Reviews

We really enjoyed working with John Potter in the creation of our personalized estate plan. He methodically laid out the process and the components of an estate plan. He then tailored the plan to our unique situation and our desires. He presented the necessary documents in an understandable way and gladly answered our questions in the office or on the phone. The end result was a plan that we are comfortable with. He continues to update us on changes to the laws. We are very happy with John’s services.

John Potter leads a very professional, highly qualified organization. I have found him to be a very approachable person, easy to talk to, and someone who will take time to answer any question. As an example, this session on “Tax Reform” is indicative of his desire to bring different topics before his clients.

I have attended numerous estate planning seminars with various firms in Charlotte and other areas across the nation, and found Potter Law Firm to far exceed any others. John Potter’s exceptional knowledge of estate planning, his down to earth demeanor, and his ability to clearly communicate situations that had not even occurred to me, prompted me to proceed with one of the Potter Firm’s estate planning packages. I have not been disappointed, and how have sound confidence that my estate will be properly managed and passed safely to my heirs, without concern, delay, or legal entanglement. Most importantly, I feel comfortable in knowing that John Potter will be the one to assist my children in this process when I pass away. He is kind, confident, bright, accessible, approachable, reassuring, and trustworthy, with an amazing knowledge of estate law.

My estate planning efforts became complex with taking on legal guardianship of my sister. John and his team were extremely thorough and diligent to ensure my requests to safeguard my sister’s needs were met. John is a fantastic attorney and recommend him as the person to give guidance along your journey.

My experience was very positive. Mr. Potter was very thorough and knowledgeable and patiently navigated me through a thorough estate planning process.

John Potter provides not only a rich background in finance and law, but also a genuine interest in his clients. His knowledge of N C estate law ensures that nothing is overlooked when preparing a trust portfolio, customized to the particular needs of the client. Combine this with follow up classes and meetings to further assist and educate and you will have a relationship with an attorney you can trust.

John Potter has been a real pleasure to work with. He is very knowledgeable and explains things in a very simplistic manner so the average person can understand how / why the laws are written. He is very attentive and asks questions in such a way that not only helps him understand your goals, but also helps you think about what type of goals and expectations you should be considering.

John was very patient and thorough during our meetings. Listened well,and asked meaningful probing questions. This was a big step for us to take (creating the plan) and John made it fairly,easy for us to get this done. Overall experience was very good!