FirmWinston-Salem, NC
Since 1955
Serves Winston-Salem and Forsyth County from an office off Hawthorne Road, practicing since Wesley Bailey founded the firm in 1955. The estate administration team qualifies personal representatives before the Forsyth County Clerk of Court, then collects assets, pays debts, distributes to heirs, and files the required inventories and accountings. Estate liquidations and auctions are run in-house.
PracticesEstate PlanningTrust AdministrationProbateTax Planning
- Office
- 3069 Trenwest Drive, Suite 100Winston-Salem, NC 27103
FirmGoldsboro, NC
Since 1968 · Serves 7 counties
Serves Wayne County and neighboring Duplin, Greene, Johnston, Lenoir, Sampson, and Wilson counties from Goldsboro, where the firm has practiced since 1968. John C. Hine and Mark J. Hale Jr. are North Carolina Board Certified Specialists in Estate Planning and Probate Law; the practice covers estate and trust administration for executors and trustees, guardianship, and will disputes.
PracticesEstate PlanningTrust AdministrationProbateProbate Litigationand 4 more
- Office
- 208 S. William StreetGoldsboro, NC 27530
FirmGreensboro, NC
Serves the whole state
A Greensboro firm with Charlotte, Raleigh, and Wilmington offices, serving Guilford County and clients across North Carolina. Its trusts and estates group, which includes a North Carolina Board Certified Specialist in Trusts and Estates Law, drafts wills, trusts, and powers of attorney. The practice is planning-side and tax-driven rather than probate or estate administration.
PracticesEstate PlanningTax PlanningBusiness SuccessionCharitable Planning
- Office
- 230 North Elm Street, Suite 2000Greensboro, NC 27401
Serves Forsyth and Durham counties from offices in Winston-Salem and Durham. The firm guides personal representatives and trustees through estate and trust administration — inventorying assets, settling claims, distributing property, and filing fiduciary income tax returns — and litigates will contests and trust disputes when an administration goes wrong. The intake Needs Assessment call is free.
PracticesEstate PlanningTrust AdministrationProbateProbate Litigationand 3 more
- Office
- 380 Knollwood St, Suite 500Winston-Salem, NC 27103
FirmSouthern Pines, NC
Since 2019 · Serves 2 counties
Serves Moore and Lee counties from Southern Pines, as a department of Van Camp, Meacham & Newman, PLLC formed in 2019. It works with executors and administrators who live nearby or out of state — obtaining the appointment and filing the 90-day inventory — and litigates will and trust caveats before the Clerk of Superior Court. Probate fees are generally paid from estate resources.
PracticesEstate PlanningProbateProbate LitigationTrust Litigationand 2 more
- Office
- 235 E. Pennsylvania AvenueSouthern Pines, NC 28387
Serves the Lake Norman area and the Piedmont Triad from offices in Cornelius and Winston-Salem. Attorneys guide executors and trustees from the first probate filing to the final distribution — preparing court inventories and accountings, filing federal estate tax returns, and handling trust administration and irrevocable-trust modifications. The firm meets by phone and video as well as in person.
PracticesEstate PlanningTrust AdministrationProbateTax Planningand 2 more
- Office
- 19455 Old Jetton Road, Suite 100Cornelius, NC 28031
FirmCharlotte, NC
Since 1982
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.
PracticesEstate PlanningTrust AdministrationProbateProbate Litigationand 5 more
- Office
- 6801 Carnegie Boulevard, Suite 400Charlotte, NC 28211
Solo PracticeCharlotte, NC
Serves 7 counties
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.
PracticesEstate PlanningTrust AdministrationProbateProbate Litigationand 9 more
- Office
- 15720 Brixham Hill Avenue, Suite 203Charlotte, NC 28277
Serves Greenville and clients throughout North Carolina from an office on East Arlington Boulevard. Attorneys Phillip R. Dixon, Sr. and Jonathan Scott Dixon draft wills, living wills, and powers of attorney, and establish revocable, irrevocable, credit-shelter, and QTIP trusts. The estate practice is planning-side; the firm's litigation work is criminal defense, family law, and corporate law.
PracticesEstate PlanningTax Planning
- Office
- 110 East Arlington BoulevardGreenville, NC 27858
Solo PracticeHuntersville, NC
Since 2004 · Serves 5 counties
A Huntersville solo practice serving the Lake Norman region and Mecklenburg, Iredell, Lincoln, Cabarrus and Rowan counties, started by Michael K. Elliott in 2004. Its probate work advises executors of their rights and obligations — the estate inventory, the spousal allowance, creditor notice, the final accounting and distribution — and the firm also serves as executor or administrator itself.
