Estate Planning & Wills
Weddington, NC
Providence Wills and Trusts is a Charlotte-area estate planning law firm specializing in wills, trusts, probate, and elder law. Led by attorneys Zachary B. Setzer, Richard W. Fox, and their team, the firm offers flat-fee, transparent pricing with no hourly billing and includes free tri-annual checkups for life to keep plans current. They're known for their proprietary Kids Protection Plan, comprehensive guardianship planning, Medicaid/nursing home planning, business succession planning, and post-mortem estate administration.
Ideal for: Families with minor children, parents concerned about guardianship planning, individuals with retirement accounts over $200,000, those needing Medicaid and nursing home planning, business owners
Service area: Charlotte area and surrounding North Carolina regions, with offices in Weddington and Monroe
Flat-Fee Pricing with No Surprises: Unlike hourly billing firms, Providence Wills and Trusts quotes all fees upfront and publishes their fee schedule publicly, ensuring complete transparency with no surprise bills.
Proprietary Kids Protection Plan: Their comprehensive guardianship planning ensures children are protected with detailed preparation for guardians and prevention of foster care or CPS involvement.
Lifetime Plan Maintenance: Every estate plan includes free tri-annual checkups for life to keep documents current with changing laws, family situations, and financial circumstances.
Address: 13700 Providence Rd Suite 120, Weddington, NC 28104
Phone: (704) 286-0896
Website: providencewillsandtrusts.com
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