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03 Mar, 2020 by Bill
Will worked tirelessly on a personal injury case for me for 2 years. He helped me understand the process from the beginning and gave me encouragement.
From the deposition to the final outcome, he was most professional and I would highly recommend him.
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07 Jul, 2016 by Michael
Will helped us with a lemon law issue that we tried to get resolved for months on our on. After we had no results we hired Will to step in with us. Immediately we could see the results with him as part of our team. Handled the case with a level of experience second to none. At the end of the day the case was resolved and I didn't lose a dime
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20 Sep, 2013 by Geoffrey
I worked with, and retained William Devore IV for a legal mess that I was in. I feel that his representation and consultation throughout the process exceeded my expecations. He helped streamline 2 different issues that I was having, whereupon one dealt with renters and the other my property management company. William is knowlegable, articulate and most importantly assertive with his handle on the law. He guided me along the right path and even went above the billable retainer to get my desired outcome. Hopefully, I won't need his services in the future, but if I am in a legal bind, I would have no thoughts about a different counsel.
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24 Feb, 2021 by Cathy
I hired Jonathan to help update my will. We discussed what I had set up and all changes I needed/wanted to the will. Jonathan was very efficient and provided everything I needed.
The price was excellent.
I even asked questions that did not have anything to do with estate planning. Jonathan explained that this was not in his area of expertise, but did look into it for me.
Above and beyond.
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04 Dec, 2020 by Chris
Hired Jonathan to transfer my business from OR to NC. He was able to do it quickly and dissolve the LLC in OR. The NC govt sites arent much help in telling how to do this exactly but I am sure they would be all up your butt if you did it wrong......so glad Jonathan was able to do this for me.
Probably the easiest lawyer to client experience I have ever had!
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11 Oct, 2020 by Andre
From the first contact through a phone conversation with Jonathan S. Shbeeb the service provided was nothing short of excellent! Mr. Shbeeb represented me and my interest diligently in a REDA case against a former employer. He was dedicated, he empathized with all aspects of my case and sincere in every aspect until my victory was reached!
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26 Jul, 2016 by Austen & natalie
Mr. Thurman was a delight to work with. He and his staff were extremely kind, accommodating, and professional. Mr. Thurman went above and beyond to ensure our adoption was finalized. Example: he personally walked to the courthouse to place paperwork on the desk of the appropriate individual and, in turn, had our adoption finalized quicker than expected. He is one of a kind!
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19 Jul, 2016 by Heather
We had a very difficult adoption situation that required some one who was extremely knowledgeable in adoption law and had years of experience with adoption cases. Mr. Thurman was both of those things. On top of that, he was honest with us and didn't "beat around the bush." He told us what he knew, what he expected and what our course of action should be. He walked us through the entire process and when we went before the State Supreme Court of North Carolina, he represented our case with dignity, respect and confidence. Our adoption is now finalized and we are a forever family thanks to the hard work and determination of Mr. Thurman. I recommend Mr. Thurman to all my friends and family dealing with adoption matters.
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18 Jul, 2016 by Bobby
David Thurman has represented our business for more than twenty years, and in the process he has ensured that we have maintained our legal requirements and helped us protect our business interests. We have been extremely fortunate to have David represent our company. He has shown great knowledge, wisdom, and integrity over the years and is someone that has our complete trust. With David Thurman as our attorney, we have been able to focus on our business knowing that we have the best legal resource in our corner.
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07 Nov, 2012 by Eden
We had an excellent experience with Christian every step of the way. He spent a great deal of time answering our questions and was very thorough with his responses. Christian readily offered information on all the different aspects to consider when making decisions about a will and power of attorneys. I completely trust his guidance and highly recommend him as an attorney.
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05 Nov, 2012 by Anonymous
Christian took the time to sit down with me and my wife to understand not only our current needs but our needs for the future as well. This allowed us to create a structure that was flexible and will adapt to our needs as they change over time.
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19 Oct, 2012 by David
We Recently worked with Christian in setting up a Trust fund for a long time family friend and his fight for Cancer! Christian was very attentive and quickly got us through the process. We are now currently running the campaign and things are going well!
Christian is a sharp individual and I would work with him again!
