Charlotte Estate Planning Attorney Guide
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Wills & Trusts in Charlotte

Wills & Trusts in Concord, NC

Compare 14 Concord, NC wills and trusts attorneys, what a solid estate plan actually covers, and how to judge which lawyer is worth hiring.

A wills and trusts attorney helps you decide who gets your property, who raises your kids if something happens to you, and who manages your affairs if you're incapacitated. That usually means a last will, maybe a revocable living trust, a power of attorney, and a healthcare directive. Some Concord residents need more involved planning, like special needs trusts, business succession, or irrevocable trusts to manage estate taxes or protect assets from long-term care costs. Others just need a straightforward will and don't want to overpay for complexity they don't need.

We track 14 firms and solo practitioners in the Concord area that handle this work. Fees vary a lot: a basic will package might run a flat few hundred dollars, while a trust-based plan with tax planning can run into the thousands. Before you commit, ask whether the attorney charges flat fees or hourly, whether they'll fund your trust for you (retitling accounts and deeds), and how they handle updates after life changes like a marriage, divorce, or new grandchild.

Our scoring weighs experience with North Carolina probate and trust law, responsiveness, client feedback, and clarity around fees, since estate planning documents are only useful if they're drafted correctly and actually get signed, witnessed, and funded. See the ranked list of Concord estate planning attorneys for how each one scores, and check our methodology for how we weigh and verify these factors.

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All wills & trusts in Concord, NC, ranked by score and relevance

15 businesses, scored on recent reviews. The order weighs each business's overall score by how much of its reviewed work is wills & trusts, so a lower-scored specialist can rank above a higher-scored generalist.

Reed and Thompson, PLLC.
#1
92

Reed and Thompson, PLLC.

4.9(191)✓ Google-verified

Clients consistently describe a calm, unhurried consultation process where attorneys like Jordan McIntyre and Amanda Reed break down complex choices into language they can follow. Staff respond quickly to requests and walk families through every document step, adjusting plans without resistance until everything aligns with their wishes. The firm has named partners (Amanda Reed, Emily Thompson) and support staff (Ashley Corn, Brittney Kay, Gabrielle) who handle wills, trusts, powers of attorney, and property transfers into trusts. Reviewers credit the team with turning a traditionally stressful legal task into something bearable and even comfortable.

Probate & Estate AdministrationEstate & Trust LitigationSpecial Needs Planning
Hartsell & Williams, P.A.
#2
74

Hartsell & Williams, P.A.

4.0(139)✓ Google-verified

Reviewers consistently praise Jay White and his team for attentiveness, clear explanations, and reliable outcomes. Clients report feeling heard and well-prepared through each stage. A handful report difficulty reaching the firm or uneven service from other associates, though most highlight White's accessibility and care. The firm handles traffic matters, family cases, and general legal counsel; Allison and other named staff draw mention for professionalism and attention to detail. Many return clients cite White's honesty and willingness to guide them even outside his main practice areas.

Special Needs PlanningBusiness Succession PlanningWills & Trusts
Lancaster and St. Louis, PLLC
#3
80

Lancaster and St. Louis, PLLC

4.4(123)✓ Google-verified

Reviewers consistently report feeling genuinely heard and supported by both attorneys. Hilary St. Louis and LeAnn Lancaster handle complex matters from divorce and custody to estate planning and adoption with visible passion and clear explanations that leave clients confident. The team balances professionalism with real empathy, returning calls and emails promptly and staying invested even after the resolution. Clients credit this firm with turning difficult cases around after earlier missteps with other attorneys. Multiple long-term clients describe being treated like family rather than another file.

Special Needs PlanningWills & TrustsEstate Planning Attorney
Ferguson Hayes Hawkins, PLLC
#4
79

Ferguson Hayes Hawkins, PLLC

4.6(49)✓ Google-verified

Most clients report smooth, straightforward service from attorneys who listen carefully and explain options in plain terms. Named staff including Ryan Hawkins, Gabi Parish, Adam Campbell, and paralegal Shannon have earned repeat business for work on property sales, business formation, estate matters, and litigation.

Estate & Trust LitigationSpecial Needs PlanningBusiness Succession Planning
Brannen Law, PLLC
#5
69 low data

Brannen Law, PLLC

4.3(52)✓ Google-verified

Most reviewers report winning outcomes in criminal and traffic matters, with strong courtroom presence. However, multiple complaints span years about unanswered calls, delayed filings, and vague updates, particularly in court-appointed or distant-client cases. A recent review noted the attorney refunded disputed fees unprompted, suggesting some responsiveness to feedback.

Special Needs PlanningWills & TrustsEstate Planning Attorney

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Kraus & Phillips, PLLC
#6
70 low data

Kraus & Phillips, PLLC

4.8(19)✓ Google-verified

Kraus & Phillips earns strong marks for estate and probate work across a five-county area. Most reviewers praise Andrew Phillips, Raven, and Rebecca by name for combining legal skill with genuine empathy during vulnerable times. One older complaint cited unprofessionalism and privacy lapses, but represents a minority view among 19 reviews.

