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TWENTY-TWENTY-TWO

AWARD WINNING

ESTATE PLANNING AND ELDER LAW

ATTORNEYS

IN CHARLOTTE, NC

IN CHARLOTTE, NC

TOP
TEN

SEE THE 2023 AWARD WINNERS

Trail Tilton Potter 

 --0 
 Website

Do you need help getting your affairs in order, but do not know where to begin? Then rely on Attorney Trail Potter for the best guidance available to you. His typical areas of concentration include estate planning. If you are looking for one of the most qualified attorneys to handle your estate, reach out to Attorney Trail Potter’s office as soon as possible.

 Website

Review

by Google
5.00
14 reviews  

The Potter Law Firm was a great selection for my wife and I. We're retired, in our early 70's and are quite busy as well as technically challenged! The Potter Law firm bent over backwards to make everything easy for us, and they were quite patient at how long it took us to complete documents. John Potter has an easy and caring style and is meticulous and thorough. He was just what we needed. Donna and Robyn are extremely helpful and a pleasure to work with, also just what we needed. It's our pleasure to recommend The Potter Law Firm for any estate planning needs one may have. Joe and Marilyn George July, 2020

The Potter Law firm has a group of caring people who are very helpful and responsive. John Potter has prepared our wills, trusts, powers of attorney, and helped with getting organized. Just completed his webinar yesterday on what updates are needed. The office staff is wonderful and similarly helpful. On a recent personal situation, John used his resources to connect me with a wonderful advisor who has similarly guided us to a virtual conclusion of the problem. Highly recommend!

Mr. Potter has very helpful in our estate planning. He is very thorough. His office staff is equally helpful and friendly. We enjoy his periodic informational sessions informing us of updates in the laws.

My husband and I use John Potter for our estate planning. He exhibits a high level of professionalism and knowledge in providing advice and answering our many questions. We highly recommend the Potter Law Firm for any estate planning needs.

John Potter and his staff have been most helpful to my family. They are professional, informed and friendly. A pleasure to work with.

  • Review

    by Google
    5.00
    5 reviews  

    The Potter Law Firm was a great selection for my wife and I. We're retired, in our early 70's and are quite busy as well as technically challenged! The Potter Law firm bent over backwards to make everything easy for us, and they were quite patient at how long it took us to complete documents. John Potter has an easy and caring style and is meticulous and thorough. He was just what we needed. Donna and Robyn are extremely helpful and a pleasure to work with, also just what we needed. It's our pleasure to recommend The Potter Law Firm for any estate planning needs one may have. Joe and Marilyn George July, 2020

  • Review

    by Google
    5.00
    5 reviews  

    The Potter Law firm has a group of caring people who are very helpful and responsive. John Potter has prepared our wills, trusts, powers of attorney, and helped with getting organized. Just completed his webinar yesterday on what updates are needed. The office staff is wonderful and similarly helpful. On a recent personal situation, John used his resources to connect me with a wonderful advisor who has similarly guided us to a virtual conclusion of the problem. Highly recommend!

  • Review

    by Google
    5.00
    5 reviews  

    Mr. Potter has very helpful in our estate planning. He is very thorough. His office staff is equally helpful and friendly. We enjoy his periodic informational sessions informing us of updates in the laws.

  • Review

    by Google
    5.00
    5 reviews  

    My husband and I use John Potter for our estate planning. He exhibits a high level of professionalism and knowledge in providing advice and answering our many questions. We highly recommend the Potter Law Firm for any estate planning needs.

  • Review

    by Google
    5.00
    5 reviews  

    John Potter and his staff have been most helpful to my family. They are professional, informed and friendly. A pleasure to work with.

View more reviews

Todd Alan Stewart 

 --0  justia.com
 Website

If you are looking for effective communication and competent knowledge in the area of estate law, then your search is over, as Attorney Todd Stewart is the top attorney to hire. Clients consistently rely on Attorney Todd Stewart for all of their estate related needs, including estate planning, wills, trusts, estate administration, probate, and international estate planning. Attorney Todd Stewart is a Wake Forest University School of Law graduate. Attorney Todd Stewart is here to answer your estate questions and help establish a plan that makes the most sense for you and your family.

