Areas served: Concord, NC and surrounding Cabarrus County
Concord's estate planning landscape includes both dedicated estate attorneys and general practice firms handling wills, trusts, and probate matters. Local providers serve families throughout Cabarrus County, from basic will preparation to complex trust administration and business succession planning. The area's growing retiree population and manufacturing economy have increased demand for estate planning services that address both traditional asset protection and modern digital estate 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.
Forbes Law Firm, PLLC is a boutique estate planning and administration law firm in Davidson, NC, serving the greater North Charlotte area. Founded on a compassionate approach, they specialize in wills, trusts, powers of attorney, advanced healthcare directives, guardianships, and estate administration. The firm takes time to understand each client's unique family situation and leverages all areas of law to secure their family's future and legacy.
Estate Preservation Law Firm, LLC is a Rock Hill-based estate planning law firm specializing in comprehensive estate planning, estate administration, and elder law services. They help individuals and families create personalized plans that protect assets, avoid probate, document healthcare wishes, and ensure generational wealth transfer. The firm serves York, Chester, and Lancaster Counties across South Carolina and offers free initial consultations with flexible meeting options including in-office, home, and virtual appointments.
Robbins Law Firm is an estate planning and asset protection practice led by Christine Robbins with over 25 years of experience serving families in the Lake Norman area and Cornelius. The firm specializes in customized estate plans, probate and trust administration, long-term care planning, and estate tax planning — all designed to help families avoid probate, protect assets from lawsuits and taxes, and ensure their loved ones are cared for according to their wishes. With a fully staffed, brick-and-mortar office, they meet clients in person and explain complex legal concepts in clear, plain language to replace confusion with confidence.
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.
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.
Reed and Thompson, PLLC is a law firm in Concord, NC specializing in estate planning, wills, trusts, and probate services. The firm helps families and business owners protect their assets, plan for incapacity, and ensure their wishes are carried out. They provide personalized legal guidance on estate tax planning, power of attorney documents, and elder law matters.
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.
Providence Wills and Trusts is an estate planning law firm in Monroe, NC specializing in wills, trusts, power of attorney, and probate services. They help individuals and families protect their assets, plan for the future, and ensure their wishes are carried out. The firm offers personalized estate planning solutions tailored to each client's unique circumstances and goals.
Thomas & Webber is a full-service law firm based in Mooresville, NC, specializing in real estate law and estate planning. Led by managing attorney Tiffany Webber and her team, they handle residential and commercial closings, business formation, wills, trusts, advance directives, and medical powers of attorney. Known for their personable approach and attention to detail, they guide clients through every step of their legal transactions with clear explanations and accurate expectations.
Nosal & Jeter, LLP is a full-service law firm founded in 2011 by attorneys Peter J. Nosal and Thomas C. Jeter III, serving the Charlotte metro area and throughout North Carolina and South Carolina. The firm specializes in estate planning, wills, trusts, probate administration, business law, personal injury, criminal defense, real estate, and traffic violations. With offices in Cornelius, NC and Fort Mill, SC, they provide pragmatic legal solutions tailored to each client's unique situation, including attorney-led real estate brokerage services through Bon Temps Real Estate for estate and trust property sales.
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.
Pennant Law Offices, PLLC is a Charlotte-based law firm led by attorney Dwayne Pennant, a former magistrate specializing in estate planning, probate, and personal injury law. The firm serves clients across North Carolina and Massachusetts with flexible, personalized legal representation available in-person, in-home, or via virtual meetings. Whether you're planning your legacy through comprehensive estate documents, navigating auto accident claims, or administering an estate, Pennant Law Offices combines deep legal expertise with a client-centered approach that treats you as a person, not a case number.
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.
Bright Law, PLLC is a real estate law firm in Huntersville, NC, specializing in residential real estate closings and transactions for both buyers and sellers. Owner Trey Bright and his team provide comprehensive closing services, legal document review, and title work across North Carolina and South Carolina. They offer convenient mobile closing services, a secure client portal for document management, and focus on making the closing process smooth and efficient for home buyers and sellers in the Lake Norman area and beyond.
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.
The Canipe Law Firm, PLLC is a Charlotte-based law firm specializing in estate planning, probate, business law, and commercial litigation. Founded on personal relationships and proactive solutions, they serve small to mid-sized businesses, entrepreneurs, and individuals throughout North and South Carolina. The firm offers flat-fee legal services across wills, trusts, powers of attorney, estate administration, business contracts, employment law, mergers & acquisitions, and general counsel services.
Simpson Law Firm on Stonecrest Boulevard is the top-ranked estate planning provider in Concord 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 well-suited for families seeking comprehensive estate protection, parents of special needs children, business owners, and retirees planning for elder care.
Several top-ranked firms offer Medicaid and long-term care planning services. Providence Wills and Trusts (Lantern Score 84.91) and Estate Preservation Law Firm, LLC (Lantern Score 84.60) both specialize in Medicaid eligibility planning and seniors planning for long-term care. McIntyre Elder Law (Lantern Score 83.94) is also specifically focused on Medicaid planning for seniors and their families.
Multiple firms serve business owners with succession planning expertise. Starrett Law Firm (Lantern Score 85.41) specializes in wills, trusts, and business law, while Orsbon & Fenninger, LLP (Lantern Score 84.76) offers succession planning for business owners protecting family enterprises. Lake Norman Wealth Counsel (Lantern Score 84.80) also specifically serves business owners protecting family enterprises.
Providence Wills and Trusts on Providence Road (Lantern Score 84.91) specializes in guardianship planning and is specifically recommended for families with minor children. Forbes Law Firm, PLLC (Lantern Score 84.73) is another excellent option, with expertise in parents naming guardians for children and helping families seeking comprehensive estate planning.
No estate planning firms in Concord are listed as being open on weekends. All 25 providers in the directory operate during standard business hours only.
Orsbon & Fenninger, LLP (Lantern Score 84.76) and Perrin Legal (Lantern Score 84.53) both specialize in serving high-net-worth individuals with tax-efficient wealth transfer strategies. Orsbon & Fenninger has three board-certified partners and specifically focuses on high-net-worth estate planning, while Perrin Legal serves high-net-worth individuals with significant assets requiring strategic planning.