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10 Dec, 2015 by Anonymous
My family hired Brione to help us with a child custody case. Brione was successful in obtaining the custody arrangements we were desiring. She is a very knowledgeable and thorough attorney. She patiently answered all our questions and promptly returned our phone calls. She reassured us during a very trying year.
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04 Sep, 2014 by Christine r.
When I contacted Passenant & Shearin Law I was trying to do division of martial property process on my own due to financial issues after a very difficult divorce. It is very difficult to do on your own. I felt awkward about everything I was going through and not realizing how hard it was to do on my own. I contacted the office through email and they immediately respond back to me within 12 hours and started working on the case right away. The ladies did not judge make me feel uncomfortable about my situation and they was very honest about the whole case from beginning to end. They did not make me feel like I was just a client they made me feel like I was part of the team being available anytime of the day or night. They work so well to together as a team and communicated with each other to the point if I contacted the office all the staff could assist me with any question. They kept me informed with all document and contact with the ex attorney.
I felt very secure with their law firm cause they was very knowledgeable about my whole case, being honest and upfront from the beginning gave a sense of comfort. I am very satisfied with all their work, knowledge, with caring attitude and concerns that they all came together as a team and poured into my case. As a person that never thought I would never go through this situation after 23 years of marriage it was a blessing to find and awesome group of ladies that gave their all for the best interest of me.
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07 Mar, 2014 by Anonymous
In a difficult and protracted divorce action Brione Pattison walked and sometimes held my hand through the legal ramifications and the financial decisions involved in my case. She was always straightforward, but also patient to answer my questions and try to move the case forward.
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11 Jan, 2018 by Teresa pavlik
From the first day I spoke with Tiffany and all through my process she and her staff made me feel comfortable and reassured me. They answered all my questions and took the time to listen and respond to me at all times. Needless to say, everything went as she said it would. I would recommend her highly to everyone.
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23 Nov, 2017 by Jim
Tiffany is an amazing attorney. We were very anxious to be filing for Bankruptcy and from the very first meeting with her she helped put us at ease. She followed through on all requests and we would highly recommend her to others. She has an amazing support staff at her office and they were very attentive and caring throughout the entire process. We would definitely hire her for other matters as well.
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25 Oct, 2016 by Brandon
Tiffany was the only Attorney that was the most affordable for me. She worked diligently on my case even on short notice. we took about 3 days to prepare we even prepped on a Sunday. I really appreciate everything she has done for me in winning my custody case. I was awarded joint custody of my two children and couldn't be happier. I have already referred her to a few of my friends who are experiencing the same trials and tribulations that i had, and i'm positive that they'll be in good hands.
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28 Feb, 2013 by James
Brian recently helped me put together a will and provided counsel during a home refinance. He provided excellent service. He was patient, listened, and thoroughly answered my questions. He made me feel comfortable as I planned for the future and put me at ease knowing my family would be well cared for if anything should happen to me. He gave me one of the most valuable gifts I could receive: peace of mind.
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19 Feb, 2013 by Jody
I've had the opportunity to work with Brian and his staff for more than 5 years now. In addition to Brian's expertise and professionalism, I have seen how Brian handles complex situations in a trustworthy and thorough manner. Brian will listen to your concerns and questions, research the matter, and provide a well thought out recommendation. In addition to professional ability, he also is easy to work with and wants to help the client.
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18 Feb, 2013 by Brenda
Brian is an excellent attorney. He makes you feel that your case is the most important to him. Listens, takes notes, makes you feel at ease in talking with him. Very professional, explains what is happening and what to expect in the next steps of your case. Goes out of his way to do research on your case. He understands this is something I don't do for a living and explains and helps you understand the process of the case. Brian helped me with the estate of my Father and is helping me with the trust that he left which my family is protesting. We are still in the process of finalizing the trust and I have the confidence Brian will succeed in getting this case to a close.