 Website justia.com

Review

by Google
5.00
8 reviews  

We worked with John Long on our estate planning needs, including detailed trust work. He brought to light things we did not even know we needed to consider. The process was easy, informative and educational. John also assisted in setting up an LLC - again explaining details and making it easy to navigate. Highly recommend John Long and Stewart Law - trusted advisors.

Great company! This team was extremely professional and handled my families estate within a week. Very refreshing to see attorney's do a great and efficient job at a fair value.

Stewart Law, P.A. has a wonderful family atmosphere. They treat all of their clients like family throughout the entire process of estate planning. I enjoy my time there, as I know I will get top notch legal advice coupled with excellent customer service.

excellent !!!!!!!!!

  • Review

    by Google
    5.00
    5 reviews  

    We worked with John Long on our estate planning needs, including detailed trust work. He brought to light things we did not even know we needed to consider. The process was easy, informative and educational. John also assisted in setting up an LLC - again explaining details and making it easy to navigate. Highly recommend John Long and Stewart Law - trusted advisors.

  • Review

    by Google
    5.00
    5 reviews  

    Great company! This team was extremely professional and handled my families estate within a week. Very refreshing to see attorney's do a great and efficient job at a fair value.

  • Review

    by Google
    5.00
    5 reviews  

    Stewart Law, P.A. has a wonderful family atmosphere. They treat all of their clients like family throughout the entire process of estate planning. I enjoy my time there, as I know I will get top notch legal advice coupled with excellent customer service.

  • Review

    by Google
    5.00
    5 reviews  

    excellent !!!!!!!!!

  • Review

    by Google
    5.00
    5 reviews  

View more reviews

William . , Jr. R Culp 

 Website

If you have assets and heirs but do not know where to begin, then reach out to Attorney William Culp Jr.’s office, where your complex estate planning questions will be answered. Areas of concentration include estate planning, tax planning, trust administration, real property deed transfers, and business planning. A member of the National Bar Association, Attorney William Culp Jr. also devotes his time to the National Bar Association. Highly recommended by prior clients and colleagues alike, Attorney William Culp Jr. has previously earned the honor of Super Lawyer. Attorney William Culp Jr. graduated from New York University School of Law and has since earned the recognition as one of the top estate attorneys in the US. For the personalized attention needed for your estate planning, reach out to Attorney William Culp Jr., the attorney on your side.

 Website justia.com

Review

by Google
4.30
6 reviews  

I hired Culp Elliott & Carpenter in march of 2015 to provide a wide range of services for my organization. They have provided us what i would consider white glove support no matter what the issue we have brought to them. As a multi-national start up we depend on knowledgeable partners to protect us and I can say without a doubt Culp Elliot & Carpenter's team is exactly what my organization was looking for. We have been fortunate to find their firm and I have great confidence in the counsel they have provided. I have, and will continue to, refer my peers to this firm for any number of services that they offer.

I would not recommend this firm to handle your estate. The billing fees are very high and I personally was encouraged to pursue a lawsuit that proved no merit. If you are grieving and not of a clear mind, I would not trust this firm with the fate of your financial well being.

This law firm is a winner and a keeper! I can personally attest that Culp Elliott & Carpenter provides their clients with a rare combination of both: (a) unsurpassed legal expertise, experience, and reputation; and (b) an approachable, down-to-earth, understandable, and respectful client relationship style, which values results over ego. As a former practicing attorney, I place an extremely high value on this hard-to-find blend of attributes and attitudes. So did my late father, an "old school," self-made, and unpretentious guy, whose mantra was "what's the bottom line" of an issue. He felt very fortunate in his career, and he wanted the fruits of his life's success to end up in the hands of his family and his community's charities, not with "Uncle Sam." With CEC's help, that's exactly what happened! Having been represented for decades by a number of Charlotte's largest and oldest "downtown" law firms, Dad wisely selected Culp Elliott & Carpenter over 20 years ago. CEC helped him, over time and through thoughtful, informed, forward-thinking, and adaptive planning and execution, to achieve his estate planning goals. After Dad's passing, CEC ably handled the administration of his estate. The process was managed extremely efficiently and effectively, despite numerous business, tax, and family complexities. And, the estate tax results were outstanding! This excellent relationship continues today, with CEC partner Paul Hattenauer handling both my and my wife's estate planning, as well as that of my adult children. Paul is blessed, in abundance, with both extraordinary legal and people skills. In addition to his vast breadth and depth of knowledge in highly complex matters, Paul is a great listener, a clear communicator, a strategic thinker, a practical and results-oriented practitioner, and a genuinely great guy. It is simply a pleasure to work with Paul Hattenauer. Despite the length of this review, I rarely write reviews. However, I would feel remiss if I did not HIGHLY recommend CEC to those in need of expertise and experience in sophisticated estate planning and administration of complex trusts and estates. Five stars, without a doubt! Scott Gorelick Charlotte, NC

