to estate planning by assessing the legal needs of individuals and addressing the social, emotional, and medical needs of family members. Founding attorney Judith U. Linville has more than 20 years of probate and estate planning experience. She is also a member of the estate planning organization, WealthCounsel.

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.
4.7
Avvo
4.6 / 5 (29)
Google
5.0 / 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
9140 Arrowpoint Blvd Suite 215, Charlotte, NC 28273

Why choose this provider?

Heritage Law Firm caters to parties in Charlotte who have concerns under probate law. The firm handles estate planning issues like drafting last wills and testaments and formulating advanced directives. It tackles estate administration matters and the establishment of revocable living trusts. The office also caters to military service veterans. The group was started in 2017 and has since expanded to Florida. Heritage Law Firm's managing partner, Christopher J. Leddy Jr. is a Veterans Affairs Accredited Attorney.

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 (19)
Avvo
5.0 / 5 (2)
Yelp
4.0 / 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.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
2820 Selwyn Avenue, Suite 400, Charlotte, NC 28209
  • Trusts
  • Wills
  • Estate Planning

Why choose this provider?

Bray & Long, Attorneys at Law, is a boutique multi-practice firm that serves clients in Charlotte. It represents estate administrators in probate proceedings where assets are collected, arranged, and distributed to beneficiaries according to the wishes of the decedents. The firm also helps clients preserve their properties and wealth for future generations through estate planning services, including drafting last wills and testaments, powers of attorney, and revocable and irrevocable living trusts. Its attorneys represent clients in various industries, such as construction, technology, and financial services. Founding member William P. Bray established the firm in 2003.

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.
4.9
Google
4.9 / 5 (57)
Facebook
5.0 / 5 (17)
Avvo
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.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
6000 Fairview Road, Suite 1200, Charlotte, NC 28210

Why choose this provider?

The Anderson Law Firm offers solutions for probate matters in Charlotte. The firm helps families navigate probate with empathy and creative thinking. It also provides counsel on the technical and personal components of an estate plan protecting the family and loved ones while taking steps to avoid tax repercussions and reduce future litigation over the estate. Principal attorney Michael F. Anderson was chosen to write the chapter on guardianships for the North Carolina Fiduciary Litigation Manual in 2018. He was inducted in 2015 into the American Society of Legal Advocates.

Attorney Information

Attorney NamesExperience
Michael Anderson - Principal17 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 (21)

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
15720 Brixham Hill Avenue, Suite 300, Charlotte, NC 28277
  • Trusts
  • Wills
  • Estate Planning

Why choose this provider?

Williford Law is a firm based in Charlotte that offers a broad range of services in the areas of trusts and estates, family law, personal injury, and criminal law. Regarding matters relating to trusts and estates, the law firm provides assistance in drafting wills, trusts, health care and financial powers of attorney, advance health care directives, and trust and estate administration. Jackson Williford, the founder and managing attorney, counsels and represents both businesses and individuals.

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 (30)
Avvo
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.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
4201 Congress St Suite 110, Charlotte, NC 28209
  • Trusts
  • Estate Planning

Why choose this provider?

The probate attorneys at the law firm of Orsbon & Fenninger LLP provide estate planning services for individuals and families in Charlotte and surrounding areas. Its attorneys have over 50 years of combined experience helping executors or trustees pay the decedent's taxes and debts, distribute remaining assets to heirs, and minimize estate tax liability. The firm prepares wills, trusts, and other estate plans for individuals, families, and businesses. Orsbon & Fenninger also reviews and updates estate plans as families grow.

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 (30)

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
6115 Park South Drive, Suite 110, Charlotte, NC 28210

Why choose this provider?

Perrin Legal is a Charlotte-based firm that provides probate services to personal representatives, executors, trustees, administrators, and corporate fiduciaries. It assists in putting together probate applications and inventories, securing property appraisals, reducing tax exposure, and managing creditor claims and debt payments. It also facilitates asset transfer and estate compliance with courts and government bodies. Christian L. Perrin, the firm's attorney, is a board-certified estate planning and probate specialist. He has written articles for the legal magazine Probate & Property.

Attorney Information

Attorney NamesExperience
Christian Perrin - Principal17 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 (67)
Avvo
5.0 / 5 (4)

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
200 Providence Road, Suite 206, Charlotte, NC 28207
  • Estate Planning

Why choose this provider?

Heidi Royal Law in Charlotte guides residents through estate and trust planning and administration. Lead attorney Heidi Royal helps individuals set up an assortment of legal devices for their estate plan, from simple wills to generation-skipping trusts and lifetime gifting programs. She also assists personal representatives to work through the probate process, helping them file necessary documents, publish notices to creditors, and prepare and distribute the estate's assets. Royal is a member of the Charlotte Estate Planning Council and previously served as its president.

