Estate Planning AttorneyElder Law AttorneyLaw FirmBusiness Management Consultant
At North Carolina Estate Planning & Fiduciary Law, we serve our community by offering comprehensive legal services for estate planning and administration. We provide specific services for incapacity planning, elder law, and asset protection as well as business mergers & acquisitions and business succession. We understand the unique needs of our clients and are committed to providing personalized legal solutions that can help protect your livelihood and ensure your wishes are honored for your end-of-life care. Located in Charlotte, North Carolina, we serve clients in the surrounding areas. Contact us today to schedule a consultation.
Jim and his team provided exceptional service in creating our trust and other estate planning documents. He took the time to truly understand our needs and wishes, and he explained everything in a way that was easy to understand. His guidance was thorough, thoughtful, and backed by excellent recommendations that gave us confidence in every decision we made. I would highly recommend Jim to anyone seeking knowledgeable, patient, and trustworthy estate planning assistance.
CP
Chris Paccione
Aug 25, 2025
5.0
Jim and his team are extremely competent and intelligent and handled my complicated trust with precision and accuracy. Jim's extensive knowledge with asking the right questions created a trust that included all of my needs, known and unknown. I would not recommend any other attorney to handle any of my future trust needs due to these facts. Jim went above and beyond in my expectations when I needed to update my trust due to personal changes.
AG
Alan Griffin
Jan 22, 2024
5.0
Jim, Phil and the entire staff are very professional and take time to make sure you understand your options as well as always being available to answer any questions. I would recommend to anyone looking for Estate Planning services. Top notch!
JH
Jon Hobday
May 2, 2023
2.0
Vague cost structure where you have to pay. $500 for a consult where they then tell you how much their services will run!
Frequently Asked Questions About North Carolina Estate Planning & Fiduciary Law
What legal services does North Carolina Estate Planning & Fiduciary Law provide?
They offer comprehensive estate planning and administration services including incapacity planning, elder law, asset protection, business mergers & acquisitions, and business succession.
Where is North Carolina Estate Planning & Fiduciary Law located?
They are located at 5605 Carnegie Blvd, Ste 420, Charlotte, NC 28209, United States.
What are the business hours of North Carolina Estate Planning & Fiduciary Law?
They are open Monday through Friday from 8:30 AM to 5:30 PM and closed on weekends.
How can I contact North Carolina Estate Planning & Fiduciary Law?
You can call them at +1 704-248-6325 or visit their website at https://charlotteestatelawyer.com/.
What types of clients does North Carolina Estate Planning & Fiduciary Law serve?
They serve clients in Charlotte and the surrounding areas, providing personalized legal solutions tailored to their unique needs.
Which nearby financial services can complement legal estate planning at North Carolina Estate Planning & Fiduciary Law?
Nearby financial planners such as Joel Poole, Sterling Capital Management, and Rachel Maryyanek can provide financial advising that complements estate planning services.
Are there any convenient nearby landmarks or offices near North Carolina Estate Planning & Fiduciary Law?
Yes, they are near Capitol Towers, a local landmark and event venue, and nearby corporate offices like Crosslake Technologies and Enpro.
What nearby dining options are available for clients visiting North Carolina Estate Planning & Fiduciary Law?
Clients can enjoy nearby restaurants and bars such as Legion Brewing South Park, Taco Mac, and Stewart Penick’s Terrace before or after their appointments.
Does North Carolina Estate Planning & Fiduciary Law have a presence on social media?
Yes, they have a Facebook page available at https://www.facebook.com/107751331640971.
What categories best describe North Carolina Estate Planning & Fiduciary Law?
They are an estate planning attorney, elder law attorney, law firm, and business management consultant.