Culp Elliott & Carpenter has been our family's estate planning firm from the very start. Paul Hattenhauer, a partner at CEC, took the time to carefully listen to our family's planning needs, explain what our options were (including pros/cons), and then helped us design the various trust and ownership structures to serve those needs. And even though we are among the 'smallest' clients at CEC, Paul and his team have always made an obvious (and much appreciated) effort to ensure that we receive the same high-caliber services - at a very cost-effective rate. CEC is everything that a family would want/expect in their estate-planning firm. Our family will always be clients of CEC.

Prompt response and good advice.

  • Review

    by Google
    4.30
    5 reviews  

    I hired Culp Elliott & Carpenter in march of 2015 to provide a wide range of services for my organization. They have provided us what i would consider white glove support no matter what the issue we have brought to them. As a multi-national start up we depend on knowledgeable partners to protect us and I can say without a doubt Culp Elliot & Carpenter's team is exactly what my organization was looking for. We have been fortunate to find their firm and I have great confidence in the counsel they have provided. I have, and will continue to, refer my peers to this firm for any number of services that they offer.

  • Review

    by Google
    4.30
    5 reviews  

    I would not recommend this firm to handle your estate. The billing fees are very high and I personally was encouraged to pursue a lawsuit that proved no merit. If you are grieving and not of a clear mind, I would not trust this firm with the fate of your financial well being.

  • Review

    by Google
    4.30
    5 reviews  

    This law firm is a winner and a keeper! I can personally attest that Culp Elliott & Carpenter provides their clients with a rare combination of both: (a) unsurpassed legal expertise, experience, and reputation; and (b) an approachable, down-to-earth, understandable, and respectful client relationship style, which values results over ego. As a former practicing attorney, I place an extremely high value on this hard-to-find blend of attributes and attitudes. So did my late father, an "old school," self-made, and unpretentious guy, whose mantra was "what's the bottom line" of an issue. He felt very fortunate in his career, and he wanted the fruits of his life's success to end up in the hands of his family and his community's charities, not with "Uncle Sam." With CEC's help, that's exactly what happened! Having been represented for decades by a number of Charlotte's largest and oldest "downtown" law firms, Dad wisely selected Culp Elliott & Carpenter over 20 years ago. CEC helped him, over time and through thoughtful, informed, forward-thinking, and adaptive planning and execution, to achieve his estate planning goals. After Dad's passing, CEC ably handled the administration of his estate. The process was managed extremely efficiently and effectively, despite numerous business, tax, and family complexities. And, the estate tax results were outstanding! This excellent relationship continues today, with CEC partner Paul Hattenauer handling both my and my wife's estate planning, as well as that of my adult children. Paul is blessed, in abundance, with both extraordinary legal and people skills. In addition to his vast breadth and depth of knowledge in highly complex matters, Paul is a great listener, a clear communicator, a strategic thinker, a practical and results-oriented practitioner, and a genuinely great guy. It is simply a pleasure to work with Paul Hattenauer. Despite the length of this review, I rarely write reviews. However, I would feel remiss if I did not HIGHLY recommend CEC to those in need of expertise and experience in sophisticated estate planning and administration of complex trusts and estates. Five stars, without a doubt! Scott Gorelick Charlotte, NC

  • Review

    by Google
    4.30
    5 reviews  

    Culp Elliott & Carpenter has been our family's estate planning firm from the very start. Paul Hattenhauer, a partner at CEC, took the time to carefully listen to our family's planning needs, explain what our options were (including pros/cons), and then helped us design the various trust and ownership structures to serve those needs. And even though we are among the 'smallest' clients at CEC, Paul and his team have always made an obvious (and much appreciated) effort to ensure that we receive the same high-caliber services - at a very cost-effective rate. CEC is everything that a family would want/expect in their estate-planning firm. Our family will always be clients of CEC.

