Areas served: Charlotte, NC and surrounding Mecklenburg County
Charlotte's estate planning landscape reflects the region's blend of established wealth and growing professional class, with attorneys serving everyone from Bank of America executives to small business owners in surrounding Mecklenburg County. Local practitioners range from boutique firms focused exclusively on trusts and estates to full-service practices handling everything from simple wills to complex dynasty trusts. The Charlotte market includes attorneys with specialized expertise in business succession planning, charitable giving structures, and North Carolina-specific estate tax considerations.
Simpson Law Firm is a dedicated estate and elder law practice serving Fort Mill and the surrounding Carolinas. Led by Attorney Holly Simpson, the firm specializes in comprehensive estate planning including wills, trusts, special needs planning, probate administration, and elder law services. They focus on minimizing attorney fees, taxes, and court costs while providing clear explanations and personalized attention to help clients preserve assets, protect loved ones, and create lasting peace of mind.
Starrett Law Firm is a Charlotte-based estate planning and business law firm specializing in wills, trusts, estate administration, and probate services. Led by experienced attorneys, they guide families and business owners through comprehensive estate planning, trust administration, and business legal matters with a focus on protecting assets and legacy. They offer free planning primers and consultations to help clients understand their options and make informed decisions.
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.
Lake Norman Wealth Counsel is an estate planning law firm led by attorney Andrew Sabourin, serving the Huntersville and surrounding North Carolina areas. The firm specializes exclusively in estate planning, wills, trusts, powers of attorney, living wills, guardianships, conservatorships, and estate tax planning. They provide personalized, one-on-one attention to clients of all income levels, taking time to develop comprehensive plans that protect families, preserve businesses, and ensure assets are distributed according to clients' wishes.
Orsbon & Fenninger, LLP is a Charlotte-based estate planning law firm with three board-certified partners offering comprehensive legal services including estate planning, trust administration, probate, business succession, Medicaid planning, and elder law. The firm brings decades of combined experience and serves clients throughout the Lake Norman area and Charlotte region with personalized attention to complex family and financial matters. Known for accessibility and clear communication, they offer evening appointments and will travel to meet clients who have mobility challenges.
Perrin Legal is a Charlotte-based law firm specializing in estate planning, trusts, wills, and probate administration led by attorney Christian L. Perrin, who has been recognized multiple times as Legal Elite for estate planning and tax law. The firm also provides comprehensive services in corporate law, asset protection, wealth preservation, elder law, guardianship, and fiduciary litigation. Their philosophy emphasizes maintaining the highest level of competence and expertise in each practice area they serve.
Jetton & Meredith, PLLC is a family law firm serving Charlotte and the surrounding region. The firm specializes in divorce, child custody, child support, and related family law matters. With a team of experienced attorneys, they provide comprehensive legal representation and counsel to clients navigating complex family law issues, offering both litigation and alternative dispute resolution services.
Erin Patterson Law, PLLC is a Charlotte-based estate planning firm specializing in wills, trusts, power of attorney, and probate services. Erin Patterson provides personalized legal guidance to help families protect their assets and ensure their wishes are carried out. The firm focuses on making estate planning accessible and understandable for clients at every wealth level.
McIntyre Elder Law is a Charlotte-based law firm specializing in estate planning, elder law, and Medicaid planning for seniors and their families. Led by experienced attorneys, the firm helps clients navigate complex legal matters including will preparation, trust creation, probate administration, and long-term care planning. They focus on protecting assets and ensuring families have comprehensive plans in place for healthcare decisions and end-of-life care.
Jonathan M. Beigle, Attorney At Law, PLLC is a Charlotte-based law firm providing estate planning, probate & estate administration, and small business legal services. Led by Jonathan M. Beigle, the firm combines local expertise with personalized client service, helping individuals secure their legacy through wills and trusts while guiding business owners through formation, contracts, and compliance matters. The firm offers free initial consultations and emphasizes integrity and efficiency in delivering tailored legal solutions.
Schehr Law PLLC is a Charlotte-based personal injury law firm specializing in motor vehicle accidents, slip and fall cases, and wrongful death claims. Led by experienced attorneys, the firm handles cases on a contingency fee basis, meaning clients pay nothing unless they win. They serve individuals throughout the Charlotte area and surrounding regions who have been injured due to negligence.
Dozier Miller Law Group is a full-service law firm with over 40 years of experience serving the Charlotte Metro Area. They specialize in family law (divorce, custody, child support, prenuptial agreements), business law, personal injury, criminal defense, immigration, estate planning, appeals, litigation, and church/nonprofit law. With a team of experienced attorneys, they focus on building lasting client relationships and delivering results-driven legal representation across multiple practice areas.
Jesson & Rains, PLLC is an estate planning and business law firm led by attorneys Edward Jesson and Kelly Rains Jesson, serving the greater Charlotte area and parts of South Carolina, Florida, and New Mexico. They specialize in wills, trusts, powers of attorney, probate administration, and comprehensive business legal services including contract drafting, entity formation, and employment issues. The firm combines large-firm expertise with personalized client relationships, offering thorough consultations that craft individualized solutions for each client's unique situation.