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27 Jan, 2016 by Richard
I engaged Jim after a major investment firm froze all of my father’s assets, and subsequently the assets that I had with the firm as well. At 100 years of age my father had finally begun to succumb to a number of health issues. With diminished capacity as well as significant memory issues, he was declared incompetent. It was a very tough time for the family as you can imagine. My father had a revocable trust in place, and had removed the major investment firm as successor trustee the year before. The investment firm chose to ignore the provisions of the trust, and was not only cavalier about their actions but became virtually non-responsive. Jim engaged directly with the firm’s General Counsel and very appropriately got straight to the matter. Jim also engaged other members of his firm to assist, Christian Perrin specifically, and together they provided our family with excellent counsel and resolved all matters. The investment firm made things very complicated, but Jim resolved matters within 45 days. Jim’s approach was measured and extremely professional. His firm operates as a team, and we felt extremely well represented. Another member of the family is now likely to use their services for estate planning as well. I highly recommend Jim and the firm.
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26 May, 2015 by Bill
I desired a trust and associated documents to be completed. He and his firm handled that assignment very, very well. All work was done correctly, on time, and very professionally. I can not imagine a more satisfactory encounter.
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19 Sep, 2011 by David
My family and I called on Jim 5 years ago to assist us in entering into a Guardianship for our brother, who was deemed medically and legally an Incompetent. Jim's knowledge of the State Guardianship laws, coupled with his excellent preparation of the case, took us through Mediation and final Court hearing with all considerations to the best interests of our brother.
Jim continues to assist our family with legal advice and actions needed in light of the controversial events still taking place. My family and I highly recommend Jim for legal assistance with Guardianship proceedings.
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28 Jul, 2021 by Kim menhinick-cochran
Nancy worked on my mother and father's elder planning. She also started an LLC for their rental houses to make it easier fo us, as her children, to manage as they age. This put my mind at ease. Nancy is so patient, explaining everything as many times as necessary for my parents to understand the process. She is warm, reassuring, and extremely available. The office very nice and in the Ballentine area of Charlotte. Well worth the drive from the University area. I have recommended her many many times to Friends facing my situation at this stage in life with aging parents.
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02 Dec, 2019 by Andrea
My elderly mother moved here from Florida last year. When I found out she hadn't updated her estate information in 20 years I contacted Nancy for help. She came highly recommended by a
business associate, Nancy was so patient with my mother. She gave her all her options and carefully walked her through everything. I would recommend Nancy to anyone!
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02 Aug, 2019 by Beth
Can't say enough about Nancy Robert's Law Firm! Knowledgeable, resourceful, detail oriented, and quick to help you find the answers so you can make the needed decisions. Will be hiring. Five stars is not enough!
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12 Jul, 2016 by George
I was the executor of my mother's estate. I hired Tony Giordano as attorney for the estate. Tony was efficient and knowledgable as he helped settle her affairs. He was also most helpful in mediating family disputes and providing comfort during a most difficult time. I found Mr Giordano to be professional and an exceptional attorney.
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15 Aug, 2013 by Anonymous
Mr. Giordano was appointed by the court to be the guardian of my relative's estate. He has done a superb job He has kept me informed of all relevant issues in a timely manner and has been vigilant in insuring that my relative's assets are safe. Mr. Giordano is a person of integrity and honesty . I highly recommend him .
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27 Jul, 2016 by Anonymous
I am savvy financially, but had no clue about the divorce process when I embarked on this journey several years ago. Through it all, Ms. Kennedy and her staff have been there for me and my kids. Unfortunately, I am going to have to go back to court for a child support issue. Although it is the last thing on earth I want to do, I know I am in good hands.
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26 Jul, 2016 by Kelly
The shock of a possible divorce is difficult enough, not to mention knowing who to go to for legal advice. I was lucky enough to have found Kennedy Law; Marsha Kennedy. My case has been very difficult with many different avenues of the law including child custody, post marital support, legal issues with marital debt and sales of businesses, tax questions and the list goes on. Marsha Kennedy and her team has expertly handled each situation and guided me through the process. They have been like family to me and have given me and my children a great deal of support through a very challenging time. I would highly recommend Kennedy Law Firm. You will receive the professional help you need and the care and understanding you deserve.
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26 Sep, 2024 by Michale todd
Vernon has been absolutely amazing. A year and half after I had been injured at work and after receiving medical treatment, it was time to start the settlement process. I was given an offer and wasn't sure if it was good. I found The Sumwalt Group on Google and saw the 5 star reviews. I reached out to them to see if I could get some advice. Vernon was the one to call me and gave me some wonderful free advice on countering and what would be a good amount. He also looked over the settlement agreement I received to make sure it wouldn't mess up any potential social security/disability in the future. Vernon made me feel like he cared and like he wanted the best for me on this settlement and helped me to avoid having to hire a lawyer and drag out the process. I hope I never get hurt on the job again, but if I ever do I will definitely reach out to them again.