  • Review

    by Google
    4.30
    5 reviews  

    Prompt response and good advice.

View more reviews

Starrett  

 Website

Attorney Allen Starrett understands how overwhelming it is to plan for your future, the future of your family, and the future of your assets. Attorney Allen Starrett's practice focuses on estate planning, estate administration, business planning, tax planning, will and trust contests, and beneficiary trusts. When Attorney Allen Starrett is not guiding his clients through their estate planning or probate, he is serving as a member of the American Bar Association and the American Bar Foundation. Widely recognized for his commitment to his practice, Attorney Allen Starrett has been featured as an Attorney of the Year and Best Attorneys in America award recipient. When you are ready to start planning your future, do not hesitate to reach out to Attorney Allen Starrett and his team.

 Website

Review

by Google
5.00
111 reviews  

It was great to work with Allen! He is very patient and takes care of details. Very quick feedback for questions we had. Everything was well organized. We would love to recommend Starrett Law Firm to friends!

Allen was such a pleasure to work with. He made the process so smooth and explained the documents very well. He was also very patient with us but would also reach out periodically to check in before we finally completed the process. We would highly recommend him!

Our experience with the Starrett Law Firm was excellent. The intake process was smooth and thorough. Plan development was very professional and responsive. The document signing ceremony was very responsible with masks and social distancing. Their offices are quite nice as well. This experience exceeded our expectations and was a great value.

I have nothing but good things to say about my experience with the Starrett Law Firm. I needed to redo my Trust documents after moving to North Carolina from another state. Because of Covid, everything had to be accomplished by phone and email. Allan Starrett responded to all my questions quickly and completely. I can definitely recommend him!

Very pleased from start to finish process, as well as next steps information. Estate/will planning for our family to include our young adult children was a long process. Allen was very patient with all parties, guided us and thoroughly answered all of our questions. Everything was done remotely with the exception of signing. Signing day was very professional and fast. The waiting area was a relaxing environment. You demonstrated professionalism, efficiency, and outstanding customer service. Thank you. Now I can relax knowing we have updated our plans and assisted our young adults in obtaining documents in case of an emergency.

  • Review

    by Google
    5.00
    5 reviews  

    It was great to work with Allen! He is very patient and takes care of details. Very quick feedback for questions we had. Everything was well organized. We would love to recommend Starrett Law Firm to friends!

  • Review

    by Google
    5.00
    5 reviews  

    Allen was such a pleasure to work with. He made the process so smooth and explained the documents very well. He was also very patient with us but would also reach out periodically to check in before we finally completed the process. We would highly recommend him!

  • Review

    by Google
    5.00
    5 reviews  

    Our experience with the Starrett Law Firm was excellent. The intake process was smooth and thorough. Plan development was very professional and responsive. The document signing ceremony was very responsible with masks and social distancing. Their offices are quite nice as well. This experience exceeded our expectations and was a great value.

  • Review

    by Google
    5.00
    5 reviews  

    I have nothing but good things to say about my experience with the Starrett Law Firm. I needed to redo my Trust documents after moving to North Carolina from another state. Because of Covid, everything had to be accomplished by phone and email. Allan Starrett responded to all my questions quickly and completely. I can definitely recommend him!

  • Review

    by Google
    5.00
    5 reviews  

    Very pleased from start to finish process, as well as next steps information. Estate/will planning for our family to include our young adult children was a long process. Allen was very patient with all parties, guided us and thoroughly answered all of our questions. Everything was done remotely with the exception of signing. Signing day was very professional and fast. The waiting area was a relaxing environment. You demonstrated professionalism, efficiency, and outstanding customer service. Thank you. Now I can relax knowing we have updated our plans and assisted our young adults in obtaining documents in case of an emergency.

