Charlotte Estate Planning Lawyers

Will & Trust Services in Charlotte, Waxhaw, Huntersville, NC & Surrounding Areas

At Blood Law, PLLC, we believe planning for your future is a very important decision. It is because of this that we offer comprehensive estate planning services you can tailor to reflect your needs. Our Charlotte estate planning attorneys will support you as you determine what kind of legacy you want to leave behind.

Our Charlotte estate planning lawyers can help you create a will as well as walk you through every step of the estate planning process. Do you know the last time you updated your will? Is your will up to date? Our estate planning law firm in Charlotte is here to make estate planning an easy process so you can have peace of mind.

The Estate Planning Process

The typical estate planning process will go accordingly:

  • Appoint a health care agent: A health care agent is responsible for communicating your medical needs should you be unable to make medical decisions for yourself. This is typically your spouse or a close family member. You may also want to establish a Health Care Power of Attorney (POA), which outlines what a health care agent can and cannot do when making medical decisions on your behalf.
  • Appoint a financial agent: This is established by creating a durable financial POA, which enables a designated agent to manage an individual’s financial matters.
  • Compile a list of assets: Assets include property, stocks and bonds, retirement accounts, life insurance policies, motor vehicles, trademarks, household inventory, and business entities.
  • Decide who will become a beneficiary: A beneficiary is an individual who will inherit a portion of the estate after the principal’s death.
  • Execute a living will or trust: Wills and trusts cover different areas of the principal’s estate. A last will and testament is a legal document executed by the principal that names who will be an executor. The will provides details about beneficiaries and how the estate will be distributed after the principal dies. After the principal’s death, the will needs to be reviewed by the probate court to ensure it is valid. A Revocable Living Trust is managed by a trustee and beneficiaries are also included in the document. However, unlike a will, beneficiaries do not have to wait for probate court to confirm the validity of the trust.

It is helpful to consult with an experienced attorney for support if you have questions and concerns. Additionally, you may not be familiar with how the law impacts your estate. Our Charlotte estate planning attorney can provide you with that information.

What Is the Difference Between a Will and a Trust?

A will is a legal document that establishes how someone’s assets will be distributed after death. An executor of the estate will be chosen to ensure these wishes are upheld. A trust allows an individual to establish a will and appoint someone to manage their assets if he/she becomes incapacitated or dies.

Why Choose Our Team?

Our Promise to Our Clients
  • Convenient Locations

    With offices in Charlotte, Waxhaw & Huntersville, we make it easier for families across North Carolina to find quality counsel.

  • Children Come First

    With the complexities of family law, we put the well-being and safety of your children at the forefront of your case.

  • Team-Driven Environment

    When you work with Blood Law, PLLC, you work with our entire team. Everyone is here to support you through each step.

  • Honest Guidance

    We create personalized plans for each client while setting realistic expectations on the possible outcomes of the case.

  • Concierge Service

    From our first phone call to final signing, our team goes above and beyond to make sure you're getting the attention you deserve.

Why Hire an Attorney for Estate Planning?

Estate planning is important for ensuring your assets will be distributed according to your wishes in the event something should happen to you. Protect your family’s future by reaching out to a qualified lawyer on our team to start the estate planning process. We are here to ensure your loved ones are taken care of.

When it comes time to ensure all your affairs are in order, it is best to consult with a Charlotte estate planning lawyer who will make sure your documents are valid and enforceable to protect your assets for the future. We are happy to get you started.

Contact us online today or give us a call at (704) 286-0570 to book an appointment.

Our estate planning services include:

Our Commitment to Our Clients

Clients trust us to handle their estate planning needs as we have a wealth of knowledge regarding current estate planning laws and a history of success navigating estate matters. Estate planning requires you to trust your lawyer with the intimate details of your life. It is important to feel confident and comfortable with the lawyer you hire to assist you with these regards.

At Blood Law, PLLC, our clients come first. We will handle your estate planning matters with compassion, transparency, and attentiveness, so you can focus more on spending time with your family and less on the logistics of your affairs.

  • Anna guided me through the entire process and answered all of my questions and concerns quickly.

    “She cares about you as a friend, not just as a client. I highly recommend Anna Blood and her legal team as they are INCREDIBLE and a winning team of pros!”

    - Debra K.
  • I’m extremely grateful for Anna's help in my time of need.

    “Wonderful boutique law firm! Great service along with great communication. I’m extremely grateful for Anna's help in my time of need.”

    - Olivia L.
  • Anna is very knowledgeable of the law as well as the local courts and judges.

    “I owe so much gratitude to Anna Blood for her assistance in my divorce. Anna is very knowledgeable of the law as well as the local courts and judges. I am so excited that she has opened an office in ...”

    - Penny N.
  • From the first interaction to the last, you will be in great hands the entire way.

    “Blood Law welcomes each client and prospective client with warmth and great understanding. From the first interaction to the last, you will be in great hands the entire way. They keep you informed ...”

    - Former Client
  • They fought for me and my children in and outside of the courtroom.

    “Anna Blood and her team and phenomenal. They fought for me and my children in and outside of the courtroom. I would highly recommend Blood Law for your any family law issues!!”

    - Liz D.

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