TOP 30 Trust and estate planning in Charlotte, North Carolina

A Special Needs Plan is a finance institution located at 101 North McDowell Street in Charlotte, North Carolina, United States. Our nationwide planning advisory firm was founded to assist families with special needs who may struggle with the daunting task of planning for the future care and financial well-being of their loved ones. We understand the complexities involved in coordinating legal and financial considerations, communication plans, tax strategies, and governmental benefits, which can often be overwhelming. Our expert team of experienced professionals is here to alleviate your frustrations and fears by providing personalized guidance and support. Whether you need assistance with estate planning, investment strategies, or securing government benefits, we are dedicated to helping you navigate the intricate world of special needs planning.

Offit Kurman: Charlotte is a premier law firm located at 301 South College Street in Charlotte, North Carolina. Our team of experienced lawyers is dedicated to providing exceptional legal services to clients in a wide range of practice areas. Whether you need assistance with business law, real estate transactions, estate planning, or any other legal matter, our skilled attorneys are here to help. With a commitment to professionalism, integrity, and client satisfaction, Offit Kurman: Charlotte is the trusted choice for individuals and businesses seeking expert legal representation in the Charlotte area.

My Notary of Charlotte LLC is a trusted finance institution located at 1909 J N Pease Place in Charlotte, North Carolina. Our team of experienced professionals specializes in providing notary services to individuals and businesses in the area. Whether you need documents notarized for real estate transactions, legal matters, or other important financial transactions, we are here to help. With a commitment to accuracy, efficiency, and professionalism, My Notary of Charlotte LLC is your go-to destination for all your notary needs. Contact us today to schedule an appointment or learn more about our services.

Quill & Ink Notary and Services is a reputable finance institution located at 1001 Sandhurst Drive in Charlotte, North Carolina, United States. Our team of experienced professionals offers a wide range of notary and financial services to meet the needs of our clients. Whether you need documents notarized or assistance with financial transactions, we are here to provide efficient and reliable service. Visit us today for all your notary and financial needs.

The Law Office of Montgomery and Hart, PLLC is a trusted institution located at 3440 Toringdon Way in Charlotte, North Carolina, with an additional location in Sumter, South Carolina. Our team of dedicated attorneys specializes in various areas of law, including family law, estate planning, and criminal law. We take the time to understand your personal goals and vision in order to provide practical advice and legal knowledge tailored to your needs. With 10 years of combined experience, our team is committed to helping you navigate through legal challenges with empathy and professionalism. We understand the stress and uncertainty that can come with legal issues, especially in family law and criminal law cases. Our goal is to ease the burden of the legal process, provide specific counsel, and guide you through negotiations, court hearings, or trials with full dedication.

Personal Legal Plans, Inc. is a reputable institution located at 5821 Fairview Road in Charlotte, North Carolina. We specialize in providing personalized legal services to individuals and families, offering comprehensive legal plans tailored to meet the unique needs of each client. Our team of experienced attorneys is dedicated to providing high-quality legal assistance and guidance in a variety of practice areas, including estate planning, family law, real estate, and more. Whether you are in need of legal advice, document preparation, or representation in court, Personal Legal Plans, Inc. is here to help you navigate the complexities of the legal system with confidence and peace of mind. Contact us today to learn more about our services and how we can assist you with your legal needs.

North Carolina Estate Planning & Fiduciary Law is a prominent legal institution located at 5605 Carnegie Boulevard in Charlotte, North Carolina. Specializing in estate planning and fiduciary law, our team of experienced lawyers is dedicated to providing comprehensive and personalized legal services to clients in need of assistance with their estate planning needs. Whether you are looking to draft a will, establish a trust, or navigate the complexities of probate, our skilled attorneys are here to guide you through the process with professionalism and expertise. Trust North Carolina Estate Planning & Fiduciary Law to protect your assets and ensure your wishes are carried out according to your desires.

Danica Little Law, PLLC Ballantyne Probate & Estate Law is a reputable legal institution located at 11220 Elm Lane in Charlotte, North Carolina. Specializing in probate and estate law, our team of experienced attorneys are dedicated to providing personalized and professional legal services to our clients. Whether you are in need of assistance with estate planning, probate administration, or trust management, our knowledgeable team is here to guide you through the legal process with expertise and care. Contact us today to schedule a consultation and let us help you navigate the complexities of probate and estate law.

Sanford Law Firm PC in Charlotte, North Carolina is a trusted lawyer institution specializing in estate planning, elder law, and probate services. Located at 1811 Sardis Road North, the firm is known for providing personalized attention and top-notch legal services. The team at Sanford Law Firm PC acts as both planners and counselors, ensuring that clients receive the highest quality assistance in navigating complex legal matters.

Riley Pope & Laney in Charlotte, NC is a renowned law firm that provides top-notch legal services to clients in the Charlotte area. Located at 700 Matthews-Mint Hill Road, their team of experienced attorneys offers expertise in a wide range of practice areas, including business law, real estate law, estate planning, and more. With a commitment to excellence and a dedication to serving their clients' needs, Riley Pope & Laney is a trusted resource for individuals and businesses seeking high-quality legal representation in Charlotte, North Carolina.

