Best estate planning attorneys in Charlotte, NC
These are the 15 top-scoring estate planning attorneys in Charlotte, ranked on a composite of Google rating, review volume, recency and review sentiment (see our methodology). Scores were last updated 2026-10-02, and only firms with enough review data to score made the cut.
Picks are ranked by score and relevance to estate planning attorney, so a lower overall score can rank higher here.
At a glance
| # | Business | Score | Rating | From | Best for |
|---|---|---|---|---|---|
| 1 | Starrett Law Firm | 94 | 5 (281) | — | Wills, trusts, business succession |
| 2 | Law Office of Jana K. Jones, PLLC | 92 | 4.9 (179) | — | Estate plans plus family law |
| 3 | Michelle H. Iqbal, Attorney at Law, PLLC | 91 | 5 (100) | — | Guardianship and hands-on service |
| 4 | McIntyre Elder Law | 90 | 4.9 (624) | — | Elder law and estate solutions |
| 5 | Orsbon & Fenninger, LLP | 89 | 5 (115) | — | Estate planning through probate |
| 6 | Knipp Law Office, PLLC | 89 | 5 (73) | — | Blended families, newcomers to NC |
| 7 | Erin Patterson Law, PLLC | 89 | 5 (66) | — | Estate planning and probate support |
| 8 | Sawyer & Associates, LLC | 88 | 4.9 (132) | — | Free consult, Medicaid and probate |
| 9 | Jonathan M. Beigle, Attorney At Law, PLLC | 88 | 5 (62) | — | Nervous first-time planners |
| 10 | Perrin Legal | 88 | 5 (104) | — | Trusts and quick turnaround |
| 11 | Brewington Law Firm | 88 | 5 (55) | — | Redoing older estate plans |
| 12 | Charlotte Estate Planning | 87 | 5 (53) | — | Owner-led, fair pricing |
| 13 | Dozier Miller Law Group | 87 | 4.8 (304) | — | Estate plus broader civil needs |
| 14 | North Carolina Estate Planning & Fiduciary Law | 86 | 4.9 (52) | — | Board certified, multi-state estates |
| 15 | Grissom Plummer Law | 86 | 4.8 (58) | — | Calm, straightforward planning |
1. Starrett Law Firm
5 (281 reviews)score 94/100

A perfect 5.0 from 281 reviews, with high confidence and the strongest composite score here. Allen Starrett is repeatedly praised for explaining wills, trusts and business succession in plain language, and the firm leaves families with a clear plan and next steps.
- Plain-language explanations from Allen Starrett
- Quick answers to client questions
- Actionable follow-up plan after documents are signed
- Business succession work handled by staff such as Darren
Services: estate litigation, business succession, special needs planning, wills trusts
2. Law Office of Jana K. Jones, PLLC
4.9 (179 reviews)score 92/100

4.9 across 179 reviews, with fast email replies and consistent follow-through. Estate planning is a secondary practice here: one client came back after a custody case to set up a trust, will and medical power of attorney.
- Email responses within about 24 hours
- Clear explanations of complex steps
- Follows through on commitments
- Can cover family law and estate documents in one office
Services: wills trusts, estate planning attorney
3. Michelle H. Iqbal, Attorney at Law, PLLC
5 (100 reviews)score 91/100

A 5.0 from 100 reviews. Michelle Iqbal handles matters personally, returns calls quickly and prepares clients well. Reviewers also point to reasonable fees.
- Hands-on representation from Michelle herself
- Quick responses and thorough preparation
- Strong record in guardianship and custody
- Fees described as fair
Services: wills trusts, estate planning attorney, special needs planning, business succession
4. McIntyre Elder Law
4.9 (624 reviews)score 90/100

4.9 from 624 reviews, the largest review base on the list, though sentiment confidence is medium. Attorneys like Haley Matson explain options without rushing and without pushing extra services.
- Plain-language explanations
- Quick response times
- No-pressure consultations
- Experienced with common estate planning scenarios
Services: wills trusts, elder law medicaid, estate planning attorney, special needs planning
5. Orsbon & Fenninger, LLP
5 (115 reviews)score 89/100

A 5.0 from 115 reviews. Cyndy Fenninger brings 30+ years of experience, and the firm walks families from planning through probate with patient, compassionate attorneys. The front desk team is also singled out for warmth.
- 30+ years of estate and probate experience
- Documents explained in plain language
- Compassionate during loss and probate
- Welcoming staff
Services: wills trusts, estate planning attorney, estate litigation, business succession
6. Knipp Law Office, PLLC
5 (73 reviews)score 89/100

