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Top Charlotte, NC Estate Planning Lawyers Near You

Estate Planning Lawyers | Charlotte Office

620 S Tryon St, Suite 950, Charlotte, NC 28202

Estate Planning Lawyers | Charlotte Office

One Wells Fargo Center, Suite 3500, 301 South College Street, Charlotte, NC 28202

Estate Planning Lawyers | Charlotte Office

525 N Tryon St, Suite 210, Charlotte, NC 28202

Estate Planning Lawyers | Charlotte Office

300 E. Kingston Ave., Suite 200, Charlotte, NC 28203

Estate Planning Lawyers | Charlotte Office

6000 Fairview Road, Suite 1200, Charlotte, NC 28210

Estate Planning Lawyers | Charlotte Office

525 North Tryon St, 16th Floor, Charlotte, NC 28202

Estate Planning Lawyers | Charlotte Office

4500 Cameron Valley Parkway, Suite 370, Charlotte, NC 28211

Estate Planning Lawyers | Charlotte Office

101 South Tryon Street, Suite 2200, Charlotte, NC 28280

Estate Planning Lawyers | Charlotte Office

6000 Fairview Road, Suite 1200, Charlotte, NC 28210

Estate Planning Lawyers | Charlotte Office

615 S. College Street, Suite 1430, Charlotte, NC 28202

Estate Planning Lawyers | Concord Office | Serving Charlotte, NC

1040 Vinehaven Dr NE, Suite B, Concord, NC 28025

Estate Planning Lawyers | Charlotte Office

One Wells Fargo Center, Suite 2100, 301 South College Street, Charlotte, NC 28202

Estate Planning Lawyers | Charlotte Office

101 North Tryon Street, Suite 1300, Charlotte, NC 28246

Estate Planning Lawyers | Charlotte Office

2101 Rexford Rd, Suite 250E, Charlotte, NC 28211

Estate Planning Lawyers | Charlotte Office

101 South Tryon Street, Suite 2610, Charlotte, NC 28282

Estate Planning Lawyers | Charlotte Office

300 S Tryon St, Suite 1000, Charlotte, NC 28202

Estate Planning Lawyers | Charlotte Office

6715 Fairview Rd, Suite 110, Charlotte, NC 28210

Estate Planning Lawyers | Charlotte Office

Carillon Building, 227 West Trade St., Suite 600, Charlotte, NC 28202

Estate Planning Lawyers | Charlotte Office

Bank of America Corp. Center, 100 N. Tryon St., Ste. 4000, Charlotte, NC 28202

Estate Planning Lawyers | Charlotte Office

One Wells Fargo Center, Suite 3900, 301 South College Street, Charlotte, NC 28202

Estate Planning Lawyers | Charlotte Office

8320 Executive Park Drive, Suite 110, Charlotte, NC 28262

Estate Planning Lawyers | Charlotte Office

217 N Graham St, Charlotte, NC 28202

Estate Planning Lawyers | Charlotte Office

1800 East Blvd, Charlotte, NC 28203

Charlotte Estate Planning Information

Lead Counsel Badge

Lead Counsel Verified Attorneys In Charlotte

Lead Counsel independently verifies Estate Planning attorneys in Charlotte and checks their standing with North Carolina bar associations.

Our Verification Process and Criteria
  • Ample Experience Attorneys must meet stringent qualifications and prove they practice in the area of law they’re verified in.
  • Good Standing Be in good standing with their bar associations and maintain a clean disciplinary record.
  • Annual Review Submit to an annual review to retain their Lead Counsel Verified status.
  • Client Commitment Pledge to follow the highest quality client service and ethical standards.

Find an Estate Planning Attorney near Charlotte

Visit our free Estate Planning Resource Center.

Estate Planning For the Future

Estate planning uses legal documents to make decisions about what will happen to your property and assets after death. Planning for the future can also involve designating certain representatives who can make financial decisions if you are incapacitated or unable to communicate. Without an estate plan, any real estate, bank accounts, and personal property will be distributed according to state law, even if it would have been against your wishes.

What Are Estate Planning Tools?

