Living Trust Attorney in Charlotte, NC
Revocable living trusts that avoid probate, protect privacy, and pass assets to your family fast — flat-fee pricing
Schedule a Free ConsultationWhat Is a Revocable Living Trust?
A revocable living trust is a legal entity that holds your assets and directs how they’re distributed when you pass away. Unlike a will, a trust avoids probate entirely — assets transfer directly to beneficiaries without court involvement.
You create the trust, fund it with your assets, and control everything during your lifetime. After you pass, your successor trustee distributes assets according to your instructions. Simple, private, and efficient.
Revocable vs. Irrevocable Trusts
Most Charlotte families benefit from a revocable living trust. Here’s why:
Revocable Living Trust
You can change, modify, or revoke it anytime during your lifetime. You maintain full control of assets. When you die, it becomes irrevocable and distributes per your terms.
Best for: Most families who want flexibility and control.Irrevocable Trust
Once created, you cannot change or revoke it. Assets transfer to the trust permanently. Offers advanced tax and asset protection benefits.
Best for: Complex estates, significant tax planning, asset protection strategies.For most Charlotte families, a revocable living trust is the right choice. It’s flexible during your lifetime and avoids probate after death. Learn why avoiding probate is so important and how a trust accomplishes this.
Key Benefits of a Living Trust
Avoid Probate
Assets pass directly to beneficiaries — no court process, no delays, no probate costs.
Save on Costs
No probate fees, executor fees, or lengthy attorney involvement. Administration is streamlined.
Stay Private
Your trust is completely confidential. Assets, debts, and beneficiaries don’t become public record.
Full Control
You decide exactly when and how beneficiaries receive distributions. No court supervision.
Fast Distribution
Beneficiaries receive their inheritance in 30-90 days — not 6-12 months like probate.
Handle Incapacity
If you become unable to manage finances, your successor trustee takes over seamlessly.
How to Fund Your Living Trust
Creating a trust is just the first step. The real power comes from funding — transferring your assets into the trust so probate is truly avoided. We guide you through this critical process and ensure your assets are properly retitled.
The Funding Process
-
Real Estate
Deed your home, rental properties, or land into the trust name. Takes a simple deed transfer.
-
Bank Accounts
Transfer checking, savings, and money market accounts to the trust. Notify your bank of the transfer.
-
Investments & Stocks
Retitle brokerage accounts, mutual funds, and stocks in the trust name.
-
Vehicles & Personal Property
Transfer car titles, boats, and other titled property into the trust.
-
Life Insurance & Retirement Accounts
Name the trust as beneficiary (or contingent beneficiary) on life insurance and retirement accounts.
Important: We guide you through the funding process so your assets are properly retitled. Without funding, your trust won’t avoid probate.
Living Trust vs. Will: The Key Difference
Both are estate planning tools, but they work very differently:
Will
Living Trust
Bottom line: A living trust is more expensive to set up but saves your family thousands in probate costs and months of waiting.
Why Charlotte Families Choose Living Trusts
If you have significant assets, real estate, or want your family to avoid court involvement, a living trust is the smart choice.
- Homeowners. If you own a house in Mecklenburg County, a trust keeps it out of probate and private.
- Multiple properties. Own rental property or vacation homes? A trust simplifies management and distribution.
- Significant assets. If your estate is over $100K, probate costs add up fast. A trust saves money.
- Family harmony. Private distribution prevents disputes. No public court process means less family drama.
- Incapacity planning. If you become unable to handle finances, your trustee takes over seamlessly — no guardianship needed. Pair this with your power of attorney documents for complete protection.
- Privacy-conscious families. Your will is public. Your trust is confidential.
What We Include in Living Trust Services
We handle everything — from drafting to funding guidance.
Custom Trust Document
Tailored to your family situation, not a template.
Pour-Over Will
Catches any assets not in the trust and directs them there.
Funding Guidance
We guide you on transferring assets into the trust properly.
Successor Trustee Provisions
Clear instructions for who manages the trust after you’re gone.
Incapacity Planning
Addresses what happens if you become unable to manage finances.
Mobile Notary Signing
We bring notary to you — no office visits required.
All included in one flat fee. No surprises. No hidden costs.
Flat-Fee Living Trust Pricing
We create living trusts at a transparent flat fee. No hourly billing. No meter running. You know exactly what you’ll pay.
Why flat-fee for trusts? Because we believe you shouldn’t be charged by the hour for legal work. Whether it takes us 5 hours or 20 hours to draft your trust, you pay one fair price. This aligns our incentive with yours — create a great plan at a fair cost.
Your flat fee includes:
- Custom revocable living trust
- Pour-over will
- Unlimited revisions before signing
- Design meeting (60 minutes, virtual)
- Document review and questions
- Mobile notary signing at your home
- Funding guidance and documentation
- Certified copies
Ready to get started? Schedule your free consultation and we’ll discuss your situation and provide a flat-fee quote. Learn more about our stress-free signing process and complete virtual workflow.
How We Create Your Living Trust
Consultation
Discuss your assets, family, and goals.
Drafting
We create your custom trust and pour-over will.
Review
You review online and request any changes.
Signing
Mobile notary signs documents at your home.
Funding
We guide you on transferring assets into the trust.
Done
Your trust is funded and your family is protected.
Timeline: 2-4 weeks from start to fully funded trust. 100% virtual process. Learn more about our 5-step virtual estate planning process and why it’s the best approach for busy families.
Related Services & Resources
Ready to Create Your Living Trust?
Stop worrying about probate and court involvement. A living trust keeps your family out of the public court system, gets assets distributed fast, and costs less in the long run. Let’s get your trust funded and in place.
Schedule Your Free ConsultationOr call us at 704-741-3114