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01 Oct, 2021 by Anna
My company hired Liscah to file a trademark, the service was efficient and communication was excellent
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13 Jul, 2017 by Sackeena
Ms. Burhke-Hayer provided services that were professional and empathetic. These two characteristics do not normally go hand in hand with legal services, so it was quite refreshing. This is an attorney that I would gladly recommend.
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06 Jul, 2017 by Anonymous
I consulted with Shante on a divorce matter. I was looking for someone to help me get started and advise me on the steps to take. She not only answered all my questions, but she thoroughly explained every step and reviewed my documents. Thank you!
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13 Feb, 2020 by Thomas
Mark practices in a different location than us, though he still gave us good referrals for our location. He was clear, responsive, and helpful.
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21 Feb, 2010 by Anonymous
Excellent lawyer. Able to convey complex estate planning topics in terms that I could understand.
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27 Oct, 2014 by Barbara
Adam Tan assisted Woody Connette with legal documents/issues regarding my husband's recent death. I found Adam to always be very informed, compassionate, and approachable. I needed a Widows Allowance in order to sell my husband's truck. The bank holding the title and the car dealer (who was buying the truck back) did not appear to have knowledge of this document and what it represented. Adam took the time to not only call the dealer, but also get on the phone with me and the dealer to explain. Eventually, with his patients and diligence the sale was worked out. When you have circumstances where there is an immediate, unexpected death, a client needs help from someone who has legal knowledge and compassion! I found that in Adam.
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06 Apr, 2021 by Anonymous
Akysia Resper is a great attorney. Akysia is very knowledgeable, hard working, and dedicated in providing good service.
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11 Jan, 2015 by Sam
Our experience with Guy was personable and professional. In addition to meeting our needs for Medical Power of Attorney documentation, he brought to our attention, the need for Estate Planning. Thanks to Guy, we are thoroughly protected and have peace of mind.
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16 Jun, 2014 by Lucy
Elizabeth was very responsive, completed my requests in a very timely manner and was very knowledgeable. She was able to answer all my questions and was able to explain things in a way that I understood.
I also found her to be very personable.
I would recommend her to anyone.
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28 Jan, 2014 by Seth
She saved me AND my Wife!! If it weren't for her I would Be homeless! I have seen bad lawers before But She is definitively the one! I will definitely come back!
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17 Apr, 2021 by Jeff
Nancy has recently guided me through the lows of managing the legal process after the passing of my mom. Her professionalism is second only to her personal ability. She has made the tough job of overcoming legal contracts from out of State a piece of cake. She’s a straight shooter who will tell it like it is while still being sensitive to the human aspect of legal matters. I value her opinions and guidance at a level that was once only reserved for the closest of friends. I highly recommend you consult with Attorney Norelli if you need an experienced, and passionate attorney in Charlotte. *Get in touch for a full reference.
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08 Jun, 2015 by Lisa
Despite the unfortunate conduct of my family members during a lengthy estate dispute, I had an excellent attorney to assist and guide me through the entire process. Stratford is superior in all areas of communication. She is timely, she is direct, and has a strong staff that has been consistently wonderful to work with. Stratford pays attention to details, and balls do not get dropped. Estate matters tend to be lengthy, and without hesitation I would recommend Stratford, the lawyers, and the support staff of her firm to anyone.
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20 Apr, 2020 by Anonymous
I was lucky that John Riordan was referred to me by the nc bar association. John was able to settle my employment dispute without even having to go to court. Thank you john and to all the Fidelity law group team!
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26 Oct, 2022 by Jenniffer
Tiffany was able to help me resolve my child support case. She is caring, compassionate, professional, knowledgeable, and always made sure my questions were answered. She made sure I felt her support and never felt alone or lost throughout the case.
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26 Jul, 2017 by Anzhelika t.
Andria is really good at what she does. She is new to the field, but she handled my case very well and I was satisfied with the good work.
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10 Aug, 2016 by Lee
Lou was wonderful handling an insurance matter for my aging mother. I had worked with the insurance company for a year and had reached a dead end. He became involved and worked with them for a month to resolve. What a great advocate!
