Charlotte Estate Planning Attorney Guide
Menu

The Potter Law Firm

Updated 2026-10-02 · 4,383 reviewed · 138 listed · Scored from 22 Google reviews · How we rank ›

5.0(22) 83 composite score See reviews on Google ✓ Google-verified
Elder Law & Medicaid PlanningEstate & Trust LitigationWills & TrustsEstate Planning Attorney
The Potter Law Firm
Location
Ballantyne West, Charlotte
Services
Elder Law & Medicaid Planning, Estate & Trust Litigation, Wills & Trusts
Reviews
22
Ranking
#24 in Elder Law & Medicaid Planning
Best for
Retirees and families needing clear, patient guidance through trust and estate setup.

Core details are sourced from this business's Google Business Profile (checked 2026-10-02). Website-sourced details were fetched 2026-08-02.

What recent reviews say

Across 22 reviews averaging 5 stars, clients consistently describe straightforward trust and estate planning processes guided by attentive staff who answer all questions without rushing. John Potter and team Robin and Donna are repeatedly named for translating complex family situations into clear, actionable plans with follow-up support.

Praised for
  • knowledgeable and thorough
  • patient and unhurried
  • listening to client goals
  • professional and caring staff
  • complex situations handled well
knowledgeableresponsive-communicationclear-explanationscompassionatetrustworthythorough-documentationpersonalized-serviceattentive-staffprofessional-demeanordetail-oriented
Best for: Retirees and families needing clear, patient guidance through trust and estate setup.

Where this business shines

  • Unpressured, detailed client guidance
  • Named staff continuity (John Potter, Robin, Donna)
  • Handles complex family situations
  • Educational webinars and resources

Worth knowing

  • John Potter, founder, named consistently across 6+ years of reviews
  • Robin and Donna on staff, praised for follow-through and helpfulness
  • Webinar series on estate law updates held periodically
  • Patience noted with technically challenged clients
  • Complex family situations and asset protection work documented

How it compares

  • Rated 5 against a 4.57 average across the 69 elder law & medicaid planning businesses listed here.
  • Has more Google reviews than 46% of the businesses in this directory.

What earned this score?

How We Rank
Star rating 86
Review volume 59
Review recency 100
Review sentiment 81
Profile completeness 100
Verification 30

Rating breakdown

5
21
4
1
3
0
2
0
1
0

Common questions

Do you serve clients outside Charlotte?
Their website states they serve Charlotte, North Carolina, Kentucky, Ashland, Florence, Kenton County, Covington, and Fort Mitchell.
What services do you offer beyond wills and trusts?
Their website lists Asset Protection, Business Planning, Elder Law, Medicaid Services, Gift Tax Planning, Incapacity Planning, IRA Retirement Planning, Legacy Planning, and Pet Planning.
Are your lawyers patient with clients unfamiliar with legal processes?
Multiple reviews note the team is patient and willing to take time; one couple in their 70s described the firm as 'bending over backwards to make everything easy' despite being technically challenged.

Similar estate planning attorneys nearby

Collins Family & Elder Law Group
65 low data

Collins Family & Elder Law Group

5.0(13)✓ Google-verified

All 11 available reviews are five-star. Clients consistently highlight the firm's expertise and integrity, particularly Jessica Price's ability to identify legal options and provide attentive representation during difficult family law matters.

Wills & TrustsElder Law & Medicaid PlanningEstate Planning Attorney
Thomas J. Gorman, P.A.
83 low data

Thomas J. Gorman, P.A.

4.9(60)✓ Google-verified

Reviewers consistently praise Gorman for translating estate law into plain English and guiding families through wills, trusts, and special needs planning with patience and precision. His team-including long-serving staff like Joanna-handles each step with attention to detail and explains costs upfront, making what could feel overwhelming feel manageable.

Wills & TrustsEstate Planning AttorneyElder Law & Medicaid Planning
The Hall Law Firm, PLLC
60 low data

The Hall Law Firm, PLLC

5.0(2)✓ Google-verified

Attorney Hall serves clients across state lines with steady expertise in estate and probate matters. Reviews highlight her knowledge of wills and trust complexities, patient support during loss, and accessible service even for out-of-state families.

Wills & TrustsEstate Planning AttorneyProbate & Estate Administration

Own this business? Get featured

Own or market a business here? Ask about featured placement and advertising on this directory. Your message goes straight to the directory team.

Last updated 2026-10-02