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Best Probate Lawyers in Concord

2023

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Website
18525 Statesville Rd., Suite D-02, Cornelius, NC 28031
  • Estate Planning

Why choose this provider?

Nosal & Jeter, LLP Attorneys and Counselors at Law delivers services to the residents of Concord and its neighboring areas. It offers counsel in matters involving the probate and estate administration process, including proving the validity of a will, identifying and inventorying estate properties, and paying debts and taxes. Additionally, the firm handles fiduciary accounting, trust litigation, and will contests. Its partners, Thomas C. Jeter III and Peter J. Nosal, are licensed to practice law in South Carolina.

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
Avvo
5.0 / 5 (83)
Facebook
4.9 / 5 (54)
Google
4.9 / 5 (31)

(+1 additional source)

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
145 Union Street South Ste 104, Concord, NC 28025
  • Trusts
  • Wills
  • Estate Planning
  • Probate

Why choose this provider?

Brannen Law PLLC offers legal assistance regarding probate and estate planning in Concord. Corry J. Brannen guides individuals in creating estate plans that detail how they want to provide for their families or donate to charities when they pass on. He deals with wills and living wills, revocable and irrevocable trusts, and pet trusts. In addition, he advises executors, trustees, and administrators throughout the probate process. Brannen received the Top 100 Civil Lawyers in North Carolina recognition from the National Trial Lawyers in 2019.

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.
4.3
Google
4.3 / 5 (43)

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
319 South Sharon Amity Road, Charlotte, NC 28211
  • Trusts
  • Wills
  • Estate Planning

Why choose this provider?

Miller, Walker, & Austin, Attorneys at Law serves clients throughout the Concord metro area. This practice helps clients to complete the probate process and defend estates against unwarranted claims by creditors. It administrates every part of estates so that executors can focus on dealing with heirs and carrying out the intentions of the will. It itemizes remaining assets that belong to the estate and either uses these assets to satisfy debts or passes them down to heirs when the former is accomplished.

Attorney Information

Attorney NamesExperience
Joseph Miller - Senior Partner48 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
Avvo
5.0 / 5 (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.
3.3
Responsiveness
Friendliness
Helpfulness
Detail
––

Website
6573 Derby Lane NW, Concord, NC 28027
  • Wills
  • Estate Planning
  • Probate

Why choose this provider?

Sorrell Law deals with probate matters in Concord. It advises clients on whether informal or formal probate applies to their specific circumstances. Founding attorney and principal Richard B. Sorrell helps prove the authenticity of a will before the probate court. He aids in gathering assets, paying debts, and distributing the remaining properties to beneficiaries. Sorrell also defends individuals against claims or legal disputes and assists out-of-state executors. He had worked in radio and church ministries before attending law school.

Attorney Information

Attorney NamesExperience
Richard Sorrell - Founding Attorney & 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.
5.0
Google
5.0 / 5 (8)
Avvo
5.0 / 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
19453 West Catawba Avenue Suite E, Cornelius, NC 28031
  • Trusts
  • Wills
  • Estate Planning

Why choose this provider?

Robbins & Bentz is a law firm that serves the residents of Concord. It helps clients with the probate process by administering wills and trusts, filing necessary legal documents, notifying creditors, and overseeing the distribution of assets. Its team also provides estate planning services, which include the guardianship of minors and the management of property. Managing attorney Christine Robbins has been practicing probate, estate planning, and small business planning in the Lake Norman area since 2000.

Attorney Information

Attorney NamesExperience
Christine Robbins - Managing Attorney16 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 (53)

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
49 Means Avenue SE, Concord, NC 28025
  • Trusts
  • Wills
  • Estate Planning
  • Probate
  • Estate Administration

Why choose this provider?

Mills Law is a legal firm serving individuals, families, and businesses in Concord. It provides assistance with estate-related matters, including will administration, probate proceedings, and estate planning. For the latter, its lawyers assist clients in drafting trusts, pre-marital agreements, powers of attorney, and other legal documents to settle an estate before death. Its principal attorney, William L. Mills, III got his board certification as an estate planning and probate lawyer from the North Carolina State Bar in 1989. He has been serving the metro since 1980.

Attorney Information

Attorney NamesExperience
William Mills - Principal43 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 (8)

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
363 N. Church St. Suite 260-C, Concord, NC 28025
  • Estate Planning

Why choose this provider?

Willet Legal PLLC caters to individuals and families in Concord and nearby locations. It helps clients navigate the probate administration process and represents them during estate distribution. The firm files notice to creditors and probate court inventory documents. It also litigates disputes related to estate and Medicaid crisis planning, and special needs trust disputes. In addition, it caters to entrepreneurs who want to establish businesses. Principal partner Katherine Willet is the former executive officer of the Moot Court Board.

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
Avvo
5.0 / 5 (2)
Google
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
442 S Main St #5, Davidson, NC 28036
  • Trusts
  • Wills
  • Estate Planning

Why choose this provider?

