Charlotte Estate Planning Attorney Guide
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Estate planning attorneys in Ballantyne West: ranked picks

Ballantyne West sits close to several Charlotte firms that handle wills, trusts, and estate documents, so residents here usually have a short drive either way to reach a good option. The picks below come from a scored methodology that weighs review volume, rating consistency, and what clients actually describe in their feedback, not just star averages.

Several firms on this list serve south Charlotte broadly, including Ballantyne, Lake Norman, and nearby suburbs, so proximity to Ballantyne West itself varies less than the depth of the estate planning practice at each firm.

8 businesses, scored on rating, review volume, recency, sentiment and listing completeness. How we score › · View on map ›

At a glance

#BusinessScoreRatingFromBest for
1The Potter Law Firm835 (22)—Family-centered planning
2Thomas J. Gorman, P.A.834.9 (60)—Plain-language planning
3Kennedy Law Associates704.3 (58)—wills trusts
4Collins Family & Elder Law Group655 (13)—Elder law and family law overlap
5Davies Law, PLLC625 (6)—Multi-state or tax-focused estates
6Law Office of Nancy L. Roberts, PLLC605 (4)—wills trusts
7The Hall Law Firm, PLLC605 (2)—wills trusts
8The Rizzo Law Firm, PLLC593.6 (17)—wills trusts

Ranked picks

1
The Potter Law Firm

The Potter Law Firm

score 83/100
5 from 22 reviews
Family-centered planningknowledgeableresponsive communicationclear explanations

John Potter and staff get consistent five-star marks for patient, attentive guidance through complex family goals.

2
Thomas J. Gorman, P.A.

Thomas J. Gorman, P.A.

score 83/100
4.9 from 60 reviews
Plain-language planningknowledgeableresponsive communicationclear explanations

Tom Gorman comes prepared with intake questionnaires and turns around final documents quickly, backed by a long-serving staff.

3
Kennedy Law Associates

Kennedy Law Associates

score 70/100
4.3 from 58 reviews
wills trustsknowledgeableresponsive communicationclear explanations

Reviewers describe two starkly different experiences.

4
Collins Family & Elder Law Group

Collins Family & Elder Law Group

score 65/100
5 from 13 reviews
Elder law and family law overlapknowledgeableresponsive communicationtrustworthy

Board Certified specialists with over 20 years in practice, with Jessica Price singled out for advocacy on difficult matters.

5
Davies Law, PLLC

Davies Law, PLLC

score 62/100
5 from 6 reviews
Multi-state or tax-focused estatesknowledgeabletrustworthyprofessional demeanor

Janice Davies brings estate and tax expertise with a calm, attentive approach clients say leaves them confident.

6
Law Office of Nancy L. Roberts, PLLC

Law Office of Nancy L. Roberts, PLLC

score 60/100
5 from 4 reviews
wills trustsknowledgeablecompassionateresponsive communication

Nancy Roberts guides clients through estate planning and complex family situations with patience and clarity.

7
The Hall Law Firm, PLLC

The Hall Law Firm, PLLC

score 60/100
5 from 2 reviews
wills trustsknowledgeablecompassionatetrustworthy

Attorney Hall serves clients across state lines with steady expertise in estate and probate matters.

8
The Rizzo Law Firm, PLLC

The Rizzo Law Firm, PLLC

score 59/100
3.6 from 17 reviews
wills trustsprofessional demeanorresponsive communicationknowledgeable

Clients who worked with Scott Rizzo on wills and estate planning report feeling well-guided and confident in their documents.

Last updated 2026-10-02