Attorney Information

Attorney NamesExperience
Heidi Royal - Principal20 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
112 S. Tryon St. Ste. 760, Charlotte, NC 28284
  • Estate Planning
  • Elder Law
  • Probate
  • Estate Administration

Why choose this provider?

McIntyre Elder Law is a firm that caters to clients in Charlotte. It provides legal assistance to seniors by helping them maintain their lifestyle, protect their assets, and preserve their legacies. Its attorneys help seniors take control of their assets as well as give them health care and benefit opportunities. Greg McIntyre, the firm’s founder, is a member of the Elder Counsel. He has been practicing elder law for 15 years and is committed to helping clients traverse the legal processes involving elder law.

Attorney Information

Attorney NamesExperience
Greg Mcintyre - Managing Attorney18 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.
4.9
Google
4.9 / 5 (147)
Yelp
3.0 / 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
326 W 10th St, Charlotte, NC 28202
  • Trusts

Why choose this provider?

Serving the greater Charlotte area, Lindley Law is a boutique law firm that uses cloud-based technology to take on foreign and domestic clients, representing individual and corporate beneficiaries and trustees in trust and will disputes, including handling asset mismanagement issues. Founder Trey Lindley, who was recognized multiple times as a Super Lawyer in estate and trust litigation by Super Lawyer's Magazine, was also named a Charlotte Business Journal 40 Under 40 honoree.

Attorney Information

Attorney NamesExperience
Trey Lindley - Owner21 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 (33)
Facebook
5.0 / 5 (27)
Yelp
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.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
5925 Carnegie Blvd. Suite 200, Charlotte, NC 28209
  • Trusts
  • Wills
  • Estate Planning
  • Living Trust
  • Probate
  • Power of Attorneys
  • Estate Administration
  • Living Wills

Why choose this provider?

Berger & Kindberg Law, Attorneys at Law, represents clients in Charlotte in probate matters. The law firm assists clients with estate administration; drafts wills, trusts, and powers of attorney; and makes arrangements for charitable giving. With over five decades of combined experience, the firm's lawyers work to ensure that the will says exactly what the testators mean and that the document meets all of the requirements to make it binding in probate court. Berger & Kindberg Law offers services in several other practice areas, including real estate, taxation, business, and family law.

Attorney Information

Attorney NamesExperience
Hal Berger - Partner26 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 (17)
Yelp
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.
3.3
Responsiveness
Friendliness
Helpfulness
Detail
––

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?

    Call 311 to report non-emergencies to the local police station in Charlotte.

  • Do all assets left behind by a deceased individual in Charlotte have to go through the probate process?

    No, not all assets left behind by a deceased individual in Charlotte have to go through the probate process. These include jointly owned properties, including real estate and vehicles, and retirement accounts and insurance policies with beneficiaries. Bank accounts that have provisions for transfer upon death will bypass probate. In the event of death, the co-owner or designated beneficiaries will automatically assume ownership of the assets.

  • Is it possible for heirs to inherit the debt of a deceased relative in Charlotte?

    Yes, it is possible for heirs to inherit the debt of a deceased relative in Charlotte. This can happen if the heirs are co-owners or co-signers of the property or loan. In such cases, they can be held responsible for paying off the debts left behind by their loved ones. However, if there are provisions in place that protect the co-owners or co-signers from being liable for the debts, they will not be required to settle those debts.

  • Are executors in Charlotte allowed to use the estate money for expenses to settle the properties?

    Yes, executors in Charlotte are allowed to use the estate funds to cover expenses related to property settlement. However, they must use the money wisely and use it exclusively for intended purposes. Misusing the funds can lead to allegations of improper handling, which may result in legal repercussions for the executor. Additionally, estate funds may not be used for such expenses if the will prohibits them.

  • At what point can heirs in Charlotte remove an executor?

    Heirs in Charlotte can remove an executor if they observe the unfair treatment of beneficiaries, negligence leading to property theft or loss, or failure to meet deadlines. Additionally, they can take legal measures if the executor is found to be unqualified for the role or if the executor obtained the position through fraudulent means or due to an error.

  • Are heirs allowed to stop the sale of a property in Charlotte that was given to them?

    Yes, heirs are allowed to stop the sale of a property in Charlotte that was given to them. However, if an executor is managing the estate, they have the authority to sell the asset to settle outstanding debts even if the heirs disagree with the decision. Consulting all heirs before initiating the sale of the property is recommended.

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