Charlotte Estate Planning Attorney Guide
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Robertson & Associates

Updated 2026-09-02 · 4,151 reviewed · 225 listed · Scored from 23 Google reviews · How we rank ›

4.3(23) 67 low data composite score See reviews on Google ✓ Google-verified
Wills & TrustsEstate Planning Attorney
Robertson & Associates
Location
Newell, Charlotte
Services
Wills & Trusts, Estate Planning Attorney
Reviews
23
Ranking
#143 in Wills & Trusts
Best for
Families managing estates and businesses with long-term legal needs.

Core details are sourced from this business's Google Business Profile (checked 2026-09-02).

What recent reviews say

Strong advocates across estate planning and business matters, praised by long-term clients for responsiveness and clear guidance. Recent complaints raise concerns about junior staff handling and litigation strategy decisions.

Based on limited recent reviews, so treat this as low-confidence.

Praised for
  • responsive communication
  • knowledgeable advice
  • treats clients like family
  • experienced with estates
knowledgeableresponsive-communicationtrustworthyattentive-staffprofessional-demeanor
Best for: Families managing estates and businesses with long-term legal needs.

Where this business shines

  • Long-term client relationships
  • Estate administration with attention to detail
  • Senior staff availability and responsiveness

Worth knowing

  • Joseph Garfunkel praised for estate work
  • Lee Robertson named in both positive and negative reviews
  • Jacob Johnson (junior attorney) associated with extended negotiations and court filing issues
  • Handled multi-beneficiary estates with diplomacy

How it compares

  • Rated 4.3 against a 4.56 average across the 208 wills & trusts businesses listed here.
  • Has more Google reviews than 43% of the businesses in this directory.

What earned this score?

How We Rank
Star rating 62
Review volume 60
Review recency 94
Review sentiment 49
Profile completeness 100
Verification 30

Rating breakdown

5
19
4
0
3
0
2
0
1
4

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Last updated 2026-09-02