View more reviews

Todd Alan Stewart 

 --0  justia.com
 Website

If you are looking for effective communication and competent knowledge in the area of estate law, then your search is over, as Attorney Todd Stewart is the top attorney to hire. Clients consistently rely on Attorney Todd Stewart for all of their estate related needs, including estate planning, wills, trusts, estate administration, probate, and international estate planning. Attorney Todd Stewart is a Wake Forest University School of Law graduate. Attorney Todd Stewart is here to answer your estate questions and help establish a plan that makes the most sense for you and your family.

 Website justia.com

Review

by Google
5.00
8 reviews  

We worked with John Long on our estate planning needs, including detailed trust work. He brought to light things we did not even know we needed to consider. The process was easy, informative and educational. John also assisted in setting up an LLC - again explaining details and making it easy to navigate. Highly recommend John Long and Stewart Law - trusted advisors.

Great company! This team was extremely professional and handled my families estate within a week. Very refreshing to see attorney's do a great and efficient job at a fair value.

Stewart Law, P.A. has a wonderful family atmosphere. They treat all of their clients like family throughout the entire process of estate planning. I enjoy my time there, as I know I will get top notch legal advice coupled with excellent customer service.

excellent !!!!!!!!!

  • Review

    by Google
    5.00
    5 reviews  

    We worked with John Long on our estate planning needs, including detailed trust work. He brought to light things we did not even know we needed to consider. The process was easy, informative and educational. John also assisted in setting up an LLC - again explaining details and making it easy to navigate. Highly recommend John Long and Stewart Law - trusted advisors.

  • Review

    by Google
    5.00
    5 reviews  

    Great company! This team was extremely professional and handled my families estate within a week. Very refreshing to see attorney's do a great and efficient job at a fair value.

  • Review

    by Google
    5.00
    5 reviews  

    Stewart Law, P.A. has a wonderful family atmosphere. They treat all of their clients like family throughout the entire process of estate planning. I enjoy my time there, as I know I will get top notch legal advice coupled with excellent customer service.

  • Review

    by Google
    5.00
    5 reviews  

    excellent !!!!!!!!!

  • Review

    by Google
    5.00
    5 reviews  

View more reviews

Raymond Zipp 

 Website

As one of the top qualified estate attorneys in the US, Attorney Raymond Zipp is compelled to provide exceptional service to every client. Attorney Raymond Zipp is present for his clients at every stage of the estate process, including elder law, wills, trust planning, and asset protection. Attorney Raymond Zipp holds memberships with several legal associations, including the ElderCounsel and the Lawyers Club. Attorney Raymond Zipp graduated from Texas Tech University School of Law and has since earned the recognition as one of the top estate attorneys in the US. Attorney Raymond Zipp is determined to provide only the top representation to his clients and will stop at nothing to see that no stone is left unturned in your estate planning.

 Website

Review

by Google
5.00
13 reviews  

I am biased in my opinion of Vance Parker because I've known him professionally and as a close friend for over 20 years. What I admire most about Vance is his intellect, his honesty and his integrity. I needed to have my NC Will updated and he and his associates did a fantastic job. What I thought would be a few pages, ended up as a series of documents covering critical issues I hadn't even considered. I recommend Parker Law highly to anyone in NC who wants to handle their estate issues wisely, thoroughly and with great care.

I am happy to recommend Vance Parker to anyone needing elder law assistance. He is efficient and timely. I live outside the state of North Carolina yet he was able to assist and handle my property efficiently and was cooperative with my local attorney in completing my legal documents. Thank you to his firm for his excellent work.

We had a very positive experience with this firm. They truly care about the elderly and meeting our needs. Because Mr. Parker works from his home, he can provide superior service at less cost!

Vance Parker Law , They are very nice people and also very informative people to work with. They are very knowledgeable in the Guardianship and Special Needs Trust fields. Any questions i had they were able to answer them for me. If it hadn't been for Vance Parker Law, i don't think i would have been able to do what i did without them. For your Elder care needs, i would definitely give Vance a call. They know what they are talking about. Reasonably priced as well. Vance did what they said they would do and not many people follow through like Vance Parker Law did. I want to thank them for everything they did for me and my brother.

