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Oath - Charlotte Estate Planning & Investment Attorneys

Updated 2026-08-02 · 1,354 reviewed · 200 listed · Scored from 14 Google reviews · How we rank ›

5.0(14) 80 composite score See reviews on Google ✓ Google-verified
Probate & Estate AdministrationEstate & Trust LitigationEstate Planning Attorney
Oath - Charlotte Estate Planning & Investment Attorneys
Services
Probate & Estate Administration, Estate & Trust Litigation, Estate Planning Attorney
Reviews
14

What recent reviews say

Clients consistently report feeling heard and well-guided through estate planning decisions. Staff explain options in plain language, take time to answer questions, and help people understand why trusts, wills, or probate steps matter for their specific situation.

Praised for
  • patient and clear explanations
  • friendly and professional staff
  • knowledgeable attorneys
  • accommodating service
knowledgeableclear-explanationsresponsive-communicationprofessional-demeanorattentive-stafftrustworthy
Best for: individuals and couples planning trusts to simplify estate administration across multiple states

Strengths

  • patient explanation of complex documents
  • multi-state planning (NC and SC properties)
  • experienced trust and estate work
  • staff named in positive reviews

Worth knowing

  • Camila Rohena named as knowledgeable attorney
  • Mia named as helpful assistant
  • explained trust conversion to reduce probate burden in NC and SC
  • staff take time for clients to think decisions through before committing

How it compares

  • Rated 5 against a 4.69 average across the 27 probate & estate administration businesses listed here.
  • Has more Google reviews than 30% of the businesses in this directory.

How we scored this

How We Rank
Star rating 83
Review volume 51
Review recency 100
Review sentiment 80
Profile completeness 100
Verification 30

Rating breakdown

5
14
4
0
3
0
2
0
1
0

Common questions

Do you help with property in more than one state?
Yes. Clients have used Oath to set up trusts covering property in both North Carolina and South Carolina to streamline estate administration.
Can I take time to think things over before deciding?
Yes. Staff are described as patient and willing to let clients go home and reflect before making decisions about their estate plan.

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Special Needs PlanningBusiness Succession PlanningEstate & Trust Litigation

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Last updated 2026-08-02