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.
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.
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.
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.
Ancillary DocumentsWHAT OUR CLIENTS SAY
Here’s what Charlotte-area families say about working with Estate Planning of the Carolinas.
