BestCharlotte

15 Best Probate Attorneys in Charlotte

Probate and estate work in Charlotte may involve administering an estate, preparing wills and trusts, protecting assets or coordinating property matters. The options here cover different needs, from a first family plan to ongoing reviews and support after a death.

Before instructing a lawyer, ask how they handle the specific documents or estate stage involved. Plain-language explanations, careful organisation, availability for follow-up and experience with family or business assets are useful points to compare.

How this guide is ordered

The options are ordered by how closely their listed legal services match probate, estate planning and related property needs. The comparison also considers whether the practice supports first plans, continuing reviews, complex family assets or estate administration. Some eligible businesses may purchase enhanced visibility, which can influence their placement.

Top 3 Ranking Map How to choose

Charlotte lawyers for wills, trusts and estates

Open each listing to see services, location, and contact details.

#1
Starrett Law Firm
5277 reviews
Living trusts and estate plans
#2
Simpson Law Firm
5265 reviews
Family estate planning
#3
Providence Wills and Trusts
5133 reviews
Family wills and trustsClients wanting continuing plan reviews
#4
Knipp Law Office, PLLC
574 reviews
Business-owning familiesCoordinated estate and property planning
#5
Sabrina Winters, Attorney at Law, PLLC
4.8115 reviews
Families creating a first estate planTrust and power-of-attorney planning
#6
Satterfield Legal
4.985 reviews
Wills and trusts
#7
Soto Law, PLLC
4.7136 reviews
Property closingsEstate planning after a move or purchase
#8
Jonathan M. Beigle, Attorney At Law, PLLC
562 reviews
Wills, trusts and asset protectionProbate and estate administration
#9
Charlotte Estate Planning
550 reviews
Wills and revocable living trusts
#10
Hejirika Law, PLLC
4.872 reviews
Residential property closingsBuyers, sellers and realtors
#11
Thomas J. Gorman, P.A.
4.859 reviews
Wills and trusts
#12
Hicks-Guinn Law
4.858 reviews
Estate plans with guardianship needsProbate and estate administration
#13
Lancaster, Trotter, Pickett & Owens, PLLC
4.663 reviews
First-time homebuyersResidential purchase and sale closings
#14
The Anderson Law Firm
4.932 reviews
Probate and trust administrationGuardianship and long-term-care planning
#15
Law Office Of Montgomery and Hart, PLLC
4.652 reviews
Trust planningEstate-planning consultations

Compare 15 probate and estate attorneys in Charlotte

Starrett Law Firm #1
What stands out
  • Clear trust and estate guidance

  • Practical follow-through after drafting

Starrett Law Firm

5277 reviews
3540 Toringdon Way Ste 200, Charlotte, NC 28277, United States
Best for
Living trusts and estate plans

Starrett Law Firm is a Charlotte practice focused on estate planning, estate administration, trust administration and business law. Its work is centred on making complex decisions easier to understand, from creating a living trust to organising documents and establishing a practical plan for putting them into effect.

The firm is especially suitable for families updating their arrangements after major life changes, business owners with more involved planning needs and people navigating an estate after a death. Appointments are required, and consultations are arranged in advance.

Simpson Law Firm #2
What stands out
  • Structured wills and trusts process

  • Special needs and elder law

Simpson Law Firm

5265 reviews
17250 Lancaster Hwy #601, Charlotte, NC 28277, United States
Best for
Family estate planning

Simpson Law Firm serves the greater Charlotte area in wills and trusts, estate administration, special needs planning and elder law. The practice also handles probate and family wealth planning, with counsel designed to make complicated legal concepts understandable and to keep each stage organised.

The process is deliberately step-by-step: clients provide information, review drafts and return for a final signing meeting. The team is known for patient explanations, prompt answers and a calm manner when discussing sensitive decisions. Online appointments and on-site services are available, making the firm practical for families who need a structured planning process.

