Skip to content

We speak English, Spanish, Polish, and Greek.

Estate Planning

Estate Planning

Estate Planning Attorneys in Charlotte

Protect your estate and your family by planning for the future

Regardless of your age or financial situation, it’s important to plan for the future by preparing your family and your estate for your passing. By drafting a comprehensive estate plan, you can ensure that your personal wishes are respected in the event of a medical emergency or your death. Not only does an estate plan protect your assets and property from the probate process, it also leaves a set of guidelines for your loved ones to follow should your personal preferences ever be in question. For this reason, many people feel great comfort and peace of mind once they’re holding a completed estate plan.

Your estate plan may include:

While the internet provides “cookie cutter” estate planning documents that you can print out and fill in, they don’t account for individual state laws or your personal financial circumstances and family dynamics. At Epperson Law Group, PLLC, our Charlotte estate planning lawyers have over 10 years of combined experience and can effectively guide you through this complicated process. We can review your estate, thoroughly explain your options, and help you accurately complete each estate planning document. Most importantly, our lawyers can make certain your estate plan is valid and can’t be challenged by the court or your beneficiaries.

Call our estate planning attorneys in Charlotte at 704-321-0031 to explore your estate planning options.

The benefits of a customized estate plan

An estate plan is comprised of several legal documents that all serve a purpose in safeguarding your best interests and personal wishes. Ideally, your estate plan should accurately account for your financial circumstances, your medical history, and your family dynamics.

A comprehensive estate plan dictates your choices regarding:

  • Your beneficiaries
  • The distribution of your assets and property
  • Guardianship of minor children or relatives with special needs
  • Your personal healthcare and end-of-life decisions
  • Who has the authority to manage your finances if you’re medically incapacitated

Updating your estate plan

It’s tempting but inadvisable to lock your estate plan away until the time it’s actually needed. Every few years you should dust off your documents and take them to an attorney who can make any requested updates and modifications. The goal of estate planning is to protect your personal choices, your assets, and your beneficiaries. With time, all three of these factors may change, and you don’t want your estate plan to be inadequate or incomplete.

Schedule a consultation

Contact Epperson Law Group, PLLC if you’re interested in drafting or modifying your estate plan. Our Charlotte estate planning lawyers can answer any questions or concerns you may have regarding your estate plan or the probate process.

Safeguard your future. Contact Epperson Law Group, PLLC at 704-321-0031 to schedule a consultation.