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26 Aug, 2013 by James
Brendan came to us via a referral from a trusted real estate closing attorney as we needed much more specialized advice. He has a good strategic sense and a keen eye for details. He has also been extremely responsive to my inqueries and turns work product around in a timely manner. I have been extremely pleased with Brendan and look forward to continuing to work with him in the future.
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29 Oct, 2015 by Michael
Eric did a great job of setting up a revocable trust, Will, and other important documents for us. He also spent time explaining the importance of each document in layman's terms, and ensuring everything was in alignment with our needs. I would definitely recommend him to anyone looking for an attorney to handle estate and probate needs.
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27 Jun, 2014 by Thomas
John has a wide breadth of knowledge and experience. He did a great job working on some corporate legal issues for us and I would highly recommend him as an attorney, either personal or corporate.
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19 Oct, 2017 by Peter
Attorney R. Lyerly remains one of the most accomplished Estate Planners and Tax Professionals I have consulted with in 25 years. Highly professional and recommended.
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30 Aug, 2015 by Lynne sizemore
James Blane has been my personal and business attorney for many years. He has high moral standards, very versed in business law and personally handles my issues. He is to the point about what to expect. He has the ability to confront the opposition with a well mannered but positive legal manner.
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FAQs
Questions? We have answers
What an Estate Planning Lawyer Can Do for You
An estate planning lawyer helps individuals plan for the management and distribution of their assets after death or during incapacitation. Their services involve drafting important legal documents, such as wills, trusts, powers of attorney, and healthcare directives. Estate planning attorneys work to ensure that your assets are transferred according to your wishes, minimize tax liabilities, and avoid probate court. They also help clients plan for potential long-term care needs and protect their estate from being diminished by healthcare costs.
By working with an estate planning lawyer, you can have peace of mind knowing that your loved ones will be cared for and that your estate will be managed efficiently and according to your desires.
When Should I Hire an Estate Planning Lawyer?
Hiring an estate planning lawyer is beneficial in many situations, especially when you want to ensure that your assets are handled properly after death. Common reasons to hire an estate planning lawyer include:
- Drafting a will: If you want to clearly define how your assets will be distributed after death, an attorney can draft a legally sound will.
- Creating a trust: For those looking to avoid probate or provide for loved ones over time, setting up a trust can help manage the distribution of assets.
- Planning for incapacity: An estate lawyer can help draft powers of attorney and healthcare directives so that your financial and medical decisions are made by someone you trust if you become incapacitated.
- Minimizing estate taxes: If your estate is large, a lawyer can help create strategies to reduce or eliminate federal and state estate taxes.
- Special circumstances: If you have minor children, blended families, or complex assets like businesses, an estate planning lawyer can create tailored solutions.
- Guardianship or conservatorship: If you want to designate guardians for minor children or ensure proper care for incapacitated adults, an attorney can help.
Hiring an estate planning lawyer is especially important if your estate is complex or if you want to ensure that your wishes are properly followed.
What Does an Estate Planning Lawyer Do?
An estate planning lawyer provides a range of services designed to help you organize your affairs and ensure your estate is managed according to your wishes. They can:
- Draft wills and trusts: Creating legally binding documents that dictate how your assets will be distributed and managed.
- Create powers of attorney and healthcare directives: Appointing someone to make financial or medical decisions for you if you become incapacitated.
- Minimize taxes: Developing strategies to reduce estate taxes, gift taxes, and other financial liabilities for your heirs.
- Help avoid probate: Structuring your estate plan to avoid probate, which can save time and money for your beneficiaries.
- Advise on long-term care planning: Helping you plan for potential healthcare needs in the future, including Medicaid planning and protecting assets from being depleted by nursing home costs.
- Assist with beneficiary designations: Ensuring that life insurance policies, retirement accounts, and other financial instruments are correctly designated.
- Handle probate and estate administration: If a loved one has passed away, an estate planning lawyer can help guide you through the probate process or act as an executor.
How Are Estate Planning Lawyers Paid?
Estate planning lawyers typically charge for their services in one of several ways, depending on the complexity of your estate and the type of services you need. Common payment structures include:
- Flat fee: Many estate planning services, such as drafting a will or trust, are charged on a flat-fee basis. The fee covers all work related to preparing the document.