Main Place Trust is a finance institution located at 100 North Tryon Street in the bustling city of Charlotte, North Carolina. With a focus on providing expert financial services to individuals and businesses alike, Main Place Trust is dedicated to helping clients achieve their financial goals and secure their futures. From investment management to wealth planning, Main Place Trust offers a wide range of services tailored to meet the unique needs of each client. Trust in Main Place Trust for all your financial needs.

Reep Wealth Planning is a leading finance institution located at 138 Charlotte Street in Asheville, North Carolina, United States. Our team of experienced financial advisors is dedicated to helping individuals and families achieve their financial goals through personalized wealth planning strategies. Whether you are looking to grow your investments, plan for retirement, or protect your assets, we offer a comprehensive range of services to meet your needs. Contact us today to schedule a consultation and take the first step towards securing your financial future.

Modera Wealth Management in Charlotte, NC, located on Carnegie Boulevard, is a team of dedicated financial advisors and planners. Our experts are committed to helping clients achieve their financial goals through personalized strategies and expert guidance. With a focus on long-term financial success, we offer a range of services including investment management, retirement planning, estate planning, and more. Trust Modera Wealth Management to provide you with the tools and expertise needed to secure your financial future.

Modera Wealth Management in Charlotte, NC on Fairview Road is a leading financial institution offering expert financial advice and planning services. Our team of experienced financial advisors and planners are dedicated to helping clients achieve their financial goals and secure their financial future. Located at 6700 Fairview Road in Charlotte, North Carolina, Modera Wealth Management is committed to providing personalized and comprehensive financial solutions tailored to each client's unique needs. Trust us to guide you towards financial success and peace of mind.

Pinzker and Associates is a reputable finance institution located at 6000 Fairview Road in Charlotte, North Carolina. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses. Whether you need help with investment planning, retirement savings, or estate planning, Pinzker and Associates can provide personalized solutions to meet your needs. Trustworthy and reliable, they strive to help clients achieve their financial goals and secure their financial future.

Sycamore Financial Planning, LLC, located at 4530 Park Road in Charlotte, North Carolina, is a finance institution that believes in having meaningful conversations with their clients to help them achieve their life goals through proper financial management. They help clients understand the trade-offs of each financial decision, adapt to life's changes, and establish direction for a happier, more fulfilled life. Sycamore offers ongoing course corrections to keep clients on track towards their financial goals. As a fee-only, hourly financial planning firm serving various areas in North Carolina, including Durham, Raleigh, Chapel Hill, and Charlotte, Sycamore specializes in providing objective financial planning to help clients manage, grow, and protect their assets through life's transitions.

Cornerstone Wealth Planning is a premier financial institution located in Charlotte, North Carolina. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized wealth planning strategies. We provide comprehensive services including investment management, retirement planning, estate planning, and more. At Cornerstone Wealth Planning, we prioritize building long-term relationships with our clients based on trust, integrity, and transparency. Visit us at 7810 Ballantyne Commons Parkway to learn how we can help you secure your financial future.

Charlotte Galamb - Raymond James is a reputable finance institution located at 3515 Glenwood Avenue in Raleigh, North Carolina, United States. With a focus on providing comprehensive financial services, our team of experienced professionals is dedicated to helping clients achieve their financial goals. From investment planning to wealth management, we offer personalized solutions tailored to each individual's unique needs. Trust Charlotte Galamb - Raymond James to provide expert guidance and support in navigating the complex world of finance.

Larson Financial Group - Charlotte is a reputable institution specializing in accounting and finance services. Located at 7540 Matthews-Mint Hill Road in Mint Hill, North Carolina, this institution offers expert financial advice and services to individuals and businesses in the area. With a team of experienced professionals, Larson Financial Group - Charlotte is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you need assistance with tax planning, investment advice, or retirement planning, you can trust Larson Financial Group - Charlotte to provide personalized and reliable financial solutions.

Charlotte Financial Group is a leading finance institution located at 6000 Fairview Road in Charlotte, North Carolina, United States. With a team of experienced financial experts, we provide a wide range of financial services to help individuals and businesses achieve their financial goals. From investment management to retirement planning, we offer personalized solutions tailored to meet our clients' unique needs. Trust Charlotte Financial Group to provide expert guidance and support on your financial journey.

Trust Company of the South is a reputable finance institution located at 6101 Carnegie Boulevard in Charlotte, North Carolina. With a strong focus on trust and integrity, our team of experienced professionals is dedicated to providing personalized financial solutions to meet the unique needs of our clients. Whether you are seeking wealth management, investment services, or estate planning, Trust Company of the South is committed to helping you achieve your financial goals. Contact us today to learn more about how we can assist you in managing and growing your assets.

