Estate Planning Attorneys in Charlotte, NC

We did the hard work of finding trustworthy partners in Charlotte, NC. Fill out the form to get connected.

Get Legal Help With Your Estate Plan

As Seen In

List of Firms

Top Charlotte, NC Estate Planning Law Firms

Sabrina Winters, Attorney at Law, PLLC
5 out of 5
Location 6406 Carmel Rd #301, Charlotte, NC 28226, USA
Phone (704) 843-1446
Starrett Law Firm
5 out of 5
Location 3540 Toringdon Way Suite 200, Charlotte, NC 28277, USA
Phone (704) 887-4944
La Strada Law
5 out of 5
Location 1026 Jay St Suite B-17, Charlotte, NC 28208, USA
Phone (704) 594-1146
Gorman & Associates, P.A.
5 out of 5
Location 13925 Ballantyne Corporate Pl #200, Charlotte, NC 28277, USA
Phone (704) 544-2500
Orsbon & Fenninger, LLP
5 out of 5
Location 4201 Congress St Suite 110, Charlotte, NC 28209, USA
Phone (704) 900-3883
Estate Planning Lawyers in Charlotte, NC

Where Estate Planners in Charlotte, NC Serve

Charlotte is the largest city in North Carolina and the 22nd largest in the United States. The city is home to many Fortune 500 companies, including Bank of America and Duke Energy. Charlotte's major highways and streets include I-77, I-85, US-29, and NC-49. The city's neighborhoods include Dilworth, Plaza-Midwood, NoDa, and South End.

Financial Services Related to Estate Planning in Charlotte, NC

Banks and Credit Unions

Banks provide a variety of financial services to Charlotte, NC residents. These services include personal and business checking and savings accounts, loans, mortgages, and other investment options. In addition to the products and services offered in-person at bank branches, many banks also offer online banking and mobile banking options that allow customers to conduct transactions from anywhere at any time. This gives customers greater flexibility when it comes to their finances.

Insurance Broker

Insurance brokers in Charlotte, NC provide a variety of services to residents in the area. Some of these services include helping people find the right insurance policy for their needs, providing advice on what coverage to get, and helping people file claims when they need to. Brokers can also help people compare rates from different companies and find discounts on policies. Finally, brokers can act as advocates for their clients if they have a dispute with an insurance company.

Retirement Planning

It's never too early to start planning for retirement, and Charlotte, NC residents are no exception. In fact, there are a number of benefits to starting early. For one, you have more time to save up for retirement. Second, you can take advantage of compound interest by investing your money over a longer period of time. Third, you can reduce the amount of taxes you'll have to pay when you retire. Finally, planning ahead will help ensure that you have enough money saved up to cover your costs in retirement.

Wealth Management

Charlotte, NC residents can benefit from wealth management services in a number of ways. Wealth management can help you save money on taxes, grow your investments, and protect your assets. By working with a wealth manager, you can get personalized advice and guidance to help you reach your financial goals.

Financial Advisor

If you live in Charlotte, North Carolina and are looking for help managing your finances, you may want to consider hiring a financial advisor. Financial advisors can provide a variety of services, including investment advice, retirement planning, and estate planning. They can also help you save money on taxes and protect your assets from creditors.If you're thinking about hiring a financial advisor, it's important to do your research first. You should ask potential advisors questions about their experience and qualifications, and find out what fees they charge. You should also read reviews from other clients to get an idea of the quality of service they provide.

Mortgage Loan Officer

Mortgage loan officers provide a variety of services to Charlotte, NC residents. These services include helping people find the best mortgage rates, working with them to get approved for a loan, and walking them through the entire process. They can also help people refinance their mortgages or buy a home.

Tax Services

Tax accountants in Charlotte, NC provide a variety of services to residents and businesses in the area. Some of these services include preparing and filing tax returns, providing advice on how to reduce taxes owed, and helping businesses set up bookkeeping systems. Many tax accountants also offer free consultations to help people understand their tax situation and determine which services would be most beneficial for them.


Wills, Trusts, and Other Estate Law FAQs