Charlotte Estate Planning Guide
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Simpson Law Firm

Updated 2026-08-02 · 1,354 reviewed · 200 listed · Scored from 257 Google reviews · How we rank ›

5.0(257) 94 composite score See reviews on Google ✓ Google-verified
Wills & TrustsSpecial Needs PlanningBusiness Succession PlanningEstate & Trust LitigationEstate Planning Attorney
Simpson Law Firm
Services
Wills & Trusts, Special Needs Planning, Business Succession Planning
Reviews
257

What recent reviews say

Simpson Law Firm's estate planning team consistently delivers step-by-step guidance that demystifies wills, trusts, and succession decisions. Clients leave with fully prepared documents and genuine confidence in their choices.

Named attorneys David White, Julie, Megan, and Isys guide clients through initial consultation to final signing. The firm emails drafts for review, answers questions thoroughly, and sends clients home with organized binders of completed paperwork.

Praised for
  • knowledgeable and professional staff
  • clear explanations of complex processes
  • patient and thorough guidance
  • comfortable and friendly experience
  • efficient and smooth process
knowledgeableresponsive-communicationclear-explanationscompassionatetrustworthythorough-documentationpersonalized-serviceattentive-staffprofessional-demeanor
Best for: Families and business owners new to estate planning who want clear explanations and hands-on guidance.

Strengths

  • experienced team of named attorneys
  • step-by-step process with written drafts and review cycles
  • explains complex planning in everyday language
  • comprehensive binder of finished documents at completion

Worth knowing

  • Named attorneys include David White, Julie, Megan, and Isys
  • Initial consultation typically one hour; final signing meeting approximately 1.5 hours
  • Process includes email information forms, draft document review, and final paperwork delivery in organized binder
  • Offers Trust Advantage Club benefits mentioned by clients
  • Handles tight-timeline estate establishment work

How it compares

  • Rated 5 against a 4.65 average across the 91 wills & trusts businesses listed here.
  • Has more Google reviews than 93% of the businesses in this directory.

How we scored this

How We Rank
Star rating 98
Review volume 100
Review recency 100
Review sentiment 81
Profile completeness 100
Verification 30

Rating breakdown

5
256
4
1
3
0
2
0
1
0

Common questions

How long does the estate planning process take?
Initial consultation is typically about one hour; the final signing meeting takes approximately 1.5 hours. Between those, the firm emails information forms and sends drafts for your review.
What do I receive when finished?
The firm delivers an organized binder containing all your completed estate planning documents at the end of the final meeting.

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Tom Gorman and his team come prepared to every meeting, turning estate planning into a straightforward, educational process. They field calls quickly, explain legal matters in everyday language, and deliver polished documents on schedule.

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Last updated 2026-08-02