Close Menu
Call now

Contact us

Contact Us

Wills and Trusts Attorneys in Charlotte, North Carolina

In Need of a Wills and Trusts Lawyer in Charlotte, NC?

At Daly Mills Estate Planning, our Charlotte wills and trusts attorneys provide outstanding service to our North Carolina clients while working to help ensure they thoroughly understand each aspect of these valuable documents.

We want to assist our clients in developing impactful futures for both themselves and their loved ones.

That is because our Mecklenburg County will and trust lawyers know that when our clients have access to the legal tools and resources they need to make informed decisions about life and death, they thrive.

Contact our dedicated wills and trusts lawyers in Mecklenburg County to learn how we can help establish the protection you need to enjoy life today while safeguarding your family’s tomorrow.

What Type of Estate Can Benefit from a Will in North Carolina?

At Daly Mills Estate Planning, our skilled will lawyers in Charlotte believe all estates — no matter the size — can benefit from creating a legally binding document that expresses their final wishes.

Creating a will in North Carolina allows our clients to:

  • Designate an executor of their estate
  • Name beneficiaries of their property and assets and how they will be divided
  • Identify guardians and property managers for minor children
  • Outline instructions for handling taxes and debts

No matter how you would like to express your final wishes, there is a legal format that will fit your complete needs, and we can help ensure they have outlined accurately, so you can move forward with confidence.

If you already have a will, it is important to review your wishes as time goes by to appropriately address all your assets, including homes, savings and checking accounts, stock portfolios, other investment portfolios, vehicles, vacation homes, or other real estates, so the details can be changed as your circumstances change.

Our Charlotte Estate Planning Attorneys Also Focus on Following Following Areas:

What Happens to My Estate If I Do Not Have a Will or Trust?

Without a will, your estate will be overseen through probate and settled through the North Carolina statutes that apply to your unique circumstances. Probate can be lengthy, expensive, and daunting for the personal representative who is appointed to oversee the process.

If you do not have a will in place, our skilled will and trust lawyers in Charlotte can help you outline your estate — no matter its size — so you can focus on living your life to the fullest.

What Type of Estate Can Benefit from a Revocable Trust in North Carolina?

Although many types of trusts are designed to meet unique estate planning needs, one of the most common is the revocable living trust, which allows our clients to pass on their assets to their loved ones while avoiding probate.

Our Charlotte trust lawyers help our North Carolina clients establish revocable living trusts and provide important information regarding transferring their assets into the trust.

Once the trust is established, our client, the “grantor,” will also maintain the title of “trustee” to manage and invest the trust’s assets as they see fit while designating a successor trustee who will assume control over the trust’s assets upon their death or incapacitation.

A revocable living trust keeps all assets and financial information out of the courts and gives our clients and their families privacy while reducing the court costs and legal fees associated with probate.

To learn more about how trusts and wills can benefit and protect you and your family’s estate, contact our experienced estate planning attorneys in Charlotte today.

Allow Our Charlotte Wills and Trusts Attorneys to Protect You and Your Family

At Daly Mills Estate Planning, our wills and trust lawyers in Mecklenburg County empower our clients to maintain control of their current lives and futures.

When our clients establish wills or trusts, they are providing their loved ones with detailed instructions on managing their property and other assets upon their incapacitation or death.

Wills and trusts can work separately or together and are designed to protect our clients’ assets and final wishes, so their loved ones are not left searching for details that can take years to unravel in the courts without the proper estate plans in place.

No matter which legal document you prefer, estate planning instruments also provide families with privacy after the loss of a loved one while reducing court costs and legal fees associated with probate.

Contact our dedicated attorneys in Charlotte today to pursue the guidance you need to create a personalized will and/or trust that will address every facet of your estate.

Contact Our Dedicated Wills and Trusts Attorneys in Mecklenburg County, North Carolina Today

To learn more about how we can help you and your family create customized planning strategies to protect your legacy, call us at 704-595-2433 to schedule an initial consultation with our dedicated wills and trusts attorneys in Charlotte, North Carolina at Daly Mills Estate Planning today.