3 Best Estate Planning Lawyers in Charlotte, NC

Expert-recommended Top 3 Estate Planning Lawyers in Charlotte, North Carolina. All of our estate planning attorneys actually face a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. You deserve only the best!

11+ YEARS IN TBR
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ALLEN STARRETT

STARRETT LAW FIRM 3540 Toringdon Way, Suite 200,
Charlotte, NC 28277 Directions

Since 2006

Practice Areas:

Estate Planning Estate and Trust Administration Business Law Will Standby Guardianship Choice General Power Of Attorney Medical Directives HIPAA Waiver Revocable Living Trust Certification Of Trust Basic Funding Instructions Probating a Will Providing Fiduciary Services

"Allen Starrett is the managing attorney of Starrett Law Firm. He completed his JD at the University of North Carolina School of Law. Allen is committed to providing your case personal attention. He offers the highest quality legal support at the most excellent possible value. Allen always takes the time to listen to your particular needs and give them all the attention and research necessary to provide the best legal solution. Allen is a member of the North Carolina Bar Association and was recognized as a notable local by Ballantyne Magazine in 2020 and as a Standout Charlottean by the Cystic Fibrosis Foundation in 2013. Starrett Law Firm is one of the leading estate planning and business law firms in Charlotte, North Carolina. The firm has counseled hundreds of families and business owners across the greater Charlotte area and North Carolina. The Starrett Law Firm team always aims to provide an experience that is personable, smooth, and pleasant. They work closely with you at the outset to develop a complete understanding of your interests and goals. They will be here for you through life’s twists and turns to ensure that your estate plan remains up-to-date. The lawyers at Starrett Law Firm minimize the stress probate causes. They serve by your side from the start and guide you through the different stages of administering a North Carolina estate. By taking the proper steps and meeting applicable deadlines, they assist you in probate and closing the estate efficiently without costly mistakes. They will also review the trust instrument and the law applicable to North Carolina trusts and trustees with you in detail, upfront, so you know all that’s needed of you.

2026 Highlights: He has assisted hundreds of clients in preparing to create lasting legacies."

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Estate Planning 5 Star Service Award by Charlotte Magazine in 2009-2014
License #34882

Contact:

(704) 887-4944 (980) 263-9606

Mon-Thu: 8:30am - 4:30pm
Fri: 8:30am - 12:30pm
Sat & Sun: Closed

TBR® Inspection Report:

11+ YEARS IN TBR
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SABRINA WINTERS

SABRINA WINTERS, ATTORNEY AT LAW, PLLC
6406 Carmel Road, Suite 301,
Charlotte, NC 28226 Directions

Since 2005

Practice Areas:

Advanced Directives Beneficiary Designations Elder Law Estate Planning Financial Power Of Attorney Healthcare Power Of Attorney Inheritance Living Trust Medicaid Planning Power Of Attorney Probate Special Needs Planning Trust Administration Trusts Wills Irrevocable Life Insurance Trusts

"Sabrina Winters is the senior estate planning attorney at Sabrina Winters, Attorney at Law, PLLC. She completed her JD at Thomas M. Cooley Law School. Sabrina is a member of the National Academy of Elder Law Attorneys, ElderCounsel, Charlotte Estate Planning Council, Mecklenburg Bar Association, and the local North Carolina Chapter of NAELA. For nearly two decades, Sabrina has been committed to helping families in her community plan for and navigate through the most challenging times in their lives. She will aggressively protect your interests and provide you with legal counsel. Sabrina was named one of the 50 Most Influential Women by The Mecklenburg Times in 2020, recognized as 'Best in Class: Women-Led Business' in 2023, and listed among the Top 50 Entrepreneurs by Business Leaders in 2012. She was also listed as a Top 10 estate planning attorney in 2022. Sabrina uses her resources to resolve your particular issue as quickly and beneficially as possible. She has the knowledge, skills, and experience to work with you to resolve any probate issues and guide you through the legal process. Sabrina Winters, Attorney at Law, PLLC, can craft a well-planned estate plan that incorporates your goals and requirements and fits into your lifestyle. The firm has comprehensive experience serving clients in all stages of life, helping them understand options and achieve their estate planning goals. Their mission is to help clients create an estate plan based on their goals and wishes, and to know how dangerous it is to their families when there is no written plan. Their team leverages their vast knowledge and experience to provide innovative, forward-thinking strategies and top-tier customer service. Give them a call today, and let's get your plan started.

2026 Highlights: The organization is dedicated to staying current with the latest legal developments and industry trends, ensuring that clients’ plans remain relevant, effective, and aligned with their evolving needs."

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Legal Elite by Business North Carolina in 2019 & 2021
License #34295

Price:

HOURLY RATES:
From $350
Upto $450

Contact:

(704) 843-1446

Mon-Fri: 9am - 4:30pm
Sat & Sun: Closed

TBR® Inspection Report:

Thomas J. Gorman - Charlotte, NC Estate Planning Lawyers - Client Image
Thomas J. Gorman - Charlotte, NC Estate Planning Lawyers - Law Firm Logo
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THOMAS J. GORMAN

THOMAS J. GORMAN, P.A. ATTORNEY AT LAW
15720 Brixham Hill Avenue, Suite 300,
Charlotte, NC 28277 Directions

Since 1987

Practice Areas:

Estate Planning Simple Wills and Guardianship Powers Of Attorney Living Wills Medical Directives Elder Law Issues International Issues Trusts Used To Avoid Estate Taxes Trusts Used To Avoid Probate Trusts Protect Your Financial Legacy Durable Power Of Attorney VA Trusts Medicare and Medicaid Trusts Special Needs Trusts

"Thomas J. Gorman is a highly qualified and experienced estate planning attorney in Charlotte. He completed his Juris Doctor JD at Duke University School of Law in 1982, and he was well-versed in simple wills to complex trusts. He drafted more than 10,000 trusts of various types, including revocable living trusts for probate avoidance, special needs trusts, charitable remainder trusts, and trusts for estate tax avoidance, and virtually all of the other estate planning documents. Thomas J. Gorman is a member of the North Carolina Bar Association, Estate Planning and Fiduciary Law Section since 1993, and the American Bar Association, Real Property, Trust and Estate Law Section since 2005. He is professional and knowledgeable, and he conducts meetings with their clients to learn about their problems. He conducted seminars and lectures on the topic of “Estate Planning in the New Normal” in 2010 and “Estate Planning for Financial Advisors” in 1995-99 and 2003-08.

2026 Highlights: The firm takes the time to understand each client’s goals, priorities, and family circumstances before creating a personalized estate plan, and with extensive experience in elder law, they also provide guidance in creating specialized plans, including VA trusts, Medicare and Medicaid trusts, and special needs trusts."

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Recipient of the Client Champion Platinum Award from 2012 to Present
License #14113

Contact:

(704) 544-2500

Mon-Thu: 10am - 5:30pm
Fri-Sun: Closed

TBR® Inspection Report: