Compare 7 estate planning attorneys in Matthews. Learn what they do, what to look for, and how our scoring helps you pick the right fit.
An estate planning attorney drafts the documents that decide who handles your money, health choices and property if you can't, and who inherits when you die. A typical package includes a will, a revocable living trust where it makes sense, a durable power of attorney, a health care power of attorney and a living will. Many Matthews firms also handle probate, trust administration and planning for blended families, special needs beneficiaries or small business owners.
Choose a lawyer whose practice is mostly estate work, not one who does it on the side. Ask whether pricing is flat-fee or hourly, who actually drafts the documents, and whether the firm helps you retitle assets and update beneficiary designations. Those steps are where plans often fail. Check that the attorney is licensed in North Carolina and that the office will answer questions after signing.
We compare the 7 Matthews listings on the same published criteria, so you aren't judging on a polished website alone. See the ranked guide to estate planning attorneys in Matthews for the order, and read how we score to see what each factor counts for.
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7 businesses, scored on recent reviews. The order weighs each business's overall score by how much of its reviewed work is estate planning attorney, so a lower-scored specialist can rank above a higher-scored generalist.
Clients consistently describe Riney Law as knowledgeable and responsive, with staff who explain matters clearly and make them feel comfortable through the process. Multiple reviewers highlight Charles and Austin's availability and personalized attention, particularly for estate planning and business transactions.
Reviewers consistently praise named attorneys David Sherman, Bill Whittaker, and Eran Weaver for combining legal knowledge with genuine care, explaining complex matters clearly, and remaining accessible throughout cases. Staff like paralegal Wendy are noted for keeping matters organized and moving efficiently.
Most clients return to Landon Dunn for years, citing her knowledge and responsiveness across wills, trusts, and estate administration. A single one-star review from a phone consultation reported rudeness; the other 29 reviews describe a professional, supportive practice.
Rachel, Ann, and their team handle wills and trusts with genuine patience, walking clients through each step and catching errors previous lawyers missed. Reviewers consistently praise their knowledge, kindness, and willingness to take time explaining documents, though a handful report scheduling delays and difficulty reaching the office by phone.
Sanjay Gohil and his staff earn consistent praise for knowledge, patience, and clear communication. Reviewers highlight smooth handling of wills and estate planning, quick turnarounds on disputes, and strong courtroom performance. One older review noted an unreturned call, but 94% of ratings are five-star.
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Reviewers praise individual attorneys like Nicole, Jennifer, and Kim for expertise and empathy during estate matters, but experiences are sharply divided. Several clients report significant delays in communication, drafting errors, and frustration with responsiveness to phone and email inquiries. One client experienced a six-week wait for a pricing quote with no follow-up. Staff interactions have ranged from warm and helpful to dismissive and rude, particularly regarding client requests and elder clients seeking family involvement in decisions.
North Carolina Estate Planning & Fiduciary Law earns strong marks from clients for attorney expertise and follow-through on complex matters. Long-standing clients and those handled by specific attorneys report responsiveness and proactive planning. Recurring complaints center on poor phone access, billing transparency, and staff communication, particularly from older reviews involving departures or fee disputes.
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Last updated 2026-10-02