Providence Wills and Trusts #3
What stands out
  • Up-front flat-fee planning

Providence Wills and Trusts

5133 reviews
13700 Providence Rd Ste 120, Weddington, NC 28104, United States
Best for
Family wills and trustsClients wanting continuing plan reviews

Providence Wills and Trusts is a Charlotte estate planning firm focused on helping families create wills, trusts and related arrangements. The team places strong emphasis on explaining each step in plain language, answering questions patiently and helping clients understand how their plan should work in practice.

Its flat-fee approach is quoted up front, while ongoing tri-annual check-ups are designed to keep an estate plan aligned with changes in family circumstances, goals and the law. That combination makes the firm particularly relevant for families seeking a clearly defined planning process rather than an isolated document appointment.

Knipp Law Office, PLLC #4
What stands out
  • Integrated estate, property and business advice

Knipp Law Office, PLLC

574 reviews
4530 Park Rd Ste 200, Charlotte, NC 28209, United States
Best for
Business-owning familiesCoordinated estate and property planning

Knipp Law Office, PLLC serves families, individuals and business owners across Charlotte and the wider region, with work spanning estate planning, business law and real estate matters. Its integrated approach is useful when personal assets, property ownership and business interests need to be considered together rather than handled separately.

The team explains options carefully, helps clients work through details they may not have considered and provides both in-person and virtual consultations. Multiple locations and flexible scheduling add convenience for clients managing time-sensitive legal work or seeking a coordinated plan for their family and business.

Sabrina Winters, Attorney at Law, PLLC #5
What stands out
  • Tailored plans with patient explanations

  • Educational estate-planning talks

Sabrina Winters, Attorney at Law, PLLC

4.8115 reviews
6406 Carmel Rd #301, Charlotte, NC 28226, United States
Best for
Families creating a first estate planTrust and power-of-attorney planning

Sabrina Winters, Attorney at Law, PLLC provides tailored estate planning for Charlotte families, including wills, trusts, healthcare powers of attorney, financial powers of attorney and memorial instructions. The practice puts education and clear communication at the centre of the process, helping people understand choices that can otherwise feel unfamiliar or overwhelming.

Sabrina and her team work through each plan in detail and adapt documents to individual goals, concerns and family circumstances. Online appointments and on-site services are available, while advance booking is required. The firm can also provide educational talks for groups seeking a straightforward introduction to estate planning.

Soto Law, PLLC #7
What stands out
  • Real estate and estate planning under one roof

Soto Law, PLLC

4.7136 reviews
1800 Central Ave Ste 304, Charlotte, NC 28205, United States
Best for
Property closingsEstate planning after a move or purchase

Soto Law, PLLC is a Charlotte law firm handling real estate, estate planning, immigration and business law. Its real estate practice supports buyers, sellers, borrowers, builders and lenders, with particular attention to keeping closings organised, understandable and moving forward when dates or documents change.

The team’s estate planning service extends the relationship beyond property transactions, while its immigration work includes affirmative matters for individuals and families. Prompt communication, detailed explanations and on-site service make the firm a practical option for clients who want several related legal needs coordinated in one place.

Jonathan M. Beigle, Attorney At Law, PLLC #8
What stands out
  • Wider planning picture explained clearly

Jonathan M. Beigle, Attorney At Law, PLLC

562 reviews
1520 W Sugar Creek Rd, Charlotte, NC 28262, United States
Best for
Wills, trusts and asset protectionProbate and estate administration

Jonathan M. Beigle, Attorney at Law, PLLC provides estate planning in Charlotte, covering wills, trusts, asset protection strategies and related documents. The firm also handles probate and estate administration, allowing clients to seek guidance both when preparing for the future and when managing an estate after a death.

A strong feature of the service is the care taken to explain the wider planning picture. Clients can work through each document, understand how the pieces fit together and identify protections they may not initially have considered. Notary services are also available for estate, property, business and financial documents.

