A Charlotte tax and estate boutique at Morrocroft Centre that represents executors and trustees in all aspects of estate and trust administration: collecting assets, paying the decedent's debts and taxes, and post-mortem tax planning. It also handles trust and estate accounting disputes and litigation. Its attorneys include Board Certified Specialists in Estate Planning and Probate Law.
Huntersville is in Mecklenburg County.
More Asset Protection Firms in Mecklenburg County
A Ballantyne solo practice in Charlotte serving Mecklenburg County, led by Janice L. Davies, an NC Board Certified Specialist in Estate Planning and Probate Law. She takes personal representatives and trustees through estate and trust administration, prepares estate and income tax returns, and resolves will and trust conflicts through settlement agreements and caveats.
Serves Charlotte and Mecklenburg County from East Morehead Street. Its estate administration attorneys lead executors and administrators through probate and through estate, income and generation-skipping tax issues, while a separate fiduciary litigation group takes will caveats and breach-of-fiduciary-duty claims. The firm traces its Charlotte practice to 1912.
Serves Mecklenburg County from Charlotte, with a second North Carolina office in Raleigh. The trust and estate administration attorneys handle probate of wills, administration of testate and intestate estates and of trusts, post-death tax planning and fiduciary tax returns, and fiduciary litigation among beneficiaries and fiduciaries. The firm is the only Charlotte-based member of the Am Law 200.
Serves Charlotte and Mecklenburg County from a Carnegie Boulevard office. The firm represents executors, administrators, trustees, and corporate fiduciaries through probate and trust administration — inventories and accountings with the Clerk of Superior Court — and litigates will caveats and breach-of-fiduciary-duty claims. Senior partner Jim Hickmon is a Board Certified Specialist.
Serves Charlotte and the surrounding Mecklenburg County area from a Congress Street office. The firm guides executors and trustees through estate and trust administration, including the strict asset accounting North Carolina law requires of a fiduciary, and litigates will and trust contests. R. Anthony Orsbon and Cynthia T. Fenninger are both board-certified specialists.
Probate in Mecklenburg County
Probate Court Record
Mecklenburg County Clerk of Superior Court
Mecklenburg County · Superior Court District 26
Phone
Hours
Monday-Friday 9:00 AM-5:00 PM
Office
832 East Fourth Street, Suite 3600, Charlotte, NC 28202
Website
E-filing
Filing in person
Walk-ins accepted
Self-represented filing
Allowed
Self-help forms
How to file probate in Mecklenburg County →
Verified October 16, 2026 · Source
Do I need a lawyer for probate in Mecklenburg County? →Settling an estate in Mecklenburg County →
Forms for Planning Your Estate in North Carolina
Free forms for planning your estate in North Carolina: will, living trust, pour-over will, powers of attorney and TOD deed. Prepare each form.
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Revocable Living Trust
Create a revocable living trust to avoid probate, protect privacy, and control asset distribution.
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Pour-Over Will
In North Carolina, a pour-over will is signed before 2N.C.G.S. § 31-3.3Verified Oct 19, 2026View source witnesses and moves anything left outside the trust into it through probate.
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Transfer on Death Deed
Transfer real property to a beneficiary upon your death without probate. Available in 34 states and the District of Columbia.
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Free
Last Will and Testament
In North Carolina, a will is signed before 2N.C.G.S. § 31-3.3Verified Oct 19, 2026View source witnesses, and a self-proving affidavit signed with it lets the court admit it without witness testimonyN.C.G.S. § 31-3.3Verified Oct 19, 2026View source.
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Tools for Planning Your Estate in North Carolina
Free tools for planning your estate in North Carolina: will and trust costs, trust or TOD deed, and the signing rules. Run each tool for North Carolina.
Trust or Will: Which Costs Less?
In North Carolina, a will-based plan pays probate attorney fees of typically 2%Modeled estimate under N.C.G.S. § 28A-13-3(a)(19), § 28A-23-3(a) (attorney fees are a negotiated administration expense; no statutory schedule or percentage): the hours the statutory fee schedules imply, at the state's surveyed hourly rateVerified Sep 8, 2026View source to 3.1%Modeled estimate under N.C.G.S. § 28A-13-3(a)(19), § 28A-23-3(a) (attorney fees are a negotiated administration expense; no statutory schedule or percentage): the hours the statutory fee schedules imply, at the state's surveyed hourly rateVerified Sep 8, 2026View source of the estate; a funded revocable trust keeps those assets out of probate and off that fee.
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How Much Does a Revocable Living Trust Cost?
An attorney-prepared revocable living trust in North Carolina runs $4,330Estimate: 10 hours at $433, Clio's North Carolina Trusts rate; Compare Lawyer Rates, 2025 dataVerified Oct 15, 2026View source to $6,495Estimate: 15 hours at $433, Clio's North Carolina Trusts rate; Compare Lawyer Rates, 2025 dataVerified Oct 15, 2026View source for an individual, against $0 to $549 up front plus a subscription with an online service.
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Do I Need a TOD Deed?
North Carolina does not authorize transfer on death deeds; sole-name real property goes through probate, at least 6 months for a simple estate, unless held in a trust or with a right of survivorship.
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Are My Beneficiary Designations Protected?
North Carolina does not revoke an ex-spouse as beneficiary at divorceN.C.G.S. § 31-5.4; § 36C-6-606Verified Sep 15, 2026View source; employer plans under ERISA follow federal rules either way, so a 401(k) beneficiary changes only by a new designation.
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