There are many estate planning tools that can offer different benefits for how to plan for the future while allowing you to use your assets in the present. Some common estate planning documents include:
  • Will
  • Living trust or revocable trust
  • Irrevocable trust
  • Special needs trust
  • Living will or advance healthcare directive
  • Power of attorney

Wills and Trusts

A will is the most common estate planning too. A will is simple to make and can be updated or changed. After you pass away, the court will go through the process of estate administration with your will in probate court, to pay off any liabilities and distribute your assets to your beneficiaries. Trusts can allow you to avoid probate court altogether by naming trustees to distribute your estate assets to your beneficiaries. Some trusts can also provide asset protection and offer proper estate planning benefits for your loved ones.

Living Wills and Healthcare Directives

A living will can allow you to make healthcare decisions while you are still alive if you are no longer able to communicate your wishes. Also known as an advance healthcare directive, if you become seriously ill or incapacitated, your living will can make specific provisions about your own medical treatment, including what type of procedures you do not want to receive. You can also use a durable power of attorney to designate a health care proxy to make long-term care healthcare decisions on your behalf. A North Carolina elder law attorney or estate attorney can give you more information about living wills.

How Much Does Estate Planning Cost in Charlotte?

The cost of estate planning can depend on your individual circumstances. Some estate planning attorneys in Charlotte will prepare documents like a will or power of attorney for a flat fee. Other legal services may be offered based on the attorney’s hourly fees. The costs of legal services can depend on the type of estate plan, amount of assets, and an attorney’s years of experience. In some cases, the lawyer can provide a free consultation to help you decide which estate planning law firm is right for you.

Do I Need an Estate Planning Lawyer?

North Carolina estate planning law and individual legal issues are unique. Getting help from an estate planning law firm can help, especially if you own substantial assets and want to plan for your family’s future. An estate lawyer can give you legal advice and guide you toward the best options to minimize your estate taxes, provide the most for your future beneficiaries, and give you peace of mind.

When Should I Start Estate Planning?

Many people put off making an estate plan because they don’t think they need to. It is never too early to make plans for what might happen if you become incapacitated or pass away. If you get married, have a child, or begin to accumulate significant assets, it is time to think about making plans to provide for your loved ones. A Charlotte estate planning law office can provide an initial consultation to help you make a decision for your estate planning needs.

What estate planning documents do you need?

Every estate plan should include a last will and testament or establish a trust. This will allow you to state how you wish to distribute your assets to beneficiaries upon your death. A power of attorney declaration will name someone you trust to handle your health care and/or financial decisions if you are ever unable to. An advanced directive (also known as a living will) will state your wishes for any care you want to receive if you are unable to make those decisions at the time. This is useful when it comes to end-of-life care or if you ever need life-saving care because of an accident or illness.

What sort of issues can I seek legal help with?

Specialized legal help is available for most legal issues. Each case is unique; seeking legal help is a smart first step toward understanding your legal situation and seeking the best path toward resolution for your case. An experienced lawyer understands the local laws surrounding your case and what your best legal options might be. More importantly, there are certain situations and circumstances – such as being charged with a crime – where you should always seek experienced legal help.

Tips on Approaching an Initial Attorney Consultation

  • Use the consultation as a means of gaining a better understanding of your legal situation.
  • Ask the attorney how many cases similar to yours he/she has handled. An attorney’s experience and knowledge can speak to their expertise (or lack of) in addressing your situation.
  • Your attorney should be able to articulate roughly how long a case like yours will take to resolve and what sort of procedures to expect.
  • Determine how comfortable you are working with the lawyer and/or law firm.

Tips on Hiring an Experienced Lawyer with Estate Planning Cases

The more experienced a lawyer is in legal practice, the more likely he/she will be able to bring about a successful resolution to your issue. Since experience matters, lawyers who’ve been practicing law for many years (with a successful track record) tend to be in high demand. You should look for information about a lawyer’s experience and ask questions during the initial meeting. It’s a very good idea to ask the lawyer how many years he/she has been practicing law and the expected outcome of your case.

Common legal terms explained

Pro se – This Latin term refers to representing yourself in court instead of hiring professional legal counsel. Pro se representation can occur in either criminal or civil cases.

Statute – Refers to a law created by a legislative body. For example, the laws enacted by Congress are statutes.

Subject matter jurisdiction – Requirement that a particular court have authority to hear the claim based on the specific type of issue brought to the court. For example, the U.S. Bankruptcy Court only has subject matter jurisdiction over bankruptcy filings, therefore it does not have the authority to render binding judgment over other types of cases, such as divorce.

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