Charlotte Estate Planning Lawyers
Estate Planning Services in Charlotte, 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 by helping to organize your assets, outline your wishes, and ensure your documents are sound.
We 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 with current laws? Our firm is here to make estate planning an easy process so you can have peace of mind knowing your wishes will be respected.
Contact us online or call (704) 286-0570 to book an appointment with an estate planning attorney Charlotte trusts.
- Anna Blood
Our Clients Tell Their Stories
Nationwide Reach. Local Commitment.
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"Cares about you as a friend."Blood Law, PLLC provided excellent service, demonstrating professionalism and personal attention to detail in preparing a separation agreement. They guided me through the process and answered all questions quickly. Highly recommend!- Debra K.
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"Trustworthy and understanding."Blood Law, PLLC is extremely trustworthy and understanding, perfect for any family law situation you may encounter. Their team is attentive and focused on quick and easy resolutions and doesn’t drag things out just to make more money.- Sean F.
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"Down to earth and understanding."Blood Law, PLLC is a joy to work with! Extremely talented, down to earth, and understanding, they provide the best professional guidance and protect your legal interests.- Jennifer W.
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"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.
Our Promise To Our Clients
We Protect What Matters Most To You
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Resolution Before Litigation
We treat going to court as a last resort. Our goal is always to help families reach lasting agreements because the best outcomes for families rarely come from a courtroom.
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Specialized Focus, Not Generalized Coverage.
We practice only family law and estate planning. That focused experience means better strategy, clearer advice, and no wasted time.
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Your Full Legal Team, From Day One
Every client is assigned a senior attorney, associate attorney, and paralegal -- so you always have experienced, accountable support at every stage.
The Estate Planning Process
Start Early & Involve a Skilled Charlotte Estate Lawyer
For a comprehensive estate plan, we recommend starting early and revisiting the plan periodically with a trusted estate lawyer in Charlotte.
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, ensuring bills are paid and investments are monitored even in the event of incapacity.
- Compile a list of assets: Assets include property, stocks and bonds, retirement accounts, life insurance policies, motor vehicles, trademarks, household inventory, and business entities. It is important to regularly update this list as your financial circumstances change over time.
- Decide who will become a beneficiary: A beneficiary is an individual who will inherit a portion of the estate after the principal’s death. Consider their financial needs and how they can sustain their well-being.
- Execute a living will: 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. Consulting with a lawyer can prevent future disputes.
It is helpful to consult with an experienced estate 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 and address the nuances of your particular situation.
Contact our estate planning attorneys in Charlotte today!
Trusted Representation Across the Nation
Meet Your Team
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Anna N. Blood Founding Attorney -
Olivia Politis Managing Attorney
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Alicen Rodolph Managing Attorney
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Michaela Morris Senior Attorney
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Briana Whitfield Associate Attorney
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Morgan Fisher Paralegal
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Jennifer Watkins Paralegal
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Sierra Smith Paralegal
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Valentine Rumble Paralegal
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Tatum True Director of Communications and Operations
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Laura McFry Account Manager
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Liz Whitaker Case Manager
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Lilli Ball Director of Facilities
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Rebecca Toca Senior Attorney
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Brittany Holmes Senior Attorney
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Stefany Garrick Senior Attorney
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Sarah Jones Associate Attorney
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McKenzie Driskell Grabb Senior Associate Attorney
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Sirena Paillot Senior Associate Attorney
Navigate North Carolina Estate Laws with Our Charlotte Estate Attorneys
Navigating estate laws in North Carolina involves understanding specific regulations that could impact your estate plan. For instance, the state's probate process can vary significantly compared to other regions, particularly regarding how wills are validated and how intestate succession is handled. Consulting with a knowledgeable estate planning lawyer in Charlotte familiar with local regulations can provide clarity on these issues and help ensure your documents comply with the latest legal requirements.
North Carolina also has unique provisions regarding the rights of surviving spouses and heirs, which may necessitate specific planning strategies, such as elective share rights. These laws can affect how property is distributed if not explicitly laid out in a will or trust, making it essential to have legal guidance.
Have questions? Contact our firm today to schedule an initial, no-obligation consultation and speak with a knowledgeable member of our team.
Estate Planning FAQ
Looking For Questions? We Have Answers.
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What Are Some Common Mistakes in Estate Planning?
Common mistakes in estate planning include failing to update documents such as wills and trusts after major life events, neglecting to consider tax implications, and not specifying alternate beneficiaries. It's also crucial to not overlook digital assets. Regularly reviewing your estate plan with an estate planning lawyer in Charlotte can help avoid these pitfalls and ensure your plan reflects your current intentions.
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How Often Should I Update My Estate Plan?
It's recommended to review and update your estate plan every few years or after significant life changes, such as marriage, divorce, the birth of a child, or inheritance. Keeping your documents current helps to ensure your wishes are honored and that your estate will be managed according to your most recent intentions.
