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The Attorneys at Marcellino Moore, PLLC have been awarded Super Lawyers®, which includes less than 2.5% of the nation's top attorneys!

  • Best Lawyers, 2027
  • Charlotte's Best, 2026
  • Best Law Firms, 2026
  • Super Lawyers, Rising Stars
  • Best Lawyers, Ones to Watch
  • Million Dollar Advocates Forum
  • Best Law Firms, Litigation, 2025
  • Best Law Firms, Charlotte, Employment 2025

Charlotte Estate Planning Lawyers

Not having a coordinated estate plan can leave your family guessing about your wishes, your finances, or your care, exactly at a time when clear answers are vital. If you're looking to put a plan in place, or wondering whether your existing documents actually work together, Marcellino Moore, PLLC can help you build a complete estate plan that reflects your goals and protects the people you love. 

Our estate planning lawyers in Charlotte routinely work with clients across Mecklenburg County on issues that include: 

Call (980) 427-3401 today for an appointment. We can meet in person or virtually, based on your preference.

Our Client Testimonials

Behind Every Case is a Real Person and a Real Story
    “Jennifer Moore, Alexi Gadzinski and their team were stellar in supporting me.”
    “They were great to work with and achieved all of my goals.  I highly recommend Jennifer and Alexis to represent you.”
    - Richard R.
    “Kay Bolaños and her team did an outstanding job.”
    “Her legal advise and expectations were honest and accurate from beginning to end. The way Kay handled the case was on point. I am happy with the trust I placed in her.”
    - Antonio A.
    “It was a pleasure working with Kay and Katie.”
    “The team at Marcellino & Moore (Kay Bolanos & Katie Glenney) handled my family matters in a very professional and efficient way. My situation was a bit unique, and they spent time researching and brainstorming potential outcomes.”
    - Elena
    “Will definitely use their representation again.”
    “Their communication is top notch as well as their support which is the most important aspect in my opinion.”
    - Former Client
    “Matt, thanks for all the hard work, and more importantly, your compassion and real world knowledge.”
    “I cannot say enough about the firm's pragmatism, understanding of the NC law process, and their level of communication.”
    - William M.
    “I HIGHLY recommend this law firm.”
    “5 stars aren’t enough to rate my experience with this law firm. Attorney Clay Campbell exceeded my expectations. I just sat back and listened to him annihilate the opposing counsel. It was quite comical.”
    - Monica H.
    “I had the privilege of being represented by Clay Campbell his exceptional team.”
    “Their knowledge of the law is unmatched, and they navigated my case with precision and expertise. The entire team demonstrated outstanding communication, always keeping me informed and at ease throughout the process.”
    - Former Client
    “Her professionalism and commitment to my needs were evident from the start.”
    “Jennifer was straightforward and transparent, giving me confidence in her abilities. The team was responsive and ensured my interests were always a priority. I'm grateful for their help, which has allowed me to move forward positively.”
    - Zoraida G.

Settlements & Judgments

Our Case Results
  • Estate Planning

    Family Avoids the Time and Expense of Full Probate. Attorney Katy Currie helped a family avoid the time, expense, and complexity of a full probate administration after the loss of a loved one.

  • Contested Will Dispute

    Attorney Katy Currie represented a family facing a difficult probate proceeding after a family member challenged the validity of a loved one’s will.

  • Estate Planning

    Attorney Katy Currie worked with a blended family facing the challenge of providing for one another while also protecting assets intended for their respective children.

  • Estate Planning to Protect Minor Children

    Attorney Katy Currie worked with parents who wanted to ensure their children would be protected and cared for if the unexpected occurred.

  • High-Net-Worth Estate

    Advised the owner of a highly successful business with an estate valued at approximately $40 million, including multiple properties across several states.

Comprehensive Solutions

A will addresses what happens to your assets after death, but a complete estate plan also considers what happens during your life if you become unable to manage your own affairs.

Planning for Life and Planning for After

Powers of attorney and health care planning documents address decisions that may need to be made while you're still living, while wills, trusts, and beneficiary designations govern what happens afterward. Both halves matter, and neither replaces the other.

Coordinating the Pieces

Wills, trusts, powers of attorney, and beneficiary designations need to work together rather than in isolation, particularly when probate or estate administration becomes relevant down the road.

A Plan Built Around You

The right combination of documents depends entirely on your family, your assets, your relationships, and your goals. Our role is to look at the entire picture, identify gaps or conflicts between documents, and build a cohesive plan rather than a stack of unrelated paperwork.

Estate planning done well isn't about accumulating documents. It's about maintaining control, reducing uncertainty, and giving your loved ones clear legal direction exactly when they need it most.

Real Talk, Legal Insights, and Stories That Matter

Build a Plan That Reflects Your Wishes

Whatever stage you're at, from starting your first plan to reviewing one you haven't updated in years, Marcellino Moore, PLLC has a strong team of estate planning lawyers and staff ready to go to work for you. We’ve served Charlotte and the surrounding area since 2011, are recognized by Super Lawyers®, and have earned strong testimonials from clients we have been honored to serve. 

 Our office is in the historic Elizabeth neighborhood, just minutes from Plaza Midwood and less than 10 minutes from the Mecklenburg County Courthouse. Reach out today to start building a plan that gives your family clarity.

You can request a consultation by calling (980) 427-3401 or by using our online contact form.

Reach Out To Us

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No matter where you are in the process, you don't have to face it alone