Forbes Law Firm, PLLC, is a boutique estate planning and administration legal practice catering to individuals and families in Concord. Its services include guiding and representing estate executors throughout the probate process. It assists clients in gathering assets, paying debts, and distributing remaining assets. Its attorney, Kristen T. Forbes, previously worked at two local law firms in Charlotte. She also served as a financial advisor at Wachovia bank, assisting clients with investment and retirement planning.

Attorney Information

Attorney NamesExperience
Kristen Forbes - Principal14 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 (45)
Facebook
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
5620 Concord Parkway S Suite 103, Concord, NC 28027
  • Trusts
  • Wills
  • Estate Planning

Why choose this provider?

The Cooper Legal Firm PC is a Concord law office that provides real estate guidance and representation. Its lawyers provide estate planning services, including drafting wills and implementing legal remedies on probates. They also provide legal assistance on leases, purchases, and real estate-related transactions. Its founding attorney, Stephanie Cooper Roberts, has over 24 years of legal industry practice and has a background in complex real estate transactions. This firm also takes on divorce cases, bankruptcy, and civil litigation.

Attorney Information

Attorney NamesExperience
Stephanie Roberts - Founder7 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
Google
4.5 / 5 (17)
Facebook
5.0 / 5 (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
1520 West Sugar Creek Rd., Charlotte, NC 28262
  • Trusts
  • Wills
  • Estate Planning

Why choose this provider?

Jonathan M. Beigle, Attorney At Law, PLLC, handles cases concerning estate law. It assists Concord-based families and individuals in probating small and large estates. It helps clients organize their economic affairs through estate planning tools, such as wills, trusts, and powers of attorney for financial and healthcare decisions. Advice on business structure planning is also offered. Head attorney Jonathan Beigle is a Mecklenburg County Bar Association member and actively participates in activities at Northside Baptist Church.

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)

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
315 North Main Street, Salisbury, NC 28144
  • Estate Planning

Why choose this provider?

Attorney Ryan B. Addison is a law firm prepared to help people looking for an estate planning attorney near Concord. It does probate work to help these individuals settle the estates of their loved ones and resolve any financial issues involved therein. It gathers and accounts for each estate's property and business interests and takes these into consideration when paying debts and distributing these holdings out to heirs. Estate planning services are available, and Attorney Ryan B. Addison also handles guardianships.

Attorney Information

Attorney NamesExperience
Ryan Addison - Principal21 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.
4.3
Facebook
4.3 / 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
285 Church Street North, Concord, NC 28025
  • Estate Planning

Why choose this provider?

Kraus & Phillips, PLLC, is a full-service law firm that caters to residents of Concord. Its team helps surviving family members settle the decedent's estate through probate and estate administration. It also provides estates and fiduciary litigation services for will contests and trustee removal proceedings. In addition, the firm prepares documents such as wills, trusts, and powers of attorney. The team has over 50 years of combined legal experience. Andrew D. Phillips serves as the Public Administrator of Decedent's Estates for Cabarrus County.

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.
4.3
Google
4.6 / 5 (9)
Avvo
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
542 Williamson Road, Suite 1, Mooresville, NC 28117
  • Trusts
  • Wills
  • Estate Planning

Why choose this provider?

Since 2004, Lutzel Broadway, Attorneys at Law, has been providing estate planning, real estate, asset protection, and business law services to the Concord community. Its team of lawyers guides clients through the entire estate planning process, drafting wills and trusts. Firm partner Richard Lutzel has a degree in business and communication and is licensed to practice law in New York, North Carolina, South Carolina, and Washington, D.C. Tina Broadway focuses on real estate law and practices in Alabama and North Carolina.

Attorney Information

Attorney NamesExperience
Richard Lutzel - Partner25 yrs
Tina Broadway - Partner29 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.
4.3
Facebook
5.0 / 5 (3)
Google
2.0 / 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
151 Church St, NE, Concord, NC 28025
  • Wills
  • Estate Administration

Why choose this provider?

Plummer & Plummer is a father-and-son-owned law firm located in Concord. It helps residents in various legal matters, such as wills, deeds, and estate administration. The firm also provides services in the areas of family law, immigration, workers' compensation, personal injury, and criminal defense. Franklin R. Plummer, who served in the United States Army Reserves, has been practicing law since 1973, while his son Joseph H. Plummer, who speaks Spanish and Portuguese, has been in the legal field since 2001.

Attorney Information

Attorney NamesExperience
Joseph Plummer - Partner22 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 (429)

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
5605 Hwy. 49 N, Mt. Pleasant, NC 28124
  • Estate Planning

Why choose this provider?

The Law Office of Paula J. Yost provides its services to clients in Concord and nearby areas. It handles probate administration, assisting surviving family members in carrying out their loved ones' instructions, including initiating estate proceedings, dealing with creditor claims, calculating balances, and filing death certificates, trusts, and holographic wills. Yost is also admitted to practice in Georgia. Her background includes serving as a guardian ad litem to protect the interests of the mentally ill and incapacitated.

