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2024

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Best Probate Lawyers in Charlotte, NC

Our Recommended Top 18

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

163Reviewed

105Curated

18Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider

5821 Fairview Road Suite 218, Charlotte, NC 28209

Expertise.com Rating

Review Sources

Facebook
5.0 (14)

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.

  • Trusts
  • Wills
  • Estate Planning

Attorney Information

Attorney NameBar StatusExperience
Edward Jesson - PartnerActive9 yrs

1520 West Sugar Creek Road, Charlotte, NC 28262

Expertise.com Rating

Review Sources

Google
5.0 (11)
Yelp
5.0 (1)

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.

  • Trusts
  • Wills
  • Estate Planning

Attorney Information

Attorney NameBar StatusExperience
Jonathan Beigle - PrincipalActive10 yrs

15720 Brixham Hill Ave. Ballantyne One Suite 203, Charlotte, NC 28277

Expertise.com Rating

Review Sources

Google
5.0 (4)

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.

  • Estate Planning
  • Probate

Attorney Information

Attorney NameBar StatusExperience
Janice Davies - PrincipalActive25 yrs

5925 Carnegie Blvd. Suite 200, Charlotte, NC 28209

Expertise.com Rating

Review Sources

Google
4.8 (17)
Yelp
5.0 (1)

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.

  • Trusts
  • Wills
  • Estate Planning

Attorney Information

Attorney NameBar StatusExperience
Hal Berger - PartnerActive26 yrs

301 S McDowell St #608, Charlotte, NC 28204

Expertise.com Rating

Review Sources

Google
4.8 (6)
Avvo
5.0 (4)
Facebook
5.0 (1)

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.

  • Wills
  • Estate Planning

Attorney Information

Attorney NameBar StatusExperience
John Boutwell - PartnerActive31 yrs

112 S. Tryon St. Ste. 760, Charlotte, NC 28284

Expertise.com Rating

Review Sources

Google
4.9 (147)
Yelp
3.0 (2)

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.

  • Estate Planning
  • Elder Law
  • Probate

Attorney Information

Attorney NameBar StatusExperience
Greg Mcintyre - Managing AttorneyActive18 yrs

5200 Park Road, Suite 207A, Charlotte, NC 28209

Expertise.com Rating

Review Sources

Google
5.0 (5)

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.

  • Estate Planning
  • Trust Administration

9916 Monroe Road, Charlotte, NC 28270

Expertise.com Rating

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.

  • Wills
  • Estate Planning
  • Probate

Attorney Information

Attorney NameBar StatusExperience
Maria Sussman - Managing Attorney and OwnerActive9 yrs

2820 Selwyn Avenue, Suite 400, Charlotte, NC 28209

Expertise.com Rating

Review Sources

Google
4.9 (57)
Facebook
5.0 (17)
Avvo
5.0 (1)

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.

  • Trusts
  • Wills
  • Estate Planning

10440 Park Road, Suite 200, Charlotte, NC 28210

Expertise.com Rating

Review Sources

Google
4.4 (7)
Yelp
1.0 (1)

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.

  • Estate Planning

15720 Brixham Hill Avenue, Suite 300, Charlotte, NC 28277

Expertise.com Rating

Review Sources

Google
5.0 (30)
Avvo
5.0 (1)

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.

  • Trusts
  • Wills
  • Estate Planning

6000 Fairview Road, Suite 1200, Charlotte, NC 28210

Expertise.com Rating

Review Sources

Google
5.0 (21)

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 NameBar StatusExperience
Michael Anderson - PrincipalActive17 yrs

78 Buffalo Avenue NW #200, Concord, NC 28025

Expertise.com Rating

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.

4201 Congress St Suite 110, Charlotte, NC 28209

Expertise.com Rating

Review Sources

Google
5.0 (30)

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.

  • Trusts
  • Estate Planning

Attorney Information

Attorney NameBar StatusExperience
Richard Orsbon - Senior PartnerActive52 yrs

326 W 10th St, Charlotte, NC 28202

Expertise.com Rating

Review Sources

Google
5.0 (33)
Facebook
5.0 (27)
Yelp
5.0 (2)

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.

  • Trusts

Attorney Information

Attorney NameBar StatusExperience
Trey Lindley - OwnerActive21 yrs

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

Expertise.com Rating

Review Sources

Google
5.0 (67)
Avvo
5.0 (4)

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 NameBar StatusExperience
Christian Perrin - PrincipalActive17 yrs

7421 Carmel Executive Park Dr Suite 214, Charlotte, NC 28226

Expertise.com Rating

Review Sources

Avvo
4.6 (29)
Google
5.0 (6)

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.

  • Estate Planning
  • Elder Law
  • Probate

9140 Arrowpoint Blvd Suite 215, Charlotte, NC 28273

Expertise.com Rating

Review Sources

Facebook
5.0 (19)
Avvo
5.0 (2)
Yelp
4.0 (1)

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.

Compare our Top Probate Lawyers

NameExpertise RatingAddressPromotionsLearn more
Jesson & Rains, PLLC
5821 Fairview Road Suite 218, Charlotte, NC 28209
Jonathan M. Beigle, Attorney at Law, PLLC
1520 West Sugar Creek Road, Charlotte, NC 28262
Davies Law PLLC
15720 Brixham Hill Ave. Ballantyne One Suite 203, Charlotte, NC 28277
Berger & Kindberg Law Attorneys at Law
5925 Carnegie Blvd. Suite 200, Charlotte, NC 28209
Thurman Wilson Boutwell Galvin
301 S McDowell St #608, Charlotte, NC 28204
McIntyre Elder Law
112 S. Tryon St. Ste. 760, Charlotte, NC 28284
Trevillion Law, PLLC
5200 Park Road, Suite 207A, Charlotte, NC 28209
Sussman Law Firm, PLLC
9916 Monroe Road, Charlotte, NC 28270
Bray & Long Attorneys at Law
2820 Selwyn Avenue, Suite 400, Charlotte, NC 28209
Brown & Associates Attorneys & Counselors at Law
10440 Park Road, Suite 200, Charlotte, NC 28210
Williford Law
15720 Brixham Hill Avenue, Suite 300, Charlotte, NC 28277
Anderson Law Firm
6000 Fairview Road, Suite 1200, Charlotte, NC 28210
The Law Office of Amanda M. Reed
78 Buffalo Avenue NW #200, Concord, NC 28025
Orsbon & Fenninger, LLP
4201 Congress St Suite 110, Charlotte, NC 28209
Lindley Law
326 W 10th St, Charlotte, NC 28202
Perrin Legal
6115 Park South Drive, Suite 110, Charlotte, NC 28210
Linville Law
7421 Carmel Executive Park Dr Suite 214, Charlotte, NC 28226
Heritage Law Firm
9140 Arrowpoint Blvd Suite 215, Charlotte, NC 28273

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 with Expertise.com and must meet similar selection criteria as other lawyers. All cases are different. Prior results do not guarantee a similar outcome.

FAQs

  • 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.