PracticesEstate PlanningTrust AdministrationProbateTax Planningand 2 more
- Office
- 14421 S. Old Statesville RoadHuntersville, NC 28078
A five-attorney High Point firm whose work covers business, tax, real estate, estate planning and estate administration. Edgar S. "Pat" Levy III is a Board Certified Specialist in Estate Planning and Probate Law certified by the North Carolina Board of Legal Specialization, and Nathan A. Chrisawn, a licensed North Carolina CPA, practices in estate planning and administration and tax.
PracticesEstate PlanningProbateTax Planning
- Office
- 1838 Eastchester Drive, Suite 100High Point, NC 27265
FirmMorehead City, NC
Since 1987
Serves the Crystal Coast from Bridges Street in Morehead City, with clients in Beaufort, New Bern and Jacksonville. Its probate work runs from qualifying the personal representative and obtaining letters testamentary through creditor claims, the spousal year's allowance, inventories and final accountings, and extends to will caveats. Cecil Harvell opened the practice in 1987.
PracticesEstate PlanningTrust AdministrationProbateProbate Litigationand 5 more
- Office
- 1107 Bridges StreetMorehead City, NC 28557
FirmCharlotte, NC
Since 1912
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.
PracticesEstate PlanningTrust AdministrationProbateProbate Litigationand 10 more
- Office
- 1065 East Morehead StreetCharlotte, NC 28204
Serves Durham County and the Triangle from an office between Durham and Chapel Hill. Four attorneys and three estates paralegals handle estate and trust administration: probating the will, filing estate and fiduciary income tax returns, and post-mortem disclaimers and family settlement agreements. The firm has NC Board Certified Specialists in Estate Planning and Probate Law.
PracticesEstate PlanningTrust AdministrationProbateTax PlanningSpecial Needs Planning
- Office
- 4011 University Drive, Suite 300Durham, NC 27707
Serves Wilmington and New Hanover County from Wrightsville Avenue. Two of its attorneys work in trusts and estates, taking fiduciaries through estate and trust administration and handling estate-tax, gift-tax and charitable gift planning. Jill Kaess is a CPA, a Board Certified Specialist in Estate Planning and Fiduciary Law certified by the North Carolina State Bar, and an ACTEC Fellow.
PracticesEstate PlanningTrust AdministrationProbateTax PlanningCharitable Planning
- Office
- 3414 Wrightsville AvenueWilmington, NC 28403
Serves Wake County and the Triangle from Towne Village Drive in Cary, practicing since 2001. Founder W. Thomas McCuiston, Jr. is an NC Board Certified Specialist in Estate Planning and Probate Law, and the planning work — wills, revocable and irrevocable trusts, powers of attorney, special needs trusts — is built around minimizing income, estate, gift and generation-skipping transfer taxes.
PracticesEstate PlanningProbateTax PlanningSpecial Needs Planningand 2 more
- Office
- 200 Towne Village DriveCary, NC 27513
FirmRaleigh, NC
Since 1993
Serves Wake County and the Research Triangle from Raleigh, where Maria M. Lynch and Jerome R. Eatman, Jr. founded the firm in 1993. Its attorneys open estates with the Estates Division of the Wake County Clerk of Superior Court and carry executors through inventory, creditor claims and ancillary probate. Lynch is a board-certified estate planning and probate law specialist.
PracticesEstate PlanningTrust AdministrationProbateTax Planningand 2 more
- Office
- 4130 Parklake Avenue, Suite 100Raleigh, NC 27612
FirmCharlotte, NC
Serves the whole state
Serves Mecklenburg County from Charlotte, with a second North Carolina office in Raleigh. The trust and estate administration team advises executors and trustees on probate, estate tax returns, distributions, and trust modifications, and handles fiduciary litigation. Chambers High Net Worth ranks the practice in North Carolina private wealth law.
PracticesEstate PlanningTrust AdministrationProbateProbate Litigationand 3 more
- Office
- 201 North Tryon Street, Suite 3000Charlotte, NC 28202
A Durham firm founded in 1997 and focused on estate planning and its related disciplines. Attorneys advise executors and beneficiaries through probate court filings, asset transfer and tax returns, and assist trustees with trust administration and modifying or decanting outdated trusts. Each partner is a North Carolina State Bar Board Certified Specialist in Estate Planning and Probate Law.
PracticesEstate PlanningTrust AdministrationProbateElder Lawand 4 more
- Office
- 3211 Shannon Road, Suite 400Durham, NC 27707
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.
PracticesEstate PlanningTrust AdministrationProbateProbate Litigationand 4 more
- Office
- 100 North Tryon Street, Suite 4700Charlotte, NC 28202