Charlotte Estate Administration Lawyers

Serving Residents of Charlotte, Waxhaw, Lake Norman, NC & Surrounding Areas

We are eager to provide clients with compassionate legal counsel and support. Our experienced attorneys are here to help you understand the process of estate planning and provide you with guidance every step of the way.

Whether you are considering creating a trust, needing to outline your wishes regarding end-of-life care, wanting to make sure you can legally make financial decisions on behalf of someone you love, or have questions about how the probate process works, we are here to support you.

Although estate planning can seem daunting at first, with the right lawyer, you will be able to create a plan that is catered specifically to you and your family’s needs. This will bring you peace of mind knowing you have a plan set in place when your family needs it most.

What Is Estate Administration?

Estate administration is the processing of managing and distributing a principal’s estate. This includes paying any debts and taxes and distributing assets and property to the appropriate heirs.

The Role of an Executor

An executor is appointed by a principal to carry out his/her last will and testament. The executor has a fiduciary duty to act in good faith as he/she fulfills the duties asked. There are various duties an executor must do, which include but are not limited to the following:

  • Distributing the deceased’s remaining property to the appointed heirs
  • Finding and managing the deceased person’s assets
  • Determining if the will needs to go through the probate process
  • Wrapping up the deceased’s affairs
  • Finding and alerting those in the will who have inherited parts of the estate
  • Paying off debts, final income taxes, and creditors
  • Creating a bank account for the estate

Our Estate Administration Services

  • Probate and estate administration services

When a loved one dies, his /her estate will go through a court-managed process called probate or estate administration where the deceased’s assets are distributed.

  • Wills and trusts

It is important to leave behind a will and/or trust detailing how you want your assets to be managed in the event you become incapacitated or die.

  • Living wills and powers of attorney

A durable power of attorney is a legal document that dictates who gets to make decisions on your behalf if you are unable to do so. There are two types: durable power of attorney for healthcare and durable power of attorney for finances.

A living will details information regarding your preferences for end-of-life care.

  • Guardianships

A child may need a guardianship in place if he/she inherits property or other assets from a family member. A guardian will have legal authority to make decisions on the child’s behalf.

Schedule a Consultation Today

Client satisfaction is always our top priority. We will work with you one-on-one to establish an effective estate plan that suits your needs. If you need assistance with any other aspect of the estate administration process, we have the knowledge and experience necessary to guide you through each part of the process to ensure your affairs are in order.

Reach out online today or give us a call at (704) 286-0570 to schedule a consultation. We offer same-day appointments.

Our Clients Tell Their Stories

These Stories Are What Keep Us Going
  • "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.
  • "Anna is an extremely trustworthy and understanding individual, which is very beneficial to any sticky family law situation you may find yourself dealing with. She is very attentive and focused on ..."
    Sean F.
  • "Anna and her team is such a joy to work with! Not only is she extremely talented, she is down to earth and understanding which is a really important quality when communicating with clients. She will ..."
    Jennifer W.

Our Promise to Our Clients

  • Convenient Locations

    With offices in Charlotte, Waxhaw, Lake Norman & Fort Mill, we make it easier for families across North Carolina & South 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.

Take the First Step

Schedule Your Initial Consultation
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