Probate & Estate AdministrationElder Law & Medicaid PlanningSpecial Needs Planning
Sorrell Law Firm
#7
71 low data

Sorrell Law Firm

5.0(11)✓ Google-verified

All 11 reviewers gave five stars. Rick Sorrell is consistently praised for explaining complex estate matters clearly, taking time to listen, and offering multiple options without pressure. Clients highlight his knowledge, reliability, and compassionate approach, especially when helping families through probate or loss.

Probate & Estate AdministrationEstate & Trust LitigationElder Law & Medicaid Planning
Black, Boone & Brasch P.A.
#8
68 low data

Black, Boone & Brasch P.A.

4.1(14)✓ Google-verified

Most clients praise the firm's attentive handling of wills, trusts, and powers of attorney. Staff including Natasha, David, and Steve Grossman earn particular note for professionalism and care during estate and family transitions.

Special Needs PlanningBusiness Succession PlanningWills & Trusts
Elder Law & Estate Planning Solutions
#9
67

Elder Law & Estate Planning Solutions

4.2(17)✓ Google-verified

Clients consistently praise the attorneys, particularly Jazmin Caldwell and Marjory Brown, for translating legal concepts into plain language and showing genuine care during difficult times like elder care planning and probate. However, a subset of recent reviews highlight significant lapses in communication: unanswered calls, delayed responses to messages, and billing issues that left clients frustrated and seeking services elsewhere.

Elder Law & Medicaid PlanningProbate & Estate AdministrationSpecial Needs Planning
Knipp Law Office, PLLC
#10
65 low data

Knipp Law Office, PLLC

4.4(33)✓ Google-verified

Most clients praise Nick Lovelace and the team for prompt responses and professionalism, especially on time-sensitive real estate closings. A small number report feeling hurried and had to return for corrected paperwork.

Estate & Trust LitigationSpecial Needs PlanningBusiness Succession Planning
Willett Legal, PLLC
#11
55 low data

Willett Legal, PLLC

5.0(1)✓ Google-verified

One reviewer praised Willett Legal's professional and personable team, highlighting satisfaction with attorney Kathrine Willett.

Elder Law & Medicaid PlanningSpecial Needs PlanningWills & Trusts
Brian P. Hayes, Attorney at Law
#12
65 low data

Brian P. Hayes, Attorney at Law

4.7(18)✓ Google-verified

Clients consistently report Brian Hayes handles estate and family legal matters with expertise and speed. Staff like paralegal Shanon build long-term relationships, keeping clients informed and guided through complex problems from wills to real estate deals.

Elder Law & Medicaid PlanningSpecial Needs PlanningBusiness Succession Planning
Medlin & Medlin, PA
#13
62 low data

Medlin & Medlin, PA

4.7(14)

Reviewers consistently praise Steve Medlin for clear explanations, careful attention to detail, and a warm, unhurried approach to estate planning and real estate matters. One early experience with front desk staff was notably poor.

Special Needs PlanningWills & TrustsElder Law & Medicaid Planning
Oesterreich Law PLLC
#14
61 low data

Oesterreich Law PLLC

5.0(3)

Tanya and Jason earned consistent five-star ratings for their deep expertise in estate planning. Clients report a straightforward experience that yields thorough, carefully organized wills and trusts.

Special Needs PlanningWills & TrustsEstate Planning Attorney
Ferguson Hayes Hawkins & DeMay PLLC: Scarbrough James E
#15
51 low data

Ferguson Hayes Hawkins & DeMay PLLC: Scarbrough James E

3.3(7)✓ Google-verified

Five-star reviewers call staff helpful and describe smooth real estate transactions. One-star complaints center on months-long delays, missed deadlines, lack of direct contact, and staff who prioritize other cases.

Special Needs PlanningWills & TrustsEstate Planning Attorney

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Common questions about wills & trusts

How much does a will or trust cost in Concord, NC?
A simple will typically runs a few hundred dollars as a flat fee. A married couple's basic will package often costs somewhat more. A revocable living trust package, which usually includes the trust, a pour-over will, power of attorney, and healthcare directive, commonly runs from around $1,500 to $3,500 depending on the firm and how much asset retitling and funding help is included. Complex estates with tax planning or business interests cost more, often billed hourly.
How often should I update my estate plan?
Review it every three to five years or after any major life event: marriage, divorce, a new child or grandchild, a death in the family, a move to another state, or a significant change in assets. North Carolina law and federal estate tax rules also change periodically, so an older document may need adjusting even if your life circumstances haven't changed.
Do I actually need a trust, or is a will enough?
A will alone is enough for many people, but it has to go through probate, which is public and can take months. A revocable living trust avoids probate for assets titled in its name and keeps things private, which matters more if you own real estate in multiple states or want to avoid delays for your heirs. If your estate is modest and simple, a will with basic powers of attorney is often sufficient.
How do I judge whether an estate planning attorney is good?
Look for someone who asks detailed questions about your family and assets rather than selling a one-size-fits-all package, explains fees clearly upfront, and walks you through funding the trust (not just signing it). Client reviews mentioning clear communication and follow-through on updates are a good sign, as is a track record specifically in North Carolina probate and trust law rather than general practice.

Last updated 2026-09-02