5.0 from 73 reviews. Named attorneys and paralegals adapt explanations to the client, and reviewers describe an organized, quick process. The firm has handled plans for families moving to North Carolina and for blended households.
- Same-day email answers to follow-up questions
- Handles blended, LGBTQ and minor-child planning
- Flexible appointment scheduling
- Named staff praised repeatedly
Services: special needs planning, wills trusts, estate planning attorney
7. Erin Patterson Law, PLLC
5 (66 reviews)score 89/100

Every one of 66 reviews is five stars, though confidence is medium given the smaller base. Clients say the team listens, breaks planning into steps and stays warm through hard situations such as unexpected death and probate.
- Named staff praised often (Erin, Brittnee, Tricia, Jeanna Shelton)
- Complex planning broken into manageable steps
- Patient with emotional circumstances
- Process and fees explained upfront
Services: special needs planning, wills trusts, estate planning attorney, probate administration
8. Sawyer & Associates, LLC
4.9 (132 reviews)score 88/100

4.9 from 132 reviews, with medium confidence. The firm offers free initial consultations and covers estate planning, probate, elder law and Medicaid across several states.
- Free initial consultations
- Same-day intake available
- Rob Paul and Dosson Smalley named for attentiveness
- Multi-state coverage
Services: wills trusts, probate administration, elder law medicaid, estate planning attorney
9. Jonathan M. Beigle, Attorney At Law, PLLC
5 (62 reviews)score 88/100

A 5.0 from 62 reviews. Jonathan Beigle explains concepts plainly in a relaxed office, and tends to recommend a full set of protections rather than only the one document a client asked for.
- Plain-language explanations
- Recommends a complete plan
- Responsive by email and phone
- Comfortable, welcoming office
Services: wills trusts, estate planning attorney, probate administration, special needs planning
10. Perrin Legal
5 (104 reviews)score 88/100

A 5.0 from 104 reviews, with medium confidence. Christian Perrin and his team move from first meeting to signed papers quickly and are credited with spotting overlooked issues.
- Expert guidance on trusts and estate documents
- Fast turnaround to signing
- Responsive after completion
- No-pressure walk-through of decisions
Services: special needs planning, wills trusts, estate planning attorney, probate administration
11. Brewington Law Firm
5 (55 reviews)score 88/100

A 5.0 from 55 reviews. Barry Brewington listens, explains clearly and flags protections clients had not considered. Several clients came to fix work done by other attorneys.
- Patient, clear explanations
- Proactive about missing protections
- Responsive from first contact
- Handles family and living trusts
Services: wills trusts, estate planning attorney, special needs planning, estate litigation
12. Charlotte Estate Planning
5 (53 reviews)score 87/100

A 5.0 from 53 reviews. Ryan Stump works directly with clients on revocable trusts, wills, powers of attorney and business succession, and reviewers mention competitive pricing and his readiness to refer out when a matter is beyond his scope.
- Owner attorney works with every client
- Competitive pricing
- Patient explanation of complex documents
- Handles changes without pressure
Services: business succession, special needs planning, wills trusts, estate planning attorney
13. Dozier Miller Law Group
4.8 (304 reviews)score 87/100

4.8 from 304 reviews, a solid volume. Attorneys answer emails the same day and bill fairly without pushing extras, but the firm's work spans property disputes, custody, adoption and civil matters, so estate planning is one part of a wide practice.
- Same-day email replies
- Fair billing, no upselling
- Thorough case preparation
- Named specialist Allison Holstein (AV Preeminent rating)
Services: wills trusts, estate planning attorney
14. North Carolina Estate Planning & Fiduciary Law
4.9 (52 reviews)score 86/100

4.9 from 52 reviews. James Hickmon is a Board Certified estate planning attorney with CFP and MBA credentials, and the firm handles everything from first plans to years-long, multi-state probate.
- Board Certified with CFP and MBA credentials
- Long-term client relationships
- Suits first-time planners and complex estates
- Consistent named team members
Services: wills trusts, elder law medicaid, estate planning attorney, estate litigation
15. Grissom Plummer Law
4.8 (58 reviews)score 86/100

4.8 from 58 reviews. Robyn Hicks-Guinn is described as knowledgeable and calm, covering wills, trusts and powers of attorney with prompt answers and clear explanations.
- Complex topics made understandable
- Fast communication and document handling
- Compassionate, stress-free experience
- Full range of core estate documents
Services: special needs planning, wills trusts, estate planning attorney, probate administration
What decides who ranks first?
| Signal | Weight |
|---|---|
| Review sentiment | 28% |
| Google rating | 26% |
| Review volume | 20% |
| Profile completeness | 16% |
| Review recency | 10% |
Ranking data checked 2026-10-02 · Full methodology ›