I recently utilized the services of Vance Parker Law to draw up a revocable living trust, after the passing of my wife due to cancer. I found Vance to be extremely professional, knowledgeable, and courteous. Everything was completed in a timely manner, and all of my questions and concerns were handled without any problems. I would highly recommend Vance Parker Law for any estate planning needs.

  • Review

    by Google
    5.00
    5 reviews  

    I am biased in my opinion of Vance Parker because I've known him professionally and as a close friend for over 20 years. What I admire most about Vance is his intellect, his honesty and his integrity. I needed to have my NC Will updated and he and his associates did a fantastic job. What I thought would be a few pages, ended up as a series of documents covering critical issues I hadn't even considered. I recommend Parker Law highly to anyone in NC who wants to handle their estate issues wisely, thoroughly and with great care.

  • Review

    by Google
    5.00
    5 reviews  

    I am happy to recommend Vance Parker to anyone needing elder law assistance. He is efficient and timely. I live outside the state of North Carolina yet he was able to assist and handle my property efficiently and was cooperative with my local attorney in completing my legal documents. Thank you to his firm for his excellent work.

  • Review

    by Google
    5.00
    5 reviews  

    We had a very positive experience with this firm. They truly care about the elderly and meeting our needs. Because Mr. Parker works from his home, he can provide superior service at less cost!

  • Review

    by Google
    5.00
    5 reviews  

    Vance Parker Law , They are very nice people and also very informative people to work with. They are very knowledgeable in the Guardianship and Special Needs Trust fields. Any questions i had they were able to answer them for me. If it hadn't been for Vance Parker Law, i don't think i would have been able to do what i did without them. For your Elder care needs, i would definitely give Vance a call. They know what they are talking about. Reasonably priced as well. Vance did what they said they would do and not many people follow through like Vance Parker Law did. I want to thank them for everything they did for me and my brother.

  • Review

    by Google
    5.00
    5 reviews  

    I recently utilized the services of Vance Parker Law to draw up a revocable living trust, after the passing of my wife due to cancer. I found Vance to be extremely professional, knowledgeable, and courteous. Everything was completed in a timely manner, and all of my questions and concerns were handled without any problems. I would highly recommend Vance Parker Law for any estate planning needs.

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Cheryl K David 

 Website

A top estate attorney in her field, Attorney Cheryl David has developed a strong reputation within the legal community. Common areas of concentration include estate planning, probate, wills, trust planning, elder law, and special needs trusts. Attorney Cheryl David’s noteworthy accomplishments have led to her receipt of the American Institute of Legal Advocates - Top Ten and National Bar Association - Trailblazer Under 40 awards. Attorney Cheryl David possesses the skills needed to reach favorable outcomes for her clients. It is never too early or late to begin your estate planning, and Attorney Cheryl David is just the right attorney to handle the job.

 Website justia.com

Review

by Google
4.80
22 reviews  

Whenever anyone asks for elder lawyers I have been sending/mentioning them to Cheryl David law firm. A friend used your services and I was a witness years ago.. As a witness I saw firsthand what needs to be done for the elder care process. I highly recommend this law firm! Thank you Blaire & Paula E. For your service. Lori J

The entire team is very professional and easy to work with! Amazing customer service. Highly recommend.

Great work. Cheryl and Paula were good to work with.

Estate planning documents were thorough, detailed and took a lot of the required actions off of my plate

Very responsive, courteous, knowledgeable, and professional. They went out of their way to refer me to an attorney who specialized in my particular legal issues.

  • Review

    by Google
    4.80
    5 reviews  

    Whenever anyone asks for elder lawyers I have been sending/mentioning them to Cheryl David law firm. A friend used your services and I was a witness years ago.. As a witness I saw firsthand what needs to be done for the elder care process. I highly recommend this law firm! Thank you Blaire & Paula E. For your service. Lori J

  • Review

    by Google
    4.80
    5 reviews  

    The entire team is very professional and easy to work with! Amazing customer service. Highly recommend.