Gerald Yarborough, Certified Public Accountant and Tax Resolution Specialist, is a reputable institution located at 8045 Corporate Center Drive in Charlotte, North Carolina. Specializing in accounting and finance services, this institution provides expert tax resolution services to individuals and businesses in need of financial guidance and support. With a focus on accuracy and professionalism, Gerald Yarborough is dedicated to helping clients navigate the complexities of tax laws and regulations to achieve optimal financial outcomes. Trust in Gerald Yarborough for all your accounting and tax resolution needs in the United States.

Tax Pros Charlotte is a leading finance institution located at 7308 East Independence Boulevard in Charlotte, North Carolina, United States. Specializing in tax services, our team of professionals is dedicated to helping individuals and businesses navigate the complexities of tax laws and maximize their financial success. With years of experience and a commitment to excellence, Tax Pros Charlotte is the go-to destination for all your tax needs. Trust us to provide personalized and reliable service that ensures you get the best possible outcome. Contact us today to learn more about how we can help you achieve your financial goals.

Sterling Capital Management LLC is a finance institution located at 4350 Congress Street in Charlotte, North Carolina, United States. They specialize in providing investment management services to individuals, families, and institutions. With a team of experienced professionals, Sterling Capital Management LLC offers a wide range of investment strategies tailored to meet the unique needs and goals of their clients. Their dedication to excellence and commitment to delivering superior results make them a trusted partner in wealth management.

The Lopez Law Firm, PLLC is a trusted institution located at 5701 Executive Center Drive in Charlotte, North Carolina, United States. Specializing in immigration law, the firm assists individuals and families on their journey towards permanent residence or naturalization. Led by experienced immigration attorney Mr. Andrés López, who is a Board Certified Specialist in Immigration Law, the firm offers a wide range of services including assistance with Special Immigrant Juvenile Status (SIJS) petitions, adjustment of status applications, and prosecutorial discretion requests. Mr. López, an immigrant himself from Colombia, is dedicated to helping the immigrant community achieve their American dreams by providing personalized and quality legal representation. With a focus on family unity, business creation, education, and cultural integration, the Lopez Law Firm is committed to helping clients navigate the complexities of the U.S. immigration system.

Michaca Law Firm is a reputable legal institution located at 5500 Executive Center Drive in Charlotte, North Carolina. Specializing in providing expert legal services, our team of skilled lawyers is dedicated to assisting clients with a wide range of legal matters. With a focus on professionalism, integrity, and personalized attention, Michaca Law Firm is committed to achieving the best possible outcomes for our clients. Whether you are in need of legal advice, representation, or guidance, our experienced team is here to help. Contact us today to schedule a consultation and see how Michaca Law Firm can assist you with your legal needs.

Epperson Law Group, PLLC is a highly reputable law firm located at 870 West King Street in Boone, North Carolina. Our team of lawyers specializes in family law, with a focus on divorce cases in Charlotte, Weddington, Boone, and throughout North Carolina. We offer aggressive representation for our clients, ensuring that their best interests are always at the forefront. With over 70 years of combined experience, our attorneys are skilled in handling a wide range of family law matters, including divorce, custody disputes, premarital agreements, and more. We are dedicated to providing compassionate and practical guidance to our clients, helping them navigate through the legal, emotional, and financial challenges that come with family law issues. At Epperson Law Group, we speak English, Spanish, Polish, French, and Greek to better serve our diverse clientele. Whether you are facing a divorce, custody battle, adoption, or estate planning, you can trust our team to provide you with the support and representation you need. Contact us today to schedule a consultation and learn how we can help you build a brighter future.

The Law Office of Maryana Yavdyk, PLLC, located at 11111 Carmel Commons Boulevard in Charlotte, North Carolina, is a trusted general law practice serving individuals, families, and small businesses. Founded on the principles of trust, integrity, and hard work, our firm offers a wide range of legal services in a cost-effective and timely manner. With a focus on providing quality comprehensive legal solutions and personalized attention, we are dedicated to fighting for our clients' rights. Please note that the information on this website is for informational purposes only and does not establish an attorney-client relationship. Contact us today for expert legal representation.

Johnson & Nicholson PLLC is a reputable law firm located in Charlotte, North Carolina. Specializing in various areas of law, our experienced attorneys are dedicated to providing high-quality legal services to our clients. Whether you are facing a personal injury case, need assistance with estate planning, or require representation in a business dispute, our team is here to help. With a commitment to excellence and a track record of success, Johnson & Nicholson PLLC is the firm you can trust for all your legal needs. Visit us at 5806 Monroe Road to schedule a consultation today.

Patel & Samatova | Attorneys at Law is a reputable law firm located at 10020 Monroe Road in Charlotte, North Carolina. Specializing in various areas of law, our experienced attorneys provide expert legal representation and guidance to clients in need. From personal injury cases to business law matters, our team is dedicated to achieving the best possible outcome for each client. Trust Patel & Samatova to handle your legal needs with professionalism and expertise.