Charlotte Estate Planning #9
What stands out
  • Detailed plans tailored to each family

Charlotte Estate Planning

550 reviews
7300 Carmel Executive Park Dr Ste 110, Charlotte, NC 28226, United States
Best for
Wills and revocable living trusts

Charlotte Estate Planning, led by attorney Ryan Stump, prepares wills, revocable living trusts, powers of attorney and other documents for clients in Charlotte. The service is designed around understanding each person’s circumstances before drafting a plan, whether the situation is straightforward or includes more involved family or asset arrangements.

Ryan’s style is detailed and patient, with clear explanations and prompt answers throughout the process. He is also willing to identify issues outside his remit and refer clients to suitable specialists. On-site appointments are available, and consultations are arranged in advance.

Hejirika Law, PLLC #10
What stands out
  • Clear, boutique closing support

Hejirika Law, PLLC

4.872 reviews
1100 Kenilworth Ave #215, Charlotte, NC 28204, United States
Best for
Residential property closingsBuyers, sellers and realtors

Hejirika Law, PLLC is a boutique Charlotte firm focused mainly on residential real estate, including residential and commercial closings and related property matters. The practice is designed around guiding homeowners, buyers and realtors through transactions with careful attention to documents, deadlines and the practical impact of a purchase or sale.

The closing process is handled with clear explanations at the signing table, helping clients understand what they are approving before moving ahead. Online appointments and on-site services are available, which can be useful when a transaction needs responsive coordination or an accelerated timetable.

Thomas J. Gorman, P.A. #11
What stands out
  • Thorough planning for complex arrangements

Thomas J. Gorman, P.A.

4.859 reviews
15720 Brixham Hill Ave #300, Charlotte, NC 28277, United States
Best for
Wills and trusts

Thomas J. Gorman, P.A. is a Charlotte estate planning practice serving clients in North and South Carolina. The firm prepares wills, trusts, powers of attorney, living wills, healthcare powers of attorney and more complex arrangements, with plans tailored to family relationships, priorities and long-term goals.

The service is deliberately thorough and conversational: Tom Gorman takes time to listen, explain options and raise issues clients may not have considered. The practice also handles business law and selected property matters, which can be useful for clients whose estate plan overlaps with business ownership or a recent purchase.

Hicks-Guinn Law #12
What stands out
  • Broad planning and probate support

Hicks-Guinn Law

4.858 reviews
1026 Jay St B112, Charlotte, NC 28208, United States
Best for
Estate plans with guardianship needsProbate and estate administration

Hicks-Guinn Law provides legal guidance in Charlotte across estate planning, probate, estate administration, guardianship, asset protection and related matters. The practice can prepare a broad set of documents, including wills, living trusts, powers of attorney, healthcare authorisations and deeds, while also assisting families through more complex transitions.

Robyn Hicks-Guinn and her team are noted for clear communication, prompt answers and a collaborative approach to sensitive cases. The firm is particularly relevant for families coordinating estate arrangements with guardianship, special needs, Medicaid or business succession concerns. Appointments are recommended.

Lancaster, Trotter, Pickett & Owens, PLLC #13
What stands out
  • Responsive support for property closings

Lancaster, Trotter, Pickett & Owens, PLLC

4.663 reviews
4430 Park Rd, Charlotte, NC 28209, United States
Best for
First-time homebuyersResidential purchase and sale closings

Lancaster, Trotter, Pickett & Owens, PLLC is a Charlotte law firm with a strong focus on real estate closings and transaction support. The team works with buyers, sellers and first-time homeowners, keeping communication organised from the early stages through signing and responding calmly when title questions, delays or unexpected changes arise.

Fast email responses, careful attention to detail and straightforward explanations are central to the service. The firm is also noted for competitive fees compared with other local closing practices. Appointments are required and recommended, making advance coordination important when a closing date is moving quickly.

