Back to Top
Estate Planning & Probate Committed To Providing Each Client with the Personalized Service They Deserve

Charlotte Estate Planning & Probate Attorneys

Protect Your Family & Assets

It is a common misconception that the only people that need an estate plan are wealthy, but this could not be further from the truth. If you have property and assets, regardless of value, work with experienced Charlotte estate planning and probate attorneys to protect everything that you own. The attorneys at Pinnacle Law understand that discussing and planning your estate is often a sensitive subject. These are important decisions that should be handled with care and discretion.


Set up a consultation with our estate planning and probate attorneys. Dial (704) 734-9797 or contact us online today.


Our attorneys can help inform and advise you of the different legal tools available to protect your assets. Our goal is to understand our clients on a personal level so that we can create an estate plan specific to their needs, which may include plans for minor children or medical decisions.

Estate Planning & Probate Services We Offer

Estate plans are not only intended to protect property but can work as a guideline for everything, such as healthcare and medical decisions. It is important to understand what legal rights your family may have upon your incapacity or death. Our attorneys provide counsel on the probate process and how your assets can be distributed upon your death. Since estate planning can be uniquely tailored to an individual’s wishes, it is important to review your documents after life-changing events such as marriage, divorce, the birth of a child, or a death.

Our estate planning lawyers can help with many of these concerns, including:

  • Durable Power of Attorney
  • Health Care Power of Attorney
  • Living Will
  • Power of Attorney
  • Will

It is understandable that no one wants to think about becoming severely ill or even face their death. Having a plan not only provides peace of mind, but also gives you the comfort of knowing your property and loved ones are protected.

Common Estate Planning & Probate Questions

You probably have many questions about building a strong estate plan. We have listed answers to some of the common questions we hear at Pinnacle Law.

Do I Really Need a Will?

Yes. While it may not seem essential, a will helps you declare your interests with the strength of the law. By having a will in place, your property can go to the right people instead of the government. Plus, you can always change your will if you want.

How Can I Ensure my Wishes are Carried out if I’m Not Mentally Capable?

By establishing a Power of Attorney, you can make your wishes known about how to proceed with certain medical decisions, financial decisions, and property assignments. A Power of Attorney will also allow you to delegate decisions about your life to someone you trust. Pinnacle Law can help you identify which questions to ask yourself about who should be given that trust.

What is Probate?

Once a person passes away, their assets are assessed by the government. If there is property that has not been protected or given away, it will most likely be liquidated in probate court to pay off any debts. The value of a strong estate plan is that you can avoid having your estate go into probate by using certain vehicles like trusts.

Why Would I Put My Money in a Trust? Won’t I Lose Access to It?

While it may seem like a trust puts a wall between you and your assets, the truth is that it protects your estate from being too valuable. If you have too much value in assets when applying for Medicaid, for example, you will be denied or have to pay large fines. By putting your money in a Medicaid trust, you can specify that money to go to the costs you would already pay, plus your net worth will be lower to make the application process easier.

If you have a child or loved one with special needs, a trust is crucial. Because their costs for medical care can be so high, a trust can ensure they will have money to pay for the care they need without being penalized for having large sums of money. Let us help you learn more about how to make the best use of trusts.

What Should I Specify in My Will?

There are some obvious basics in a will, such as how money and other assets should be divided. However, writing a good will means looking for all the other things you might miss. For example, you will need to name an executor—someone you trust to carry out your wishes. If you have minor children, who will be their guardian? Who will be the heirs to all your property? Will those heirs receive equal amounts from your estate?

Serving Clients in Charlotte & Indian Trail

At Pinnacle Law, we understand that you have sacrificed a lot to ensure your family’s well-being, both now and in the future. Estate planning is one more tool to protect your loved ones in the event of your death. Our Charlotte estate planning attorneys have the necessary skill and resources to inform this important decision-making process.

If you would like more information about how we can assist you with your estate planning needs in Charlotte and Indian Trail, reach out to (704) 734-9797.

Our Clients Say It Best

Making a Real Difference In People's Lives
  • Communication and professionalism was superb.

    - Satisfied Client
  • I’ve had the opportunity to recommend you twice since we first connected in May/June, and will continue to share your name should someone be in need of excellent representation-counsel.

    - Satisfied Client
  • Exemplary Representation of Our Community

    - Satisfied Client

Get In Touch with Pinnacle Law

A Member of Our Team Is Ready to Assist
  • Please enter your first name.
  • Please enter your last name.
  • Please enter your phone number.
    This isn't a valid phone number.
  • Please enter your email address.
    This isn't a valid email address.
  • Please make a selection.
  • Please enter a message.