  • Review

    by Google
    4.80
    5 reviews  

    Great work. Cheryl and Paula were good to work with.

  • Review

    by Google
    4.80
    5 reviews  

    Estate planning documents were thorough, detailed and took a lot of the required actions off of my plate

  • Review

    by Google
    4.80
    5 reviews  

    Very responsive, courteous, knowledgeable, and professional. They went out of their way to refer me to an attorney who specialized in my particular legal issues.

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Jackie Bedard 

 Website

In times of estate preparation or estate settlement, Attorney Jackie Bedard is the attorney you want on your side. Following graduation from the University of Richmond School of Law, Attorney Jackie Bedard has concentrated his practice on matters including wills, trusts, estate planning, long-term care planning, business planning, and medicare planning. Attorney Jackie Bedard is a valued member of the Elder Counsel and the Wealth Counsel. Highly recommended by prior clients and colleagues alike, Attorney Jackie Bedard has previously earned the Super Lawyers Rising Star award. Since earning his JD from the University of Richmond School of Law, Attorney Jackie Bedard has centered 100% of his focus on estate services. Attorney Jackie Bedard will work with you to make sure his execution of your estate planning matches your expectations.

Fee Structure: We Are Friendly, Genuine Professionals With No Surprise Fees.

 Website justia.com

Review

by Google
4.90
73 reviews  

Carolina Estate Planning was was a seamless operation to help get our final wishes on paper in a complex family environment. We had a number of conversations which helped define our wants and needs and they put the entire plan into words on a paper. We had discussions which included going through diagrams to to discern exactly what we wanted visually, and then to transpose them into words and instructions. We think Carolina Family Estate Planning has a great organization and staff to help you plan, define, organize, and document your wishes in the event you are not there to speak for yourself. This is a very helpful exercise you should go through because the alternative of the State deciding where your estate should land is typically not what YOU want. Trust Carolina Family Estate Planing to represent you!

We needed the services of Carolina Family Estate Planning at a very difficult time when my husband was diagnosed with a serious disease. His prognosis was dire and we had not completed our estate planning. This was a huge concern to him and a source of much anxiety and he was intent on completing the plan before his health declined further. The people at Carolina Family Estate Planning responded immediately and bent over backwards to help us create the plan that we needed. Everyone there was kind and generous with their time and talents. They answered every question we had with patience and treated us with the utmost compassion and professionalism. We were, and still are beyond satisfied. If I could give them 10 stars I would. Every year we have a meeting to review the details of the plan and I find this meeting to be invaluable. I have a confident feeling about the time when I will need to lean on Carolina Family Estate Planning staff again for advice, as our future continues to change and evolve.

Everyone at Carolina Family Estate Planning has been extremely helpful. They have they have explain the process and made it very easy to get our estate planning in place. They are always available to answer any and all questions that we have had. We would highly recommend Carolina family estate planning to any one we know. It truly is a one stop shop.

As a Professional Life Care Manager I help families navigate the complexity of aging care. Carolina Family Estate Planning has one of the most simplified legal documents that are perfect for our clients! I love how easy and clear their Living Will is with specific scenarios and very clearly presented with "Yes, No or added notes section". They make a complex document user friendly so all can fully understand and complete. Outstanding!

The staff at Carolina Family Estate Planning treated me with a high degree of respect. Not only did they do the work of most estate attorneys, they went the extra mile to educate me on the process, every step of the way. Setting up my estate for my children ended up being simple and more straight forward than I expected. I should have done this years ago. Now my family's protected and I have so much more peace of mind.

  • Review

    by Google
    4.90
    5 reviews  

    Carolina Estate Planning was was a seamless operation to help get our final wishes on paper in a complex family environment. We had a number of conversations which helped define our wants and needs and they put the entire plan into words on a paper. We had discussions which included going through diagrams to to discern exactly what we wanted visually, and then to transpose them into words and instructions. We think Carolina Family Estate Planning has a great organization and staff to help you plan, define, organize, and document your wishes in the event you are not there to speak for yourself. This is a very helpful exercise you should go through because the alternative of the State deciding where your estate should land is typically not what YOU want. Trust Carolina Family Estate Planing to represent you!