Attorney Information

Attorney NamesExperience
Paula Yost - Managing Attorney7 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 (22)
Facebook
5.0 / 5 (10)

Website
8410 Pit Stop Ct NW,, Concord, NC 28027
  • Trusts
  • Wills
  • Estate Planning

Why choose this provider?

Knipp Law Office, PLLC, offers representation for matters relating to real estate law and estate planning and administration for clients in Concord and neighboring areas. Its probate service includes gathering the deceased person’s assets, paying debts and taxes, and transferring the assets to the beneficiaries. Incorporating clients' unique family situations and needs, its attorneys also help clients craft an estate plan that contains wills, living trusts, and powers of attorney for property, finances, and healthcare.

Attorney Information

Attorney NamesExperience
Joshua Knipp - Owner14 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.
4.6
Facebook
4.8 / 5 (46)
Google
4.3 / 5 (27)

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
51 Means Ave., Concord, NC 28026
  • Wills

Why choose this provider?

The Law Offices of Annette R. Heim guides and advises clients in Concord in creating and completing estate planning documents. Its legal team helps draft a durable power of attorney and a will to deal with a person's estate in the event of the unexpected. It documents the list of possessions and assets, identifies beneficiaries and heirs, and gives funeral arrangements and preferences. Founding attorney Annette Heim also covers family law matters, including divorce, child custody and support, and spousal support and alimony.

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.
4.1
Google
4.3 / 5 (22)
Avvo
3.9 / 5 (11)
Facebook
3.7 / 5 (10)

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
11330 Vanstory Dr., Huntersville, NC 28078
  • Trusts
  • Wills
  • Estate Planning

Why choose this provider?

Lake Norman Wealth Counsel is a Huntersville-based law firm that focuses on the probate process. The practice guides Concord residents with estate planning, trusts, living wills, and other advanced directives. It aids clients in developing plans to protect their assets and distribute them in accordance with their wishes. Andrew F. Sabourin, a member of the WealthCounsel and ElderCounsel associations, leads the firm. He is also knowledgeable about powers of attorney for both finances and medical care, which include HIPAA-compliant medical authorizations.

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
5.0 / 5 (70)

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
239 East Broad Street, Statesville, NC 28677
  • Wills
  • Estate Planning
  • Living Trust

Why choose this provider?

Crosswhite, Crosswhite, & Johnson is a law firm doing business with probate attorneys near Concord. Operating since 1932, this firm has over 50 years of experience in the legal field and assists clients, namely executors, with every part of the probate process. The firm works to make sure that each estate's possessions are accounted for and that no outstanding debts remain before they're given over to the heirs. It also carries out a number of other directives insisted upon by the deceased, when applicable.

Attorney Information

Attorney NamesExperience
Cody Mcpherson - Associate Attorney3 yrs
Seth Johnson - Partner18 yrs
Robert Crosswhite - Partner24 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
Google
4.6 / 5 (16)
Avvo
3.0 / 5 (2)
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

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.

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Frequently Asked Questions

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

    The non-emergency contact number for the Concord Police Department is (704) 786-9155.

  • What assets in Concord are exempt from the probate process?

    Concord and the rest of North Carolina consider joint tenancy assets and non-will assets with beneficiaries as properties not needing to go through probate. Examples of the latter include life insurance policies, pension benefits, bank accounts that are “payable-on-death,” and retirement accounts. Similarly, assets in a living trust do not have to pass through probate.

  • Can you skip probate for small estates in Concord?

    Yes, being considered a small estate in Concord may allow you to completely avoid probate, distribute your assets more quickly, and do so with fewer hassles. If an estate's total assets fall below $20,000 (or $30,000 for surviving spouses) and 30 days have gone by since the decedent's passing, the estate may generally be considered a small estate.

  • What is the typical succession of Concord relatives who will receive the decedent's probate assets?

    Unmarried partners and friends typically do not inherit under intestate succession in Concord; only spouses, registered domestic partners, and blood relatives do. The surviving spouse is generally the first relative to receive the decedent's probate property, followed by their children and grandchildren. The hierarchy is then followed by the decedent's parents, siblings, grandparents, and aunts and uncles.

  • How soon after a death can you file for probate in Concord?

    The general advice is that the probate estate representative initiates the process within 60 days of the decedent's passing because in Concord and the rest of North Carolina, probate is not initiated automatically. The personal representative must inform the estate's creditors that probate has been opened after filing for it, giving them a reasonable amount of time (usually 90 days) to submit claims against the estate.

  • How does a typical probate proceeding go in Concord?

    At the start of probate proceedings in Concord, the will is given to the court and a petition is filed for it to undergo probate. The estate's assets are assessed, and any outstanding debts and obligations are settled. In the event of a disagreement, litigation is used to settle it. Lastly, the estate’s assets are transferred to the beneficiaries.

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