Charlotte Estate Planning, led by attorney Ryan Stump, specializes in comprehensive estate planning services including wills, trusts, power of attorney documents, and probate administration. The firm helps Charlotte-area families and business owners protect their assets, plan for tax efficiency, and ensure their wishes are carried out. Ryan Stump provides personalized legal guidance to create customized estate plans that fit each client's unique circumstances and goals.
Johannesmeyer & Sawyer PLLC is a law firm serving Charlotte and the surrounding region with comprehensive estate planning, elder law, and trust administration services. The firm helps clients protect their assets, plan for incapacity, and ensure their families are provided for through wills, trusts, powers of attorney, and Medicaid planning. With a focus on personalized counsel, they guide individuals and families through complex legal decisions with clarity and confidence.
Arnold & Smith PLLC is a full-service law firm with four offices across North Carolina, founded in 2007 by Attorneys Matthew R. Arnold and J. Bradley Smith. Based in the historic John Price Carr House in uptown Charlotte, the firm specializes in family law and divorce, criminal defense, personal injury, workers' compensation, appellate law, business litigation, estate planning, and traffic citations. Their experienced team provides aggressive courtroom representation in both state and federal courts across Mecklenburg, Catawba, Gaston, Iredell, Lincoln, Stanly, and Union Counties.
North Carolina Estate Planning & Fiduciary Law is a Charlotte-based law firm specializing in comprehensive estate planning, trust administration, and fiduciary services for individuals and families. Led by experienced estate planning attorneys, the firm helps clients create wills, trusts, powers of attorney, and navigate probate matters while minimizing tax liability. They focus on personalized planning tailored to each client's unique family and financial situation.
Sabrina Winters, Attorney at Law, PLLC is an estate planning law firm based in Charlotte specializing in wills, trusts, probate, and elder law services. Sabrina Winters provides personalized legal guidance to help clients protect their assets, plan for incapacity, and ensure their wishes are carried out. The firm focuses on making estate planning accessible and understandable for families and individuals throughout the Charlotte area.
Norwood, Armstrong & Stokes, PLLC is a Charlotte-based law firm specializing in estate planning, probate, and elder law services. The firm helps clients protect their assets, plan for incapacity, and navigate complex family wealth transitions through comprehensive legal strategies. They serve individuals and families throughout the Charlotte area seeking professional guidance on wills, trusts, and end-of-life planning.
Essex Richards, P.A. is a full-service Charlotte law firm established in 1976, offering comprehensive legal services including estate planning, probate, family law, bankruptcy, business law, commercial litigation, and personal injury matters. The firm serves clients throughout North Carolina with a team of experienced attorneys who emphasize responsive communication, practical advice, and personalized service tailored to each client's unique needs.
Johannesmeyer & Sawyer PLLC is a law firm serving Fort Mill and the surrounding region with expertise in estate planning, business law, and litigation. The firm helps clients protect their assets, plan for the future, and navigate complex legal matters with personalized counsel. Their experienced attorneys focus on creating comprehensive strategies tailored to each client's unique circumstances and goals.
Soto Law, PLLC is a bilingual law firm in Charlotte specializing in Real Estate, Estate Planning, Immigration Law, and Business Law. Led by owner and managing attorney Claudia Soto with over 40 years of combined team experience, the firm provides comprehensive legal services for individuals and families across North Carolina and beyond. They offer estate planning document preparation, real estate transaction support for buyers and sellers, immigration assistance including family petitions and visas, and business formation services—all with a commitment to clear communication and culturally informed legal guidance.
The Law Office of Kimberly A. Sheek provides estate planning, trust creation, wills, and probate services to Charlotte-area clients. Led by attorney Kimberly A. Sheek, the firm helps families and individuals protect their assets, plan for the future, and navigate the probate process with personalized legal guidance.
Miller Cushing Holladay PLLC is a Charlotte-based law firm specializing in family law, including divorce, child custody, and related matters. The firm provides personalized legal representation to help clients navigate complex family law issues with professional guidance and advocacy throughout the process.
The Potter Law Firm specializes in estate planning, helping Charlotte-area families protect their assets and plan for the future. Led by experienced attorneys, the firm provides comprehensive estate planning services including wills, trusts, power of attorney, and probate administration. They focus on personalized counsel to ensure clients' wishes are honored and their families are protected.
Stewart Law, P.A. is a Charlotte-based estate planning and probate law firm led by Todd A. Stewart, a North Carolina State Bar Board Certified Specialist in Estate Planning and Probate Law. The firm advises individuals, families, trustees, executors, and business owners on estate planning, trust administration, and estate settlement matters. They prepare wills, trusts, powers of attorney, healthcare documents, and guide clients through probate and trust administration with personalized, practical guidance.
