3 Best Estate Planning Lawyers in Charlotte, NC

“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.”

“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.”

“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.”