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What Is a Durable Power of Attorney?A Durable Power of Attorney is a legal document that grants someone the authority to make financial or healthcare decisions on your behalf if you become unable to do so. This kind of document remains in effect even if you become incapacitated, and it is fundamental to a comprehensive estate plan as it helps manage your affairs seamlessly.
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Why Hire an Attorney for Estate Planning?
Estate planning is crucial 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 estate planning attorney in Charlotte on our team to start the process. We are here to ensure your loved ones are taken care of by offering personalized advice tailored to your unique situation, considering factors such as tax implications and asset protection.
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 by evaluating all options, including trusts and durable powers of attorney, to fit your specific needs.
Our Estate Planning Services Include:
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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. Trusts can offer greater control over how and when assets are distributed, potentially providing tax benefits and privacy.
Recognized In Our Community
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Super Lawyers - Anna 2026
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Executive Women
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Super Lawyers - Olivia 2026
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North Carolina State Bar
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Women Lawyers of Charlotte
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Business Legal Elite 2019
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Union County Chamber
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Women in Networking
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Waxhaw Business Association
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Super Lawyers - Anna Blood 2023
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Legal Elite 2022
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North Carolina Legal Elite in Family Law 2021
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Lake Norman
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Cary CC
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Super Lawyers - Anna
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Super Lawyers Rising Stars - Olivia Lowery
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Rising Stars - Anna 2026
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Super Lawyers Rising Stars Anna Blood
Blood Law's Proven Process
How We Handle Your Case, Every Step of the Way
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ConsultationThis initial meeting is where you and a potential attorney will discuss your case, explore your legal options, and determine the best path forward. This meeting allows you to ask questions and understand what to expect in the legal process.
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Retain AttorneyIf you decide to move forward with your legal case, you will sign a fee agreement, officially hiring Blood Law to represent you. This step ensures that our team can begin working on your case and advocating for your best interests.
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Litigation Case
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ConsultationThis initial meeting is where you and a potential attorney will discuss your case, explore your legal options, and determine the best path forward. This meeting allows you to ask questions and understand what to expect in the legal process.
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Retain AttorneyIf you decide to move forward with your legal case, you will sign a fee agreement, officially hiring Blood Law to represent you. This step ensures that our team can begin working on your case and advocating for your best interests.
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Litigation Case
This type of case is one where we file a lawsuit or file into your existing case for the legal matters you have hired us to handle. Litigation is necessary when court intervention is required to resolve disputes related to custody, divorce, property division, or support.
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Discovery PhaseDuring this phase, both parties exchange information and gather evidence to build the case. This may include issuing subpoenas, gathering financial records, taking depositions from witnesses, and preparing legal arguments.
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Trial PhaseDuring this phase, we finalize evidence, prepare witnesses, and develop legal strategies to present your case effectively in court. If a trial is necessary, we will advocate on your behalf before a judge.
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Ruling PhaseDuring this phase, the judge will issue a final ruling on the matters presented at trial. This ruling determines custody arrangements, financial obligations, property division, and any other contested issues.
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Case CompletedDuring this phase, your case reaches its conclusion. If the judge has issued an order, we will ensure compliance with the ruling and discuss any next steps if needed.
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Non-Litigation Case
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ConsultationThis initial meeting is where you and a potential attorney will discuss your case, explore your legal options, and determine the best path forward. This meeting allows you to ask questions and understand what to expect in the legal process.
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Retain AttorneyIf you decide to move forward with your legal case, you will sign a fee agreement, officially hiring Blood Law to represent you. This step ensures that our team can begin working on your case and advocating for your best interests.
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Non-Litigation CaseThis type of case is one we explore resolution options outside of court, such as separation agreements, mediation, or consent orders, to resolve disputes amicably and efficiently.
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Document GatheringDuring this phase, both parties provide and review relevant documents such as financial statements, parenting plans, and property records. This ensures transparency and helps facilitate a fair settlement.
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Mediation / NegotiationsDuring this phase, both parties work together—often with a neutral mediator or between their respective attorneys—to reach an agreement on key issues such as custody, support, or property division without going to trial.
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Settlement DocumentsDuring this phase, once an agreement is reached, we draft and finalize the necessary legal documents to ensure the terms are legally binding and enforceable.
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Case CompletedDuring this phase, your case is officially resolved. With settlement documents executed, all legal matters related to your case have been finalized.
Helping You Every Step of the Way
Your Family Deserves Our Full Attention
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Concierge ServiceFrom our first phone call to final signing, our team goes above and beyond to make sure you're getting the attention you deserve.
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Honest GuidanceWe create personalized plans for each client while setting realistic expectations on the possible outcomes of the case.
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Team-Driven EnvironmentWhen you work with Blood Law, PLLC, you work with our entire team. Everyone is here to support you through each step.
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Families Come FirstWith the complexities of family law, we put the well-being and safety of your children at the forefront of your case.
