Estate planning
A will is a start. A plan is a will, the right trusts, the beneficiary forms nobody checks, and a business that knows who runs it on Monday. We write plans people can read and update them when life changes.
Every matter in this practice is planned with the practice lead on the first call.
Fixed: for wills, trusts and powers of attorney
$300: an hour, probate and disputes
Free: the annual plan review for clients
Wills and revocable trusts
Powers of attorney and health care directives
Probate and estate administration
Business succession plans
Trusts for children and dependants
Estate tax planning
Trust and will disputes
Charitable giving
- $4.2M
Jury verdict for a distributor whose supplier walked away from a five-year agreement. Tried in eight days.
Verdict, 2025 - $1.1M
Settlement for a sales director dismissed nine days after reporting billing irregularities. Resolved at mediation.
Settled, 2025 - Dismissed
A former partner’s claim to a third of a software company, ended on a motion before discovery began.
Motion, 2025
Prior results do not guarantee a similar outcome. Each matter turns on its own facts.
How long does a contract case take?
Most resolve in six to twelve months. A case that goes to trial in Mecklenburg County takes eighteen months to two years from filing. We tell you which track you are on at the first call and again whenever it changes.
Can you take it on contingency?
For some business and employment claims, yes, when the damages are clear and documented. Family, estate and real estate matters are hourly or fixed fee. We tell you the fee structure before you decide to hire us.
What should I bring to the first call?
The documents at the centre of it: the contract, the lease, the termination letter, the will. Do not tidy them up. A rough timeline of what happened and when helps more than anything.
Do you work with businesses outside Charlotte?
Yes, across North Carolina and, through our of counsel, in South Carolina. Most of our work happens by phone, video and email; we come to you when it matters.
Twenty minutes, free, this week.
If we are not the right firm, we will say so and tell you who is.
Request the callOr call (704) 555-0139.