Estate Planning Attorney Serving North & South Carolina — Virtual, Flat-Fee Wills & Trusts
Protect your legacy and your family’s future with an estate planning attorney licensed in both North and South Carolina. We provide virtual estate planning services so you can create wills, trusts, and powers of attorney without leaving home. Every plan is drafted by a licensed attorney—never automated or delegated.
Trusted Estate Planning & Living Trust Attorney in North & South Carolina
Estate planning isn’t about paperwork—it’s about control. As a living trust attorney serving Charlotte and surrounding areas, we design customized plans that help families avoid probate, protect assets, and keep decisions in trusted hands.
Whether you need a revocable living trust, a last will and testament, or comprehensive guidance for both states, we make the process straightforward and completely virtual.
Book Your Virtual ConsultationYour Trusted Charlotte Trust & Estate Planning Attorney
A trust is one of the most powerful tools in estate planning — giving you control over how your assets are protected, managed, and transferred to loved ones.
As a Charlotte estate planning and trust attorney, I design customized plans for families throughout North Carolina and South Carolina. Whether you want to avoid probate, protect wealth, or plan for long-term care, we’ll create the right trust structure for your goals.
We help clients with:
- Revocable Living Trusts – Flexible and fully amendable, allowing you to manage and update your estate plan while keeping assets out of probate.
- Irrevocable Trusts – Ideal for asset protection, tax planning, and preserving wealth for the next generation.
- Testamentary Trusts – Created through your will and activated upon death, ensuring your instructions are followed with precision.
Every trust is drafted and reviewed by an attorney — written in plain language, never legal jargon.
Explore Trust OptionsWills, Guardianship & Family Protection
Your last will and testament is more than a document — it’s your voice for how your loved ones are cared for and how your assets are distributed.
As an experienced estate planning attorney serving North and South Carolina, I’ll help you:
- Name guardians for your children and select trusted backups.
- Distribute assets clearly to prevent family disputes.
- Appoint executors and durable powers of attorney to manage affairs if you’re unable.
- Include charitable gifts or special instructions that reflect your values.
If you die without a valid will in North Carolina, the state steps in and decides everything for you. Under NC intestate succession law, your assets flow to heirs in a fixed order — spouse first, then children, then parents — with no consideration for your actual relationships or wishes. If you have minor children and no surviving spouse, a court appoints a guardian. That person might not be who you would have chosen.
South Carolina follows a nearly identical structure under the SC Probate Code. A properly drafted will short-circuits all of that. It names your executor, designates a guardian for your children, and ensures your assets go exactly where you want them.
Every will we prepare is valid under both North Carolina and South Carolina law and integrates seamlessly with your trusts and beneficiary designations.
Powers of Attorney, Living Wills & Health Care Directives
Estate planning isn’t only about what happens after you’re gone — it’s about protecting yourself and your family right now. Our firm prepares every essential document adults in North Carolina and South Carolina should have to ensure their wishes are respected and decisions stay in trusted hands.
We’ll help you prepare the essential ancillary documents every adult should have:
- Durable Power of Attorney — Appoints someone you trust to manage finances and property if you become unable.
- Health Care Power of Attorney — Names a medical decision-maker to act on your behalf during a health emergency.
- Living Will / Advance Directive — Documents your preferences for life support, treatment, and end-of-life care.
North Carolina’s durable power of attorney — governed by the Uniform Power of Attorney Act (NC Gen. Stat. Ch. 32C) — gives your named agent authority to manage your finances if you become incapacitated. Without a durable POA on file, your family may have to petition a court for guardianship just to pay your mortgage or manage your accounts.
Your North Carolina Healthcare Power of Attorney works alongside your living will to give your doctors and family complete clarity. Together, they take the burden of impossible choices off your family and ensure your values drive your treatment.
Each document is drafted to comply with state-specific laws and written in clear language. They’re included in all our flat-fee estate planning packages.
Schedule Your ConsultationOur Virtual Estate Planning Process — Simple, Secure & Personal
Our clients appreciate how easy and transparent the process is. You’ll work directly with a virtual estate planning attorney from start to finish — no assistants, no confusion.
- Schedule Your Consultation — 100% virtual via Zoom, on your schedule.
- Discuss Your Goals — We’ll help you decide between a will-based or trust-based plan.
- Review Drafts Securely Online — Every document is shared for review and edits through a secure portal.
- Sign Electronically or By Mail — Choose remote notarization or traditional signing; both are valid in NC and SC.
No office visits. No paperwork piles. No waiting weeks for updates.
Our virtual setup means geography is not a limitation. We regularly help families in Charlotte, Raleigh, Durham, Greensboro, and across the Piedmont region, along with clients in Columbia, Greenville, Charleston, and throughout South Carolina.
Every meeting happens over Zoom. Documents are executed electronically via DocuSign, which is fully valid in both NC and SC. From your first consultation to your signed estate plan, everything is handled online — without sacrificing professionalism, legal rigor, or the personal attention your family deserves.
Why Families Across the Carolinas Choose Us
At Estate Planning of the Carolinas, our mission is simple — to make professional estate planning accessible, affordable, and fully virtual for families throughout North Carolina and South Carolina.
- Flat-Fee Pricing — No hourly rates, retainers, or unexpected invoices. Every plan is priced upfront.
- Virtual Convenience — Complete your entire estate plan through secure Zoom meetings, e-signatures, and remote notarization.
- Personalized Attorney Guidance — Every document is drafted and reviewed by a licensed estate planning attorney—never a paralegal or software template.
- Licensed in North & South Carolina — We’re dual-licensed and fully equipped to handle cross-border planning.
- Family-Focused Approach — We design plans for real families—new parents naming guardians, retirees updating trusts, and blended households coordinating care and inheritance.
- Local Knowledge — Our plans align with each state’s unique probate, property, and tax laws to ensure your documents hold up when it matters most.
“We take pride in helping families across Charlotte, Raleigh, Belmont, Gastonia, Greenville, Cary, Concord, Huntersville, Fort Mill, Ballantyne, Apex, Wake Forest, and Rock Hill — and throughout both Carolinas — create peace of mind from the comfort of home.”
Frequently Asked Questions
Estate Planning Attorney Serving Charlotte, NC
Charlotte and the greater Mecklenburg County area is a core part of our service footprint. Whether you need a will, living trust, power of attorney, or full estate plan, we serve Charlotte families entirely virtually — flat-fee, no office visits.