The Anderson Law Firm #14
What stands out
  • Sensitive probate and estate guidance

  • Planning, administration and litigation

The Anderson Law Firm

4.932 reviews
8440 Rea Rd Ste l, Charlotte, NC 28277, United States
Best for
Probate and trust administrationGuardianship and long-term-care planning

The Anderson Law Firm is a Charlotte trust and estate practice covering estate planning, probate, trust administration and selected estate litigation. Mike Anderson works with families facing difficult transitions, including guardianship questions, long-term-care planning and the practical administration of an estate after a death.

The firm’s approach combines detailed legal knowledge with calm, attentive communication. Complex procedures are explained in accessible terms, while urgent or emotionally demanding matters receive focused attention. Online appointments and on-site services are available, with appointments required.

Law Office Of Montgomery and Hart, PLLC #15
What stands out
  • Clear explanations for estate planning

Law Office Of Montgomery and Hart, PLLC

4.652 reviews
3440 Toringdon Way #205, Charlotte, NC 28277, United States
Best for
Trust planningEstate-planning consultations

Based in Charlotte, the Law Office of Montgomery and Hart, PLLC focuses on estate planning, with support available through online appointments as well as on-site consultations. The practice places emphasis on clear explanations, careful preparation and a friendly, approachable manner.

Christine Hart is associated with a patient style that makes complex paperwork easier to follow, including trust and estate-planning arrangements tailored to individual circumstances. The team is also recognised for organised handling of legal work and for responding promptly when matters require attention. Appointments are recommended, particularly when discussing a trust, estate plan or another document-heavy matter. Before travelling or engaging the firm, confirm that the service you need falls within its current estate-planning offering.

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Map of probate attorneys in Charlotte

There are no verified neighbourhood labels for this selection, so location is best assessed against the type of legal meeting you need and the convenience of returning for document reviews or estate updates. For property or probate matters involving another area, ask whether the attorney handles the relevant jurisdiction and whether meetings can be arranged efficiently when several family members or documents are involved.

Probate and estate services

  • Probate administrationLegal support with the practical and documentary work involved in administering an estate.
  • Wills and trustsPreparation and review of wills, family trusts and related estate documents.
  • Living trustsPlanning support for clients considering a living trust as part of their estate arrangements.
  • Power of attorney planningGuidance on documents that appoint someone to act on another person’s behalf.
  • Asset protectionEstate planning discussions that take family and asset-protection concerns into account.
  • Property coordinationHelp aligning estate planning with property ownership, purchases or closings.
  • Continuing plan reviewsReviews for clients whose family, property or business circumstances have changed.
  • Legal document notarisationNotarisation support for eligible legal documents where offered by the practice.

How to choose a probate attorney

  1. Name the estate stage: Explain whether you are planning ahead, updating documents or administering an estate so the lawyer can confirm the relevant service.
  2. Ask who handles the file: Confirm who will be your main contact, how often you can expect updates and how urgent questions are managed.
  3. List the assets involved: Mention property, business interests, trusts or other significant assets and ask how they would be coordinated in the plan.
  4. Check document review timing: If you already have a will or trust, ask when it can be reviewed and what changes in your circumstances should trigger an update.
  5. Clarify the next step: Before agreeing to proceed, ask what information to bring, what the first meeting covers and which decisions cannot wait.

Frequently asked questions

What does a probate attorney help with?

A probate attorney may assist with estate administration after someone dies, including legal documents, property issues and communication around the estate. Some also prepare wills, trusts and powers of attorney before they are needed.

Do I need an attorney to create a will or trust?

Legal advice can help ensure the documents reflect your family, property and financial circumstances. It is especially useful when there are business interests, several beneficiaries, property in different places or existing documents that need coordination.

How often should an estate plan be reviewed?

Review an estate plan after major changes such as marriage, divorce, a birth, a death, a move, a property purchase or a change in business ownership. Ask the attorney how they approach continuing reviews and document updates.

Can a probate lawyer help with property matters?

Some practices connect estate work with property planning or closings, while others focus narrowly on probate. Describe the property issue at the outset and confirm whether the attorney can handle it or coordinate with the appropriate legal professional.

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