  • Review

    by Google
    4.90
    5 reviews  

    We needed the services of Carolina Family Estate Planning at a very difficult time when my husband was diagnosed with a serious disease. His prognosis was dire and we had not completed our estate planning. This was a huge concern to him and a source of much anxiety and he was intent on completing the plan before his health declined further. The people at Carolina Family Estate Planning responded immediately and bent over backwards to help us create the plan that we needed. Everyone there was kind and generous with their time and talents. They answered every question we had with patience and treated us with the utmost compassion and professionalism. We were, and still are beyond satisfied. If I could give them 10 stars I would. Every year we have a meeting to review the details of the plan and I find this meeting to be invaluable. I have a confident feeling about the time when I will need to lean on Carolina Family Estate Planning staff again for advice, as our future continues to change and evolve.

  • Review

    by Google
    4.90
    5 reviews  

    Everyone at Carolina Family Estate Planning has been extremely helpful. They have they have explain the process and made it very easy to get our estate planning in place. They are always available to answer any and all questions that we have had. We would highly recommend Carolina family estate planning to any one we know. It truly is a one stop shop.

  • Review

    by Google
    4.90
    5 reviews  

    As a Professional Life Care Manager I help families navigate the complexity of aging care. Carolina Family Estate Planning has one of the most simplified legal documents that are perfect for our clients! I love how easy and clear their Living Will is with specific scenarios and very clearly presented with "Yes, No or added notes section". They make a complex document user friendly so all can fully understand and complete. Outstanding!

  • Review

    by Google
    4.90
    5 reviews  

    The staff at Carolina Family Estate Planning treated me with a high degree of respect. Not only did they do the work of most estate attorneys, they went the extra mile to educate me on the process, every step of the way. Setting up my estate for my children ended up being simple and more straight forward than I expected. I should have done this years ago. Now my family's protected and I have so much more peace of mind.

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David C Francisco 

 Website

In times of estate preparation or estate settlement, Attorney David Francisco is the attorney you want on your side. Attorney David Francisco handles situations regarding elder abuse litigation, estate planning for children, and estate planning for high net worth individuals. Heavily involved in the legal community, Attorney David Francisco serves as a member of the American Association for Justice and the American Society of Legal Advocates. Recognized as one of the best in the field of estate law, Attorney David Francisco has received several high accolades, such as the Best Attorneys in America and Super Lawyer awards. Attorney David Francisco will work with you to make sure his execution of your estate planning matches your expectations.

 Website

Review

by Google
5.00
14 reviews  

David is one of the best attorneys in the state of North Carolina. He gives excellent advice about estate planning and any other real state needs you may have. I would give him and his staff at David C. Francisco Attorney at Law a five out of five stars.

David C. Francisco and his staff are great. Over the years they have given us great advice on estate matters and they have helped us out multiple times with our business. I give them a five out of five stars.

David and his staff were very knowledgeable about the legal requirement. I felt comfortable knowing I could trust his word. I would highly recommend him to anyone I know.

One of the best lawyers in town.

David and his staff did a very good job in producing the legal documents that I needed. The product was produced in a timely manner. Thank you.

  • Review

    by Google
    5.00
    5 reviews  

    David is one of the best attorneys in the state of North Carolina. He gives excellent advice about estate planning and any other real state needs you may have. I would give him and his staff at David C. Francisco Attorney at Law a five out of five stars.

  • Review

    by Google
    5.00
    5 reviews  

    David C. Francisco and his staff are great. Over the years they have given us great advice on estate matters and they have helped us out multiple times with our business. I give them a five out of five stars.

  • Review

    by Google
    5.00
    5 reviews  

    David and his staff were very knowledgeable about the legal requirement. I felt comfortable knowing I could trust his word. I would highly recommend him to anyone I know.

  • Review

    by Google
    5.00
    5 reviews  

    One of the best lawyers in town.

  • Review

    by Google
    5.00
    5 reviews  

    David and his staff did a very good job in producing the legal documents that I needed. The product was produced in a timely manner. Thank you.

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