Charlotte Estate Planning Attorney — Virtual Guidance for Families Who Want Peace of Mind
Serving families throughout Charlotte and the greater Mecklenburg County area, Estate Planning of the Carolinas helps you create wills, trusts, and complete estate plans — all virtually through secure Zoom meetings.
Why Charlotte Families Choose Virtual Estate Planning
Charlotte families live busy lives — between work, school, and daily commitments, finding time to visit an attorney’s office can be difficult. Our virtual estate planning process makes it easy to create, update, and finalize your documents securely from home.
- Virtual Zoom meetings, flexible scheduling
- Flat-fee transparency (no hourly surprises)
- Secure e-signing and document delivery
- Tailored plans for young families, new homeowners, and blended families
Core services
Estate Planning in Charlotte
A well-crafted estate plan is one of the most meaningful gifts you can give your family. As your Charlotte estate planning attorney, we help you create the right combination of documents — from a clear Last Will and Testament and guardianship provisions to revocable living trusts that can avoid probate. We’ll align beneficiary designations and asset titling for your home, bank accounts, and investments so everything works together. All guidance is delivered virtually for families across Charlotte and all of Mecklenburg County.
Charlotte has evolved into one of the Southeast’s major financial and business hubs, drawing professionals from banking, healthcare, technology, and beyond. Whether you own a home in Ballantyne, hold retirement accounts from a banking career Uptown, or are raising children in Huntersville or Matthews, North Carolina’s intestate succession laws — not your preferences — will govern your estate without a written plan. Most families are surprised by how little control they actually have by default.
Our Charlotte estate planning packages include a last will and testament, durable financial power of attorney, health care power of attorney, and a living will. For parents with minor children, we include guardian designations — so you decide who raises your kids, not the Mecklenburg County court system.
Estate Planning
Probate Attorney in Mecklenburg County
If you’re navigating probate in Mecklenburg County or Charlotte, North Carolina, we provide compassionate, step-by-step guidance — from opening the estate and filing required court forms to inventory, creditor claims, and final distribution. Our Charlotte probate lawyer services are delivered virtually, so you won’t spend hours at the courthouse or decipher forms alone.
Probate in Charlotte is administered through the Mecklenburg County Clerk of Superior Court. The process requires an executor to inventory the estate, notify creditors, resolve debts and taxes, and distribute assets according to the will or North Carolina intestacy statutes. Most straightforward Mecklenburg County estates take six months to a year to close; more complex ones can take significantly longer and cost more in court and attorney fees.
A properly funded revocable living trust can allow your Charlotte family to bypass Mecklenburg County probate entirely — keeping your estate private, reducing administration costs, and giving your beneficiaries faster access to inherited assets. We help families evaluate whether probate avoidance makes sense for their situation.
ProbateRevocable Living Trusts for Charlotte Families
A revocable living trust can help your family avoid probate, maintain privacy, and simplify the transfer of assets. We’ll explain when a trust makes sense, how funding works, and how to keep it current as life changes. With our virtual estate planning process, you can review drafts, ask questions, and sign — all online.
Charlotte families with real estate, investment accounts, or business interests often find that a trust is the most efficient vehicle for passing assets. When properly funded, trust assets transfer directly to your named beneficiaries without going through the Mecklenburg County Clerk’s office — and without the public record that probate creates.
During your lifetime, you stay in control. You remain the trustee and manage the trust assets exactly as you would your own property. If you become incapacitated, your successor trustee steps in immediately — without court approval, without delay, and without attorneys fighting over guardianship.
Revocable Living Trusts
Powers of Attorney, Living Wills & Healthcare Directives
Protect yourself and your family today with essential ancillary documents: Durable Power of Attorney for finances, Health Care Power of Attorney, and Living Will/Advance Directive. These ensure someone you trust can act if you can’t — and that your medical wishes are honored. We prepare everything under a clear flat-fee and finalize virtually.
In North Carolina, a durable financial power of attorney gives your designated agent authority to manage your finances if you’re unable to — paying bills, handling real estate closings, managing investments, and dealing with government agencies on your behalf. Without this document in place, your Charlotte family may face a time-consuming and expensive guardianship proceeding in Mecklenburg County Superior Court.
A Health Care Power of Attorney and a Living Will complement each other to protect your medical wishes. The HCPOA designates who makes healthcare decisions for you if you can’t speak for yourself; the Living Will documents your preferences regarding life-sustaining treatment and end-of-life care. Together, they give the people you love clarity — and legal authority — when they need it most.
Ancillary DocumentsWHAT OUR CLIENTS SAY
Here’s what Charlotte-area families say about working with Estate Planning of the Carolinas.
Frequently Asked Questions
Do I need to come to your office in Charlotte for my estate plan?
No. We handle everything virtually through secure Zoom consultations. You get the same personalized, attorney-drafted documents without fighting traffic on I-77 or finding parking uptown. We serve families throughout Mecklenburg County and beyond — all from the comfort of your home.
How much does an estate plan cost for Charlotte families?
We offer flat-fee estate planning packages — no hourly billing, no surprise invoices. You know exactly what you are paying before we start. Most Charlotte families find our pricing more affordable than traditional Mecklenburg County law firms because we keep overhead low with our virtual model.
What documents are included in a Charlotte estate plan?
A comprehensive estate plan typically includes a last will and testament, a revocable living trust (if appropriate), durable power of attorney, healthcare power of attorney, and a living will. Every plan is tailored to your family and goals — we do not use one-size-fits-all templates.
What happens if I already have an estate plan from another attorney?
We are happy to review your existing documents during a free consultation. Life changes — marriage, divorce, new children, moving to North Carolina — often mean your plan needs updating. We can amend or replace outdated documents so your plan reflects your current situation.