Rivers Law, PLLC is a Charlotte-based law firm specializing in estate planning, probate, and elder law services. The firm helps clients protect their assets, plan for end-of-life decisions, and navigate complex family legal matters with personalized attention and strategic counsel.
La Strada Law is a Charlotte-based legal firm specializing in estate planning, probate administration, and elder law services. Founded by experienced attorneys, the firm helps individuals and families navigate complex estate matters, protect assets, and plan for the future with personalized legal guidance. They focus on creating comprehensive estate plans, managing probate proceedings, and addressing Medicaid planning and elder care concerns.
Kliebert Law, PLLC is a Charlotte-based business law firm led by Kate Kliebert, specializing in fractional general counsel services for fast-growing businesses. They provide practical business legal advice and counsel designed to help entrepreneurs navigate legal priorities without the overhead of a full in-house legal team. The firm focuses on proactive legal protection, business formation, contracts, and strategic counsel to help business owners grow with confidence.
Heidi E. Royal Law, PLLC is an estate planning and elder law firm serving Charlotte and surrounding areas. Attorney Heidi Royal specializes in comprehensive estate planning, trust administration, probate services, and elder law matters including Medicaid planning. The firm provides personalized legal guidance to help clients protect their assets and plan for their families' futures.
Nesbitt Law PLLC is an estate planning and probate law firm serving Charlotte and surrounding areas. Led by experienced attorneys, they specialize in helping families protect their assets, plan for the future, and navigate the probate process with personalized legal strategies. They focus on making estate planning accessible and straightforward for their clients.
Daly Mills Family Law & Estate Planning is a Charlotte-based law firm specializing in family law and estate planning services. Led by experienced attorneys, they help clients navigate divorce, child custody, prenuptial agreements, wills, trusts, and comprehensive estate administration. The firm offers personalized legal counsel to protect families and assets through every life transition.
Attorney Lisa G. Godfrey is a Charlotte-based lawyer offering legal services in estate planning and related practice areas. With a focus on personalized client service, she provides guidance on wills, trusts, and estate administration to help clients protect their families and assets.
Sodoma Law is a Charlotte-based law firm specializing in family law matters, including divorce, child custody, and related family issues. Led by experienced attorneys, the firm provides personalized legal representation for clients navigating complex family law cases. They focus on protecting clients' rights and interests during sensitive life transitions.
Sellers, Ayers, Dortch & Lyons, P.A. is a Charlotte-based law firm specializing in estate planning, trust administration, probate services, and elder law matters. The firm's experienced attorneys help individuals and families protect their assets, plan for the future, and navigate complex legal transitions with personalized counsel. They focus on comprehensive estate strategies tailored to each client's unique circumstances and goals.
Law Office of Lena Chun Lee, PLLC is an estate planning law firm serving Charlotte and surrounding areas. Attorney Lena Chun Lee specializes in helping clients create comprehensive estate plans, including wills, trusts, powers of attorney, and probate services. The firm takes a personalized approach to ensure each client's wishes are properly documented and their family's future is protected.
Simpson Law Firm on Stonecrest Blvd is the top-ranked estate planning provider in Charlotte with a Lantern Score of 85.62/100 and a 5-star rating from 463 reviews. Led by Attorney Holly Simpson, the firm specializes in comprehensive estate planning and is particularly recommended for families seeking estate protection, parents of special needs children, business owners, and retirees planning for elder care.
Several top-ranked firms serve business owners well: Starrett Law Firm (Lantern Score 85.41/100) specializes in business law alongside estate planning, Orsbon & Fenninger, LLP (84.76/100) offers succession planning for family enterprises, and Jesson & Rains, PLLC (83.19/100) is specifically noted for integrated estate and business planning services.
Several Charlotte firms specialize in guardianship and asset protection for families with minor children, including Providence Wills and Trusts (Lantern Score 84.91/100), Lake Norman Wealth Counsel (84.80/100), Erin Patterson Law, PLLC (84.00/100), and McIntyre Elder Law (83.94/100), all of which are rated 5 stars or 4.9 stars and offer comprehensive planning for families with dependents.
McIntyre Elder Law (Lantern Score 83.94/100, 4.9 stars, 566 reviews) is specifically highlighted for Medicaid and long-term care planning for seniors and their families. Providence Wills and Trusts (84.91/100) and Orsbon & Fenninger, LLP (84.76/100) also offer Medicaid and nursing home planning services for seniors.
Soto Law, PLLC (Lantern Score 79.90/100, 4.7 stars, 135 reviews) is a bilingual law firm led by Claudia Soto with over 40 years of experience, specializing in estate planning, real estate, immigration law, and business law for Spanish-speaking families and individuals in Charlotte.
Perrin Legal (Lantern Score 84.53/100, 5 stars, 91 reviews) and Orsbon & Fenninger, LLP (84.76/100, 5 stars, 110 reviews) both specialize in serving high-net-worth individuals with complex estate planning needs, tax minimization strategies, and asset protection for substantial estates.