- Hourly rate: For more complex planning, such as estate tax strategy or trust administration, lawyers may charge by the hour. Rates vary based on the lawyer’s experience and location.
- Retainer: Some lawyers require a retainer for more complex cases, such as ongoing trust management or estate administration. The retainer is an upfront payment that covers future legal services.
It’s important to discuss fees with your lawyer upfront to avoid unexpected costs.
How Much Does an Estate Planning Lawyer Cost?
The cost of hiring an estate planning lawyer depends on the complexity of your estate and the services you require. Here are some general guidelines:
- Simple wills or powers of attorney: A straightforward will or power of attorney may cost between $300 and $1,500, depending on your location and the lawyer’s experience.
- Trust creation: Establishing a trust, such as a living trust or revocable trust, can cost between $1,000 and $3,000 or more, depending on the complexity of your assets and estate planning needs.
- Comprehensive estate planning packages: Some lawyers offer packages that include wills, trusts, powers of attorney, and healthcare directives, which may range from $2,000 to $5,000 or more, depending on the estate’s complexity.
- Hourly rates: For ongoing services like estate administration or tax planning, lawyers may charge hourly rates ranging from $150 to $500 or more, depending on the lawyer’s experience.
Always get a clear estimate of costs during your initial consultation to ensure the services fit within your budget.
Top Questions to Ask an Estate Planning Lawyer
Before hiring an estate planning lawyer, it’s important to ask questions to ensure they are the right fit for your needs. Here are key questions to ask during your consultation:
-
What is your experience with estate planning?
Ensure the lawyer has substantial experience drafting wills, creating trusts, and handling other estate planning services. -
How will you charge for your services?
Clarify whether the lawyer charges a flat fee or by the hour and ask for a detailed estimate of costs. -
What strategies do you recommend for my estate?
A good lawyer should be able to explain the best strategies for minimizing taxes, avoiding probate, and ensuring your assets are distributed according to your wishes. -
How often should I update my estate plan?
Ask how frequently you should revisit your estate plan, especially if your financial situation or family dynamics change. -
Do you offer ongoing support or updates?
Some lawyers provide periodic reviews or updates to ensure your estate plan stays current with changes in your circumstances or the law. -
How will you help my beneficiaries if something happens to me?
Ensure the lawyer is willing to guide your heirs through the estate administration process or help manage your trust after you’re gone.
How to Check the Credibility of an Estate Planning Lawyer
To ensure you’re hiring a credible estate planning lawyer, follow these steps:
- Verify their state bar license: Check with your state bar association to confirm that the lawyer is licensed and in good standing, with no history of disciplinary actions.
- Look for estate planning certifications: Some lawyers are certified as estate planning specialists, which indicates they have extensive knowledge in this area of law.
- Read client reviews and testimonials: Online reviews on sites like Avvo, Google, or Martindale-Hubbell can provide insight into the lawyer’s professionalism and client satisfaction.
- Ask for references: A credible lawyer should be able to provide references from previous clients who can speak to their expertise and client service.
- Check for membership in professional organizations: Lawyers who are members of organizations like the National Academy of Elder Law Attorneys (NAELA) or the American College of Trust and Estate Counsel (ACTEC) often have a strong reputation in the field.
What Should I Prepare for My First Consultation?
To get the most out of your first meeting with an estate planning lawyer, it’s important to come prepared. Here’s what you should bring:
- List of assets and liabilities: Provide a detailed inventory of your assets, including real estate, bank accounts, retirement funds, investments, and personal property, as well as any debts you may have.
- List of beneficiaries: Be ready to discuss who you want to receive your assets and in what proportions. This includes naming guardians for minor children if applicable.
- Existing estate documents: Bring copies of any existing wills, trusts, powers of attorney, or other relevant estate planning documents.
- Questions about your estate goals: Write down your goals, such as avoiding probate, reducing taxes, or setting up charitable donations, so your lawyer can tailor a plan to meet your needs.
- Information on medical and financial decision-makers: Be prepared to discuss who you want to appoint for healthcare and financial decisions if you become incapacitated.
By being well-prepared, you can ensure a productive consultation and begin building a comprehensive estate plan that meets your needs and protects your loved ones.
